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 8 of 15
81589A106
Shares:20.2K
Value:$706.0K
921946885
Shares:10.9K
Value:$698.7K
JOHNSON & JOHNSON
Shares:4.1K
Value:$686.9K
AtriCure, Inc.
Shares:21.2K
Value:$683.4K
92189H300
Shares:28.3K
Value:$675.6K
464288588
Shares:7.1K
Value:$668.1K
Hilton Worldwide Holdings Inc.
Shares:2.9K
Value:$659.9K
82889N525
Shares:12.6K
Value:$630.6K
464288620
Shares:12.2K
Value:$622.7K
74348A467
Shares:6.1K
Value:$620.0K
Sprott Physical Gold & Silver Trust
Shares:21.1K
Value:$598.5K
33735K108
Shares:4.4K
Value:$582.8K
Walt Disney Co
Shares:5.9K
Value:$581.3K
81369Y209
Shares:4.0K
Value:$578.5K
808524409
Shares:21.6K
Value:$573.0K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:1.3K
Value:$563.5K
464288802
Shares:4.9K
Value:$560.3K
KKR & Co. Inc.
Shares:4.7K
Value:$543.6K
UFP INDUSTRIES INC
Shares:5.0K
Value:$535.2K
464287622
Shares:1.7K
Value:$523.9K