Marks Group Wealth Management, Inc Incresed Positions in Q1 2025

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
272
+ 3.47%
$111.1 - $140.22 $30.2K - $38.1K
8.1K $1.07M
ETR
Entergy Corp

Utilities
67
+ 0.38%
$75.26 - $87.89 $5.04K - $5.89K
17.8K $1.52M
GPC
Genuine Parts CO

Consumer Cyclical
1.2K
+ 8.75%
$115.91 - $129.02 $140K - $155K
15K $1.78M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.01%
$91.75 - $115.81 $184 - $232
24.5K $2.4M
DE
Deere & CO

Industrials
33
+ 1.05%
$408.57 - $509.27 $13.5K - $16.8K
3.19K $1.5M
ENB
Enbridge Inc

Energy
624
+ 1.07%
$41.54 - $45.45 $25.9K - $28.4K
58.8K $2.61M
PAGP
Plains Gp Holdings LP

Energy
198
+ 0.47%
$18.52 - $22.13 $3.67K - $4.38K
42K $896K
JKHY
Henry Jack & Associates Inc

Technology
229
+ 2.59%
$166.47 - $191.28 $38.1K - $43.8K
9.08K $1.66M
GLD
Spdr Gold Trust

ETFs
130
+ 9.26%
$243.19 - $288.14 $31.6K - $37.5K
1.53K $442K
ABBV
Abb Vie Inc.

Healthcare
69
+ 3.33%
$169.2 - $216.66 $11.7K - $14.9K
2.14K $449K
FREL
Fidelity Covington Tr Msci Rea

ETFs
989
+ 1.64%
$25.98 - $28.59 $25.7K - $28.3K
61.5K $1.69M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
100
+ 0.78%
$51.39 - $57.43 $5.14K - $5.74K
12.8K $712K
CVX
Chevron Corp

Energy
6
+ 0.3%
$146.71 - $167.97 $880 - $1.01K
2.01K $336K
VEEV
Veeva Systems Inc

Healthcare
46
+ 3.33%
$210.58 - $246.8 $9.69K - $11.4K
1.43K $330K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.7%
$890.62 - $1076.86 $6.23K - $7.54K
1.01K $954K
TXN
Texas Instruments Inc

Technology
165
+ 2.48%
N/A
6.81K $1.33M
XEL
Xcel Energy Inc

Utilities
37
+ 0.44%
$63.37 - $72.1 $2.34K - $2.67K
8.47K $599K
CMCSA
Comcast Corp

Communication Services
1.67K
+ 2.98%
$33.19 - $38.23 $55.4K - $63.8K
57.7K $2.13M
CPRT
Copart Inc

Consumer Cyclical
3.05K
+ 1.61%
$52.3 - $59.83 $160K - $183K
193K $10.9M
FELE
Franklin Electric CO Inc

Industrials
3.22K
+ 4.07%
$93.38 - $106.03 $300K - $341K
82.1K $7.71M
MFG
Mizuho Financial Group Inc

Financial Services
336
+ 1.29%
$4.83 - $6.04 $1.62K - $2.03K
26.3K $145K
VT
Vanguard Total World Stk Index

ETFs
88
+ 5.03%
$115.08 - $123.97 $10.1K - $10.9K
1.84K $212K
ASML
Asml Holding Nv

Technology
91
+ 5.06%
$662.63 - $776.99 $60.3K - $70.7K
1.89K $1.25M
CBRE
Cbre Group, Inc.

Real Estate
36
+ 0.61%
$121.79 - $147.13 $4.38K - $5.3K
5.96K $778K
Strategic Trust
18K
+ 168.99%
N/A
28.6K $0
HEIA
Heico Crp Cl A
57
+ 1.54%
N/A
3.75K $0
Brookfield Corp
272
+ 1.73%
N/A
16K $0
Gsk PLC
1.3K
+ 3.34%
N/A
40.2K $0
BFB
Brown Forman Corp Cl B
3K
+ 13.77%
N/A
24.8K $0
Blackrock Inc
18
+ 0.77%
N/A
2.35K $0
Jacobs Solutions Inc
4.68K
+ 7.63%
N/A
66.1K $0
LEN
Lennar Corp

Consumer Cyclical
292
+ 15.44%
$113.93 - $141.54 $33.3K - $41.3K
2.18K $250K
POOL
Pool Corp

Industrials
419
+ 6.44%
$314.92 - $364.31 $132K - $153K
6.93K $2.21M
MCO
Moodys Corp

Financial Services
414
+ 1.48%
$437.8 - $527.48 $181K - $218K
28.3K $13.2M
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 0.74%
$460.39 - $552.64 $2.76K - $3.32K
818 $391K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.14%
$347.25 - $424.87 $695 - $850
1.44K $526K
VMC
Vulcan Materials CO

Basic Materials
57
+ 2.66%
$220.9 - $277.54 $12.6K - $15.8K
2.2K $513K
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
+ 1.66%
$360.07 - $417.26 $6.84K - $7.93K
1.16K $420K
QQQ
Invesco Qqq Trust, Series 1

ETFs
40
+ 2.54%
$468.34 - $539.52 $18.7K - $21.6K
1.62K $758K
DHR
Danaher Corp

Healthcare
357
+ 7.18%
$201.62 - $250.59 $72K - $89.5K
5.33K $1.09M
FIS
Fidelity National Information Services, Inc.

Technology
329
+ 2.44%
$68.12 - $83.42 $22.4K - $27.4K
13.8K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
296
+ 3.26%
$497.6 - $606.74 $147K - $180K
9.39K $4.67M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
48
+ 0.57%
$102.49 - $119.96 $4.92K - $5.76K
8.41K $879K
LAMR
Lamar Advertising CO

Real Estate
292
+ 1.68%
$110.65 - $132.9 $32.3K - $38.8K
17.7K $2.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
169
+ 0.82%
$92.45 - $106.69 $15.6K - $18K
20.7K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
28
+ 0.4%
$551.42 - $612.93 $15.4K - $17.2K
7.01K $3.92M
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.7%
$222.15 - $428.22 $2K - $3.85K
1.3K $335K
GWW
W.W. Grainger, Inc.

Industrials
389
+ 4.38%
$953.54 - $1132.42 $371K - $441K
9.27K $9.16M
IR
Ingersoll Rand Inc.

Industrials
9.07K
+ 10.18%
$79.44 - $94.23 $720K - $854K
98.1K $7.85M
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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