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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Vulcan Materials CO
Shares:2.2K
Value:$514.0K
92647N527
Shares:10.7K
Value:$501.1K
Nuveen Minnesota Quality Municipal Income Fund
Shares:41.6K
Value:$499.7K
HOME DEPOT, INC.
Shares:1.3K
Value:$488.2K
PEPSICO INC
Shares:3.1K
Value:$467.1K
COSTAR GROUP, INC.
Shares:5.9K
Value:$466.0K
APOGEE ENTERPRISES, INC.
Shares:10.0K
Value:$463.3K
MICRON TECHNOLOGY INC
Shares:5.2K
Value:$454.2K
032108557
Shares:8.1K
Value:$444.9K
SPDR GOLD TRUST
Shares:1.5K
Value:$442.0K
AbbVie Inc.
Shares:2.1K
Value:$437.4K
MANULIFE FINANCIAL CORP
Shares:14.0K
Value:$434.6K
ROPER TECHNOLOGIES INC
Shares:725
Value:$427.4K
Proto Labs Inc
Shares:12.1K
Value:$422.3K
464287614
Shares:1.2K
Value:$420.3K
639057207
Shares:32.9K
Value:$392.4K
FAIR ISAAC CORP
Shares:211
Value:$389.1K
CBRE GROUP, INC.
Shares:3.0K
Value:$386.5K
Live Nation Entertainment, Inc.
Shares:2.9K
Value:$382.7K
Brookfield Infrastructure Corp
Shares:10.0K
Value:$362.0K