$821 Million is the total value of Marks Group Wealth Management, Inc's 394 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 15.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IAU | Buy | ISHARES GOLD TRishares new | $24,507,000 | +5.7% | 704,025 | +1.5% | 2.99% | -4.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $20,210,000 | +5.8% | 42,369 | -4.4% | 2.46% | -4.6% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $15,089,000 | +7.5% | 5,180 | -1.5% | 1.84% | -3.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $13,904,000 | +32.3% | 27,355 | +2.0% | 1.69% | +19.1% |
| AON | Sell | AON PLC | $13,679,000 | +2.0% | 45,421 | -3.2% | 1.67% | -8.1% |
| FB | Buy | META PLATFORMS INCcl a | $12,798,000 | +3.1% | 38,195 | +4.2% | 1.56% | -7.1% |
| SYK | Buy | STRYKER CORPORATION | $11,706,000 | +4.9% | 43,850 | +3.5% | 1.43% | -5.5% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $10,371,000 | +2.8% | 195,800 | +3.1% | 1.26% | -7.3% |
| AAPL | Buy | APPLE INC | $9,826,000 | +27.1% | 55,287 | +1.2% | 1.20% | +14.4% |
| FISV | Buy | FISERV INC | $9,324,000 | +2.7% | 89,854 | +7.6% | 1.14% | -7.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $9,253,000 | +17.6% | 67,635 | -1.4% | 1.13% | +6.0% |
| IQV | Sell | IQVIA HLDGS INC | $8,953,000 | +17.6% | 31,703 | -0.4% | 1.09% | +5.9% |
| MSCI | Buy | MSCI INC | $8,919,000 | +3.2% | 14,528 | +2.2% | 1.09% | -7.0% |
| ICLR | Sell | ICON PLC | $8,489,000 | +14.9% | 27,398 | -2.8% | 1.03% | +3.5% |
| TRU | Buy | TRANSUNION | $8,301,000 | +7.1% | 70,183 | +1.6% | 1.01% | -3.4% |
| EFV | Buy | ISHARES TReafe value etf | $7,334,000 | +505.1% | 145,565 | +515.0% | 0.89% | +445.1% |
| ABT | Sell | ABBOTT LABS | $7,320,000 | +16.6% | 52,032 | -2.0% | 0.89% | +5.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $7,314,000 | +16.5% | 31,938 | +1.7% | 0.89% | +4.9% |
| PKI | Sell | PERKINELMER INC | $7,269,000 | +7.1% | 36,251 | -7.4% | 0.89% | -3.5% |
| CCMP | Buy | CMC MATERIALS INC | $7,272,000 | +59.6% | 37,912 | +2.2% | 0.89% | +43.8% |
| MCO | Buy | MOODYS CORP | $7,249,000 | +13.1% | 18,544 | +2.8% | 0.88% | +1.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $7,124,000 | +540.6% | 64,623 | +519.0% | 0.87% | +478.7% |
| MDT | Buy | MEDTRONIC PLC | $7,125,000 | +0.9% | 68,823 | +22.6% | 0.87% | -9.1% |
| FWRD | Sell | FORWARD AIR CORP | $7,087,000 | +37.3% | 58,448 | -6.1% | 0.86% | +23.8% |
| ZTS | Buy | ZOETIS INCcl a | $7,057,000 | +26.6% | 28,927 | +0.8% | 0.86% | +14.1% |
| CPRT | Buy | COPART INC | $7,040,000 | +10.5% | 46,417 | +1.1% | 0.86% | -0.3% |
| TSCO | Sell | TRACTOR SUPPLY CO | $6,931,000 | +5.6% | 29,095 | -10.4% | 0.84% | -4.7% |
| BRO | Sell | BROWN & BROWN INC | $6,894,000 | +15.0% | 98,163 | -9.3% | 0.84% | +3.6% |
| CSL | Sell | CARLISLE COS INC | $6,893,000 | +11.2% | 27,930 | -10.3% | 0.84% | +0.1% |
| V | Buy | VISA INC | $6,875,000 | +5.0% | 31,691 | +7.5% | 0.84% | -5.4% |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $6,782,000 | +12.4% | 33,190 | -7.6% | 0.83% | +1.2% |
| KLAC | Sell | KLA CORP | $6,760,000 | +12.1% | 15,748 | -12.8% | 0.82% | +1.0% |
| HON | Buy | HONEYWELL INTL INC | $6,746,000 | +5.0% | 32,394 | +7.1% | 0.82% | -5.4% |
| TGT | Buy | TARGET CORP | $6,696,000 | +9.3% | 28,944 | +8.0% | 0.82% | -1.6% |
| TXN | Buy | TEXAS INSTRS INC | $6,617,000 | +1.3% | 35,103 | +3.3% | 0.81% | -8.7% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $6,559,000 | +6.5% | 38,665 | -6.5% | 0.80% | -4.1% |
| FCN | Sell | FTI CONSULTING INC | $6,549,000 | +12.0% | 42,657 | -1.6% | 0.80% | +0.9% |
| CNC | Buy | CENTENE CORP DEL | $6,527,000 | +35.5% | 79,182 | +2.0% | 0.80% | +21.9% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $6,518,000 | +10.0% | 35,697 | -0.1% | 0.79% | -0.9% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $6,482,000 | +12.5% | 107,408 | -0.2% | 0.79% | +1.3% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $6,466,000 | +5.3% | 37,245 | -8.2% | 0.79% | -5.2% |
