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, AAPL, SYK, V, UNH, and represent 9.84% of Marks Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ETN (+$7.4M), RSG (+$7.2M), DECK (+$6.2M), ADP, AZN, IXN, EMXC, PDI, CMG, IVV.
- Started 24 new stock positions in ADP, DECK, MELI, GIS, IWV, SHOP, BA, IFRA, ELV, EMXC. IXC, IWM, IVV, XLE, A, BNTX, IWR, PFF, XLK, PDI, ETN, NXPI, VXUS, FCX.
- Reduced shares in these 10 stocks: AAAU (-$13M), CEF (-$6.7M), COLM (-$5.8M), KEYS (-$5.6M), MMS, DG, VOO, VEA, PFE, EFG.
- Sold out of its positions in ASX, COLM, D, KEYS, PFE, BIL, VWO, WIT.
- Marks Group Wealth Management was a net seller of stock by $-18M.
- Marks Group Wealth Management has $878M in assets under management (AUM), dropping by 8.62%.
- Central Index Key (CIK): 0001802473
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Portfolio Holdings for Marks Group Wealth Management
Marks Group Wealth Management holds 289 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $22M | 157k | 140.93 |
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| Apple (AAPL) | 2.2 | $20M | +4% | 103k | 192.53 |
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| Stryker Corporation (SYK) | 1.8 | $15M | 51k | 299.46 |
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| Visa Com Cl A (V) | 1.7 | $15M | 56k | 260.35 |
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| UnitedHealth (UNH) | 1.6 | $14M | +2% | 27k | 526.47 |
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| Intercontinental Exchange (ICE) | 1.6 | $14M | 107k | 128.43 |
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| FactSet Research Systems (FDS) | 1.5 | $13M | 28k | 477.06 |
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| Republic Services (RSG) | 1.4 | $13M | +133% | 76k | 164.90 |
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| Microsoft Corporation (MSFT) | 1.3 | $11M | +5% | 30k | 376.04 |
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| Moody's Corporation (MCO) | 1.2 | $10M | 27k | 390.56 |
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| Msci (MSCI) | 1.1 | $10M | +3% | 18k | 565.65 |
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| salesforce (CRM) | 1.1 | $9.3M | 35k | 263.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $8.9M | 26k | 350.90 |
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| Broadridge Financial Solutions (BR) | 1.0 | $8.8M | -2% | 43k | 205.75 |
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| Copart (CPRT) | 1.0 | $8.7M | 178k | 49.00 |
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| Itt (ITT) | 1.0 | $8.6M | -3% | 72k | 119.32 |
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| Amphenol Corp Cl A (APH) | 1.0 | $8.6M | 86k | 99.13 |
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| Emcor (EME) | 1.0 | $8.5M | -3% | 39k | 215.44 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $8.4M | -2% | 18k | 460.70 |
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| Medtronic SHS (MDT) | 0.9 | $8.3M | 101k | 82.38 |
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| Icon SHS (ICLR) | 0.9 | $8.3M | 29k | 283.07 |
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| Honeywell International (HON) | 0.9 | $8.3M | 40k | 209.71 |
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| W.W. Grainger (GWW) | 0.9 | $8.1M | 9.8k | 828.67 |
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| Fiserv (FI) | 0.9 | $8.1M | 61k | 132.84 |
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| Watsco, Incorporated (WSO) | 0.9 | $8.1M | -2% | 19k | 428.44 |
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| Texas Roadhouse (TXRH) | 0.9 | $8.0M | 65k | 122.23 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $8.0M | -13% | 153k | 52.10 |
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| Carlisle Companies (CSL) | 0.9 | $7.9M | 25k | 312.43 |
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| Ametek (AME) | 0.9 | $7.9M | 48k | 164.89 |
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| Texas Instruments Incorporated (TXN) | 0.9 | $7.8M | 46k | 170.47 |
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| Brown & Brown (BRO) | 0.9 | $7.8M | 110k | 71.11 |
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| TJX Companies (TJX) | 0.9 | $7.7M | 83k | 93.81 |
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| Analog Devices (ADI) | 0.9 | $7.7M | 39k | 198.56 |
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| Darden Restaurants (DRI) | 0.9 | $7.7M | 47k | 164.30 |
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| Gra (GGG) | 0.9 | $7.6M | 88k | 86.76 |
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| Arthur J. Gallagher & Co. (AJG) | 0.9 | $7.5M | -2% | 33k | 224.88 |
