Marks Group Wealth Management

Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Marks Group Wealth Management

Companies in the Marks Group Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 3.5 $28M +7% 758k 36.83
Aon Shs Cl A (AON) 2.0 $16M +8% 49k 326.06
Alphabet Cap Stk Cl C (GOOG) 1.9 $15M +5% 5.5k 2792.97
UnitedHealth (UNH) 1.8 $15M +4% 29k 509.97
Stryker Corporation (SYK) 1.6 $13M +8% 48k 267.34
Fiserv (FISV) 1.3 $11M +15% 104k 101.40
Apple (AAPL) 1.3 $10M +7% 59k 175.68
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $10M +6% 208k 49.77
Intercontinental Exchange (ICE) 1.2 $9.6M +7% 73k 132.12
Medtronic SHS (MDT) 1.1 $8.7M +13% 79k 110.71
Msci (MSCI) 1.0 $8.1M +10% 16k 503.73
Transunion (TRU) 1.0 $8.0M +10% 78k 103.54
Ishares Tr Eafe Value Etf (EFV) 1.0 $8.0M +8% 159k 50.26
Iqvia Holdings (IQV) 1.0 $8.0M +8% 34k 231.22

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Visa Com Cl A (V) 1.0 $7.6M +7% 34k 221.78
Leidos Holdings (LDOS) 0.9 $7.6M +14% 70k 108.02
Verisk Analytics (VRSK) 0.9 $7.5M +9% 35k 214.68
Brown & Brown (BRO) 0.9 $7.5M +5% 104k 72.33
Northrop Grumman Corporation (NOC) 0.9 $7.5M +3% 17k 447.23
Icon SHS (ICLR) 0.9 $7.3M +9% 30k 243.17
Carlisle Companies (CSL) 0.9 $7.2M +5% 30k 245.94
Arthur J. Gallagher & Co. (AJG) 0.9 $7.2M +7% 41k 174.60
Texas Instruments Incorporated (TXN) 0.9 $7.2M +12% 39k 183.48
Tractor Supply Company (TSCO) 0.9 $7.2M +6% 31k 233.39
Union Pacific Corporation (UNP) 0.9 $7.2M +5% 27k 266.67
Centene Corporation (CNC) 0.9 $7.1M +4% 83k 85.43
FTI Consulting (FCN) 0.9 $7.1M +5% 45k 157.22
Caci Intl Cl A (CACI) 0.9 $7.1M +7% 24k 301.28
J.B. Hunt Transport Services (JBHT) 0.9 $7.0M +5% 35k 200.79
Amdocs SHS (DOX) 0.9 $7.0M +6% 85k 82.21
Moody's Corporation (MCO) 0.9 $6.9M +10% 20k 338.67
Honeywell International (HON) 0.9 $6.9M +8% 35k 196.58
Target Corporation (TGT) 0.9 $6.9M +12% 32k 212.21
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.9 $6.8M +7% 17k 405.41
Marsh & McLennan Companies (MMC) 0.9 $6.8M +7% 40k 170.43
PerkinElmer (PKI) 0.8 $6.7M +5% 38k 174.47
Becton, Dickinson and (BDX) 0.8 $6.7M +9% 25k 266.02
Abbott Laboratories (ABT) 0.8 $6.6M +7% 56k 117.35
Dollar General (DG) 0.8 $6.6M +8% 29k 223.00
Watsco, Incorporated (WSO) 0.8 $6.5M +90% 21k 304.63
Analog Devices (ADI) 0.8 $6.4M NEW 39k 165.19
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.8 $6.4M +4% 113k 56.61
Copart (CPRT) 0.8 $6.4M +9% 51k 125.48
Ss&c Technologies Holding (SSNC) 0.8 $6.3M +7% 84k 75.03
Kla Corp Com New (KLAC) 0.8 $6.2M +8% 17k 366.08
Ametek (AME) 0.8 $6.1M +8% 46k 133.18
Maximus (MMS) 0.8 $6.1M +13% 82k 74.95
Zoetis Cl A (ZTS) 0.8 $6.1M +7% 31k 195.65
Broadridge Financial Solutions (BR) 0.8 $6.1M +9% 39k 155.71
Forward Air Corporation (FWRD) 0.8 $6.1M +6% 62k 97.79
