Marks Group Wealth Management, Inc Q4 2022 Filing

Filed February 6, 2023

Portfolio Value

$732.5M

Holdings

276

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (276 positions)

#StockSharesValue% PortfolioType
201
PAYXPAYCHEX INC
17,352$00.00%
202
MDTMEDTRONIC PLC
86,007$00.00%
203
SSNCSS&C TECHNOLOGIES HLDGS INC
101,999$00.00%
204
AMLPALPS ETF TR
38,076$00.00%
205
GABGABELLI EQUITY TR INC
471,249$00.00%
206
ADBEADOBE SYSTEMS INCORPORATED
9,204$00.00%
207
CRMSALESFORCE INC
27,558$00.00%
208
IBMINTERNATIONAL BUSINESS MACHS
9,669$00.00%
209
BRBROADRIDGE FINL SOLUTIONS IN
43,550$00.00%
210
AVYAVERY DENNISON CORP
34,333$00.00%
211
KOCOCA COLA CO
38,592$00.00%
212
ICEINTERCONTINENTAL EXCHANGE IN
104,734$00.00%
213
PHPARKER-HANNIFIN CORP
21,445$00.00%
214
AJGGALLAGHER ARTHUR J & CO
37,009$00.00%
215
LDOSLEIDOS HOLDINGS INC
59,063$00.00%
216
EFVISHARES TR
137,571$00.00%
217
GOOGALPHABET INC
161,221$00.00%
218
XEXGXEATON VANCE TAX-MANAGED GLOB
228,818$00.00%
219
DDOMINION ENERGY INC
21,828$00.00%
220
COLMCOLUMBIA SPORTSWEAR CO
73,771$00.00%
221
TXNTEXAS INSTRS INC
44,689$00.00%
222
IXNISHARES TR
37,297$00.00%
223
IVWISHARES TR
20,416$00.00%
224
EXPDEXPEDITORS INTL WASH INC
46,974$00.00%
225
EFGISHARES TR
52,465$00.00%
226
FELEFRANKLIN ELEC INC
78,734$00.00%
227
TSCOTRACTOR SUPPLY CO
30,125$00.00%
228
FDSFACTSET RESH SYS INC
10,154$00.00%
229
VEAVANGUARD TAX-MANAGED FDS
59,473$00.00%
230
KLACKLA CORP
18,004$00.00%
231
FWRDUSDFORWARD AIR CORP
63,148$00.00%
232
ULTAULTA BEAUTY INC
15,275$00.00%
233
JBHTHUNT J B TRANS SVCS INC
35,205$00.00%
234
AMEAMETEK INC
48,766$00.00%
235
PAYCPAYCOM SOFTWARE INC
8,191$00.00%
236
XOMEXXON MOBIL CORP
23,366$00.00%
237
SPYSPDR S&P 500 ETF TR
5,099$00.00%
238
XIGDXVOYA GLBL EQTY DIV & PREM OP
231,210$00.00%
239
VOOVANGUARD INDEX FDS
8,197$00.00%
240
GGENPACT LIMITED
139,895$00.00%
241
SSDSIMPSON MFG INC
63,497$00.00%
242
EEMVISHARES INC
76,222$00.00%
243
PKNPERKINELMER INC
42,104$00.00%
244
ITTITT INC
52,980$00.00%
245
BRK-BBERKSHIRE HATHAWAY INC DEL
3$00.00%
246
TJXTJX COS INC NEW
87,053$00.00%
247
FISVFISERV INC
64,199$00.00%
248
DCIDONALDSON INC
58,792$00.00%
249
SRCUSDSPIRIT RLTY CAP INC NEW
37,643$00.00%
250
SYKSTRYKER CORPORATION
55,010$00.00%
251
SPSCSPS COMM INC
12,830$00.00%
252
CVCOCAVCO INDS INC DEL
8,000$00.00%
253
GPCGENUINE PARTS CO
11,671$00.00%
254
WSOWATSCO INC
21,146$00.00%
255
ZTSZOETIS INC
12,910$00.00%
256
NVRNVR INC
562$00.00%
257
MORNMORNINGSTAR INC
16,350$00.00%
258
MMSMAXIMUS INC
91,474$00.00%
259
BLKCHFBLACKROCK INC
2,596$00.00%
260
DRIDARDEN RESTAURANTS INC
45,967$00.00%
261
PDIPIMCO DYNAMIC INCOME FD
71,480$00.00%
262
RBAGBPRITCHIE BROS AUCTIONEERS
99,835$00.00%
263
ADIANALOG DEVICES INC
39,408$00.00%
264
APHAMPHENOL CORP NEW
87,979$00.00%
265
LAMRLAMAR ADVERTISING CO NEW
21,838$00.00%
266
POOLPOOL CORP
4,814$00.00%
267
CA8ACACI INTL INC
22,653$00.00%
268
ISDPGIM HIGH YIELD BOND FUND IN
100,251$00.00%
269
JKHYHENRY JACK & ASSOC INC
8,998$00.00%
270
TDYTELEDYNE TECHNOLOGIES INC
15,626$00.00%
271
MNSTMONSTER BEVERAGE CORP NEW
21,076$00.00%
272
PRIPRIMERICA INC
48,981$00.00%
273
QUALISHARES TR
11,974$00.00%
274
VTVVANGUARD INDEX FDS
9,249$00.00%
275
CSLCARLISLE COS INC
23,974$00.00%
276
SBUXSTARBUCKS CORP
18,755$00.00%
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