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Pensionmark Financial Group, LLC - Portfolio Stock Holdings

Pensionmark Financial Group, LLC disclosed 634 stock positions in a recent SEC 13F filing. $1,603,955,582 of stock holdings were filed, with the largest holdings including VOO, AAPL, and SCHG. This filing represented positions held on June 30, 2024, and was filed on Aug. 15, 2024.

Report Period:

June 30, 2024

No. of Stocks:

634

Est. Stock Holding Value:

$1,603,955,582

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Pensionmark Financial Group, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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