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| Primerica (PRI) | 0.8 | $7.5M | -2% | 36k | 205.76 |
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| Eaton Corp SHS (ETN) | 0.8 | $7.4M | NEW | 31k | 240.82 |
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| Union Pacific Corporation (UNP) | 0.8 | $7.3M | 30k | 245.62 |
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| Boston Scientific Corporation (BSX) | 0.8 | $7.3M | 126k | 57.81 |
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| Marsh & McLennan Companies (MMC) | 0.8 | $7.3M | 39k | 189.47 |
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| Avery Dennison Corporation (AVY) | 0.8 | $7.3M | 36k | 202.16 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $7.3M | 15k | 490.00 |
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| Jacobs Engineering Group (J) | 0.8 | $7.3M | -2% | 56k | 129.80 |
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| J.B. Hunt Transport Services (JBHT) | 0.8 | $7.2M | 36k | 199.73 |
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| Franklin Electric (FELE) | 0.8 | $7.2M | 75k | 96.65 |
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| Rb Global (RBA) | 0.8 | $7.2M | 108k | 66.89 |
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| Air Products & Chemicals (APD) | 0.8 | $7.2M | 26k | 273.80 |
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| Teledyne Technologies Incorporated (TDY) | 0.8 | $7.2M | 16k | 446.29 |
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| S&p Global (SPGI) | 0.8 | $7.1M | +2% | 16k | 440.50 |
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| Steris Shs Usd (STE) | 0.8 | $7.1M | 33k | 219.86 |
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| Caci Intl Cl A (CACI) | 0.8 | $7.1M | 22k | 323.86 |
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| Iqvia Holdings (IQV) | 0.8 | $7.1M | 31k | 231.37 |
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| Fair Isaac Corporation (FICO) | 0.8 | $7.1M | -4% | 6.1k | 1164.01 |
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| General Dynamics Corporation (GD) | 0.8 | $7.0M | 27k | 259.68 |
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| Morningstar (MORN) | 0.8 | $6.9M | 24k | 286.24 |
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| Leidos Holdings (LDOS) | 0.8 | $6.9M | 64k | 108.24 |
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| Ss&c Technologies Holding (SSNC) | 0.8 | $6.7M | 109k | 61.11 |
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| Tractor Supply Company (TSCO) | 0.8 | $6.6M | 31k | 215.04 |
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| Amdocs SHS (DOX) | 0.8 | $6.6M | 75k | 87.89 |
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| Dell Technologies CL C (DELL) | 0.7 | $6.5M | -4% | 85k | 76.50 |
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| Meta Platforms Cl A (META) | 0.7 | $6.4M | -2% | 18k | 353.96 |
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| Becton, Dickinson and (BDX) | 0.7 | $6.4M | 26k | 243.83 |
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| Toro Company (TTC) | 0.7 | $6.4M | +2% | 67k | 95.99 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.7 | $6.3M | +2% | 157k | 40.17 |
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| Deckers Outdoor Corporation (DECK) | 0.7 | $6.2M | NEW | 9.3k | 668.43 |
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| Centene Corporation (CNC) | 0.7 | $6.2M | 83k | 74.21 |
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| Aon Shs Cl A (AON) | 0.7 | $6.2M | 21k | 291.02 |
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| Expeditors International of Washington (EXPD) | 0.7 | $6.1M | 48k | 127.20 |
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| Strategic Trust Running Gwth Etf (RUNN) | 0.7 | $6.0M | +2% | 213k | 28.08 |
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| Canadian Pacific Kansas City (CP) | 0.7 | $5.7M | +5% | 72k | 79.06 |
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| Genpact SHS (G) | 0.6 | $5.4M | +3% | 155k | 34.71 |
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| Amazon (AMZN) | 0.6 | $5.1M | +6% | 34k | 151.94 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $5.0M | -3% | 8.3k | 596.60 |
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| IDEXX Laboratories (IDXX) | 0.6 | $4.9M | 8.9k | 555.05 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $4.8M | -30% | 49k | 96.85 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $4.7M | +6% | 8.9k | 530.80 |
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| Automatic Data Processing (ADP) | 0.5 | $4.0M | NEW | 17k | 232.97 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $4.0M | -6% | 23k | 170.10 |
