Marks-Group-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
298
Total Value
611760269
Accession Number
0001802473-25-000004
Form Type
13F-HR
Manager Name
Marks-Group-Wealth-Management
Data Enrichment
89% identified
264 identified34 unidentified

Holdings

298 positions
Manager:
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Elevance Health, Inc.
Shares:491
Value:$213.4K
922042742
Shares:1.8K
Value:$212.9K
Liberty Media Corp
Shares:2.4K
Value:$211.7K
464288224
Shares:15.7K
Value:$179.4K
Aon plc
Shares:449
Value:$179.2K
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:701
Value:$159.8K
IDEXX LABORATORIES INC /DE
Shares:364
Value:$152.9K
MARKEL GROUP INC.
Shares:80
Value:$149.6K
MIZUHO FINANCIAL GROUP INC
Shares:26.3K
Value:$145.1K
MICROSOFT CORP
Shares:329
Value:$123.5K
Spotify Technology S.A.
Shares:215
Value:$118.3K
CCC Intelligent Solutions Holdings Inc.
Shares:12.5K
Value:$112.7K
Fortrea Holdings Inc.
Shares:14.0K
Value:$105.7K
Ferrari N.V.
Shares:222
Value:$95.0K
Alphabet Inc.
Shares:611
Value:$94.5K
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:536
Value:$89.0K
BANK OF AMERICA CORP /DE/
Shares:1.9K
Value:$79.0K
VISA INC.
Shares:207
Value:$72.5K
SHOPIFY INC.
Shares:723
Value:$69.0K
Meta Platforms, Inc.
Shares:113
Value:$65.1K