| AVY | Buy | AVERY DENNISON CORP | $6,461,000 | +4.8% | 29,854 | +0.5% | 0.79% | -5.6% |
| UNP | Sell | UNION PAC CORP | $6,446,000 | +26.3% | 25,451 | -2.0% | 0.79% | +13.9% |
| ULTA | Sell | ULTA BEAUTY INC | $6,436,000 | +9.6% | 15,627 | -4.2% | 0.78% | -1.3% |
| G | Sell | GENPACT LIMITED | $6,401,000 | +9.1% | 120,600 | -2.1% | 0.78% | -1.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $6,395,000 | +12.2% | 27,120 | +0.9% | 0.78% | +1.0% |
| SSNC | Sell | SS&C TECHNOLOGIES HLDGS INC | $6,387,000 | +16.8% | 78,001 | -0.9% | 0.78% | +5.3% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $6,270,000 | +12.1% | 16,193 | +4.4% | 0.76% | +1.1% |
| AME | Sell | AMETEK INC | $6,258,000 | +18.1% | 42,657 | -0.4% | 0.76% | +6.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $6,103,000 | -2.6% | 52,967 | -5.3% | 0.74% | -12.2% |
| TTEC | Buy | TTEC HLDGS INC | $6,070,000 | +8.4% | 66,972 | +12.1% | 0.74% | -2.2% |
| PRI | Buy | PRIMERICA INC | $6,014,000 | +2.3% | 39,273 | +2.9% | 0.73% | -7.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $5,998,000 | +19.7% | 19,742 | +1.2% | 0.73% | +7.8% |
| DOX | Buy | AMDOCS LTD | $5,990,000 | +8.7% | 80,178 | +10.3% | 0.73% | -2.0% |
| BAX | Buy | BAXTER INTL INC | $5,961,000 | +12.5% | 69,419 | +5.6% | 0.73% | +1.3% |
| CACI | Sell | CACI INTL INCcl a | $5,871,000 | +2.2% | 21,845 | -0.2% | 0.72% | -8.0% |
| BDX | Buy | BECTON DICKINSON & CO | $5,769,000 | +5.5% | 22,836 | +2.7% | 0.70% | -4.9% |
| TXRH | Buy | TEXAS ROADHOUSE INC | $5,734,000 | +6.3% | 64,337 | +8.8% | 0.70% | -4.1% |
| TTC | Buy | TORO CO | $5,722,000 | +9.7% | 57,472 | +7.3% | 0.70% | -1.1% |
| MMS | Buy | MAXIMUS INC | $5,704,000 | +9.4% | 71,900 | +14.3% | 0.70% | -1.4% |
| ESE | Buy | ESCO TECHNOLOGIES INC | $5,645,000 | +25.3% | 62,748 | +7.1% | 0.69% | +13.0% |
| COLM | Buy | COLUMBIA SPORTSWEAR CO | $5,601,000 | +4.0% | 57,478 | +2.6% | 0.68% | -6.2% |
| LDOS | Buy | LEIDOS HOLDINGS INC | $5,434,000 | +3.7% | 61,165 | +12.0% | 0.66% | -6.6% |
| CRM | Buy | SALESFORCE COM INC | $5,396,000 | -4.6% | 21,178 | +1.7% | 0.66% | -14.0% |
| MORN | Sell | MORNINGSTAR INC | $5,363,000 | +29.3% | 15,745 | -1.6% | 0.65% | +16.6% |
| SPGI | Buy | S&P GLOBAL INC | $5,206,000 | +11.1% | 11,037 | +0.4% | 0.63% | 0.0% |
| ROCK | Buy | GIBRALTAR INDS INC | $5,104,000 | +1.7% | 76,464 | +6.0% | 0.62% | -8.4% |
| IDXX | Sell | IDEXX LABS INC | $4,826,000 | +7.0% | 7,300 | -0.1% | 0.59% | -3.6% |
| DCI | New | DONALDSON INC | $4,653,000 | – | 78,521 | +100.0% | 0.57% | – |
| TYL | Buy | TYLER TECHNOLOGIES INC | $4,615,000 | +19.5% | 8,562 | +1.8% | 0.56% | +7.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $4,585,000 | -37.9% | 9,540 | -42.5% | 0.56% | -44.0% |
| FDS | Buy | FACTSET RESH SYS INC | $4,362,000 | +23.1% | 9,060 | +1.3% | 0.53% | +11.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,290,000 | +25.9% | 22,692 | +74.7% | 0.52% | +13.4% |
| CTAS | Buy | CINTAS CORP | $4,206,000 | +17.7% | 9,488 | +1.4% | 0.51% | +6.2% |
| FICO | Buy | FAIR ISAAC CORP | $3,944,000 | +17.6% | 9,091 | +8.3% | 0.48% | +5.9% |
| AMZN | Buy | AMAZON COM INC | $3,929,000 | +9.4% | 1,193 | +8.5% | 0.48% | -1.4% |
| IBKR | Buy | INTERACTIVE BROKERS GROUP IN | $3,904,000 | +31.9% | 49,149 | +3.3% | 0.48% | +19.0% |
| TSLA | New | TESLA INC | $3,906,000 | – | 3,696 | +100.0% | 0.48% | – |
| SSD | New | SIMPSON MFG INC | $3,832,000 | – | 27,521 | +100.0% | 0.47% | – |
| FAST | Buy | FASTENAL CO | $3,681,000 | +1384.3% | 57,481 | +1098.0% | 0.45% | +1220.6% |
| DRI | New | DARDEN RESTAURANTS INC | $3,650,000 | – | 24,251 | +100.0% | 0.44% | – |
