Marks Group Wealth Management, Inc Q3 2023 Filing

Filed October 30, 2023

Portfolio Value

$807.8M

Holdings

273

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (273 positions)

#StockSharesValue% PortfolioType
201
CRMSALESFORCE INC
34,963$00.00%
202
IBMINTERNATIONAL BUSINESS MACHS
9,817$00.00%
203
AVYAVERY DENNISON CORP
35,928$00.00%
204
RUNNSTRATEGIC TRUST
207,409$00.00%
205
KOCOCA COLA CO
39,030$00.00%
206
ICEINTERCONTINENTAL EXCHANGE IN
106,048$00.00%
207
PHPARKER-HANNIFIN CORP
18,815$00.00%
208
AJGGALLAGHER ARTHUR J & CO
34,024$00.00%
209
CMGCHIPOTLE MEXICAN GRILL INC
588$00.00%
210
LDOSLEIDOS HOLDINGS INC
63,886$00.00%
211
EFVISHARES TR
177,247$00.00%
212
KEYSKEYSIGHT TECHNOLOGIES INC
42,652$00.00%
213
DYHTARGET CORP
19,747$00.00%
214
AMGNAMGEN INC
9,262$00.00%
215
XEXGXEATON VANCE TAX-MANAGED GLOB
223,406$00.00%
216
SPGPINVESCO EXCHANGE TRADED FD T
25,042$00.00%
217
RBARB GLOBAL INC
108,719$00.00%
218
DDOMINION ENERGY INC
22,691$00.00%
219
COLMCOLUMBIA SPORTSWEAR CO
78,114$00.00%
220
TXNTEXAS INSTRS INC
46,197$00.00%
221
IXNISHARES TR
28,004$00.00%
222
IVWISHARES TR
20,436$00.00%
223
EXPDEXPEDITORS INTL WASH INC
47,585$00.00%
224
EFGISHARES TR
71,077$00.00%
225
IEMGISHARES INC
70,444$00.00%
226
FELEFRANKLIN ELEC INC
74,648$00.00%
227
TSCOTRACTOR SUPPLY CO
30,420$00.00%
228
FDSFACTSET RESH SYS INC
27,423$00.00%
229
VEAVANGUARD TAX-MANAGED FDS
59,052$00.00%
230
ULTAULTA BEAUTY INC
14,689$00.00%
231
JBHTHUNT J B TRANS SVCS INC
36,086$00.00%
232
PAYCPAYCOM SOFTWARE INC
8,653$00.00%
233
XOMEXXON MOBIL CORP
28,989$00.00%
234
SPYSPDR S&P 500 ETF TR
6,333$00.00%
235
BSXBOSTON SCIENTIFIC CORP
127,048$00.00%
236
VOOVANGUARD INDEX FDS
10,485$00.00%
237
GGENPACT LIMITED
149,138$00.00%
238
JJACOBS SOLUTIONS INC
57,288$00.00%
239
ITTITT INC
74,822$00.00%
240
BRK-BBERKSHIRE HATHAWAY INC DEL
4$00.00%
241
GSKGSK PLC
48,738$00.00%
242
EMEEMCOR GROUP INC
40,966$00.00%
243
DCIDONALDSON INC
58,792$00.00%
244
SRCUSDSPIRIT RLTY CAP INC NEW
41,996$00.00%
245
SYKSTRYKER CORPORATION
50,711$00.00%
246
SPSCSPS COMM INC
11,830$00.00%
247
CVCOCAVCO INDS INC DEL
7,691$00.00%
248
GPCGENUINE PARTS CO
10,719$00.00%
249
WSOWATSCO INC
19,217$00.00%
250
ZTSZOETIS INC
12,476$00.00%
251
NVRNVR INC
530$00.00%
252
GWWGRAINGER W W INC
10,008$00.00%
253
MORNMORNINGSTAR INC
24,238$00.00%
254
MMSMAXIMUS INC
87,326$00.00%
255
BLKCHFBLACKROCK INC
2,468$00.00%
256
GGGGRACO INC
89,504$00.00%
257
DRIDARDEN RESTAURANTS INC
47,191$00.00%
258
ADIANALOG DEVICES INC
39,175$00.00%
259
APHAMPHENOL CORP NEW
87,911$00.00%
260
LAMRLAMAR ADVERTISING CO NEW
17,681$00.00%
261
POOLPOOL CORP
5,051$00.00%
262
CA8ACACI INTL INC
22,185$00.00%
263
ISDPGIM HIGH YIELD BOND FUND IN
89,264$00.00%
264
JKHYHENRY JACK & ASSOC INC
18,839$00.00%
265
TDYTELEDYNE TECHNOLOGIES INC
16,023$00.00%
266
MNSTMONSTER BEVERAGE CORP NEW
40,455$00.00%
267
PRIPRIMERICA INC
37,186$00.00%
268
UNPUNION PAC CORP
29,649$00.00%
269
QUALISHARES TR
14,691$00.00%
270
VTVVANGUARD INDEX FDS
13,763$00.00%
271
FRELFIDELITY COVINGTON TRUST
80,760$00.00%
272
CSLCARLISLE COS INC
25,374$00.00%
273
SBUXSTARBUCKS CORP
22,673$00.00%
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