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| Name: |
Pensionmark Financial Group LLC |
| City: |
SANTA BARBARA |
| State: |
CA |
| Zip: |
93101 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
70 |
- |
$615,900.00 |
$2,538,000 |
4 |
0.36% |
367,000 |
0 |
0 |
Property & Casualty I... |
|
|
PSK |
SPDR Series Trust |
154 |
- |
$33.62 |
$830,000 |
23,805 |
0.12% |
32,000 |
0 |
0.08 |
Closed - End Fund - Debt |
|
|
PAPR |
Innovator S&p 500 Power Buf... |
175 |
- |
$0.00 |
$727,000 |
21,634 |
0.1% |
20,000 |
0 |
0.141 |
N/A |
|
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AVY |
Avery Dennison Corporation |
197 |
- |
$227.05 |
$570,000 |
2,555 |
0.08% |
53,000 |
0 |
0.003 |
Paper & Paper Products |
|
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USAC |
Usa Compression Partners, Lp |
311 |
- |
$23.86 |
$287,000 |
10,750 |
0.04% |
42,000 |
0 |
0.011 |
Oil & Gas Pipelines &... |
|
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BANC |
First Pactrust Bancorp Inc |
340 |
- |
$13.72 |
$244,000 |
16,050 |
0.03% |
28,000 |
0 |
0.01 |
Domestic Regional Banks |
|
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AOR |
iShares Core Growth Allocat... |
345 |
- |
$55.75 |
$238,000 |
4,277 |
0.03% |
11,000 |
0 |
0.022 |
Closed - End Fund - Debt |
|
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POCT |
Innovator S&p 500 Power Buf... |
369 |
- |
$0.00 |
$214,000 |
5,720 |
0.03% |
7,000 |
0 |
0.008 |
N/A |
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