Ttec Holdings (TTEC) 0.8 $6.1M +9% 74k 82.52
T. Rowe Price (TROW) 0.8 $6.0M NEW 40k 151.18
Darden Restaurants (DRI) 0.8 $6.0M +85% 45k 132.96
Texas Roadhouse (TXRH) 0.7 $5.9M +10% 71k 83.74
Baxter International (BAX) 0.7 $5.9M +8% 75k 78.74
Primerica (PRI) 0.7 $5.9M +9% 43k 136.81
Parker-Hannifin Corporation (PH) 0.7 $5.8M +84% 21k 283.74
Advance Auto Parts (AAP) 0.7 $5.8M +84% 28k 206.95
Genpact SHS (G) 0.7 $5.7M +9% 132k 43.51
Columbia Sportswear Company (COLM) 0.7 $5.7M +9% 63k 90.53
Avery Dennison Corporation (AVY) 0.7 $5.7M +9% 33k 173.98
Simpson Manufacturing (SSD) 0.7 $5.6M +85% 51k 109.04
Air Products & Chemicals (APD) 0.7 $5.5M +11% 22k 249.03
TJX Companies (TJX) 0.7 $5.5M NEW 90k 60.58
Toro Company (TTC) 0.7 $5.4M +9% 63k 85.49
Meta Platforms Cl A (FB) 0.6 $5.1M -39% 23k 222.36
salesforce (CRM) 0.6 $5.1M +13% 24k 212.33
Fair Isaac Corporation (FICO) 0.6 $5.0M +9% 10k 500.00
Fortune Brands (FBHS) 0.6 $5.0M +91% 65k 76.92
S&p Global (SPGI) 0.6 $5.0M +9% 12k 410.15
Ishares Tr Eafe Grwth Etf (EFG) 0.6 $4.9M -20% 51k 96.27
Morningstar (MORN) 0.6 $4.5M +5% 17k 273.15
Tesla Motors (TSLA) 0.6 $4.4M +11% 4.1k 1077.58
Amazon (AMZN) 0.6 $4.4M +14% 1.4k 3259.91
Cintas Corporation (CTAS) 0.6 $4.4M +8% 10k 425.39
IDEXX Laboratories (IDXX) 0.5 $4.3M +8% 7.9k 545.82
FactSet Research Systems (FDS) 0.5 $4.2M +7% 9.8k 434.19
Tyler Technologies (TYL) 0.5 $4.1M +7% 9.2k 445.02
Donaldson Company (DCI) 0.5 $4.1M 79k 51.94
Gibraltar Industries (ROCK) 0.5 $3.9M +19% 91k 42.95
Fastenal Company (FAST) 0.5 $3.8M +11% 64k 59.27
Guggenheim Strategic Opportu Com Sbi (GOF) 0.5 $3.6M 190k 19.01
Interactive Brokers Group In Com Cl A (IBKR) 0.5 $3.6M +10% 54k 65.90
CoStar (CSGP) 0.4 $3.5M +17% 53k 66.54
Ishares Esg Awr Msci Em (ESGE) 0.4 $3.5M +61% 95k 36.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $3.3M +54% 7.4k 451.60
Paypal Holdings (PYPL) 0.4 $3.2M +20% 27k 115.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $3.2M -6% 7.6k 415.20
Thermo Fisher Scientific (TMO) 0.4 $3.2M +5% 5.4k 590.65
Intuitive Surgical Com New (ISRG) 0.4 $3.1M +8% 10k 301.68
Jack Henry & Associates (JKHY) 0.4 $3.1M +10% 16k 197.06
MarketAxess Holdings (MKTX) 0.4 $3.0M +17% 8.4k 360.00
Credit Acceptance (CACC) 0.4 $3.0M +8% 5.5k 548.22
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $3.0M +3% 62k 48.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.8M +6% 8.0k 352.90
Ansys (ANSS) 0.3 $2.7M +9% 8.5k 317.85
Paycom Software (PAYC) 0.3 $2.7M +15% 7.6k 354.84
Paychex (PAYX) 0.3 $2.5M +6% 18k 136.46
Gabelli Equity Trust (GAB) 0.3 $2.4M 352k 6.93
Johnson & Johnson (JNJ) 0.3 $2.4M +19% 14k 174.83
Microsoft Corporation (MSFT) 0.3 $2.4M +12% 7.7k 306.67
Liberty All Star Equity Sh Ben Int (USA) 0.3 $2.3M 280k 8.08
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $2.3M 232k 9.71
