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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Page 13 of 15
ELI LILLY & Co
Shares:27
Value:$22.3K
Trane Technologies plc
Shares:64
Value:$21.6K
Tesla, Inc.
Shares:82
Value:$21.3K
Shell plc
Shares:275
Value:$20.2K
PROGRESSIVE CORP/OH/
Shares:71
Value:$20.1K
Merck & Co., Inc.
Shares:218
Value:$19.6K
PROCTER & GAMBLE Co
Shares:108
Value:$18.4K
US BANCORP \DE\
Shares:416
Value:$17.6K
BHP Group Ltd
Shares:344
Value:$16.7K
ORACLE CORP
Shares:113
Value:$15.8K
TJX COMPANIES INC /DE/
Shares:101
Value:$12.3K
MARTIN MARIETTA MATERIALS INC
Shares:25
Value:$12.0K
HONEYWELL INTERNATIONAL INC
Shares:56
Value:$11.9K
CISCO SYSTEMS, INC.
Shares:173
Value:$10.7K
INTUITIVE SURGICAL INC
Shares:21
Value:$10.4K
GOLDMAN SACHS GROUP INC
Shares:19
Value:$10.4K
Mastercard Inc
Shares:18
Value:$9.9K
Eaton Corp plc
Shares:33
Value:$9.0K
MCDONALDS CORP
Shares:25
Value:$7.8K
COCA COLA CO
Shares:96
Value:$6.9K