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 • $611.8M total value
Manager:
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ENBRIDGE INC
Shares:58.8K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$611.8M)
Dell Technologies Inc.
Shares:28.1K
Value:$2.6M
% of Portfolio:0.4% ($2.6M/$611.8M)
GARTNER INC
Shares:5.9K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$611.8M)
46432F339
Shares:14.4K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$611.8M)
GENERAL ELECTRIC CO
Shares:12.3K
Value:$2.5M
% of Portfolio:0.4% ($2.5M/$611.8M)
BERKSHIRE HATHAWAY INC
Shares:3
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$611.8M)
46137V431
Shares:23.9K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$611.8M)
STARBUCKS CORP
Shares:24.3K
Value:$2.4M
% of Portfolio:0.4% ($2.4M/$611.8M)
NVIDIA CORP
Shares:21.7K
Value:$2.3M
% of Portfolio:0.4% ($2.3M/$611.8M)
BlackRock, Inc.
Shares:2.3K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$611.8M)
POOL CORP
Shares:6.9K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$611.8M)
COMCAST CORP
Shares:56.8K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$611.8M)
LAMAR ADVERTISING CO/NEW
Shares:17.7K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$611.8M)
VERIZON COMMUNICATIONS INC
Shares:43.5K
Value:$2.0M
% of Portfolio:0.3% ($2.0M/$611.8M)
464287309
Shares:20.7K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$611.8M)
922908736
Shares:5.2K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$611.8M)
AMGEN INC
Shares:6.1K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$611.8M)
46137V357
Shares:10.9K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$611.8M)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:230.5K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$611.8M)
TARGET CORP
Shares:17.7K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$611.8M)