Roper Industries (ROP) 0.3 $2.2M -50% 4.8k 471.99
Veeva Sys Cl A Com (VEEV) 0.3 $2.2M +15% 11k 200.00
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $2.1M -5% 23k 91.42
Adobe Systems Incorporated (ADBE) 0.3 $2.1M +9% 4.5k 455.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $2.0M 19k 104.29
Pool Corporation (POOL) 0.2 $1.9M +7% 4.4k 428.57
Rollins (ROL) 0.2 $1.8M +13% 53k 35.04
Procter & Gamble Company (PG) 0.2 $1.8M +35% 12k 150.38
United Parcel Service CL B (UPS) 0.2 $1.8M +35% 8.3k 214.47
Ishares Tr Global Tech Etf (IXN) 0.2 $1.8M +53% 30k 58.00
Autodesk (ADSK) 0.2 $1.7M +12% 8.1k 214.51
Lockheed Martin Corporation (LMT) 0.2 $1.7M +37% 4.0k 435.90
Omnicell (OMCL) 0.2 $1.7M +9% 13k 129.51
SPS Commerce (SPSC) 0.2 $1.7M 13k 131.18
Amplify Etf Tr High Income (YYY) 0.2 $1.7M +27% 112k 14.95
Linde SHS (LIN) 0.2 $1.7M +28% 5.2k 319.35
Diageo Spon Adr New (DEO) 0.2 $1.7M +26% 8.2k 203.15
Exxon Mobil Corporation (XOM) 0.2 $1.7M +11% 20k 82.61
NVR (NVR) 0.2 $1.7M +14% 370.00 4467.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $1.6M 3.00 529000.00
Coca-Cola Company (KO) 0.2 $1.6M +31% 26k 62.00
Duke Energy Corp Com New (DUK) 0.2 $1.6M +40% 14k 111.65
Lamar Advertising Cl A (LAMR) 0.2 $1.5M +34% 13k 116.20
Wec Energy Group (WEC) 0.2 $1.5M 15k 99.82
Amgen (AMGN) 0.2 $1.4M +40% 5.8k 243.24
Verizon Communications (VZ) 0.2 $1.4M +33% 27k 50.56
Highland Income Highland Income (HFRO) 0.2 $1.4M 116k 11.94
Wells Fargo & Company (WFC) 0.2 $1.4M +21% 28k 47.87
Novo-nordisk A S Adr (NVO) 0.2 $1.4M +19% 12k 111.07
Comcast Corp Cl A (CMCSA) 0.2 $1.4M +47% 29k 46.83
Pgim Short Duration High Yie (ISD) 0.2 $1.4M 94k 14.35
General Mills (GIS) 0.2 $1.4M +26% 20k 67.87
Verisign (VRSN) 0.2 $1.3M +7% 5.9k 222.12
Global X Fds Msci China Cnsmr (CHIQ) 0.2 $1.3M -33% 66k 19.75
Oracle Corporation (ORCL) 0.2 $1.3M +24% 16k 82.75
Allspring Income Opportunit Inc Oppty Fd (EAD) 0.2 $1.3M 163k 7.90
Canadian Pacific Railway (CP) 0.2 $1.3M NEW 16k 82.55
Voya Global Eq Div & Pr Opp (IGD) 0.2 $1.3M NEW 217k 5.86
FirstEnergy (FE) 0.2 $1.3M +29% 28k 45.57
BlackRock Corporate High Yield Fund VI (HYT) 0.2 $1.3M 118k 10.77
Alcon Ord Shs (ALC) 0.2 $1.2M +3% 16k 79.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.2M 16k 76.40
Emerson Electric (EMR) 0.2 $1.2M +2% 13k 97.38
Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.2M -10% 1.8k 667.79
Vanguard Index Fds Value Etf (VTV) 0.2 $1.2M -3% 8.2k 147.74
Dominion Resources (D) 0.1 $1.2M +33% 14k 85.00
Te Connectivity SHS (TEL) 0.1 $1.2M +16% 9.0k 131.03
First Financial Corporation (THFF) 0.1 $1.2M 27k 43.29
Compass Minerals International (CMP) 0.1 $1.2M +56% 19k 62.78
Schlumberger Com Stk (SLB) 0.1 $1.2M +24% 28k 41.32
Pfizer (PFE) 0.1 $1.1M -32% 22k 51.98
Angel Oak Finl Strategies In Com Ben Int (FINS) 0.1 $1.1M 72k 15.79
