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
TT
Trane Technologies PLC

Industrials
88
+ 5.25%
$315.21 - $437.41 $27.7K - $38.5K
1.76K $771K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.73K
New
$43.53 - $54.46 $162K - $203K
3.73K $202K
MRVL
Marvell Technology, Inc.

Technology
2.6K
New
$49.38 - $79.97 $128K - $208K
2.6K $201K
QUAL
Ishares Msci Usa Quality Facto

ETFs
125
+ 0.87%
$152.42 - $182.82 $19.1K - $22.9K
14.6K $2.66M
NVR
Nvr Inc

Consumer Cyclical
14
+ 2.38%
$6700.0 - $7410.93 $93.8K - $104K
603 $4.45M
IAU
Ishares Gold Trust

ETFs
1.33K
+ 5.17%
$56.1 - $64.74 $74.7K - $86.2K
27.1K $1.69M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
281
+ 20.94%
$376.48 - $440.65 $106K - $124K
1.62K $715K
RACE
Ferrari N.V.

Consumer Cyclical
69
+ 4.15%
$397.86 - $499.02 $27.5K - $34.4K
1.73K $849K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.18K
+ 1.72%
$11.9 - $15.57 $14K - $18.3K
69.5K $1.07M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
80
+ 2.76%
$201.28 - $266.34 $16.1K - $21.3K
2.98K $793K
VMC
Vulcan Materials CO

Basic Materials
252
+ 11.44%
$226.49 - $276.01 $57.1K - $69.6K
2.46K $640K
KKR
Kkr & Co. Inc.

Financial Services
334
+ 7.1%
$92.79 - $134.29 $31K - $44.9K
5.04K $669K
ZLAB
Zai Lab LTD

Healthcare
3.92K
+ 37.96%
$24.32 - $43.03 $95.4K - $169K
14.3K $498K
ABC
Amerisourcebergen Corp

Healthcare
669
New
N/A
669 $123K
TSLA
Tesla, Inc.

Consumer Cyclical
142
+ 10.97%
$221.86 - $362.89 $31.5K - $51.5K
1.44K $456K
ARGX
Argenx Se

Healthcare
299
+ 24.43%
$532.27 - $656.65 $159K - $196K
1.52K $839K
RELX
Relx PLC

Communication Services
243
+ 1.03%
$45.31 - $55.66 $11K - $13.5K
23.8K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
50
+ 4.96%
$908.13 - $1056.85 $45.4K - $52.8K
1.06K $1.05M
SAN
Banco Santander, S.A.

Financial Services
10.8K
New
$5.72 - $8.32 $61.7K - $89.8K
10.8K $89K
CBRE
Cbre Group, Inc.

Real Estate
230
+ 3.86%
$113.94 - $140.12 $26.2K - $32.2K
6.19K $866K
VEEV
Veeva Systems Inc

Healthcare
26
+ 1.82%
$209.39 - $289.94 $5.44K - $7.54K
1.45K $418K
SONY
Sony Group Corp

Technology
1.03K
+ 1.44%
$21.24 - $26.88 $21.9K - $27.7K
72.8K $1.89M
LYV
Live Nation Entertainment, Inc.

Communication Services
48
+ 1.64%
$118.81 - $151.28 $5.7K - $7.26K
2.98K $450K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.27K
+ 4.61%
$10.79 - $14.14 $24.5K - $32K
51.4K $705K
BHP
Bhp Group LTD

Basic Materials
632
+ 13.42%
$40.22 - $50.88 $25.4K - $32.2K
5.34K $256K
FCN
Fti Consulting, Inc

Industrials
938
+ 1.9%
$152.87 - $168.51 $143K - $158K
50.2K $8.11M
ICLR
Icon PLC

Healthcare
9.53K
+ 20.57%
$126.62 - $168.7 $1.21M - $1.61M
55.8K $8.12M
FDS
Factset Research Systems Inc

Financial Services
568
+ 1.73%
$398.85 - $473.32 $227K - $269K
33.4K $14.9M
CHKP
Check Point Software Technologies LTD

Technology
168
+ 4.17%
$204.26 - $233.47 $34.3K - $39.2K
4.19K $927K
TSCO
Tractor Supply CO

Consumer Cyclical
6.96K
+ 4.5%
$47.86 - $55.77 $333K - $388K
162K $8.53M
DHR
Danaher Corp

Healthcare
239
+ 4.48%
$174.64 - $205.16 $41.7K - $49K
5.57K $1.1M
ADSK
Autodesk, Inc.

Technology
22
+ 0.21%
N/A
10.4K $2.55M
TXN
Texas Instruments Inc

Technology
8
+ 0.12%
N/A
6.82K $1.33M
Thomson Reuters Corp
133
+ 3.93%
N/A
3.51K $0
Blackrock ETF Trust
74.7K
New
N/A
74.7K $0
Brookfield Infrastructure CO
353
+ 3.53%
N/A
10.4K $0
J P Morgan Exchange Traded F
5.84K
New
N/A
5.84K $0
Linde PLC
12
+ 0.6%
N/A
2.03K $0
BFB
Brown Forman Corp Cl B
1.24K
+ 4.98%
N/A
26K $0
Fortrea Hldgs Inc
11K
+ 78.57%
N/A
25K $0
Brookfield Corp
559
+ 3.5%
N/A
16.5K $0
J P Morgan Exchange Traded F
29K
New
N/A
29K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
1.44K
+ 4.55%
$248.61 - $294.96 $358K - $425K
33.1K $9.34M
Natwest Group PLC
45.5K
+ 138.07%
N/A
78.5K $0
JKHY
Henry Jack & Associates Inc

Technology
1
+ 0.01%
$163.54 - $186.02 $164 - $186
9.08K $1.64M
ACN
Accenture PLC

Technology
1.02K
+ 4.07%
$279.23 - $323.21 $286K - $331K
26.2K $7.82M
IQV
Iqvia Holdings Inc.

Healthcare
5.25K
+ 11.43%
$137.0 - $174.37 $719K - $915K
51.2K $8.06M
BDX
Becton Dickinson & CO

Healthcare
14K
+ 32.43%
$165.15 - $226.42 $2.31M - $3.17M
57.1K $9.84M
IT
Gartner Inc

Technology
125
+ 1.87%
$377.5 - $449.52 $47.2K - $56.2K
6.79K $2.75M
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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