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| Donaldson Company (DCI) | 0.4 | $3.8M | 59k | 65.35 |
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| Cintas Corporation (CTAS) | 0.4 | $3.8M | 6.3k | 602.62 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $3.7M | 11k | 337.36 |
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| NVR (NVR) | 0.4 | $3.7M | 527.00 | 7000.45 |
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| Ishares Tr Global Tech Etf (IXN) | 0.4 | $3.6M | +88% | 53k | 68.18 |
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| Verisk Analytics (VRSK) | 0.4 | $3.6M | 15k | 238.86 |
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| Fastenal Company (FAST) | 0.4 | $3.5M | -4% | 54k | 64.77 |
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| Jack Henry & Associates (JKHY) | 0.4 | $3.2M | +3% | 20k | 163.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.2M | -11% | 63k | 50.58 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.1M | +7% | 31k | 99.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.1M | +6% | 8.7k | 356.66 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.0M | +433% | 45k | 67.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.0M | 6.4k | 475.32 |
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| Maximus (MMS) | 0.3 | $3.0M | -58% | 36k | 83.86 |
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| Roper Industries (ROP) | 0.3 | $2.9M | 5.3k | 545.17 |
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| Edison International (EIX) | 0.3 | $2.8M | +18% | 39k | 71.49 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.3 | $2.7M | -82% | 133k | 20.43 |
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| Cavco Industries (CVCO) | 0.3 | $2.7M | 7.8k | 346.62 |
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| Target Corporation (TGT) | 0.3 | $2.7M | -4% | 19k | 142.42 |
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| Enbridge (ENB) | 0.3 | $2.6M | -12% | 72k | 36.02 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $2.5M | -10% | 58k | 43.85 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.5M | 13k | 197.37 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.3 | $2.5M | 192k | 12.80 |
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| Amgen (AMGN) | 0.3 | $2.4M | -10% | 8.3k | 288.01 |
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| Monster Beverage Corp (MNST) | 0.3 | $2.4M | +2% | 41k | 57.61 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $2.4M | +76% | 1.0k | 2286.96 |
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| Gabelli Equity Trust (GAB) | 0.3 | $2.4M | 464k | 5.08 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $2.3M | -4% | 24k | 98.04 |
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| Autodesk (ADSK) | 0.3 | $2.3M | +3% | 9.4k | 243.48 |
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| SPS Commerce (SPSC) | 0.3 | $2.3M | 12k | 193.84 |
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| Procter & Gamble Company (PG) | 0.3 | $2.3M | -8% | 16k | 146.54 |
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| Sap Se Spon Adr (SAP) | 0.3 | $2.3M | +3% | 15k | 154.59 |
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| Us Bancorp Del Com New (USB) | 0.3 | $2.3M | -9% | 52k | 43.28 |
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| Intel Corporation (INTC) | 0.2 | $2.2M | -7% | 43k | 50.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.2M | 4.00 | 542625.00 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.2M | 15k | 147.14 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $2.2M | 81k | 26.65 |
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| Paycom Software (PAYC) | 0.2 | $2.1M | +18% | 10k | 206.72 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.1M | 21k | 103.45 |
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| Paychex (PAYX) | 0.2 | $2.1M | +2% | 18k | 119.11 |
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| Fidelity National Information Services (FIS) | 0.2 | $2.1M | -12% | 35k | 60.07 |
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| United Parcel Service CL B (UPS) | 0.2 | $2.1M | -11% | 13k | 157.23 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $2.1M | -11% | 22k | 97.06 |
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| Coca-Cola Company (KO) | 0.2 | $2.1M | -10% | 35k | 58.93 |
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| Starbucks Corporation (SBUX) | 0.2 | $2.0M | -6% | 21k | 96.02 |
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| Pool Corporation (POOL) | 0.2 | $2.0M | 5.0k | 398.71 |