Delaware Invts Natl Mun Inco Sh Ben Int (VFL) 0.1 $1.1M NEW 89k 12.65
Us Bancorp Del Com New (USB) 0.1 $1.1M 21k 53.14
Deere & Company (DE) 0.1 $1.1M +9% 2.7k 415.63
3M Company (MMM) 0.1 $1.1M -24% 7.4k 148.84
CarMax (KMX) 0.1 $1.1M +12% 11k 96.37
Intel Corporation (INTC) 0.1 $1.1M +29% 22k 50.25
Cavco Industries (CVCO) 0.1 $1.0M +5% 4.4k 240.75
Genuine Parts Company (GPC) 0.1 $1.0M +34% 8.2k 126.08
Spirit Rlty Cap Com New (SRC) 0.1 $1.0M +39% 22k 46.03
Starbucks Corporation (SBUX) 0.1 $1.0M +6% 11k 90.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $999k +6% 22k 46.12
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $978k NEW 26k 38.30
JPMorgan Chase & Co. (JPM) 0.1 $951k +18% 7.0k 135.92
Bhp Group Sponsored Ads (BHP) 0.1 $942k +29% 12k 77.27
Expeditors International of Washington (EXPD) 0.1 $919k +9% 8.9k 103.19
Charles River Laboratories (CRL) 0.1 $916k +6% 3.4k 266.67
Ishares Tr Tips Bd Etf (TIP) 0.1 $908k 7.3k 124.59
Thomson Reuters Corp. Com New (TRI) 0.1 $900k +20% 8.3k 108.88
Enbridge (ENB) 0.1 $892k +236% 19k 46.07
Ishares Msci Cda Etf (EWC) 0.1 $875k -31% 21k 41.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $868k +12% 312.00 2782.05
Mastercard Incorporated Cl A (MA) 0.1 $863k 2.4k 357.35
International Business Machines (IBM) 0.1 $857k NEW 6.6k 129.99
AtriCure (ATRC) 0.1 $833k 13k 65.66
CenterPoint Energy (CNP) 0.1 $829k +28% 27k 30.65
Xcel Energy (XEL) 0.1 $827k +15% 12k 72.21
Check Point Software Tech Lt Ord (CHKP) 0.1 $824k +29% 6.0k 138.21
Ameriprise Financial (AMP) 0.1 $823k 2.7k 300.37
Spdr Gold Tr Gold Shs (GLD) 0.1 $821k +2% 4.5k 180.60
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.1 $810k -31% 32k 25.41
Brown Forman Corp CL B (BF.B) 0.1 $806k +9% 12k 65.13
Kinder Morgan (KMI) 0.1 $802k NEW 43k 18.62
BlackRock (BLK) 0.1 $799k +19% 1.0k 763.86
CRH Adr (CRH) 0.1 $798k +20% 20k 40.07
Firstservice Corp (FSV) 0.1 $796k +11% 5.5k 144.89
McDonald's Corporation (MCD) 0.1 $794k +26% 3.2k 247.71
Edison International (EIX) 0.1 $789k NEW 11k 70.11
Hanesbrands (HBI) 0.1 $782k +49% 53k 14.88
Ishares Tr U.s. Energy Etf (IYE) 0.1 $770k -38% 19k 40.92
Ishares Msci Aust Etf (EWA) 0.1 $766k -35% 30k 25.95
Intuit (INTU) 0.1 $730k +16% 1.5k 480.90
Truist Financial Corp equities (TFC) 0.1 $723k +25% 13k 56.70
Atlassian Corp Cl A (TEAM) 0.1 $719k +11% 2.4k 293.72
Ishares Msci Switzerland (EWL) 0.1 $714k -31% 15k 49.34
Accenture Plc Ireland Shs Class A (ACN) 0.1 $710k +117% 2.1k 337.16
Ishares Tr Rus 1000 Etf (IWB) 0.1 $684k 2.7k 249.91
Ishares Msci Sweden Etf (EWD) 0.1 $679k -31% 17k 40.23
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $666k 7.0k 94.94
Sap Se Spon Adr (SAP) 0.1 $658k +31% 5.9k 110.91
Proto Labs (PRLB) 0.1 $653k 12k 52.87
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $638k 6.6k 96.77