| AAP | New | ADVANCE AUTO PARTS INC | $3,645,000 | – | 15,212 | +100.0% | 0.44% | – |
| CSGP | Buy | COSTAR GROUP INC | $3,598,000 | -3.3% | 45,318 | +5.3% | 0.44% | -12.9% |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $3,590,000 | – | 33,669 | +100.0% | 0.44% | – |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $3,575,000 | -45.3% | 17,315 | -56.5% | 0.44% | -50.6% |
| VOO | Buy | VANGUARD INDEX FDS | $3,563,000 | +12.9% | 8,159 | +2.0% | 0.43% | +1.6% |
| PH | New | PARKER-HANNIFIN CORP | $3,546,000 | – | 11,174 | +100.0% | 0.43% | – |
| WSO | New | WATSCO INC | $3,527,000 | – | 11,277 | +100.0% | 0.43% | – |
| GOF | Buy | GUGGENHEIM STRATEGIC OPPORTU | $3,485,000 | +2.1% | 190,195 | +6.7% | 0.42% | -7.8% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $3,483,000 | +14.3% | 5,058 | -1.8% | 0.42% | +2.9% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,383,000 | +16.4% | 5,082 | +0.5% | 0.41% | +4.8% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $3,378,000 | +7.6% | 9,528 | +203.5% | 0.41% | -2.8% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $3,191,000 | -50.9% | 15,445 | -54.1% | 0.39% | -55.7% |
| TTEK | Sell | TETRA TECH INC NEW | $3,168,000 | -54.7% | 18,643 | -60.2% | 0.39% | -59.2% |
| ANSS | Buy | ANSYS INC | $3,109,000 | +21.4% | 7,758 | +2.4% | 0.38% | +9.5% |
| SHW | Sell | SHERWIN WILLIAMS CO | $3,099,000 | -48.0% | 8,804 | -58.6% | 0.38% | -53.1% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $3,049,000 | +8.7% | 59,733 | +7.5% | 0.37% | -1.8% |
| APH | Sell | AMPHENOL CORP NEWcl a | $3,043,000 | -50.7% | 34,807 | -58.8% | 0.37% | -55.6% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $2,964,000 | +5.0% | 7,200 | +7.9% | 0.36% | -5.5% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $2,714,000 | -12.6% | 6,567 | +1.7% | 0.33% | -21.2% |
| CHIQ | Sell | GLOBAL X FDSmsci china cnsmr | $2,594,000 | -67.3% | 99,903 | -64.7% | 0.32% | -70.5% |
| GAB | Buy | GABELLI EQUITY TR INC | $2,530,000 | +61.1% | 351,955 | +49.0% | 0.31% | +45.3% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOB | $2,481,000 | +6.8% | 232,541 | -0.0% | 0.30% | -3.8% |
| VEEV | Buy | VEEVA SYS INC | $2,466,000 | -6.6% | 9,539 | +3.6% | 0.30% | -15.7% |
| JKHY | Buy | HENRY JACK & ASSOC INC | $2,413,000 | +10.9% | 14,302 | +6.4% | 0.29% | 0.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,375,000 | +1.7% | 4,151 | +2.4% | 0.29% | -8.5% |
| PAYX | Buy | PAYCHEX INC | $2,367,000 | +23.5% | 17,198 | +0.9% | 0.29% | +11.2% |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $2,342,000 | +43.8% | 279,460 | +47.5% | 0.28% | +29.5% |
| ESGE | Buy | ISHARES INCesg awr msci em | $2,332,000 | +386.8% | 58,610 | +411.8% | 0.28% | +336.9% |
| POOL | Buy | POOL CORP | $2,318,000 | +35.0% | 4,065 | +1.8% | 0.28% | +21.6% |
| MSFT | Buy | MICROSOFT CORP | $2,293,000 | +34.7% | 6,822 | +13.1% | 0.28% | +21.3% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,288,000 | +71.4% | 18,950 | +57.5% | 0.28% | +54.1% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $2,262,000 | -20.2% | 24,743 | -20.2% | 0.28% | -28.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,257,000 | +495.5% | 4,754 | +437.8% | 0.28% | +439.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,232,000 | +32.8% | 7,507 | +22.1% | 0.27% | +19.8% |
| OMCL | Buy | OMNICELL COM | $2,165,000 | +23.9% | 12,006 | +1.4% | 0.26% | +11.9% |
| ADSK | Buy | AUTODESK INC | $2,030,000 | +1.6% | 7,209 | +3.2% | 0.25% | -8.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,946,000 | +53.2% | 11,414 | +45.0% | 0.24% | +37.8% |
| PFE | Buy | PFIZER INC | $1,930,000 | +65.7% | 32,707 | +20.7% | 0.24% | +48.7% |
| NVR | Buy | NVR INC | $1,930,000 | +21.9% | 323 | +0.9% | 0.24% | +9.8% |
| SPSC | SPS COMM INC | $1,826,000 | -11.8% | 12,830 | 0.0% | 0.22% | -20.4% | |