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| Wells Fargo & Company (WFC) | 0.2 | $2.0M | -9% | 41k | 49.22 |
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| Tesla Motors (TSLA) | 0.2 | $2.0M | -3% | 8.0k | 248.48 |
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| Verizon Communications (VZ) | 0.2 | $1.8M | -11% | 49k | 37.70 |
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| BlackRock (BLK) | 0.2 | $1.8M | -9% | 2.2k | 811.80 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.8M | +73% | 19k | 94.69 |
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| Gartner (IT) | 0.2 | $1.8M | 3.9k | 451.11 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $1.7M | 223k | 7.72 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.7M | 5.4k | 310.89 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | -7% | 16k | 105.43 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $1.6M | -12% | 16k | 106.28 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $1.6M | NEW | 30k | 55.41 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.6M | -10% | 44k | 37.06 |
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| Spirit Rlty Cap Com New | 0.2 | $1.6M | -12% | 37k | 43.69 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.5M | 20k | 75.10 |
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| International Business Machines (IBM) | 0.2 | $1.4M | -9% | 8.9k | 163.55 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.4M | -50% | 37k | 39.03 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.4M | 5.9k | 232.65 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.4M | -34% | 9.1k | 149.49 |
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| Genuine Parts Company (GPC) | 0.2 | $1.3M | -10% | 9.6k | 138.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.3M | +4% | 8.3k | 157.80 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.3M | +9% | 1.7k | 756.92 |
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| Haleon Spon Ads (HLN) | 0.1 | $1.3M | +5% | 157k | 8.23 |
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| Linde SHS (LIN) | 0.1 | $1.3M | -10% | 3.1k | 410.70 |
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| Verisign (VRSN) | 0.1 | $1.3M | +2% | 6.2k | 205.96 |
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| Deere & Company (DE) | 0.1 | $1.3M | +2% | 3.2k | 399.89 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.3M | -3% | 12k | 104.00 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 13k | 97.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | -73% | 2.7k | 436.85 |
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| Alcon Ord Shs (ALC) | 0.1 | $1.2M | +5% | 15k | 78.12 |
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| First Financial Corporation (THFF) | 0.1 | $1.2M | 27k | 43.03 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $1.2M | +75% | 25k | 47.05 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $1.1M | 117k | 9.43 |
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| Pgim Short Duration High Yie (ISD) | 0.1 | $1.1M | 89k | 12.32 |
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| Rollins (ROL) | 0.1 | $1.1M | +3% | 25k | 43.67 |
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| Allspring Income Opportunit Inc Oppty Fd (EAD) | 0.1 | $1.1M | 168k | 6.52 |
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| Ameriprise Financial (AMP) | 0.1 | $1.1M | 2.9k | 379.83 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | -8% | 2.4k | 453.24 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $1.1M | NEW | 60k | 17.95 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $1.1M | -16% | 8.1k | 130.35 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.1M | +3% | 6.7k | 156.74 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.0M | +101% | 2.1k | 495.25 |
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| Relx Sponsored Adr (RELX) | 0.1 | $981k | 25k | 39.66 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $973k | 94k | 10.36 |
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| Abbott Laboratories (ABT) | 0.1 | $961k | 8.7k | 110.07 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $961k | +3% | 2.3k | 426.51 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $957k | 8.8k | 108.25 |
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| BlackRock Credit All Inc Trust IV (BTZ) | 0.1 | $952k | 92k | 10.32 |
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| Danaher Corporation (DHR) | 0.1 | $919k | +7% | 4.0k | 231.34 |
