| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 16 | Q3 2023 | 2.6% |
| STRYKER CORPORATION | 16 | Q3 2023 | 1.9% |
| UNITEDHEALTH GROUP INC | 16 | Q3 2023 | 1.9% |
| INTERCONTINENTAL EXCHANGE IN | 16 | Q3 2023 | 1.5% |
| APPLE INC | 16 | Q3 2023 | 2.3% |
| VISA INC | 16 | Q3 2023 | 1.6% |
| MSCI INC | 16 | Q3 2023 | 1.4% |
| FISERV INC | 16 | Q3 2023 | 1.4% |
| TEXAS INSTRS INC | 16 | Q3 2023 | 1.1% |
| IQVIA HLDGS INC | 16 | Q3 2023 | 1.3% |
View Marks Group Wealth Management, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR/A | 2022-03-03 |
| 13F-HR | 2022-02-14 |
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.