| VMM | Buy | DELAWARE INVTS MINN MUN INCO | $1,739,000 | +60.1% | 123,275 | +61.0% | 0.21% | +44.2% |
| MMM | Buy | 3M CO | $1,727,000 | +75.5% | 9,750 | +73.8% | 0.21% | +57.9% |
| ASML | Buy | ASML HOLDING N V | $1,633,000 | +106.4% | 2,048 | +89.6% | 0.20% | +86.0% |
| ROL | Buy | ROLLINS INC | $1,580,000 | +2.1% | 46,220 | +5.6% | 0.19% | -7.7% |
| ISD | PGIM HIGH YIELD BOND FUND IN | $1,512,000 | -1.2% | 94,235 | 0.0% | 0.18% | -11.1% | |
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $1,493,000 | +4.1% | 162,945 | 0.0% | 0.18% | -6.2% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,477,000 | +49.9% | 9,025 | +28.9% | 0.18% | +35.3% |
| YYY | Sell | AMPLIFY ETF TR | $1,462,000 | -4.6% | 87,905 | -3.6% | 0.18% | -14.0% |
| HYT | Buy | BLACKROCK CORPOR HI YLD FD I | $1,454,000 | +5.1% | 117,844 | +4.0% | 0.18% | -5.3% |
| VRSN | Sell | VERISIGN INC | $1,443,000 | +29.3% | 5,515 | -0.7% | 0.18% | +16.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $1,432,000 | +104.3% | 6,460 | +77.5% | 0.18% | +84.2% |
| WEC | New | WEC ENERGY GROUP INC | $1,423,000 | – | 14,656 | +100.0% | 0.17% | – |
| LIN | Buy | LINDE PLC | $1,389,000 | +119.1% | 4,065 | +86.8% | 0.17% | +96.5% |
| XFLT | New | XAI OCTAGON FLOATING RATE & | $1,374,000 | – | 154,000 | +100.0% | 0.17% | – |
| IVW | ISHARES TRs&p 500 grwt etf | $1,355,000 | +13.3% | 16,192 | 0.0% | 0.16% | +1.9% | |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $1,352,000 | +64.5% | 3 | +50.0% | 0.16% | +48.6% |
| CVCO | Buy | CAVCO INDS INC DEL | $1,333,000 | +40.9% | 4,145 | +0.1% | 0.16% | +26.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,323,000 | +49.5% | 6,152 | +26.4% | 0.16% | +34.2% |
| ALC | Buy | ALCON AG | $1,313,000 | +92.0% | 15,188 | +77.6% | 0.16% | +72.0% |
| KMX | Buy | CARMAX INC | $1,311,000 | +3.6% | 10,041 | +2.4% | 0.16% | -6.4% |
| HD | Buy | HOME DEPOT INC | $1,316,000 | +48.0% | 3,188 | +18.3% | 0.16% | +33.3% |
| IXN | Buy | ISHARES TRglobal tech etf | $1,272,000 | +412.9% | 19,732 | +343.7% | 0.16% | +355.9% |
| HFRO | HIGHLAND INCOME FD | $1,272,000 | +2.0% | 115,740 | 0.0% | 0.16% | -8.3% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,250,000 | +13.2% | 8,500 | +4.1% | 0.15% | +2.0% |
| TEL | Buy | TE CONNECTIVITY LTD | $1,245,000 | +136.7% | 7,715 | +101.7% | 0.15% | +114.1% |
| CRL | Sell | CHARLES RIV LABS INTL INC | $1,239,000 | -5.1% | 3,218 | -0.2% | 0.15% | -14.7% |
| FINS | New | ANGEL OAK FINL STRATEGIES IN | $1,228,000 | – | 72,000 | +100.0% | 0.15% | – |
| SBUX | Buy | STARBUCKS CORP | $1,233,000 | +25.2% | 10,515 | +18.7% | 0.15% | +12.8% |
| THFF | New | FIRST FINL CORP IND | $1,224,000 | – | 27,007 | +100.0% | 0.15% | – |
| USB | Buy | US BANCORP DEL | $1,205,000 | +14.9% | 21,467 | +21.6% | 0.15% | +3.5% |
| EWC | Sell | ISHARES INCmsci cda etf | $1,190,000 | -63.0% | 30,989 | -65.0% | 0.14% | -66.7% |
| FLGB | Sell | FRANKLIN TEMPLETON ETF TRftse untd kgdm | $1,180,000 | -63.0% | 46,567 | -64.2% | 0.14% | -66.7% |
| KO | Buy | COCA COLA CO | $1,155,000 | +46.9% | 19,523 | +30.0% | 0.14% | +33.0% |
| LAMR | Buy | LAMAR ADVERTISING CO NEWcl a | $1,150,000 | +36.3% | 9,492 | +28.2% | 0.14% | +22.8% |
| EMR | New | EMERSON ELEC CO | $1,141,000 | – | 12,278 | +100.0% | 0.14% | – |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,143,000 | +107.1% | 10,209 | +77.0% | 0.14% | +85.3% |
| EWD | Sell | ISHARES INCmsci sweden etf | $1,137,000 | -62.5% | 24,520 | -63.7% | 0.14% | -66.1% |
| EWA | Sell | ISHARES INCmsci aust etf | $1,135,000 | -64.0% | 45,694 | -64.0% | 0.14% | -67.6% |
| WFC | Buy | WELLS FARGO CO NEW | $1,125,000 | +23.9% | 23,393 | +19.3% | 0.14% | +11.4% |
| EWL | Sell | ISHARES INCmsci switzerland | $1,114,000 | -59.1% | 21,115 | -63.9% | 0.14% | -63.0% |
