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 8 of 15
81589A106
Shares:20.2K
Value:$706.0K
921946885
Shares:10.9K
Value:$698.7K
92189H300
Shares:28.3K
Value:$675.6K
464288588
Shares:7.1K
Value:$668.1K
82889N525
Shares:12.6K
Value:$630.6K
464288620
Shares:12.2K
Value:$622.7K
74348A467
Shares:6.1K
Value:$620.0K
33735K108
Shares:4.4K
Value:$582.8K
81369Y209
Shares:4.0K
Value:$578.5K
808524409
Shares:21.6K
Value:$573.0K
464288802
Shares:4.9K
Value:$560.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81589A106)✕ | 20.2K | QoQ NEW(+20.2K) YoY NEW(+20.2K) | All Managers (Combined) | $706.0K | QoQ NEW(+$706.0K) YoY NEW(+$706.0K) |
(cusip921946885)✕ | 10.9K | QoQ NEW(+10.9K) YoY NEW(+10.9K) | All Managers (Combined) | $698.7K | QoQ NEW(+$698.7K) YoY NEW(+$698.7K) |
4.1K | QoQ 0.00% (+0) | All Managers (Combined) | $686.9K | ||
AtriCure, Inc.(ATRCcusip04963C209) | 21.2K | QoQ 0.00% (+0) | All Managers (Combined) | $683.4K | |
(cusip92189H300)✕ | 28.3K | QoQ NEW(+28.3K) YoY NEW(+28.3K) | All Managers (Combined) | $675.6K | QoQ NEW(+$675.6K) YoY NEW(+$675.6K) |
(cusip464288588)✕ | 7.1K | QoQ NEW(+7.1K) YoY NEW(+7.1K) | All Managers (Combined) | $668.1K | QoQ NEW(+$668.1K) YoY NEW(+$668.1K) |
2.9K | QoQ -1.09% (-32)YoY -6.08% (-188) | All Managers (Combined) | $659.9K | ||
(cusip82889N525)✕ | 12.6K | QoQ NEW(+12.6K) YoY NEW(+12.6K) | All Managers (Combined) | $630.6K | QoQ NEW(+$630.6K) YoY NEW(+$630.6K) |
(cusip464288620)✕ | 12.2K | QoQ NEW(+12.2K) YoY NEW(+12.2K) | All Managers (Combined) | $622.7K | QoQ NEW(+$622.7K) YoY NEW(+$622.7K) |
(cusip74348A467)✕ | 6.1K | QoQ 0.00% (+0) | All Managers (Combined) | $620.0K | |
21.1K | All Managers (Combined) | $598.5K | |||
(cusip33735K108)✕ | 4.4K | All Managers (Combined) | $582.8K | ||
Walt Disney Co(DIScusip254687106) | 5.9K | All Managers (Combined) | $581.3K | ||
(cusip81369Y209)✕ | 4.0K | All Managers (Combined) | $578.5K | ||
(cusip808524409)✕ | 21.6K | All Managers (Combined) | $573.0K | ||
1.3K | QoQ 0.00% (-0) | All Managers (Combined) | $563.5K | ||
(cusip464288802)✕ | 4.9K | All Managers (Combined) | $560.3K | ||
KKR & Co. Inc.(KKRcusip48251W104) | 4.7K | All Managers (Combined) | $543.6K | ||
5.0K | All Managers (Combined) | $535.2K | |||
1.7K | QoQ 0.00% (-0)YoY +5.30% (+86) | All Managers (Combined) | $523.9K |