Marks Group Wealth Management, Inc Q4 2024 Filing
Filed January 29, 2025
Portfolio Value
$1.0B
Holdings
286
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (286 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FTCFIRST TRUST LRGCP GWT ALPHAD | 4,435 | $613K | 0.06% | |
| 202 | NOBLPROSHARES TR | 6,068 | $604K | 0.06% | |
| 203 | SUSAISHARES TR | 4,878 | $593K | 0.06% | |
| 204 | SMLFISHARES TR | 8,734 | $589K | 0.06% | |
| 205 | DONSPDR DOW JONES INDL AVERAGE | 1,342 | $571K | 0.06% | |
| 206 | LYGLLOYDS BANKING GROUP PLC | 210,113 | $571K | 0.06% | |
| 207 | XELXCEL ENERGY INC | 8,437 | $569K | 0.06% | |
| 208 | UFPIUFP INDUSTRIES INC | 5,000 | $563K | 0.06% | |
| 209 | SCHVSCHWAB STRATEGIC TR | 21,558 | $562K | 0.06% | |
| 210 | HDHOME DEPOT INC | 1,435 | $557K | 0.05% | |
| 211 | XLVSELECT SECTOR SPDR TR | 4,031 | $554K | 0.05% | |
| 212 | VMCVULCAN MATLS CO | 2,146 | $552K | 0.05% | |
| 213 | IWBISHARES TR | 1,708 | $550K | 0.05% | |
| 214 | MKLMARKEL GROUP INC | 311 | $536K | 0.05% | |
| 215 | SPOTSPOTIFY TECHNOLOGY S A | 1,196 | $534K | 0.05% | |
| 216 | PGPROCTER AND GAMBLE CO | 3,175 | $532K | 0.05% | |
| 217 | TSLATESLA INC | 1,286 | $518K | 0.05% | |
| 218 | PEPPEPSICO INC | 3,394 | $515K | 0.05% | |
| 219 | NMSNUVEEN MINN QUALITY MUN INM | 41,632 | $513K | 0.05% | |
| 220 | CEF/USPROTT PHYSICAL GOLD & SILVE | 21,065 | $500K | 0.05% | |
| 221 | CHKPCHECK POINT SOFTWARE TECH LT | 2,664 | $496K | 0.05% | |
| 222 | UITBVICTORY PORTFOLIOS II | 10,676 | $490K | 0.05% | |
| 223 | ETHOAMPLIFY ETF TR | 8,090 | $483K | 0.05% | |
| 224 | HIIHUNTINGTON INGALLS INDS INC | 2,544 | $480K | 0.05% | |
| 225 | MLB1MERCADOLIBRE INC | 278 | $472K | 0.05% | |
| 226 | PRLBPROTO LABS INC | 12,052 | $471K | 0.05% | |
| 227 | IWFISHARES TR | 1,145 | $459K | 0.05% | |
| 228 | MFCMANULIFE FINL CORP | 14,759 | $452K | 0.04% | |
| 229 | MSIMOTOROLA SOLUTIONS INC | 958 | $442K | 0.04% | |
| 230 | CSGPCOSTAR GROUP INC | 6,188 | $442K | 0.04% | |
| 231 | SHELSHELL PLC | 7,043 | $441K | 0.04% | |
| 232 | MUMICRON TECHNOLOGY INC | 5,241 | $440K | 0.04% | |
| 233 | CSCOCISCO SYS INC | 7,390 | $436K | 0.04% | |
| 234 | FITBFIFTH THIRD BANCORP | 10,065 | $424K | 0.04% | |
| 235 | MUFGMITSUBISHI UFJ FINL GROUP IN | 36,034 | $421K | 0.04% | |
| 236 | MLMMARTIN MARIETTA MATLS INC | 812 | $418K | 0.04% | |
| 237 | BIPCBROOKFIELD INFRASTRUCTURE CO | 10,297 | $411K | 0.04% | |
| 238 | LLYELI LILLY & CO | 531 | $408K | 0.04% | |
| 239 | LYVLIVE NATION ENTERTAINMENT IN | 2,931 | $379K | 0.04% | |
| 240 | ABBVABBVIE INC | 2,074 | $367K | 0.04% | |
| 241 | WMTWALMART INC | 3,954 | $356K | 0.04% | |