| ORCL | Buy | ORACLE CORP | $1,100,000 | +32.7% | 12,546 | +32.7% | 0.13% | +19.6% |
| XOM | Buy | EXXON MOBIL CORP | $1,103,000 | +18.2% | 17,974 | +13.7% | 0.13% | +6.3% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $1,093,000 | +27.8% | 8,139 | +12.0% | 0.13% | +14.7% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,072,000 | +24.7% | 20,551 | +29.0% | 0.13% | +12.9% |
| GIS | Buy | GENERAL MLS INC | $1,059,000 | +77.4% | 15,715 | +57.2% | 0.13% | +59.3% |
| EWG | Sell | ISHARES INCmsci germany etf | $1,055,000 | -64.3% | 32,183 | -64.1% | 0.13% | -67.8% |
| EWN | Sell | ISHARES INCmsci netherl etf | $1,055,000 | -64.2% | 21,024 | -64.8% | 0.13% | -67.7% |
| IXG | Buy | ISHARES TRglobal finls etf | $1,056,000 | +309.3% | 13,262 | +298.9% | 0.13% | +268.6% |
| EWQ | Sell | ISHARES INCmsci france etf | $1,043,000 | -62.4% | 26,835 | -64.1% | 0.13% | -66.2% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,036,000 | +45.1% | 9,907 | +36.3% | 0.13% | +29.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,022,000 | +28.6% | 2,877 | +24.5% | 0.12% | +15.7% |
| EWP | Sell | ISHARES INCmsci spain etf | $1,008,000 | -64.6% | 38,396 | -63.7% | 0.12% | -68.1% |
| EWI | Sell | ISHARES INCmsci italy etf | $1,011,000 | -62.6% | 30,833 | -63.9% | 0.12% | -66.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,003,000 | -45.8% | 20,282 | -45.1% | 0.12% | -51.2% |
| FLJP | Sell | FRANKLIN TEMPLETON ETF TRftse japan etf | $991,000 | -65.7% | 33,781 | -63.8% | 0.12% | -69.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $988,000 | +18.6% | 19,640 | +32.6% | 0.12% | +6.2% |
| FSV | Buy | FIRSTSERVICE CORP NEW | $972,000 | +14.0% | 4,906 | +4.8% | 0.12% | +2.6% |
| TIP | Buy | ISHARES TRtips bd etf | $942,000 | +62.1% | 7,288 | +60.2% | 0.12% | +45.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $934,000 | +26.2% | 5,885 | +29.7% | 0.11% | +14.0% |
| EWO | Sell | ISHARES INCmsci austria etf | $931,000 | -63.6% | 36,618 | -64.4% | 0.11% | -67.3% |
| AMGN | Buy | AMGEN INC | $920,000 | +37.9% | 4,091 | +31.4% | 0.11% | +24.4% |
| IYE | New | ISHARES TRu.s. energy etf | $921,000 | – | 30,720 | +100.0% | 0.11% | – |
| EWS | Sell | ISHARES INCmsci singpor etf | $912,000 | -66.2% | 42,629 | -64.0% | 0.11% | -69.6% |
| FE | Buy | FIRSTENERGY CORP | $898,000 | +46.7% | 21,540 | +26.6% | 0.11% | +31.3% |
| ATRC | ATRICURE INC | $882,000 | 0.0% | 12,686 | 0.0% | 0.11% | -10.1% | |
| INTU | New | INTUIT | $866,000 | – | 1,300 | +100.0% | 0.11% | – |
| MA | MASTERCARD INCORPORATEDcl a | $869,000 | +3.6% | 2,415 | 0.0% | 0.11% | -6.2% | |
| CRH | Buy | CRH PLCadr | $863,000 | +113.1% | 16,465 | +88.7% | 0.10% | +90.9% |
| GPC | Buy | GENUINE PARTS CO | $862,000 | +47.1% | 6,125 | +27.4% | 0.10% | +32.9% |
| INTC | Buy | INTEL CORP | $855,000 | +13.8% | 16,701 | +19.1% | 0.10% | +2.0% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $848,000 | +85.6% | 2,187 | +89.2% | 0.10% | +66.1% |
| DE | Buy | DEERE & CO | $834,000 | +17.5% | 2,433 | +14.9% | 0.10% | +6.2% |
| AMP | New | AMERIPRISE FINL INC | $826,000 | – | 2,740 | +100.0% | 0.10% | – |
| TRI | Buy | THOMSON REUTERS CORP. | $819,000 | +101.2% | 6,838 | +86.0% | 0.10% | +81.8% |
| BFB | Buy | BROWN FORMAN CORPcl b | $817,000 | +17.7% | 11,261 | +5.0% | 0.10% | +6.4% |
| D | Buy | DOMINION ENERGY INC | $816,000 | +44.4% | 10,400 | +35.5% | 0.10% | +30.3% |
| BLK | Buy | BLACKROCK INC | $811,000 | +39.8% | 872 | +26.4% | 0.10% | +26.9% |
| GOOGL | ALPHABET INCcap stk cl a | $803,000 | +8.5% | 277 | 0.0% | 0.10% | -2.0% | |
| EWH | Sell | ISHARES INCmsci hong kg etf | $799,000 | -64.7% | 34,465 | -63.5% | 0.10% | -68.3% |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $769,000 | +37.8% | 15,906 | +32.3% | 0.09% | +25.3% |
| GLD | Buy | SPDR GOLD TR | $762,000 | +7.6% | 4,454 | +3.1% | 0.09% | -3.1% |
