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Home > Institutional Investor > Pensionmark Financial Group, Llc > Profile

Instuitional Investor - Pensionmark Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Pensionmark Financial Group, Llc
Portfolio Value $3,852,626,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 615,532 $136,728,116 3.55%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 225,575 $115,925,095 3.01%
3.
Spdr Series Trust
 1,230,069 $80,889,288 2.1%
4.
Microsoft Corp
 MSFT 188,169 $70,637,180 1.83%
5.
Vanguard Bond Index Funds
 BND 845,784 $66,207,938 1.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)