Marks Group Wealth Management
Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, SYK, AAPL, V, RSG, and represent 9.54% of Marks Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IR (+$8.7M), ADP, META, AMT, PAGP, BRW, GPC, DECK, UNH, CP.
- Started 19 new stock positions in IR, MOD, BRW, NTRA, NTAP, Amplify Etf Tr, RACE, AMD, UITB, SMCI. UL, SUM, AMT, MNDY, ASX, CVLT, GS, NOG, PAGP.
- Reduced shares in these 10 stocks: TXN (-$6.8M), RUNN (-$6.4M), MMS, ADBE, Spirit Realty Capital, FIS, HFRO, EME, SU, Etf Managers Tr etho climate l.
- Sold out of its positions in BA, DG, Etf Managers Tr etho climate l, HFRO, MMS, NVS, BOND, Spirit Realty Capital, SU.
- Marks Group Wealth Management was a net seller of stock by $-712k.
- Marks Group Wealth Management has $957M in assets under management (AUM), dropping by 9.02%.
- Central Index Key (CIK): 0001802473
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Portfolio Holdings for Marks Group Wealth Management
Marks Group Wealth Management holds 299 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $24M | 159k | 152.26 |
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| Stryker Corporation (SYK) | 1.9 | $19M | 52k | 357.91 |
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| Apple (AAPL) | 1.9 | $18M | 104k | 171.48 |
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| Visa Com Cl A (V) | 1.7 | $16M | 57k | 279.08 |
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| Republic Services (RSG) | 1.6 | $15M | 78k | 191.44 |
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| Intercontinental Exchange (ICE) | 1.5 | $15M | 108k | 137.43 |
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| UnitedHealth (UNH) | 1.5 | $14M | +4% | 29k | 494.70 |
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| Emcor (EME) | 1.4 | $13M | -6% | 37k | 350.20 |
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| Microsoft Corporation (MSFT) | 1.3 | $13M | 31k | 420.72 |
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| FactSet Research Systems (FDS) | 1.3 | $13M | +2% | 28k | 454.39 |
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| Meta Platforms Cl A (META) | 1.2 | $12M | +30% | 24k | 485.58 |
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| Moody's Corporation (MCO) | 1.1 | $11M | +2% | 27k | 393.03 |
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| salesforce (CRM) | 1.1 | $11M | 36k | 301.12 |
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| Copart (CPRT) | 1.1 | $11M | 181k | 57.92 |
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| Msci (MSCI) | 1.1 | $11M | +4% | 19k | 560.45 |
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| Texas Roadhouse (TXRH) | 1.0 | $9.8M | -2% | 64k | 154.47 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $9.7M | -4% | 18k | 555.79 |
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| W.W. Grainger (GWW) | 1.0 | $9.7M | -2% | 9.5k | 1017.25 |
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| Amphenol Corp Cl A (APH) | 1.0 | $9.7M | -2% | 84k | 115.35 |
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| Carlisle Companies (CSL) | 1.0 | $9.7M | -2% | 25k | 391.85 |
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| Icon SHS (ICLR) | 1.0 | $9.6M | 29k | 335.95 |
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| Eaton Corp SHS (ETN) | 1.0 | $9.6M | 31k | 312.68 |
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| Fiserv (FI) | 1.0 | $9.6M | -2% | 60k | 159.82 |
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| Brown & Brown (BRO) | 1.0 | $9.5M | 109k | 87.54 |
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| Itt (ITT) | 1.0 | $9.4M | -3% | 69k | 136.03 |
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| Dell Technologies CL C (DELL) | 1.0 | $9.4M | -3% | 82k | 114.11 |
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| Deckers Outdoor Corporation (DECK) | 1.0 | $9.4M | +7% | 9.9k | 941.26 |
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| Medtronic SHS (MDT) | 1.0 | $9.2M | +4% | 105k | 87.15 |
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| Primerica (PRI) | 0.9 | $9.0M | 36k | 252.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $8.8M | 25k | 346.61 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $8.7M | +4% | 160k | 54.40 |
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| Ingersoll Rand (IR) | 0.9 | $8.7M | NEW | 92k | 94.95 |
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| Ametek (AME) | 0.9 | $8.6M | 47k | 182.91 |
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| Boston Scientific Corporation (BSX) | 0.9 | $8.6M | 125k | 68.49 |
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| Jacobs Engineering Group (J) | 0.9 | $8.5M | 56k | 153.73 |
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| Broadridge Financial Solutions (BR) | 0.9 | $8.5M | -2% | 42k | 204.86 |
