Marks-Group-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "HYT", null, "SE", "SPSC", "ARES", "NVR", "ARGX", "POOL", "CCCS", "MORN", null, "RBA.TO", "FWONK", "MU", null, "ACN", "ITT", null, "MMM", "ABT", "ABBV", "ADBE", "APD", "GOOGL", "APOG", "ASML", "BLK", null, "CAT", "BRO", "KMX", "CP.TO", "FELE", "BTZ", "BSX", null, "DUK", "ISD", "RIV", "PRLB", "PAGP", "PDI", "PHK", null, null, null, "EAD", "EXPD", null, null, "THFF", "FITB", null, "GD", "HLT", "HON", "HD", null, "AZN", "MCD", "INTU", "FMX", null, "UNP", "LAMR", "ISRG", "HEI-A", "EMXC", "GOF", "LEN", "EMR", null, "ICE", "META", null, "HEFA", "IVW", "BRW", null, null, "IQV", "LIN", "PCN", null, "EXG", "NMS", "MMC", "MA", "MDT", "MSFT", "MFG", "MUFG", null, "FICO", "FIS", "GAB", "GE", "GPC", "ORLY", "ICLR", "AMP", "FAST", "IJR", "EFG", "KKR", "ORCL", "PAYX", "IWF", null, null, "PEP", "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "HLN", "NVDA", "GS", "ENB", "LDOS", "PG", "MRK", "VZ", "AMGN", "SPGI", "RELX", "SCHX", "SHOP", "ROP", "RIO", "SHEL", "GLD", "SAP", null, "AMT", "RSG", "IBM", "SSNC", "SYK", "SBUX", "CI", "TXN", "TXRH", "TGT", "TMO", "TJX", "TDG", "TYL", "UL", "UPS", "VO", "ATRC", "SCHW", "MNST", "ALC", "ACWV", null, "VWO", null, "EME", "LYG", "TSCO", "GGG", "TSM", "IT", "GSK", "RMD", null, "ETR", "BN.TO", "TT", "VRSK", "SAIA", "PRI", "ADSK", "AON", "ACGL", "SONY", "FI", "DRI", "WSO", "DECK", "WEC", "AJG", "IR", "FTRE", null, "IDXX", "BIPC", "RACE", "FDS", "NVO", "AMZN", "MSI", null, null, "HII", "DOX", "CEF", "HDB", null, "USB", "VUG", "VEA", null, "BNDX", "BSV", "VT", "VB", "VOO", "VTV", "VEEV", "V", null, "WMT", "WFC", "XEL", "ZLAB", null, "FCN", "CHKP", "SCHA", "MSCI", "JKHY", "EIX", "NXPI", "MFC", "MKL", "UFPI", "ROL", "CRM", null, "TDY", "DIA", "SPOT", "LYV", "GEV", "MELI", "TRI.TO", "NVT", "GWW", "PAYC", "AME", "STE", "ADP", "BAC", "BBVA", "BRK-A", "BRK-B", "BDX", "BHP", "BF-B", "BAM.TO", "BR", "CACI", "CSL", "CVCO", "CBRE", "CASY", "CVX", "CMG", "CTAS", "CSCO", "KO", "CMCSA", "CVLT", "CPRT", "COST", "CSGP", "CRH", "CW", "DHR", "DELL", "DE", "DCI", "DPZ", "RSP", "J", "MCO", "VMC", "IWB", "MAR", "QQQ", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PH", "MLM", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified264 identified34 unidentified
Holdings
298 positions
Manager:
Search and click to pin securities to the top
Page 12 of 15
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
779 | All Managers (Combined) | $65.1K | |||
115 | QoQ +13.86% (+14)YoY +51.31% (+39) | All Managers (Combined) | $60.2K | ||
589 | All Managers (Combined) | $58.9K | |||
117 | QoQ 0.00% (-0)YoY -16.42% (-23) | All Managers (Combined) | $51.2K | ||
859 | All Managers (Combined) | $47.3K | |||
184 | All Managers (Combined) | $44.9K | |||
190 | QoQ +3.82% (+7)YoY +37.68% (+52) | All Managers (Combined) | $43.5K | ||
486 | QoQ 0.00% (+0) | All Managers (Combined) | $38.0K | ||
CATERPILLAR INC(CATcusip149123101) | 112 | QoQ -14.50% (-19)YoY +17.89% (+17) | All Managers (Combined) | $36.9K | |
502 | QoQ 0.00% (+0) | All Managers (Combined) | $36.0K | ||
59 | All Managers (Combined) | $35.9K | |||
130 | QoQ -2.25% (-3)YoY NEW(+130) | All Managers (Combined) | $30.1K | YoY NEW(+$30.1K) | |
Alphabet Inc.(GOOGcusip02079K107) | 175 | QoQ +5.42% (-9)YoY +2.33% (+4) | All Managers (Combined) | $27.3K | |
DEERE & CO(DEcusip244199105) | 58 | QoQ 0.00% (+0)YoY -28.39% (-23) | All Managers (Combined) | $27.2K | |
249 | QoQ 0.00% (+0)YoY NEW(+249) | All Managers (Combined) | $27.1K | YoY NEW(+$27.1K) | |
457 | QoQ 0.00% (-0)YoY -1.08% (-5) | All Managers (Combined) | $26.9K | ||
733 | QoQ NEW(+733) YoY NEW(+733) | All Managers (Combined) | $26.6K | QoQ NEW(+$26.6K) YoY NEW(+$26.6K) | |
149 | All Managers (Combined) | $26.1K | |||
ASML HOLDING NV(ASMLcusipN07059210) | 38 | All Managers (Combined) | $25.2K | ||
156 | QoQ -5.45% (-9)YoY NEW(+156) | All Managers (Combined) | $22.9K | YoY NEW(+$22.9K) |