Marks Group Wealth Management, Inc Purchases in Q2 2025

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.8K
+ 449.91%
$456.74 - $568.03 $5.83M - $7.26M
15.6K $8.87M
EFV
Msci Eafe Value ETF

ETFs
63K
+ 46.39%
$52.4 - $64.65 $3.3M - $4.08M
199K $12.6M
GOOG
Alphabet Inc.

Communication Services
446
+ 0.28%
$146.58 - $180.01 $65.4K - $80.3K
161K $28.6M
IEMG
Ishares Inc

ETFs
63.5K
+ 85.88%
N/A
137K $7.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.78K
+ 39.71%
$496.48 - $617.85 $1.38M - $1.72M
9.79K $6.05M
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
200K
New
$8.7 - $10.12 $1.74M - $2.02M
200K $1.98M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
17.2K
New
$83.8 - $101.39 $1.44M - $1.75M
17.2K $1.74M
IDXX
Idexx Laboratories Inc

Healthcare
107
+ 0.9%
$361.04 - $536.34 $38.6K - $57.4K
11.9K $6.4M
AMZN
Amazon Com Inc

Consumer Cyclical
464
+ 1.06%
$167.32 - $223.3 $77.6K - $104K
44K $9.66M
NVDA
Nvidia Corp

Technology
585
+ 2.56%
$94.31 - $157.99 $55.2K - $92.4K
23.4K $3.7M
MCO
Moodys Corp

Financial Services
44
+ 0.16%
$396.7 - $501.59 $17.5K - $22.1K
28.4K $14.2M
SAIA
Saia Inc

Industrials
9.45K
+ 44.08%
$236.65 - $374.8 $2.24M - $3.54M
30.9K $8.46M
DELL
Dell Technologies Inc.

Technology
375
+ 1.34%
$71.63 - $125.98 $26.9K - $47.2K
28.4K $3.49M
ES
Eversource Energy

Utilities
14.5K
New
$54.25 - $65.89 $789K - $959K
14.5K $925K
FISV
Fiserv Inc

Technology
6.96K
+ 16.19%
N/A
49.9K $6.25M
ETR
Entergy Corp

Utilities
10.4K
+ 58.17%
$79.01 - $86.61 $818K - $897K
28.2K $2.34M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.43K
+ 1.31%
$45.98 - $56.15 $65.6K - $80.1K
110K $6.19M
FELE
Franklin Electric CO Inc

Industrials
10.7K
+ 13.02%
$84.21 - $95.87 $900K - $1.03M
92.8K $8.33M
GIS
General Mills Inc

Consumer Defensive
11.5K
New
$50.37 - $60.97 $579K - $701K
11.5K $595K
MSCI
Msci Inc.

Financial Services
528
+ 2.37%
$506.56 - $576.74 $267K - $305K
22.8K $13.2M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
11.2K
+ 10.93%
$29.44 - $33.91 $331K - $381K
114K $3.73M
DECK
Deckers Outdoor Corp

Consumer Cyclical
10.4K
+ 16.49%
$100.44 - $129.37 $1.04M - $1.34M
73.3K $7.55M
WFC
Wells Fargo & Company

Financial Services
3.25K
+ 10.75%
$60.98 - $80.12 $198K - $260K
33.4K $2.68M
AME
Ametek Inc

Industrials
68
+ 0.14%
$151.41 - $182.75 $10.3K - $12.4K
48.6K $8.79M
MORN
Morningstar, Inc.

Financial Services
157
+ 0.61%
$255.31 - $313.93 $40.1K - $49.3K
26K $8.16M
IR
Ingersoll Rand Inc.

Industrials
1.06K
+ 1.08%
$66.75 - $84.94 $70.5K - $89.7K
99.2K $8.25M
SPGI
S&P Global Inc.

Financial Services
62
+ 0.34%
$438.31 - $527.29 $27.2K - $32.7K
18.5K $9.76M
SE
Sea LTD

Consumer Cyclical
1.01K
+ 13.18%
$105.57 - $170.4 $106K - $171K
8.64K $1.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
5
+ 0.02%
$82.96 - $110.1 $415 - $551
20.7K $2.28M
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.6K
New
$37.08 - $42.26 $319K - $363K
8.6K $356K
SAP
Sap Se

Technology
242
+ 3.08%
$237.53 - $309.8 $57.5K - $75K
8.1K $2.46M
UNP
Union Pacific Corp

Industrials
2.39K
+ 7.02%
$208.27 - $238.46 $498K - $570K
36.5K $8.39M
HDB
Hdfc Bank LTD

Financial Services
2.06K
+ 12.39%
$63.78 - $77.48 $132K - $160K
18.7K $1.43M
GS
Goldman Sachs Group Inc

Financial Services
307
+ 49.2%
$462.22 - $707.75 $142K - $217K
931 $658K
LVHI
Franklin International Low Vol

ETFs
9.31K
New
$28.91 - $33.28 $269K - $310K
9.31K $303K
NRG
Nrg Energy, Inc.

Utilities
1.81K
New
$83.61 - $162.67 $151K - $294K
1.81K $290K
CRM
Salesforce, Inc.

Technology
426
+ 1.12%
$236.26 - $291.15 $101K - $124K
38.4K $10.5M
ATRC
Atri Cure, Inc.

Healthcare
7.79K
+ 36.76%
$29.07 - $34.94 $226K - $272K
29K $949K
SPOT
Spotify Technology S.A.

Communication Services
4
+ 0.35%
$503.3 - $775.9 $2.01K - $3.1K
1.15K $883K
NTES
Net Ease, Inc.

Communication Services
1.85K
New
$91.37 - $134.58 $169K - $249K
1.85K $249K
LPLA
Lpl Financial Holdings Inc.

Financial Services
651
New
$283.31 - $388.96 $184K - $253K
651 $244K
GGG
Graco Inc

Industrials
56
+ 0.06%
$74.02 - $87.26 $4.15K - $4.89K
97.4K $8.37M
GXO
Gxo Logistics, Inc.

Industrials
5K
New
$31.53 - $49.1 $158K - $246K
5K $243K
XLK
Technology Sector Spdr

ETFs
945
New
$179.73 - $253.23 $170K - $239K
945 $239K
MS
Morgan Stanley

Financial Services
1.65K
New
$99.83 - $140.86 $165K - $232K
1.65K $232K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.93K
New
$99.48 - $124.46 $192K - $240K
1.93K $229K
NTAP
Net App, Inc.

Technology
2.11K
New
$76.1 - $106.55 $161K - $225K
2.11K $224K
FCX
Freeport Mcmoran Inc

Basic Materials
5.12K
New
$29.15 - $44.46 $149K - $228K
5.12K $221K
FAST
Fastenal CO

Industrials
44K
+ 95.6%
$40.65 - $83.16 $1.79M - $3.66M
90.1K $3.78M
Activity Summary
Buys All Purchases 112 New Holdings 23 Increased Positions 89 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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