Marks Group Wealth Management, Inc Reduced Holdings in Q1 2025

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
-104K
- 95.53%
$89.38 - $106.18 $9.33M - $11.1M
4.88K $492K
UNH
Unitedhealth Group Inc

Healthcare
-12.1K
- 38.72%
$461.52 - $548.18 $5.58M - $6.63M
19.1K $10M
CRM
Salesforce, Inc.

Technology
-205
- 0.54%
$268.36 - $359.95 $55K - $73.8K
38K $10.2M
EFG
Msci Eafe Growth ETF

ETFs
-25.7K
- 33.68%
$96.1 - $106.37 $2.47M - $2.73M
50.6K $5.06M
DELL
Dell Technologies Inc.

Technology
-2.6K
- 8.47%
$90.34 - $124.66 $235K - $324K
28.1K $2.56M
ISRG
Intuitive Surgical Inc

Healthcare
-1.35K
- 12.18%
$476.63 - $610.45 $645K - $826K
9.76K $4.83M
FISV
Fiserv Inc

Technology
-7.3K
- 14.51%
N/A
43K $5.38M
FICO
Fair Isaac Corp

Technology
-72
- 1.46%
$1695.35 - $2030.47 $122K - $146K
4.87K $8.98M
NVDA
Nvidia Corp

Technology
-464
- 1.99%
$106.98 - $149.43 $49.6K - $69.3K
22.9K $2.48M
PH
Parker Hannifin Corp

Industrials
-343
- 2.29%
$591.65 - $707.05 $203K - $243K
14.6K $8.89M
EXPD
Expeditors International Of Washington Inc

Industrials
-7.85K
- 20.33%
$109.09 - $126.48 $856K - $993K
30.8K $3.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.09K
- 8.8%
$54.25 - $57.64 $385K - $409K
73.5K $4.05M
EFV
Msci Eafe Value ETF

ETFs
-24.7K
- 15.39%
$51.88 - $60.73 $1.28M - $1.5M
136K $8.01M
NVO
Novo Nordisk A S

Healthcare
-884
- 4.61%
$69.3 - $90.95 $61.3K - $80.4K
18.3K $1.27M
ORCL
Oracle Corp

Technology
-141
- 1.07%
$139.81 - $186.47 $19.7K - $26.3K
13K $1.82M
SHOP
Shopify Inc.

Technology
-2.16K
- 26.61%
$90.59 - $129.31 $195K - $279K
5.95K $568K
GOOGL
Alphabet Inc.

Communication Services
-304
- 4.76%
$154.33 - $206.19 $46.9K - $62.7K
6.08K $940K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-232
- 3.36%
$165.25 - $224.62 $38.3K - $52.1K
6.67K $1.11M
VUG
Vanguard Growth ETF

ETFs
-39
- 0.75%
$369.1 - $427.61 $14.4K - $16.7K
5.17K $1.92M
EMR
Emerson Electric CO

Industrials
-500
- 4.33%
$108.64 - $131.17 $54.3K - $65.6K
11.1K $1.21M
KKR
Kkr & Co. Inc.

Financial Services
-377
- 7.42%
$108.17 - $167.07 $40.8K - $63K
4.7K $543K
IAU
Ishares Gold Trust

ETFs
-8.56K
- 24.93%
$49.74 - $58.96 $426K - $504K
25.8K $1.52M
HLN
Haleon PLC

Healthcare
-22.4K
- 23.92%
$9.02 - $10.67 $202K - $239K
71.2K $732K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-117
- 0.8%
$168.16 - $186.21 $19.7K - $21.8K
14.4K $2.47M
SAP
Sap Se

Technology
-1.21K
- 13.37%
$241.4 - $293.69 $293K - $356K
7.85K $2.11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-86
- 2.94%
$507.05 - $563.67 $43.6K - $48.5K
2.84K $1.46M
CAT
Caterpillar Inc

Industrials
-117
- 5.29%
$326.75 - $407.63 $38.2K - $47.7K
2.09K $690K
DIS
Walt Disney CO

Communication Services
-130
- 2.12%
$96.87 - $114.0 $12.6K - $14.8K
6.01K $592K
ARGX
Argenx Se

Healthcare
-92
- 6.99%
$571.0 - $671.75 $52.5K - $61.8K
1.22K $724K
ADSK
Autodesk, Inc.

Technology
-325
- 3.05%
N/A
10.3K $2.54M
XLE
Energy Sector Spdr

ETFs
-1.11K
- 29.31%
$85.7 - $93.96 $95.1K - $104K
2.68K $250K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-32
- 1.09%
$221.78 - $273.45 $7.1K - $8.75K
2.9K $659K
RACE
Ferrari N.V.

Consumer Cyclical
-159
- 8.73%
$413.73 - $508.15 $65.8K - $80.8K
1.66K $711K
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.2%
$554.06 - $615.85 $11.1K - $12.3K
1.65K $925K
FITB
Fifth Third Bancorp

Financial Services
-400
- 3.97%
$37.48 - $44.96 $15K - $18K
9.67K $378K
ARES
Ares Management Corp

Financial Services
-9
- 0.62%
$140.19 - $198.28 $1.26K - $1.78K
1.45K $212K
ADBE
Adobe Inc.

Technology
-4
- 0.63%
$377.84 - $464.11 $1.51K - $1.86K
633 $242K
MRK
Merck & Co., Inc.

Healthcare
-6
- 0.18%
$83.01 - $101.02 $498 - $606
3.32K $297K
PAYC
Paycom Software, Inc.

Technology
-2.32K
- 6.6%
$199.42 - $225.82 $462K - $524K
32.8K $7.17M
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.02%
$251.87 - $277.95 $252 - $278
5.49K $1.42M
ACGL
Arch Capital Group Ltd.

Financial Services
-348
- 10.37%
$88.13 - $96.94 $30.7K - $33.7K
3.01K $289K
MFC
Manulife Financial Corp

Financial Services
-806
- 5.46%
$28.41 - $31.82 $22.9K - $25.6K
14K $434K
HDB
Hdfc Bank LTD

Financial Services
-875
- 4.99%
$58.06 - $66.85 $50.8K - $58.5K
16.6K $1.11M
BHP
Bhp Group LTD

Basic Materials
-188
- 3.84%
$48.18 - $52.11 $9.06K - $9.8K
4.71K $228K
RIO
Rio Tinto PLC

Basic Materials
-166
- 4.09%
$58.19 - $64.29 $9.66K - $10.7K
3.89K $233K
RELX
Relx PLC

Communication Services
-2.65K
- 10.12%
$45.34 - $51.91 $120K - $138K
23.5K $1.19M
CSCO
Cisco Systems, Inc.

Technology
-309
- 4.18%
$58.74 - $64.87 $18.2K - $20K
7.08K $436K
Brookfield Infrastructure CO
-293
- 2.85%
N/A
10K $0
Rb Global Inc
-5.69K
- 5.7%
N/A
94K $0
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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