| ENZL | Sell | ISHARES TRnew zealand etf | $748,000 | -66.1% | 12,691 | -64.4% | 0.09% | -69.6% |
| IWB | ISHARES TRrus 1000 etf | $724,000 | +9.5% | 2,737 | 0.0% | 0.09% | -1.1% | |
| SUSA | New | ISHARES TRmsci usa esg slc | $701,000 | – | 6,593 | +100.0% | 0.08% | – |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $689,000 | +37.0% | 7,015 | +23.4% | 0.08% | +23.5% |
| MCD | Buy | MCDONALDS CORP | $679,000 | +44.8% | 2,530 | +29.3% | 0.08% | +31.7% |
| SLB | Buy | SCHLUMBERGER LTD | $669,000 | +80.3% | 22,455 | +81.4% | 0.08% | +64.0% |
| XEL | Buy | XCEL ENERGY INC | $669,000 | +133.1% | 9,887 | +115.2% | 0.08% | +110.3% |
| MU | Buy | MICRON TECHNOLOGY INC | $665,000 | +113.8% | 7,136 | +63.2% | 0.08% | +92.9% |
| SAP | Buy | SAP SEspon adr | $634,000 | +51.7% | 4,516 | +45.9% | 0.08% | +35.1% |
| PRLB | Buy | PROTO LABS INC | $634,000 | -11.2% | 12,352 | +15.1% | 0.08% | -20.6% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $616,000 | +3.5% | 15,784 | -0.5% | 0.08% | -6.2% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $618,000 | +8.6% | 1,922 | -2.0% | 0.08% | -2.6% |
| CMP | Buy | COMPASS MINERALS INTL INC | $601,000 | +11.5% | 11,779 | +42.2% | 0.07% | 0.0% |
| FITB | New | FIFTH THIRD BANCORP | $597,000 | – | 13,700 | +100.0% | 0.07% | – |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $598,000 | -43.5% | 10,760 | +6.6% | 0.07% | -49.0% |
| TFC | Buy | TRUIST FINL CORP | $594,000 | +22.5% | 10,179 | +22.4% | 0.07% | +9.1% |
| CNP | Buy | CENTERPOINT ENERGY INC | $584,000 | +41.4% | 21,012 | +26.4% | 0.07% | +26.8% |
| HBI | Buy | HANESBRANDS INC | $579,000 | +31.0% | 35,048 | +34.5% | 0.07% | +18.3% |
| ETHO | New | ETF MANAGERS TRetho climate lea | $585,000 | – | 9,083 | +100.0% | 0.07% | – |
| ESTC | Buy | ELASTIC N V | $575,000 | +46.3% | 4,739 | +80.7% | 0.07% | +32.1% |
| CBRE | Sell | CBRE GROUP INCcl a | $566,000 | +10.5% | 5,215 | -0.9% | 0.07% | 0.0% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $570,000 | +37.7% | 9,388 | +21.2% | 0.07% | +23.2% |
| EWW | Sell | ISHARES INCmsci mexico etf | $556,000 | -61.8% | 11,017 | -63.6% | 0.07% | -65.5% |
| KKR | Sell | KKR & CO INC | $557,000 | +11.0% | 7,473 | -9.3% | 0.07% | 0.0% |
| TDG | Sell | TRANSDIGM GROUP INC | $541,000 | -2.7% | 850 | -4.6% | 0.07% | -12.0% |
| APOG | APOGEE ENTERPRISES INC | $530,000 | +27.7% | 11,000 | 0.0% | 0.06% | +16.1% | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | $533,000 | +8.1% | 4,435 | 0.0% | 0.06% | -3.0% | |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $530,000 | +54.1% | 4,599 | +50.1% | 0.06% | +38.3% |
| IBN | Buy | ICICI BANK LIMITEDadr | $523,000 | +21.1% | 26,451 | +15.8% | 0.06% | +10.3% |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $526,000 | +8.5% | 7,186 | 0.0% | 0.06% | -3.0% | |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $497,000 | +20.6% | 6,339 | +32.7% | 0.06% | +8.9% |
| EWY | Sell | ISHARES INCmsci sth kor etf | $496,000 | -62.8% | 6,368 | -61.5% | 0.06% | -66.7% |
| PEP | Sell | PEPSICO INC | $490,000 | +13.2% | 2,820 | -2.0% | 0.06% | +1.7% |
| EPOL | Sell | ISHARES TRmsci poland etf | $482,000 | -65.2% | 22,890 | -63.6% | 0.06% | -68.4% |
| THD | Sell | ISHARES INCmsci thailnd etf | $461,000 | -62.5% | 6,031 | -63.4% | 0.06% | -66.3% |
| CSCO | Buy | CISCO SYS INC | $462,000 | +28.7% | 7,295 | +10.5% | 0.06% | +14.3% |
| UFPI | New | UFP INDUSTRIES INC | $460,000 | – | 5,000 | +100.0% | 0.06% | – |
| UL | Buy | UNILEVER PLCspon adr new | $448,000 | +27.6% | 8,172 | +27.9% | 0.06% | +17.0% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $448,000 | +13.7% | 2,869 | -3.9% | 0.06% | +3.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $455,000 | +15.2% | 1,146 | +3.8% | 0.06% | +3.8% |
| VMW | New | VMWARE INC | $452,000 | – | 4,105 | +100.0% | 0.06% | – |
