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 7 of 15
Sea Ltd
Shares:7.3K
Value:$953.2K
COSTCO WHOLESALE CORP /NEW
Shares:995
Value:$940.7K
LINDE PLC
Shares:2.0K
Value:$935.9K
48817R870
Shares:28.6K
Value:$926.9K
464287200
Shares:1.6K
Value:$925.4K
ASTRAZENECA PLC
Shares:12.5K
Value:$921.0K
464286525
Shares:7.8K
Value:$911.3K
PLAINS GP HOLDINGS LP
Shares:42.0K
Value:$896.6K
464287804
Shares:8.4K
Value:$879.5K
BROWN FORMAN CORP
Shares:24.8K
Value:$842.1K
Lloyds Banking Group plc
Shares:219.8K
Value:$839.8K
O REILLY AUTOMOTIVE INC
Shares:579
Value:$829.5K
CRH PUBLIC LTD CO
Shares:9.2K
Value:$806.5K
HEICO CORP
Shares:3.8K
Value:$792.0K
Shares:5.2K
Value:$760.1K
INVESCO QQQ TRUST, SERIES 1
Shares:1.6K
Value:$758.2K
922908751
Shares:3.4K
Value:$754.8K
Haleon plc
Shares:71.1K
Value:$731.5K
BROOKFIELD Corp /ON/
Shares:13.7K
Value:$719.5K
464288240
Shares:12.8K
Value:$712.1K