Marks Group Wealth Management, Inc Q1 2025 Filing
Filed May 1, 2025
Portfolio Value
$1.0B
Holdings
298
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (298 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | NDQINVESCO QQQ TR | 1,617 | $758K | 0.07% | |
| 202 | VBVANGUARD INDEX FDS | 3,404 | $754K | 0.07% | |
| 203 | HLNHALEON PLC | 71,219 | $732K | 0.07% | |
| 204 | JNJJOHNSON & JOHNSON | 4,412 | $730K | 0.07% | |
| 205 | ARGXARGENX SE | 1,224 | $724K | 0.07% | |
| 206 | ACWXISHARES TR | 12,843 | $712K | 0.07% | |
| 207 | RACEFERRARI N V | 1,663 | $710K | 0.07% | |
| 208 | SEIQSEI EXCHANGE TRADED FUNDS | 20,218 | $706K | 0.07% | |
| 209 | VWOBVANGUARD WHITEHALL FDS | 10,883 | $698K | 0.07% | |
| 210 | CATCATERPILLAR INC | 2,094 | $689K | 0.07% | |
| 211 | ATRCATRICURE INC | 21,185 | $683K | 0.07% | |
| 212 | EMLCVANECK ETF TRUST | 28,317 | $675K | 0.06% | |
| 213 | MUFGMITSUBISHI UFJ FINL GROUP IN | 49,170 | $669K | 0.06% | |
| 214 | MBBISHARES TR | 7,124 | $668K | 0.06% | |
| 215 | HLTHILTON WORLDWIDE HLDGS INC | 2,900 | $659K | 0.06% | |
| 216 | MTBASIMPLIFY EXCHANGE TRADED FUN | 12,577 | $630K | 0.06% | |
| 217 | SPOTSPOTIFY TECHNOLOGY S A | 1,147 | $630K | 0.06% | |
| 218 | USIGISHARES TR | 12,190 | $622K | 0.06% | |
| 219 | NOBLPROSHARES TR | 6,068 | $620K | 0.06% | |
| 220 | XELXCEL ENERGY INC | 8,474 | $599K | 0.06% | |
| 221 | CEF/USPROTT PHYSICAL GOLD & SILVE | 21,065 | $598K | 0.06% | |
| 222 | DISDISNEY WALT CO | 6,006 | $592K | 0.06% | |
| 223 | TRITHOMSON REUTERS CORP | 3,380 | $583K | 0.06% | |
| 224 | FTCFIRST TRUST LRGCP GWT ALPHAD | 4,435 | $582K | 0.06% | |
| 225 | XLVSELECT SECTOR SPDR TR | 3,962 | $578K | 0.06% | |
| 226 | SCHVSCHWAB STRATEGIC TR | 21,558 | $573K | 0.06% | |
| 227 | SHOPSHOPIFY INC | 5,952 | $568K | 0.05% | |
| 228 | MKLMARKEL GROUP INC | 302 | $564K | 0.05% | |
| 229 | DONSPDR DOW JONES INDL AVERAGE | 1,342 | $563K | 0.05% | |
| 230 | TTTRANE TECHNOLOGIES PLC | 1,675 | $563K | 0.05% | |
| 231 | SUSAISHARES TR | 4,878 | $560K | 0.05% | |
| 232 | KKRKKR & CO INC | 4,702 | $543K | 0.05% | |
| 233 | PGPROCTER AND GAMBLE CO | 3,175 | $540K | 0.05% | |
| 234 | UFPIUFP INDUSTRIES INC | 5,000 | $535K | 0.05% | |
| 235 | MLB1MERCADOLIBRE INC | 274 | $533K | 0.05% | |
| 236 | HDHOME DEPOT INC | 1,437 | $526K | 0.05% | |
| 237 | IWBISHARES TR | 1,708 | $523K | 0.05% | |
| 238 | VMCVULCAN MATLS CO | 2,203 | $513K | 0.05% | |
| 239 | PEPPEPSICO INC | 3,394 | $508K | 0.05% | |
| 240 | UITBVICTORY PORTFOLIOS II | 10,676 | $501K | 0.05% | |
| 241 | NMSNUVEEN MINN QUALITY MUN INM | 41,632 | $499K | 0.05% | |
| 242 | SHELSHELL PLC | 6,760 | $495K | 0.05% | |
| 243 | BSXBOSTON SCIENTIFIC CORP | 4,883 | $491K | 0.05% | |
| 244 | CSGPCOSTAR GROUP INC | 5,932 | $469K | 0.05% | |
| 245 | APOGAPOGEE ENTERPRISES INC | 10,000 | $463K | 0.04% | |
| 246 | MUMICRON TECHNOLOGY INC | 5,241 | $455K | 0.04% | |
| 247 | ABBVABBVIE INC | 2,143 | $448K | 0.04% | |
| 248 | ETHOAMPLIFY ETF TR | 8,090 | $444K | 0.04% | |