Rio Tinto Sponsored Adr (RIO) 0.1 $637k +31% 7.9k 80.39
Suncor Energy (SU) 0.1 $635k NEW 20k 32.59
Ishares Msci France Etf (EWQ) 0.1 $630k -35% 17k 36.46
Ishares Msci Spain Etf (EWP) 0.1 $624k -35% 25k 25.23
Ishares Msci Netherl Etf (EWN) 0.1 $616k -30% 15k 42.07
Select Sector Spdr Tr Financial (XLF) 0.1 $605k 16k 38.33
Pinnacle West Capital Corporation (PNW) 0.1 $597k NEW 7.6k 78.13
Dell Technologies CL C (DELL) 0.1 $596k +10% 12k 50.22
Ishares Msci Germany Etf (EWG) 0.1 $590k -35% 21k 28.38
Fifth Third Ban (FITB) 0.1 $590k 14k 43.07
Ishares Msci Singpor Etf (EWS) 0.1 $587k -35% 28k 21.28
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $581k -35% 22k 26.64
Ishares Msci Italy Etf (EWI) 0.1 $578k -35% 20k 29.15
TransDigm Group Incorporated (TDG) 0.1 $562k 863.00 651.22
Home Depot (HD) 0.1 $562k -41% 1.9k 299.25
Micron Technology (MU) 0.1 $556k 7.1k 77.91
Vanguard Index Fds Small Cp Etf (VB) 0.1 $548k NEW 2.6k 212.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $548k 1.9k 287.82
Etf Managers Tr Etho Climate Lea (ETHO) 0.1 $531k 9.1k 58.46
Apogee Enterprises (APOG) 0.1 $522k 11k 47.45
Icici Bank Adr (IBN) 0.1 $515k +2% 27k 18.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $513k 7.2k 71.39
Shell Spon Ads (SHEL) 0.1 $507k NEW 9.2k 54.98
Elastic N V Ord Shs (ESTC) 0.1 $506k +19% 5.7k 88.98
Ishares Msci Hong Kg Etf (EWH) 0.1 $505k -35% 22k 22.59
Ishares Msci Austria Etf (EWO) 0.1 $487k -35% 24k 20.68
Cisco Systems (CSCO) 0.1 $487k +19% 8.7k 55.91
Pepsi (PEP) 0.1 $485k +4% 3.0k 164.18
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $484k +22% 4.8k 101.72
Walt Disney Company (DIS) 0.1 $483k +51% 3.5k 137.25
Vmware Cl A Com (VMW) 0.1 $482k +3% 4.2k 113.87
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $473k 4.4k 106.65
Cbre Group Cl A (CBRE) 0.1 $472k 5.2k 91.59
Kkr & Co (KKR) 0.1 $459k +5% 7.9k 58.43
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.1 $456k -13% 5.5k 82.82
Unilever Spon Adr New (UL) 0.1 $455k +22% 10k 45.62
Ishares Tr New Zealand Etf (ENZL) 0.1 $452k -35% 8.2k 55.25
Charles Schwab Corporation (SCHW) 0.1 $449k 5.3k 84.30
Caterpillar (CAT) 0.1 $440k +8% 1.9k 226.19
Hilton Worldwide Holdings (HLT) 0.1 $435k 2.9k 151.62
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.1 $430k 13k 31.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $415k 1.1k 362.76
O'reilly Automotive (ORLY) 0.1 $410k 598.00 685.62
Costco Wholesale Corporation (COST) 0.1 $409k 710.00 576.06
Sba Communications Corp Cl A (SBAC) 0.1 $405k +2% 1.2k 344.39
Ishares Msci Mexico Etf (EWW) 0.1 $399k -36% 7.0k 56.60
Ufp Industries (UFPI) 0.0 $386k 5.0k 77.20
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $385k +31% 68k 5.69
Markel Corporation (MKL) 0.0 $373k 253.00 1474.31
Nice Sponsored Adr (NICE) 0.0 $371k +28% 1.7k 218.98