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| Highland Opportunities Highland Income (HFRO) | 0.1 | $914k | 119k | 7.69 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $902k | NEW | 1.9k | 477.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $892k | +5% | 6.4k | 139.69 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $883k | -3% | 13k | 68.31 |
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| Brown Forman Corp CL B (BF.B) | 0.1 | $881k | +12% | 15k | 57.10 |
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| CRH Ord (CRH) | 0.1 | $847k | -2% | 12k | 69.16 |
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| 3M Company (MMM) | 0.1 | $813k | 7.4k | 109.32 |
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| Shell Spon Ads (SHEL) | 0.1 | $813k | -9% | 12k | 65.80 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $812k | 20k | 40.12 |
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| Manulife Finl Corp (MFC) | 0.1 | $811k | -3% | 37k | 22.10 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $751k | -4% | 742.00 | 1011.60 |
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| Rivernorth Opprtunities Fd I (RIV) | 0.1 | $738k | 67k | 10.99 |
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| Suncor Energy (SU) | 0.1 | $735k | -4% | 23k | 32.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $725k | +11% | 3.4k | 213.33 |
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| Xcel Energy (XEL) | 0.1 | $723k | 12k | 61.91 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $719k | 7.6k | 95.20 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $662k | +25% | 4.9k | 136.37 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $661k | -3% | 73k | 9.11 |
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| Caterpillar (CAT) | 0.1 | $661k | +4% | 2.2k | 295.69 |
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| CoStar (CSGP) | 0.1 | $644k | +5% | 7.4k | 87.39 |
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| AtriCure (ATRC) | 0.1 | $642k | 18k | 35.69 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $640k | 13k | 51.04 |
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| Thomson Reuters Corp. (TRI) | 0.1 | $640k | 4.4k | 146.22 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $633k | -3% | 8.5k | 74.46 |
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| Ufp Industries (UFPI) | 0.1 | $628k | 5.0k | 125.55 |
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| Kkr & Co (KKR) | 0.1 | $620k | 7.5k | 82.85 |
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| O'reilly Automotive (ORLY) | 0.1 | $619k | +3% | 651.00 | 950.08 |
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| Diageo Spon Adr New (DEO) | 0.1 | $613k | -7% | 4.2k | 145.66 |
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| Home Depot (HD) | 0.1 | $604k | -4% | 1.7k | 346.55 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $604k | 3.3k | 182.09 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $596k | +3% | 4.2k | 142.44 |
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| Apogee Enterprises (APOG) | 0.1 | $588k | 11k | 53.41 |
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| Ishares Tr Global Energ Etf (IXC) | 0.1 | $585k | NEW | 15k | 39.11 |
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| Pepsi (PEP) | 0.1 | $578k | +6% | 3.4k | 169.84 |
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| Cbre Group Cl A (CBRE) | 0.1 | $563k | 6.0k | 93.09 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $559k | +43% | 8.3k | 67.11 |
|
| Micron Technology (MU) | 0.1 | $559k | 6.5k | 85.36 |
|
|
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $549k | 19k | 28.61 |
|
|
| Walt Disney Company (DIS) | 0.1 | $543k | +19% | 6.0k | 90.29 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $529k | +6% | 1.3k | 409.52 |
|
| Markel Corporation (MKL) | 0.1 | $508k | +28% | 358.00 | 1419.90 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $504k | 7.2k | 70.10 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $490k | 4.9k | 100.51 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $490k | 742.00 | 660.07 |
|
|
| Cisco Systems (CSCO) | 0.1 | $488k | +2% | 9.7k | 50.52 |
|
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $486k | 4.4k | 109.56 |
|
|
| Proto Labs (PRLB) | 0.1 | $481k | 12k | 38.96 |
|
|
| General Electric Com New (GE) | 0.1 | $474k | 3.7k | 127.67 |
|
|
| Nuveen Minn Quality Mun Inm SHS (NMS) | 0.1 | $457k | 42k | 10.98 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $452k | +2% | 2.0k | 227.01 |
|
| Etf Managers Tr Etho Climate Lea | 0.1 | $450k | 8.1k | 55.60 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $445k | NEW | 5.7k | 77.90 |
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $432k | -93% | 23k | 19.15 |
|