| 249 | GQ9SPDR GOLD TR | 1,534 | $442K | 0.04% | |
| 250 | LLYELI LILLY & CO | 531 | $437K | 0.04% | |
| 251 | CSCOCISCO SYS INC | 7,081 | $436K | 0.04% | |
| 252 | MFCMANULIFE FINL CORP | 13,953 | $434K | 0.04% | |
| 253 | PRLBPROTO LABS INC | 12,052 | $422K | 0.04% | |
| 254 | IWFISHARES TR | 1,164 | $420K | 0.04% | |
| 255 | MSIMOTOROLA SOLUTIONS INC | 958 | $419K | 0.04% | |
| 256 | NWGNATWEST GROUP PLC | 32,966 | $392K | 0.04% | |
| 257 | MLMMARTIN MARIETTA MATLS INC | 818 | $390K | 0.04% | |
| 258 | LYVLIVE NATION ENTERTAINMENT IN | 2,931 | $382K | 0.04% | |
| 259 | FITBFIFTH THIRD BANCORP | 9,665 | $378K | 0.04% | |
| 260 | MCDMCDONALDS CORP | 1,199 | $373K | 0.04% | |
| 261 | ZLABZAI LAB LTD | 10,331 | $373K | 0.04% | |
| 262 | BIPCBROOKFIELD INFRASTRUCTURE CO | 10,004 | $362K | 0.03% | |
| 263 | FMXFOMENTO ECONOMICO MEXICANO S | 3,649 | $356K | 0.03% | |
| 264 | SCHWSCHWAB CHARLES CORP | 4,500 | $352K | 0.03% | |
| 265 | TYLTYLER TECHNOLOGIES INC | 597 | $346K | 0.03% | |
| 266 | WMTWALMART INC | 3,954 | $346K | 0.03% | |
| 267 | GSGOLDMAN SACHS GROUP INC | 624 | $340K | 0.03% | |
| 268 | NXTGFIRST TR EXCHANGE TRADED FD | 4,000 | $339K | 0.03% | |
| 269 | CVXCHEVRON CORP NEW | 2,014 | $336K | 0.03% | |
| 270 | TSLATESLA INC | 1,295 | $335K | 0.03% | |
| 271 | VEEVVEEVA SYS INC | 1,427 | $330K | 0.03% | |
| 272 | NXPINXP SEMICONDUCTORS N V | 1,700 | $323K | 0.03% | |
| 273 | CVLTCOMMVAULT SYS INC | 1,968 | $310K | 0.03% | |
| 274 | GEVGE VERNOVA INC | 1,005 | $306K | 0.03% | |
| 275 | MRKMERCK & CO INC | 3,319 | $297K | 0.03% | |
| 276 | DPZDOMINOS PIZZA INC | 639 | $293K | 0.03% | |
| 277 | ACGLARCH CAP GROUP LTD | 3,007 | $289K | 0.03% | |
| 278 | BACBANK AMERICA CORP | 6,892 | $286K | 0.03% | |
| 279 | NFLXNETFLIX INC | 293 | $273K | 0.03% | |
| 280 | KMXCARMAX INC | 3,442 | $268K | 0.03% | |
| 281 | RWLINVESCO EXCH TRADED FD TR II | 2,520 | $250K | 0.02% | |
| 282 | XLESELECT SECTOR SPDR TR | 2,677 | $250K | 0.02% | |
| 283 | LENLENNAR CORP | 2,183 | $249K | 0.02% | |
| 284 | ADBEADOBE INC | 633 | $242K | 0.02% | |
| 285 | IFRAISHARES TR | 5,272 | $237K | 0.02% | |
| 286 | BKLNINVESCO EXCH TRADED FD TR II | 11,333 | $234K | 0.02% | |
| 287 | RIORIO TINTO PLC | 3,890 | $233K | 0.02% | |
| 288 | PGRPROGRESSIVE CORP | 813 | $229K | 0.02% | |
| 289 | ELVELEVANCE HEALTH INC | 524 | $227K | 0.02% | |
| 290 | BHPBHP GROUP LTD | 4,708 | $227K | 0.02% | |
| 291 | MARMARRIOTT INTL INC NEW | 941 | $223K | 0.02% | |
| 292 | VTVANGUARD INTL EQUITY INDEX F | 1,836 | $212K | 0.02% | |
| 293 | FWONALIBERTY MEDIA CORP DEL | 2,352 | $211K | 0.02% | |
| 294 | ARESARES MANAGEMENT CORPORATION | 1,448 | $211K | 0.02% | |
| 295 | ICLNISHARES TR | 15,710 | $179K | 0.02% | |
| 296 | MFGMIZUHO FINANCIAL GROUP INC | 26,339 | $145K | 0.01% | |
| 297 | CCCCCC INTELLIGENT SOLUTIONS HL | 12,486 | $112K | 0.01% | |
| 298 | FTREFORTREA HLDGS INC | 14,000 | $105K | 0.01% |
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