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| Caci Intl Cl A (CACI) | 0.9 | $8.3M | 22k | 378.83 |
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| TJX Companies (TJX) | 0.9 | $8.3M | 82k | 101.42 |
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| Leidos Holdings (LDOS) | 0.9 | $8.2M | 63k | 131.09 |
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| Arthur J. Gallagher & Co. (AJG) | 0.9 | $8.2M | 33k | 250.05 |
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| Honeywell International (HON) | 0.9 | $8.2M | 40k | 205.25 |
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| Rb Global (RBA) | 0.9 | $8.2M | 107k | 76.17 |
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| Gra (GGG) | 0.8 | $8.1M | 87k | 93.46 |
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| Watsco, Incorporated (WSO) | 0.8 | $8.1M | 19k | 431.97 |
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| Tractor Supply Company (TSCO) | 0.8 | $8.1M | 31k | 261.72 |
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| Avery Dennison Corporation (AVY) | 0.8 | $8.0M | 36k | 223.25 |
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| Franklin Electric (FELE) | 0.8 | $8.0M | 75k | 106.81 |
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| Marsh & McLennan Companies (MMC) | 0.8 | $7.9M | 39k | 205.98 |
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| Darden Restaurants (DRI) | 0.8 | $7.8M | 47k | 167.15 |
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| Iqvia Holdings (IQV) | 0.8 | $7.8M | 31k | 252.88 |
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| Fair Isaac Corporation (FICO) | 0.8 | $7.8M | 6.2k | 1249.61 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $7.7M | 15k | 522.88 |
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| Analog Devices (ADI) | 0.8 | $7.6M | 39k | 197.79 |
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| Automatic Data Processing (ADP) | 0.8 | $7.6M | +77% | 31k | 249.74 |
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| General Dynamics Corporation (GD) | 0.8 | $7.6M | 27k | 282.49 |
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| Aon Shs Cl A (AON) | 0.8 | $7.5M | +6% | 23k | 333.72 |
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| Morningstar (MORN) | 0.8 | $7.5M | 24k | 308.37 |
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| Union Pacific Corporation (UNP) | 0.8 | $7.4M | 30k | 245.92 |
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| Steris Shs Usd (STE) | 0.8 | $7.3M | 33k | 224.81 |
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| J.B. Hunt Transport Services (JBHT) | 0.8 | $7.2M | 36k | 199.25 |
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| S&p Global (SPGI) | 0.8 | $7.2M | +4% | 17k | 425.43 |
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| Ss&c Technologies Holding (SSNC) | 0.7 | $7.1M | 110k | 64.37 |
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $6.9M | 16k | 429.32 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $6.9M | +8% | 79k | 88.17 |
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| Amdocs SHS (DOX) | 0.7 | $6.8M | 76k | 90.37 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.7 | $6.8M | +2% | 161k | 42.02 |
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| Becton, Dickinson and (BDX) | 0.7 | $6.6M | 27k | 247.45 |
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| Centene Corporation (CNC) | 0.7 | $6.6M | 84k | 78.48 |
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| Air Products & Chemicals (APD) | 0.7 | $6.5M | 27k | 242.27 |
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| Amazon (AMZN) | 0.7 | $6.3M | +3% | 35k | 180.38 |
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| Toro Company (TTC) | 0.6 | $6.2M | 68k | 91.63 |
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| Expeditors International of Washington (EXPD) | 0.6 | $6.1M | +4% | 50k | 121.57 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $5.4M | +4% | 9.3k | 581.21 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.6 | $5.3M | +3% | 51k | 103.79 |
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| Genpact SHS (G) | 0.6 | $5.3M | +3% | 160k | 32.95 |
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| IDEXX Laboratories (IDXX) | 0.5 | $5.0M | +3% | 9.2k | 539.93 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $4.5M | 11k | 399.09 |
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| Cintas Corporation (CTAS) | 0.5 | $4.4M | +2% | 6.4k | 687.04 |
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| Donaldson Company (DCI) | 0.5 | $4.4M | 59k | 74.68 |
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| NVR (NVR) | 0.5 | $4.3M | 535.00 | 8099.96 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $4.3M | -7% | 22k | 200.30 |
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| Ishares Tr Global Tech Etf (IXN) | 0.4 | $4.1M | +3% | 55k | 74.81 |
