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 15 of 15
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
XCEL ENERGY INC(XELcusip98389B100) | 31 | QoQ 0.00% (+0) | All Managers (Combined) | $2.2K | |
10 | All Managers (Combined) | $2.2K | |||
18 | All Managers (Combined) | $1.8K | |||
Medtronic plc(MDTcusipG5960L103) | 19 | All Managers (Combined) | $1.7K | ||
6 | All Managers (Combined) | $1.6K | |||
8 | YoY NEW(+8) | All Managers (Combined) | $1.6K | YoY NEW(+$1.6K) | |
12 | All Managers (Combined) | $1.6K | |||
15 | All Managers (Combined) | $1.5K | |||
3 | All Managers (Combined) | $1.5K | |||
27 | All Managers (Combined) | $1.5K | |||
4 | All Managers (Combined) | $1.5K | |||
11 | All Managers (Combined) | $1.4K | |||
4 | YoY NEW(+4) | All Managers (Combined) | $1.4K | YoY NEW(+$1.4K) | |
12 | All Managers (Combined) | $1.3K | |||
INTUIT INC.(INTUcusip461202103) | 2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $1.2K | QoQ NEW(+$1.2K) YoY NEW(+$1.2K) |
Salesforce, Inc.(CRMcusip79466L302) | 4 | All Managers (Combined) | $1.1K | ||
Zai Lab Ltd(ZLABcusip98887Q104) | 28 | QoQ NEW(+28) YoY NEW(+28) | All Managers (Combined) | $1.0K | QoQ NEW(+$1.0K) YoY NEW(+$1.0K) |
8 | QoQ 0.00% (+0)YoY NEW(+8) | All Managers (Combined) | $684 | YoY NEW(+$684) |