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 6 of 15
81589A304
Shares:42.6K
Value:$1.4M
PIMCO HIGH INCOME FUND
Shares:280.7K
Value:$1.4M
RIVERNORTH OPPORTUNITIES FUND, INC.
Shares:115.4K
Value:$1.4M
GABELLI EQUITY TRUST INC
Shares:244.8K
Value:$1.3M
81589A205
Shares:37.2K
Value:$1.3M
PGIM High Yield Bond Fund, Inc.
Shares:93.5K
Value:$1.3M
808524870
Shares:49.3K
Value:$1.3M
78468R606
Shares:56.1K
Value:$1.3M
922908744
Shares:7.4K
Value:$1.3M
NOVO NORDISK A S
Shares:18.2K
Value:$1.3M
PIMCO CORPORATE & INCOME STRATEGY FUND
Shares:92.3K
Value:$1.3M
TEXAS INSTRUMENTS INC
Shares:6.8K
Value:$1.2M
808524607
Shares:51.7K
Value:$1.2M
ALLSPRING INCOME OPPORTUNITIES FUND
Shares:176.4K
Value:$1.2M
BLACKROCK CORPORATE HIGH YIELD FUND, INC.
Shares:122.9K
Value:$1.2M
FIRST FINANCIAL CORP /IN/
Shares:23.7K
Value:$1.2M
003261104
Shares:50.3K
Value:$1.1M
ABBOTT LABORATORIES
Shares:8.0K
Value:$1.1M
BLACKROCK CREDIT ALLOCATION INCOME TRUST
Shares:97.8K
Value:$1.0M
Fidelity National Information Services, Inc.
Shares:13.8K
Value:$1.0M