| SCHW | Buy | SCHWAB CHARLES CORP | $448,000 | +18.8% | 5,326 | +2.9% | 0.06% | +7.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $445,000 | +10.1% | 1,143 | -6.4% | 0.05% | -1.8% |
| NICE | New | NICE LTDsponsored adr | $429,000 | – | 1,316 | +100.0% | 0.05% | – |
| BOND | Buy | PIMCO ETF TRactive bd etf | $423,000 | +92.3% | 3,870 | +94.2% | 0.05% | +73.3% |
| EIDO | Sell | ISHARES TRmsci indonia etf | $419,000 | -63.6% | 18,266 | -65.6% | 0.05% | -67.3% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $422,000 | +10.8% | 598 | -4.0% | 0.05% | -1.9% |
| COST | COSTCO WHSL CORP NEW | $403,000 | +26.3% | 709 | 0.0% | 0.05% | +14.0% | |
| RIO | Buy | RIO TINTO PLCsponsored adr | $400,000 | +45.5% | 6,033 | +45.7% | 0.05% | +32.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $401,000 | +44.2% | 969 | +11.5% | 0.05% | +28.9% |
| TLK | Buy | P T TELEKOMUNIKASI INDONESIAsponsored adr | $395,000 | +54.3% | 13,444 | +31.6% | 0.05% | +37.1% |
| CAT | Buy | CATERPILLAR INC | $368,000 | +75.2% | 1,790 | +63.9% | 0.04% | +60.7% |
| FLBR | Sell | FRANKLIN TEMPLETON ETF TRftse brazil | $366,000 | -63.8% | 20,826 | -58.6% | 0.04% | -67.2% |
| VMC | Sell | VULCAN MATLS CO | $368,000 | +16.8% | 1,771 | -4.9% | 0.04% | +4.7% |
| INDA | Sell | ISHARES TRmsci india etf | $370,000 | -65.8% | 8,053 | -63.9% | 0.04% | -69.2% |
| DIS | Buy | DISNEY WALT CO | $360,000 | +6.2% | 2,317 | +15.7% | 0.04% | -4.3% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $364,000 | +7.4% | 1,001 | 0.0% | 0.04% | -4.3% | |
| HDB | Buy | HDFC BANK LTDsponsored ads | $350,000 | +9.0% | 5,514 | +24.4% | 0.04% | 0.0% |
| SE | Buy | SEA LTDsponsord ads | $339,000 | -2.0% | 1,518 | +43.5% | 0.04% | -12.8% |
| ICLN | New | ISHARES TRgl clean ene etf | $339,000 | – | 16,031 | +100.0% | 0.04% | – |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $336,000 | +20.0% | 198 | -2.5% | 0.04% | +7.9% |
| NXTG | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $330,000 | +8.2% | 4,000 | 0.0% | 0.04% | -2.4% | |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $326,000 | -21.6% | 2,746 | -3.0% | 0.04% | -28.6% |
| LYV | Sell | LIVE NATION ENTERTAINMENT IN | $328,000 | +25.2% | 2,741 | -4.8% | 0.04% | +14.3% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $316,000 | -5.4% | 1,964 | +1.5% | 0.04% | -13.3% |
| RDSB | Buy | ROYAL DUTCH SHELL PLCspon adr b | $315,000 | +41.9% | 7,112 | +45.4% | 0.04% | +26.7% |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $308,000 | +31.1% | 51,395 | +45.3% | 0.04% | +18.8% |
| BKI | Sell | BLACK KNIGHT INC | $307,000 | +10.8% | 3,701 | -3.9% | 0.04% | 0.0% |
| MKL | Sell | MARKEL CORP | $307,000 | -1.9% | 249 | -5.0% | 0.04% | -11.9% |
| ARCO | ARCOS DORADOS HOLDINGS INC | $307,000 | +13.7% | 52,717 | 0.0% | 0.04% | 0.0% | |
| LEN | Buy | LENNAR CORPcl a | $294,000 | +25.6% | 2,529 | +1.0% | 0.04% | +12.5% |
| EPHE | Sell | ISHARES TRmsci philips etf | $298,000 | -62.6% | 9,389 | -64.6% | 0.04% | -66.7% |
| MELI | New | MERCADOLIBRE INC | $278,000 | – | 206 | +100.0% | 0.03% | – |
| BIPC | Buy | BROOKFIELD INFRASTRUCTURE CO | $278,000 | +14.9% | 4,070 | +0.9% | 0.03% | +3.0% |
| Sell | GENERAL ELECTRIC CO | $279,000 | -10.6% | 2,967 | -1.7% | 0.03% | -19.0% | |
| HEIA | New | HEICO CORP NEWcl a | $270,000 | – | 2,099 | +100.0% | 0.03% | – |
| NVDA | Sell | NVIDIA CORPORATION | $271,000 | +27.8% | 924 | -9.4% | 0.03% | +13.8% |
| BIDU | BAIDU INCspon adr rep a | $273,000 | -3.5% | 1,837 | 0.0% | 0.03% | -13.2% | |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $259,000 | +9.3% | 2,976 | +92.6% | 0.03% | 0.0% |
| DPZ | Sell | DOMINOS PIZZA INC | $261,000 | +12.5% | 463 | -4.7% | 0.03% | +3.2% |
