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:
Search and click to pin securities to the top
Page 2 of 15
AMDOCS LTD
Shares:94.0K
Value:$8.6M
RESMED INC
Shares:38.0K
Value:$8.5M
AMETEK INC/
Shares:47.9K
Value:$8.2M
AMAZON COM INC
Shares:43.2K
Value:$8.2M
STERIS plc
Shares:36.2K
Value:$8.2M
IQVIA HOLDINGS INC.
Shares:45.9K
Value:$8.1M
FTI CONSULTING, INC
Shares:49.3K
Value:$8.1M
UNION PACIFIC CORP
Shares:34.0K
Value:$8.0M
JACOBS SOLUTIONS INC.
Shares:66.0K
Value:$8.0M
464288877
Shares:134.3K
Value:$7.9M
Ingersoll Rand Inc.
Shares:98.1K
Value:$7.9M
Accenture plc
Shares:25.1K
Value:$7.8M
Brookfield Asset Management Ltd.
Shares:160.8K
Value:$7.8M
Morningstar, Inc.
Shares:25.8K
Value:$7.7M
nVent Electric plc
Shares:147.4K
Value:$7.7M
FRANKLIN ELECTRIC CO INC
Shares:82.1K
Value:$7.7M
CINTAS CORP
Shares:37.4K
Value:$7.7M
CASEYS GENERAL STORES INC
Shares:15.4K
Value:$6.7M
BERKSHIRE HATHAWAY INC
Shares:10.6K
Value:$5.7M
CAVCO INDUSTRIES INC.
Shares:10.8K
Value:$5.6M