Heico Corp Cl A (HEI.A) 0.0 $360k +35% 2.8k 126.81
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $347k 1.0k 346.65
Ambev Sa Sponsored Adr (ABEV) 0.0 $346k +30% 107k 3.23
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $345k 16k 21.52
Canadian Natl Ry (CNI) 0.0 $340k NEW 2.5k 134.23
Abbvie (ABBV) 0.0 $338k +13% 2.1k 161.29
Vulcan Materials Company (VMC) 0.0 $334k +2% 1.8k 183.52
NVIDIA Corporation (NVDA) 0.0 $329k +30% 1.2k 273.26
Live Nation Entertainment (LYV) 0.0 $328k 2.8k 117.69
Ishares Msci Thailnd Etf (THD) 0.0 $321k -35% 3.9k 82.35
Franklin Templeton Etf Tr Ftse Brazil (FLBR) 0.0 $313k -34% 14k 23.10
XP Cl A (XP) 0.0 $309k NEW 10k 30.07
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.0 $304k 4.0k 76.00
Ishares Msci Sth Kor Etf (EWY) 0.0 $300k -34% 4.2k 72.16
Solaredge Technologies (SEDG) 0.0 $298k NEW 926.00 322.22
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.0 $288k -6% 3.8k 75.41
Hdfc Bank Sponsored Ads (HDB) 0.0 $281k -16% 4.6k 61.33
Ishares Tr Msci Indonia Etf (EIDO) 0.0 $270k -36% 12k 23.17
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $266k 2.0k 135.44
Ishares Tr Msci Poland Etf (EPOL) 0.0 $265k -35% 15k 18.02
General Electric Com New (GE) 0.0 $261k -3% 2.9k 91.48
Merck & Co (MRK) 0.0 $242k NEW 2.9k 82.68
Pdc Energy (PDCE) 0.0 $241k NEW 3.3k 72.57
Chevron Corporation (CVX) 0.0 $240k NEW 1.5k 163.72
Webster Financial Corporation (WBS) 0.0 $238k NEW 4.2k 56.09
Relx Sponsored Adr (RELX) 0.0 $230k 7.4k 31.09
C H Robinson Worldwide Com New (CHRW) 0.0 $230k NEW 2.1k 107.58
Ishares Tr Msci India Etf (INDA) 0.0 $229k -35% 5.2k 44.25
Sanofi Sponsored Adr (SNY) 0.0 $228k 4.4k 51.36
Horizon Therapeutics Pub L SHS (HZNP) 0.0 $224k +11% 2.1k 105.31
Microchip Technology (MCHP) 0.0 $223k 3.0k 75.01
Boulder Growth & Income Fund (STEW) 0.0 $222k 15k 14.80
Black Knight (BKI) 0.0 $219k 3.8k 58.07
Domino's Pizza (DPZ) 0.0 $218k +15% 535.00 407.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $213k NEW 2.7k 77.96
Lennar Corp Cl A (LEN) 0.0 $211k +2% 2.6k 81.31
Boeing Company (BA) 0.0 $209k NEW 1.1k 191.39
BP Sponsored Adr (BP) 0.0 $208k NEW 7.1k 29.37
United Cmnty Bks Ga Cap Stk (UCBI) 0.0 $205k NEW 5.9k 34.78
Cigna Corp (CI) 0.0 $205k NEW 855.00 239.73
Guidewire Software (GWRE) 0.0 $203k -3% 2.1k 94.73
Citrix Systems (CTXS) 0.0 $202k NEW 2.0k 101.00
Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $194k NEW 10k 19.40
Life Time Group Holdings Common Stock (LTH) 0.0 $150k NEW 10k 14.59
Banco Santander Adr (SAN) 0.0 $94k 28k 3.39
Barclays Adr (BCS) 0.0 $92k 12k 7.93
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $90k 14k 6.25
Titan Med Com New (TMDI) 0.0 $6.0k 11k 0.57

Past Filings by Marks Group Wealth Management

SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019