| Fifth Third Ban (FITB) | 0.0 | $430k | 13k | 34.49 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $425k | -10% | 1.6k | 262.26 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $412k | +9% | 1.1k | 376.87 |
|
| McDonald's Corporation (MCD) | 0.0 | $407k | +10% | 1.4k | 296.51 |
|
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $405k | NEW | 3.8k | 105.54 |
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.0 | $397k | +3% | 15k | 25.76 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $393k | +42% | 1.0k | 380.43 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $391k | NEW | 1.7k | 229.68 |
|
| Merck & Co (MRK) | 0.0 | $384k | 3.5k | 109.02 |
|
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $379k | -6% | 12k | 31.84 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $371k | NEW | 6.4k | 57.96 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $365k | 5.3k | 68.80 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $357k | +28% | 612.00 | 582.99 |
|
| Icici Bank Adr (IBN) | 0.0 | $351k | -3% | 15k | 23.84 |
|
| Abbvie (ABBV) | 0.0 | $349k | +2% | 2.3k | 154.97 |
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $349k | +25% | 10k | 34.90 |
|
| Canadian Natl Ry (CNI) | 0.0 | $342k | -3% | 2.7k | 125.62 |
|
| Tyler Technologies (TYL) | 0.0 | $340k | 812.00 | 418.12 |
|
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $335k | +26% | 9.5k | 35.28 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $331k | +2% | 3.6k | 92.45 |
|
| Nice Sponsored Adr (NICE) | 0.0 | $325k | 1.6k | 199.57 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $323k | +4% | 1.3k | 253.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $323k | -88% | 6.7k | 47.90 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $322k | -3% | 115k | 2.80 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $318k | +4% | 1.0k | 313.09 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $318k | NEW | 1.2k | 273.74 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $317k | NEW | 10k | 31.19 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $315k | NEW | 3.8k | 83.85 |
|
| Domino's Pizza (DPZ) | 0.0 | $314k | -75% | 762.00 | 412.23 |
|
| CarMax (KMX) | 0.0 | $312k | 4.1k | 76.74 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $311k | 2.1k | 149.03 |
|
|
| Chevron Corporation (CVX) | 0.0 | $311k | +5% | 2.1k | 149.16 |
|
| Dollar General (DG) | 0.0 | $309k | -92% | 2.3k | 135.95 |
|
| Live Nation Entertainment (LYV) | 0.0 | $307k | 3.3k | 93.60 |
|
|
| First Tr Exchange Traded Indxx Nextg Etf (NXTG) | 0.0 | $307k | 4.0k | 76.73 |
|
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $306k | 5.0k | 61.16 |
|
|
| Credicorp (BAP) | 0.0 | $300k | -3% | 2.0k | 149.95 |
|
| Bank of America Corporation (BAC) | 0.0 | $293k | +6% | 8.7k | 33.67 |
|
| XP Cl A (XP) | 0.0 | $289k | -3% | 11k | 26.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $282k | 929.00 | 303.17 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $273k | NEW | 3.5k | 77.72 |
|
| Progressive Corporation (PGR) | 0.0 | $270k | -3% | 1.7k | 159.28 |
|
| Cigna Corp (CI) | 0.0 | $260k | 868.00 | 299.45 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $258k | 518.00 | 498.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $257k | NEW | 1.3k | 200.64 |
|
| Wal-Mart Stores (WMT) | 0.0 | $255k | +12% | 1.6k | 157.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $246k | 3.2k | 77.37 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $245k | 16k | 15.57 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $244k | -11% | 2.4k | 100.97 |
|
| Microchip Technology (MCHP) | 0.0 | $242k | 2.7k | 90.18 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $240k | -17% | 1.3k | 191.17 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $237k | NEW | 1.2k | 192.48 |
|
| MercadoLibre (MELI) | 0.0 | $236k | NEW | 150.00 | 1571.54 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $234k | 1.0k | 225.51 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $232k | NEW | 1.7k | 139.03 |
|
| BP Sponsored Adr (BP) | 0.0 | $225k | -5% | 6.3k | 35.40 |
|
| Boeing Company (BA) | 0.0 | $219k | NEW | 839.00 | 260.66 |
|
| Anthem (ELV) | 0.0 | $217k | NEW | 461.00 | 471.56 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.0 | $212k | NEW | 5.3k | 40.27 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $204k | NEW | 4.8k | 42.57 |
|
| General Mills (GIS) | 0.0 | $203k | NEW | 3.1k | 65.14 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $201k | 2.7k | 74.27 |
|
|
| Pebblebrook Hotel Trust (PEB) | 0.0 | $176k | 11k | 15.98 |
|
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 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
- Marks Group Wealth Management 2020 Q2 filed Aug. 10, 2020