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 5 of 15
316092857
Shares:61.5K
Value:$1.7M
922020805
Shares:31.3K
Value:$1.6M
464285204
Shares:25.8K
Value:$1.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Sony Group Corp(SONYcusip835699307) | 71.5K | All Managers (Combined) | $1.8M | ||
Duke Energy CORP(DUKcusip26441C204) | 14.9K | All Managers (Combined) | $1.8M | ||
PAYCHEX INC(PAYXcusip704326107) | 11.7K | QoQ -0.01% (-2) | All Managers (Combined) | $1.8M | |
GENUINE PARTS CO(GPCcusip372460105) | 15.0K | All Managers (Combined) | $1.8M | ||
90.0K | QoQ 0.00% (+0) | All Managers (Combined) | $1.8M | ||
8.0K | All Managers (Combined) | $1.7M | |||
(cusip316092857)✕ | 61.5K | All Managers (Combined) | $1.7M | ||
9.1K | All Managers (Combined) | $1.7M | |||
36.4K | QoQ NEW(+36.4K) YoY NEW(+36.4K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
ROLLINS INC(ROLcusip775711104) | 29.8K | All Managers (Combined) | $1.6M | ||
11.8K | All Managers (Combined) | $1.6M | |||
(cusip922020805)✕ | 31.3K | QoQ NEW(+31.3K) YoY NEW(+31.3K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
40.2K | All Managers (Combined) | $1.6M | |||
(cusip464285204)✕ | 25.8K | All Managers (Combined) | $1.5M | ||
2.8K | QoQ -2.94% (-86)YoY +3.65% (+100) | All Managers (Combined) | $1.5M | ||
18.6K | QoQ NEW(+18.6K) YoY NEW(+18.6K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
29.6K | QoQ NEW(+29.6K) YoY NEW(+29.6K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
185.6K | QoQ 0.00% (+0) | All Managers (Combined) | $1.4M | ||
5.5K | QoQ -0.01% (-1)YoY -6.31% (-370) | All Managers (Combined) | $1.4M | ||
2.9K | QoQ 0.00% (-0)YoY +0.34% (+10) | All Managers (Combined) | $1.4M |