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| Fastenal Company (FAST) | 0.4 | $3.7M | -9% | 49k | 77.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.7M | 8.9k | 420.52 |
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| Verisk Analytics (VRSK) | 0.4 | $3.7M | +3% | 16k | 235.73 |
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| Jack Henry & Associates (JKHY) | 0.4 | $3.5M | +4% | 20k | 173.73 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | -5% | 30k | 116.24 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.4M | +4% | 65k | 51.60 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.3M | 6.4k | 523.09 |
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| Cavco Industries (CVCO) | 0.3 | $3.2M | 7.9k | 399.06 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $3.1M | +3% | 1.1k | 2906.77 |
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| Target Corporation (TGT) | 0.3 | $3.1M | -7% | 17k | 177.21 |
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| Roper Industries (ROP) | 0.3 | $3.0M | +3% | 5.4k | 560.84 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $2.9M | 134k | 21.99 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $2.9M | -6% | 42k | 67.75 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $2.8M | 192k | 14.32 |
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| Sap Se Spon Adr (SAP) | 0.3 | $2.6M | -7% | 14k | 195.02 |
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| Gabelli Equity Trust (GAB) | 0.3 | $2.6M | 464k | 5.52 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $2.6M | -2% | 20k | 128.40 |
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| Monster Beverage Corp (MNST) | 0.3 | $2.5M | +3% | 43k | 59.28 |
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| Edison International (EIX) | 0.3 | $2.5M | -8% | 36k | 70.73 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $2.5M | 24k | 106.49 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | 59k | 43.35 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.5M | 4.00 | 634440.00 |
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| Autodesk (ADSK) | 0.3 | $2.5M | +2% | 9.7k | 260.42 |
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| Enbridge (ENB) | 0.3 | $2.5M | -5% | 68k | 36.18 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $2.4M | 15k | 164.35 |
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| Procter & Gamble Company (PG) | 0.2 | $2.4M | -5% | 15k | 162.25 |
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| Paycom Software (PAYC) | 0.2 | $2.4M | +15% | 12k | 199.01 |
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| Paychex (PAYX) | 0.2 | $2.3M | +5% | 19k | 122.80 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.3M | -46% | 4.5k | 504.60 |
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| Zoetis Cl A (ZTS) | 0.2 | $2.2M | +3% | 13k | 169.25 |
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| Genuine Parts Company (GPC) | 0.2 | $2.2M | +47% | 14k | 154.93 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.2M | -6% | 49k | 44.70 |
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| SPS Commerce (SPSC) | 0.2 | $2.2M | 12k | 184.90 |
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| International Business Machines (IBM) | 0.2 | $2.2M | +27% | 11k | 190.96 |
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| Pool Corporation (POOL) | 0.2 | $2.2M | +5% | 5.3k | 403.50 |
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| Amgen (AMGN) | 0.2 | $2.1M | -8% | 7.5k | 284.31 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.1M | -9% | 37k | 57.96 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $2.1M | 81k | 26.09 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | -5% | 33k | 61.18 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | -5% | 20k | 96.71 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.9M | 2.1k | 903.62 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.9M | 13k | 148.63 |
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| Verizon Communications (VZ) | 0.2 | $1.9M | -7% | 46k | 41.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.9M | +2% | 5.6k | 344.21 |
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| Oracle Corporation (ORCL) | 0.2 | $1.9M | -4% | 15k | 125.61 |
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| Gartner (IT) | 0.2 | $1.9M | 3.9k | 476.67 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.8M | -5% | 20k | 91.40 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $1.8M | 223k | 8.16 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.8M | +6% | 1.8k | 970.47 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $1.8M | +4% | 31k | 57.57 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.7M | -7% | 40k | 42.87 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.7M | 20k | 84.44 |
