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Pensionmark Financial Group, LLC Buys iShares S&P Small-Cap 600 Growth ETF, iShares S&P 500 Growth, iShares S&P Mid-Cap 400 Growth, Sells iShares S&P Mid-Cap 400 Value, iShares S&P 500 Value, iShares S&P SmallCap 600 Value

Investment company Pensionmark Financial Group, LLC (Current Portfolio) buys iShares S&P Small-Cap 600 Growth ETF, iShares S&P 500 Growth, iShares S&P Mid-Cap 400 Growth, SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm, SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC, sells iShares S&P Mid-Cap 400 Value, iShares S&P 500 Value, iShares S&P SmallCap 600 Value, Schwab U.S. Large-Cap Value, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Pensionmark Financial Group, LLC. As of 2019Q4, Pensionmark Financial Group, LLC owns 146 stocks with a total value of $222 million. These are the details of the buys and sells.

For the details of Pensionmark Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/pensionmark+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Pensionmark Financial Group, LLC
  1. iShares S&P Small-Cap 600 Growth ETF (IJT) - 95,123 shares, 8.29% of the total portfolio. New Position
  2. iShares S&P 500 Growth (IVW) - 81,827 shares, 7.15% of the total portfolio. Shares added by 4699.24%
  3. iShares S&P Mid-Cap 400 Growth (IJK) - 64,407 shares, 6.92% of the total portfolio. Shares added by 3827.26%
  4. iShares Core MSCI Total International Stock ETF (IXUS) - 207,674 shares, 5.80% of the total portfolio. Shares reduced by 17.82%
  5. SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG) - 173,633 shares, 5.05% of the total portfolio. Shares added by 1174.74%
New Purchase: iShares S&P Small-Cap 600 Growth ETF (IJT)

Pensionmark Financial Group, LLC initiated holding in iShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $172.41 and $194.02, with an estimated average price of $184.4. The stock is now traded at around $199.74. The impact to a portfolio due to this purchase was 8.29%. The holding were 95,123 shares as of .

New Purchase: SPDR Portfolio Aggregate Bond (SPAB)

Pensionmark Financial Group, LLC initiated holding in SPDR Portfolio Aggregate Bond. The purchase prices were between $29.24 and $29.77, with an estimated average price of $29.47. The stock is now traded at around $29.84. The impact to a portfolio due to this purchase was 0.78%. The holding were 59,044 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Pensionmark Financial Group, LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $47.29 and $53.99, with an estimated average price of $50.63. The stock is now traded at around $52.95. The impact to a portfolio due to this purchase was 0.45%. The holding were 18,543 shares as of .

New Purchase: Vanguard S&P 500 Value (VOOV)

Pensionmark Financial Group, LLC initiated holding in Vanguard S&P 500 Value. The purchase prices were between $111.31 and $125.71, with an estimated average price of $120.31. The stock is now traded at around $126.96. The impact to a portfolio due to this purchase was 0.36%. The holding were 6,363 shares as of .

New Purchase: iShares Edge MSCI USA Value Factor (VLUE)

Pensionmark Financial Group, LLC initiated holding in iShares Edge MSCI USA Value Factor. The purchase prices were between $78.54 and $90.11, with an estimated average price of $85.93. The stock is now traded at around $91.04. The impact to a portfolio due to this purchase was 0.27%. The holding were 6,578 shares as of .

New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

Pensionmark Financial Group, LLC initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $57.01 and $57.94, with an estimated average price of $57.45. The stock is now traded at around $59.04. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,632 shares as of .

Added: iShares S&P 500 Growth (IVW)

Pensionmark Financial Group, LLC added to a holding in iShares S&P 500 Growth by 4699.24%. The purchase prices were between $173.78 and $194.49, with an estimated average price of $184.58. The stock is now traded at around $208.83. The impact to a portfolio due to this purchase was 7%. The holding were 81,827 shares as of .

Added: iShares S&P Mid-Cap 400 Growth (IJK)

Pensionmark Financial Group, LLC added to a holding in iShares S&P Mid-Cap 400 Growth by 3827.26%. The purchase prices were between $216.13 and $238.61, with an estimated average price of $228.79. The stock is now traded at around $246.50. The impact to a portfolio due to this purchase was 6.74%. The holding were 64,407 shares as of .

Added: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

Pensionmark Financial Group, LLC added to a holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm by 1174.74%. The purchase prices were between $57.76 and $64.9, with an estimated average price of $61.83. The stock is now traded at around $66.69. The impact to a portfolio due to this purchase was 4.65%. The holding were 173,633 shares as of .

Added: SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC (MDYG)

Pensionmark Financial Group, LLC added to a holding in SPDR S&P 400 Mid Cap Growth ETF (based on S&P MidC by 709.07%. The purchase prices were between $51.98 and $57.24, with an estimated average price of $55.08. The stock is now traded at around $59.06. The impact to a portfolio due to this purchase was 3.62%. The holding were 160,358 shares as of .

Added: Schwab U.S. Large-Cap Growth (SCHG)

Pensionmark Financial Group, LLC added to a holding in Schwab U.S. Large-Cap Growth by 594.44%. The purchase prices were between $81.93 and $93.43, with an estimated average price of $88.36. The stock is now traded at around $101.10. The impact to a portfolio due to this purchase was 3.56%. The holding were 99,236 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Pensionmark Financial Group, LLC added to a holding in iShares Core MSCI EAFE by 149.17%. The purchase prices were between $58.56 and $65.43, with an estimated average price of $62.77. The stock is now traded at around $65.08. The impact to a portfolio due to this purchase was 1.63%. The holding were 92,526 shares as of .

Sold Out: Schwab U.S. Large-Cap Value (SCHV)

Pensionmark Financial Group, LLC sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $54.73 and $60.25, with an estimated average price of $58.21.

Sold Out: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Pensionmark Financial Group, LLC sold out a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The sale prices were between $58.81 and $66.14, with an estimated average price of $63.4.

Sold Out: iShares Core 1-5 Year USD Bond ETF (ISTB)

Pensionmark Financial Group, LLC sold out a holding in iShares Core 1-5 Year USD Bond ETF. The sale prices were between $49.92 and $50.29, with an estimated average price of $50.07.

Sold Out: Fidelity MSCI Information Technology Index (FTEC)

Pensionmark Financial Group, LLC sold out a holding in Fidelity MSCI Information Technology Index. The sale prices were between $61.81 and $72.7, with an estimated average price of $67.67.

Sold Out: Wells Fargo & Co (WFC)

Pensionmark Financial Group, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $47.82 and $54.46, with an estimated average price of $52.48.

Sold Out: Fidelity MSCI Health Care Index (FHLC)

Pensionmark Financial Group, LLC sold out a holding in Fidelity MSCI Health Care Index. The sale prices were between $42.22 and $50.02, with an estimated average price of $46.42.



Here is the complete portfolio of Pensionmark Financial Group, LLC. Also check out:

1. Pensionmark Financial Group, LLC's Undervalued Stocks
2. Pensionmark Financial Group, LLC's Top Growth Companies, and
3. Pensionmark Financial Group, LLC's High Yield stocks
4. Stocks that Pensionmark Financial Group, LLC keeps buying

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