| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 19 | Q2 2024 | 3.0% |
| STRYKER CORPORATION | 19 | Q2 2024 | 1.9% |
| UNITEDHEALTH GROUP INC | 19 | Q2 2024 | 1.9% |
| APPLE INC | 19 | Q2 2024 | 2.3% |
| INTERCONTINENTAL EXCHANGE IN | 19 | Q2 2024 | 1.6% |
| VISA INC | 19 | Q2 2024 | 1.7% |
| MSCI INC | 19 | Q2 2024 | 1.4% |
| FISERV INC | 19 | Q2 2024 | 1.4% |
| MOODYS CORP | 19 | Q2 2024 | 1.2% |
| IQVIA HLDGS INC | 19 | Q2 2024 | 1.3% |
View Marks Group Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
View Marks Group Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.