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| Intel Corporation (INTC) | 0.2 | $1.7M | -9% | 39k | 44.17 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $1.7M | -7% | 14k | 119.41 |
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| BlackRock (BLK) | 0.2 | $1.7M | -9% | 2.0k | 833.80 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.6M | -3% | 18k | 85.74 |
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| Haleon Spon Ads (HLN) | 0.2 | $1.6M | +16% | 183k | 8.49 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.5M | -5% | 11k | 136.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.5M | +2% | 9.3k | 162.85 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.5M | 5.9k | 249.87 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.4M | -6% | 34k | 42.01 |
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| Linde SHS (LIN) | 0.1 | $1.4M | -3% | 3.0k | 464.33 |
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| Tesla Motors (TSLA) | 0.1 | $1.4M | 8.0k | 175.80 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | -2% | 12k | 113.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | 2.7k | 480.75 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | -6% | 7.7k | 169.37 |
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| Deere & Company (DE) | 0.1 | $1.3M | 3.2k | 410.74 |
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| Ameriprise Financial (AMP) | 0.1 | $1.3M | 2.9k | 438.44 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.2M | -2% | 15k | 83.29 |
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| Verisign (VRSN) | 0.1 | $1.2M | +4% | 6.5k | 189.51 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $1.2M | +4% | 26k | 47.62 |
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| Rollins (ROL) | 0.1 | $1.2M | +4% | 26k | 46.27 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -84% | 7.0k | 174.21 |
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| Fidelity National Information Services (FIS) | 0.1 | $1.2M | -54% | 16k | 74.18 |
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| Pgim Short Duration High Yie (ISD) | 0.1 | $1.2M | 89k | 12.99 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $1.2M | 60k | 19.29 |
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| Relx Sponsored Adr (RELX) | 0.1 | $1.1M | +7% | 27k | 43.29 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $1.1M | 117k | 9.79 |
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| CRH Ord (CRH) | 0.1 | $1.1M | +6% | 13k | 86.26 |
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| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.1 | $1.1M | 168k | 6.64 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.3k | 481.57 |
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| American Tower Reit (AMT) | 0.1 | $1.1M | NEW | 5.4k | 197.59 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $1.1M | 94k | 11.35 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | +7% | 4.3k | 249.72 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.0M | -2% | 6.6k | 158.19 |
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| First Financial Corporation (THFF) | 0.1 | $1.0M | 27k | 38.33 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | -6% | 2.2k | 454.87 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $999k | -5% | 7.7k | 130.27 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $986k | 92k | 10.69 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $977k | 8.8k | 110.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $964k | 6.4k | 150.93 |
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| Abbott Laboratories (ABT) | 0.1 | $911k | -8% | 8.0k | 113.66 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $877k | +10% | 17k | 51.62 |
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| Manulife Finl Corp (MFC) | 0.1 | $858k | -6% | 34k | 24.99 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $838k | -8% | 680.00 | 1231.60 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $836k | 20k | 41.87 |
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| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $826k | NEW | 45k | 18.25 |
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| Caterpillar (CAT) | 0.1 | $819k | 2.2k | 366.46 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $813k | -5% | 69k | 11.84 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $811k | -18% | 1.5k | 525.82 |
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| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $809k | 67k | 12.04 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $795k | +3% | 7.8k | 101.41 |
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| 3M Company (MMM) | 0.1 | $784k | 7.4k | 106.09 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $776k | 3.4k | 228.59 |
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| Walt Disney Company (DIS) | 0.1 | $772k | +4% | 6.3k | 122.36 |
