Marks Group Wealth Management, Inc Incresed Positions 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
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
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
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
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
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
GGG
Graco Inc

Industrials
56
+ 0.06%
$74.02 - $87.26 $4.15K - $4.89K
97.4K $8.37M
FAST
Fastenal CO

Industrials
44K
+ 95.6%
$40.65 - $83.16 $1.79M - $3.66M
90.1K $3.78M
TT
Trane Technologies PLC

Industrials
88
+ 5.25%
$315.21 - $437.41 $27.7K - $38.5K
1.76K $771K
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
CAT
Caterpillar Inc

Industrials
21
+ 1.0%
$273.94 - $388.21 $5.75K - $8.15K
2.12K $821K
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
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
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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