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 5 of 15
Sony Group Corp
Shares:71.5K
Value:$1.8M
Duke Energy CORP
Shares:14.9K
Value:$1.8M
PAYCHEX INC
Shares:11.7K
Value:$1.8M
GENUINE PARTS CO
Shares:15.0K
Value:$1.8M
PIMCO Dynamic Income Fund
Shares:90.0K
Value:$1.8M
AMERICAN TOWER CORP /MA/
Shares:8.0K
Value:$1.7M
316092857
Shares:61.5K
Value:$1.7M
JACK HENRY & ASSOCIATES INC
Shares:9.1K
Value:$1.7M
922042858
Shares:36.4K
Value:$1.6M
ROLLINS INC
Shares:29.8K
Value:$1.6M
SPS COMMERCE INC
Shares:11.8K
Value:$1.6M
922020805
Shares:31.3K
Value:$1.6M
GSK plc
Shares:40.2K
Value:$1.6M
464285204
Shares:25.8K
Value:$1.5M
922908363
Shares:2.8K
Value:$1.5M
921937827
Shares:18.6K
Value:$1.5M
92203J407
Shares:29.6K
Value:$1.4M
Saba Capital Income & Opportunities Fund
Shares:185.6K
Value:$1.4M
922908629
Shares:5.5K
Value:$1.4M
AMERIPRISE FINANCIAL INC
Shares:2.9K
Value:$1.4M