| 242 | NXPINXP SEMICONDUCTORS N V | 1,700 | $353K | 0.03% | |
| 243 | RUNNSTRATEGIC TRUST | 10,625 | $348K | 0.03% | |
| 244 | MCDMCDONALDS CORP | 1,199 | $347K | 0.03% | |
| 245 | TYLTYLER TECHNOLOGIES INC | 599 | $345K | 0.03% | |
| 246 | NXTGFIRST TR EXCHANGE TRADED FD | 4,000 | $341K | 0.03% | |
| 247 | GQ9SPDR GOLD TR | 1,404 | $339K | 0.03% | |
| 248 | GEVGE VERNOVA INC | 1,018 | $334K | 0.03% | |
| 249 | SCHWSCHWAB CHARLES CORP | 4,500 | $332K | 0.03% | |
| 250 | MRKMERCK & CO INC | 3,325 | $330K | 0.03% | |
| 251 | FMXFOMENTO ECONOMICO MEXICANO S | 3,820 | $325K | 0.03% | |
| 252 | XLESELECT SECTOR SPDR TR | 3,787 | $324K | 0.03% | |
| 253 | VEAVANGUARD TAX-MANAGED FDS | 6,736 | $322K | 0.03% | |
| 254 | ACGLARCH CAP GROUP LTD | 3,355 | $309K | 0.03% | |
| 255 | BACBANK AMERICA CORP | 6,892 | $302K | 0.03% | |
| 256 | CVLTCOMMVAULT SYS INC | 2,005 | $302K | 0.03% | |
| 257 | CVXCHEVRON CORP NEW | 2,008 | $290K | 0.03% | |
| 258 | VEEVVEEVA SYS INC | 1,381 | $289K | 0.03% | |
| 259 | MRVLMARVELL TECHNOLOGY INC | 2,611 | $288K | 0.03% | |
| 260 | BBYBEST BUY INC | 3,344 | $286K | 0.03% | |
| 261 | ADBEADOBE INC | 637 | $282K | 0.03% | |
| 262 | KMXCARMAX INC | 3,442 | $281K | 0.03% | |
| 263 | IWVISHARES TR | 835 | $279K | 0.03% | |
| 264 | DPZDOMINOS PIZZA INC | 663 | $278K | 0.03% | |
| 265 | GSGOLDMAN SACHS GROUP INC | 480 | $273K | 0.03% | |
| 266 | MARMARRIOTT INTL INC NEW | 941 | $262K | 0.03% | |
| 267 | FTREFORTREA HLDGS INC | 14,000 | $261K | 0.03% | |
| 268 | NFLXNETFLIX INC | 293 | $260K | 0.03% | |
| 269 | LENLENNAR CORP | 1,891 | $257K | 0.03% | |
| 270 | ARESARES MANAGEMENT CORPORATION | 1,457 | $257K | 0.03% | |
| 271 | NTAPNETAPP INC | 2,210 | $256K | 0.03% | |
| 272 | RWLINVESCO EXCH TRADED FD TR II | 2,520 | $246K | 0.02% | |
| 273 | IFRAISHARES TR | 5,272 | $244K | 0.02% | |
| 274 | BHPBHP GROUP LTD | 4,896 | $239K | 0.02% | |
| 275 | RIORIO TINTO PLC | 4,056 | $237K | 0.02% | |
| 276 | XLKSELECT SECTOR SPDR TR | 945 | $219K | 0.02% | |
| 277 | GXOGXO LOGISTICS INCORPORATED | 5,000 | $217K | 0.02% | |
| 278 | FWONALIBERTY MEDIA CORP DEL | 2,352 | $217K | 0.02% | |
| 279 | VTVANGUARD INTL EQUITY INDEX F | 1,748 | $205K | 0.02% | |
| 280 | PGRPROGRESSIVE CORP | 846 | $202K | 0.02% | |
| 281 | DYNFBLACKROCK ETF TRUST | 3,927 | $201K | 0.02% | |
| 282 | ICLNISHARES TR | 15,710 | $178K | 0.02% | |
| 283 | CCCCCC INTELLIGENT SOLUTIONS HL | 12,486 | $146K | 0.01% | |
| 284 | ABEVAMBEV SA | 73,680 | $135K | 0.01% | |
| 285 | MFGMIZUHO FINANCIAL GROUP INC | 26,003 | $127K | 0.01% | |
| 286 | ERICTELEFONAKTIEBOLAGET LM ERICS | 13,732 | $110K | 0.01% |
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