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 3 of 15
CHIPOTLE MEXICAN GRILL INC
Shares:108.8K
Value:$5.5M
JPMORGAN CHASE & CO
Shares:19.6K
Value:$4.8M
Monster Beverage Corp
Shares:79.8K
Value:$4.7M
THERMO FISHER SCIENTIFIC INC.
Shares:9.3K
Value:$4.6M
464287291
Shares:58.7K
Value:$4.4M
921943858
Shares:84.5K
Value:$4.3M
NVR INC
Shares:589
Value:$4.3M
DONALDSON Co INC
Shares:58.8K
Value:$3.9M
46434G103
Shares:73.0K
Value:$3.9M
SPDR S&P 500 ETF TRUST
Shares:7.0K
Value:$3.9M
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares:30.8K
Value:$3.7M
EXXON MOBIL CORP
Shares:30.3K
Value:$3.6M
Verisk Analytics, Inc.
Shares:11.4K
Value:$3.4M
FASTENAL CO
Shares:43.8K
Value:$3.4M
38150K103
Shares:102.9K
Value:$3.2M
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
Shares:196.3K
Value:$3.1M
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:42.2K
Value:$3.0M
TransDigm Group INC
Shares:2.1K
Value:$2.9M
808524201
Shares:124.0K
Value:$2.7M
Autodesk, Inc.
Shares:10.3K
Value:$2.7M