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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GRACO INC
Shares:779
Value:$65.1K
UNITEDHEALTH GROUP INC
Shares:115
Value:$60.2K
464288885
Shares:589
Value:$58.9K
Motorola Solutions, Inc.
Shares:117
Value:$51.2K
46434G764
Shares:859
Value:$47.3K
MARSH & MCLENNAN COMPANIES, INC.
Shares:184
Value:$44.9K
BECTON DICKINSON & CO
Shares:190
Value:$43.5K
SCHWAB CHARLES CORP
Shares:486
Value:$38.0K
CATERPILLAR INC
Shares:112
Value:$36.9K
WELLS FARGO & COMPANY/MN
Shares:502
Value:$36.0K
Parker-Hannifin Corp
Shares:59
Value:$35.9K
VEEVA SYSTEMS INC
Shares:130
Value:$30.1K
Alphabet Inc.
Shares:175
Value:$27.3K
DEERE & CO
Shares:58
Value:$27.2K
WEC ENERGY GROUP, INC.
Shares:249
Value:$27.1K
EDISON INTERNATIONAL
Shares:457
Value:$26.9K
46434V803
Shares:733
Value:$26.6K
ICON PLC
Shares:149
Value:$26.1K
ASML HOLDING NV
Shares:38
Value:$25.2K
Ares Management Corp
Shares:156
Value:$22.9K