| EFA | New | ISHARES TRmsci eafe etf | $255,000 | – | 3,228 | +100.0% | 0.03% | – |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $252,000 | -2.3% | 2,222 | +2.5% | 0.03% | -11.4% |
| ETSY | New | ETSY INC | $245,000 | – | 1,120 | +100.0% | 0.03% | – |
| ABBV | New | ABBVIE INC | $249,000 | – | 1,845 | +100.0% | 0.03% | – |
| RELX | RELX PLCsponsored adr | $241,000 | +12.6% | 7,399 | 0.0% | 0.03% | 0.0% | |
| YNDX | Buy | YANDEX N V | $237,000 | +0.9% | 3,849 | +29.7% | 0.03% | -9.4% |
| MTN | Sell | VAIL RESORTS INC | $229,000 | -9.1% | 699 | -7.4% | 0.03% | -17.6% |
| ENB | Sell | ENBRIDGE INC | $225,000 | -34.4% | 5,752 | -32.8% | 0.03% | -41.3% |
| WIX | Buy | WIX COM LTD | $222,000 | -17.8% | 1,405 | +2.1% | 0.03% | -27.0% |
| SNY | New | SANOFIsponsored adr | $223,000 | – | 4,447 | +100.0% | 0.03% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $225,000 | +46.1% | 82,022 | +45.9% | 0.03% | +28.6% |
| BIF | BOULDER GROWTH & INCOME FD I | $213,000 | +8.1% | 15,000 | 0.0% | 0.03% | -3.7% | |
| STL | STERLING BANCORP DEL | $208,000 | +3.0% | 8,078 | 0.0% | 0.02% | -7.4% | |
| NTAP | New | NETAPP INC | $202,000 | – | 2,200 | +100.0% | 0.02% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $202,000 | – | 459 | +100.0% | 0.02% | – |
| HZNP | HORIZON THERAPEUTICS PUB L | $205,000 | -1.9% | 1,906 | 0.0% | 0.02% | -10.7% | |
| NTRA | Buy | NATERA INC | $200,000 | -4.8% | 2,142 | +13.7% | 0.02% | -14.3% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $192,000 | -49.9% | 52,956 | -26.1% | 0.02% | -55.8% |
| MLCO | MELCO RESORTS AND ENTMNT LTDadr | $166,000 | -0.6% | 16,343 | 0.0% | 0.02% | -13.0% | |
| TV | GRUPO TELEVISA S A Bspon adr rep ord | $142,000 | -15.0% | 15,192 | 0.0% | 0.02% | -26.1% | |
| BCS | BARCLAYS PLCadr | $120,000 | 0.0% | 11,601 | 0.0% | 0.02% | -6.2% | |
| ASAI | Sell | SENDAS DISTRIBUIDORA S Aspon ads | $124,000 | -46.3% | 10,490 | -20.9% | 0.02% | -51.6% |
| HUYA | HUYA INC | $114,000 | -16.8% | 16,398 | 0.0% | 0.01% | -26.3% | |
| ICLK | ICLICK INTERACTIVE ASIA GROUsponsored adr | $112,000 | -17.0% | 24,380 | 0.0% | 0.01% | -22.2% | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $98,000 | -3.0% | 14,394 | 0.0% | 0.01% | -14.3% | |
| VIPS | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $96,000 | -25.0% | 11,483 | 0.0% | 0.01% | -29.4% | |
| SAN | Buy | BANCO SANTANDER S.A.adr | $91,000 | -6.2% | 27,587 | +2.9% | 0.01% | -15.4% |
| ASX | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $80,000 | 0.0% | 10,240 | 0.0% | 0.01% | -9.1% | |
| TMDI | New | TITAN MED INC | $7,000 | – | 10,555 | +100.0% | 0.00% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -17,998 | -100.0% | -0.02% | – |
| GRUB | Exit | JUST EAT TAKEAWAY COM N Vsponsored ads | $0 | – | -11,753 | -100.0% | -0.02% | – |
| CTXS | Exit | CITRIX SYS INC | $0 | – | -2,000 | -100.0% | -0.03% | – |
| SMIN | Exit | ISHARES TRmsci india sm cp | $0 | – | -3,928 | -100.0% | -0.03% | – |
| SPT | Exit | SPROUT SOCIAL INC | $0 | – | -1,977 | -100.0% | -0.03% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,662 | -100.0% | -0.03% | – |
| STNE | Exit | STONECO LTD | $0 | – | -7,112 | -100.0% | -0.03% | – |
| CZR | Exit | CAESARS ENTERTAINMENT INC NE | $0 | – | -2,291 | -100.0% | -0.04% | – |
| EWT | Exit | ISHARES INCmsci taiwan etf | $0 | – | -7,656 | -100.0% | -0.06% | – |
| CASY | Exit | CASEYS GEN STORES INC | $0 | – | -4,029 | -100.0% | -0.10% | – |
| IGR | Exit | CBRE CLARION GLOBAL REAL EST | $0 | – | -146,677 | -100.0% | -0.17% | – |
| KBWD | Exit | INVESCO EXCH TRADED FD TR IIkbw hig dv yld | $0 | – | -74,067 | -100.0% | -0.20% | – |
| DSL | Exit | DOUBLELINE INCOME SOLUTIONS | $0 | – | -86,085 | -100.0% | -0.21% | – |
| DISH | Exit | DISH NETWORK CORPORATIONcl a | $0 | – | -37,942 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-03-03
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.