Marks Group Wealth Management, Inc New Holdings in Q2 2025

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
SYY
Sysco Corp

Consumer Defensive
15.8K
New
$68.0 - $75.91 $1.07M - $1.2M
15.8K $1.19M
ES
Eversource Energy

Utilities
14.5K
New
$54.25 - $65.89 $789K - $959K
14.5K $925K
GIS
General Mills Inc

Consumer Defensive
11.5K
New
$50.37 - $60.97 $579K - $701K
11.5K $595K
XLRE
Select Sector Spdr Tr Real Est

ETFs
8.6K
New
$37.08 - $42.26 $319K - $363K
8.6K $356K
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
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
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
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
ABC
Amerisourcebergen Corp

Healthcare
669
New
N/A
669 $123K
SAN
Banco Santander, S.A.

Financial Services
10.8K
New
$5.72 - $8.32 $61.7K - $89.8K
10.8K $89K
J P Morgan Exchange Traded F
29K
New
N/A
29K $0
J P Morgan Exchange Traded F
5.84K
New
N/A
5.84K $0
Blackrock ETF Trust
74.7K
New
N/A
74.7K $0
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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