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| Micron Technology (MU) | 0.1 | $760k | 6.5k | 117.86 |
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| Saba Capital Income & Oprnt Shs New (BRW) | 0.1 | $756k | NEW | 104k | 7.29 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $755k | +5% | 5.1k | 147.72 |
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| Kkr & Co (KKR) | 0.1 | $701k | -6% | 7.0k | 100.58 |
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| O'reilly Automotive (ORLY) | 0.1 | $697k | -5% | 617.00 | 1128.88 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $680k | +5% | 16k | 42.95 |
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| CoStar (CSGP) | 0.1 | $680k | -4% | 7.0k | 96.60 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $670k | 13k | 53.39 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $667k | -2% | 4.3k | 155.83 |
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| General Electric Com New (GE) | 0.1 | $665k | +2% | 3.8k | 175.56 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $661k | +2% | 4.3k | 153.94 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $659k | -6% | 3.1k | 213.31 |
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| Shell Spon Ads (SHEL) | 0.1 | $654k | -20% | 9.8k | 67.04 |
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| Home Depot (HD) | 0.1 | $653k | -2% | 1.7k | 383.60 |
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| Apogee Enterprises (APOG) | 0.1 | $651k | 11k | 59.20 |
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| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $642k | +10% | 21k | 30.15 |
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| Xcel Energy (XEL) | 0.1 | $628k | 12k | 53.75 |
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| Ufp Industries (UFPI) | 0.1 | $615k | 5.0k | 123.01 |
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| Pepsi (PEP) | 0.1 | $598k | 3.4k | 175.01 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $595k | +3% | 1.3k | 444.01 |
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| Cbre Group Cl A (CBRE) | 0.1 | $588k | 6.0k | 97.24 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $559k | +2% | 763.00 | 732.64 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $551k | NEW | 1.3k | 435.94 |
|
| AtriCure (ATRC) | 0.1 | $548k | 18k | 30.42 |
|
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $547k | 4.4k | 123.28 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $546k | 7.2k | 75.98 |
|
|
| Bhp Group Sponsored Ads (BHP) | 0.1 | $545k | -26% | 9.4k | 57.69 |
|
| Vulcan Materials Company (VMC) | 0.1 | $543k | 2.0k | 272.92 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $533k | 4.9k | 109.17 |
|
|
| MercadoLibre (MELI) | 0.1 | $531k | +134% | 351.00 | 1511.96 |
|
| Markel Corporation (MKL) | 0.1 | $517k | -5% | 340.00 | 1521.48 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $511k | -5% | 8.0k | 63.74 |
|
| Cisco Systems (CSCO) | 0.1 | $482k | 9.7k | 49.91 |
|
|
| Amplify Etf Tr Amplify Etho Cli | 0.0 | $473k | NEW | 8.1k | 58.49 |
|
| Nuveen Minn Quality Mun Inm SHS (NMS) | 0.0 | $468k | 42k | 11.24 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $467k | 1.6k | 288.03 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $467k | +14% | 1.2k | 393.72 |
|
| Merck & Co (MRK) | 0.0 | $465k | 3.5k | 131.95 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $455k | +3% | 5.9k | 77.17 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $452k | -27% | 3.0k | 148.74 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $445k | -4% | 8.0k | 55.97 |
|
| Proto Labs (PRLB) | 0.0 | $442k | 12k | 35.75 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $430k | -9% | 552.00 | 778.34 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $429k | -6% | 21k | 20.34 |
|
| Fifth Third Ban (FITB) | 0.0 | $427k | -8% | 12k | 37.21 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.0 | $426k | NEW | 9.2k | 46.38 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $421k | 1.7k | 247.77 |
|
|
| Nice Sponsored Adr (NICE) | 0.0 | $416k | 1.6k | 260.62 |
|
|
| Abbvie (ABBV) | 0.0 | $411k | 2.3k | 182.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $403k | +4% | 5.6k | 72.34 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $401k | 10k | 40.14 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $388k | 6.4k | 60.30 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $385k | +8% | 4.1k | 94.42 |
|
| McDonald's Corporation (MCD) | 0.0 | $379k | -2% | 1.3k | 282.03 |
|
| Domino's Pizza (DPZ) | 0.0 | $368k | -2% | 741.00 | 496.88 |
|
| Icici Bank Adr (IBN) | 0.0 | $366k | -5% | 14k | 26.41 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $359k | 2.1k | 171.97 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $355k | 12k | 29.91 |
|
|
| Tyler Technologies (TYL) | 0.0 | $353k | +2% | 831.00 | 425.01 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $353k | -18% | 887.00 | 397.76 |
|
| CarMax (KMX) | 0.0 | $351k | 4.0k | 87.11 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $350k | +2% | 9.7k | 36.04 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $348k | -3% | 981.00 | 354.98 |
|
| Live Nation Entertainment (LYV) | 0.0 | $347k | 3.3k | 105.77 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $340k | -5% | 2.6k | 131.73 |
|
| Chevron Corporation (CVX) | 0.0 | $339k | +3% | 2.1k | 157.74 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $338k | 6.7k | 50.17 |
|
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $337k | -4% | 3.7k | 92.25 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $331k | 10k | 32.23 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $330k | 8.7k | 37.92 |
|
|
| Progressive Corporation (PGR) | 0.0 | $325k | -7% | 1.6k | 206.82 |
|
| Credicorp (BAP) | 0.0 | $321k | -5% | 1.9k | 169.44 |
|
| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $317k | 4.0k | 79.26 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $313k | 929.00 | 337.05 |
|
|
| Monday SHS (MNDY) | 0.0 | $310k | NEW | 1.4k | 225.87 |
|
| Cigna Corp (CI) | 0.0 | $304k | -3% | 837.00 | 363.19 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $303k | -11% | 14k | 22.26 |
|
| Martin Marietta Materials (MLM) | 0.0 | $300k | -5% | 489.00 | 613.93 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $296k | 3.5k | 84.08 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $284k | +192% | 4.7k | 60.17 |
|
| Microchip Technology (MCHP) | 0.0 | $278k | +15% | 3.1k | 89.71 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $272k | +9% | 2.9k | 92.44 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $271k | -4% | 109k | 2.48 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $270k | 1.3k | 210.23 |
|
|
| XP Cl A (XP) | 0.0 | $269k | -5% | 11k | 25.66 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $269k | 5.0k | 53.76 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $265k | -4% | 1.2k | 216.70 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $261k | -25% | 870.00 | 300.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $259k | 1.3k | 205.72 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $257k | 1.2k | 208.27 |
|
|
| Modine Manufacturing (MOD) | 0.0 | $252k | NEW | 2.6k | 95.19 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $246k | 3.2k | 77.31 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $243k | 1.7k | 145.51 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $241k | +5% | 5.6k | 43.36 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $237k | -9% | 941.00 | 252.31 |
|
| Super Micro Computer (SMCI) | 0.0 | $237k | NEW | 235.00 | 1010.03 |
|
| Summit Matls Cl A (SUM) | 0.0 | $237k | NEW | 5.3k | 44.57 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.0 | $235k | -96% | 7.5k | 31.17 |
|
| BP Sponsored Adr (BP) | 0.0 | $233k | -2% | 6.2k | 37.68 |
|
| NetApp (NTAP) | 0.0 | $232k | NEW | 2.2k | 104.97 |
|
| Anthem (ELV) | 0.0 | $229k | -4% | 442.00 | 518.54 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $227k | 4.8k | 47.02 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $220k | 16k | 13.98 |
|
|
| CommVault Systems (CVLT) | 0.0 | $219k | NEW | 2.2k | 101.43 |
|
| General Mills (GIS) | 0.0 | $218k | 3.1k | 69.97 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $216k | NEW | 4.3k | 50.19 |
|
| Natera (NTRA) | 0.0 | $215k | NEW | 2.4k | 91.46 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $215k | NEW | 5.4k | 39.68 |
|
| Advanced Micro Devices (AMD) | 0.0 | $212k | NEW | 1.2k | 180.49 |
|
| Goldman Sachs (GS) | 0.0 | $201k | NEW | 480.00 | 417.69 |
|
| Pebblebrook Hotel Trust (PEB) | 0.0 | $170k | 11k | 15.41 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $127k | NEW | 12k | 10.99 |
|
Past Filings by Marks Group Wealth Management
SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019
- Marks Group Wealth Management 2024 Q1 filed April 29, 2024
- Marks Group Wealth Management 2023 Q4 filed Feb. 1, 2024
- Marks Group Wealth Management 2023 Q3 filed Oct. 30, 2023
- Marks Group Wealth Management 2023 Q2 filed July 19, 2023
- Marks Group Wealth Management 2023 Q1 filed May 3, 2023
- Marks Group Wealth Management 2022 Q4 filed Feb. 6, 2023
- Marks Group Wealth Management 2022 Q3 filed Nov. 14, 2022
- Marks Group Wealth Management 2022 Q2 filed Aug. 9, 2022
- Marks Group Wealth Management 2022 Q1 filed May 10, 2022
- Marks Group Wealth Management 2021 Q4 restated filed March 3, 2022
- Marks Group Wealth Management 2021 Q4 filed Feb. 14, 2022
- Marks Group Wealth Management 2021 Q3 filed Nov. 15, 2021
- Marks Group Wealth Management 2021 Q2 filed Aug. 10, 2021
- Marks Group Wealth Management 2021 Q1 filed May 17, 2021
- Marks Group Wealth Management 2020 Q4 filed Feb. 8, 2021
- Marks Group Wealth Management 2020 Q3 filed Nov. 10, 2020