Marks Group Wealth Management, Inc Reduced Holdings in Q4 2024

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
-1.71K
- 24.79%
$124.74 - $137.12 $214K - $235K
5.2K $671K
RIO
Rio Tinto PLC

Basic Materials
-3.03K
- 42.78%
$58.59 - $71.15 $178K - $216K
4.06K $238K
CMCSA
Comcast Corp

Communication Services
-577
- 1.02%
$37.39 - $45.14 $21.6K - $26K
56.1K $2.1M
PRI
Primerica, Inc.

Financial Services
-1.66K
- 4.73%
$265.71 - $304.93 $440K - $505K
33.4K $9.05M
LAMR
Lamar Advertising CO

Real Estate
-210
- 1.19%
$121.37 - $138.11 $25.5K - $29K
17.4K $2.12M
HDB
Hdfc Bank LTD

Financial Services
-4.07K
- 18.86%
$59.45 - $68.01 $242K - $277K
17.5K $1.12M
VZ
Verizon Communications Inc

Communication Services
-208
- 0.47%
$39.6 - $45.21 $8.24K - $9.4K
44.1K $1.76M
SBUX
Starbucks Corp

Consumer Cyclical
-515
- 2.06%
$87.44 - $102.5 $45K - $52.8K
24.5K $2.23M
MELI
Mercadolibre Inc

Consumer Cyclical
-49
- 14.98%
$1666.0 - $2117.3 $81.6K - $104K
278 $472K
VTV
Vanguard Value ETF

ETFs
-894
- 10.6%
$168.32 - $181.87 $150K - $163K
7.54K $1.28M
UL
Unilever PLC

Consumer Defensive
-114
- 0.67%
$56.7 - $64.64 $6.46K - $7.37K
17K $964K
SYK
Stryker Corp

Healthcare
-231
- 0.44%
$345.14 - $392.15 $79.7K - $90.6K
52.7K $19M
DELL
Dell Technologies Inc.

Technology
-286
- 0.92%
$111.96 - $144.21 $32K - $41.2K
30.7K $3.53M
EME
Emcor Group, Inc.

Industrials
-1.5K
- 6.37%
$427.96 - $526.95 $644K - $793K
22.1K $10M
SAIA
Saia Inc

Industrials
-1.1K
- 5.4%
$411.44 - $569.08 $451K - $624K
19.2K $8.76M
SPSC
Sps Commerce Inc

Technology
-26
- 0.22%
$165.0 - $198.81 $4.29K - $5.17K
11.8K $2.18M
RSG
Republic Services, Inc.

Industrials
-700
- 0.88%
$198.0 - $218.75 $139K - $153K
78.6K $15.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
-3.63K
- 3.17%
$69.93 - $77.36 $254K - $281K
111K $8.4M
FAST
Fastenal CO

Industrials
-1.63K
- 3.41%
$69.99 - $84.35 $114K - $137K
46.1K $3.31M
ORCL
Oracle Corp

Technology
-202
- 1.51%
$165.41 - $192.43 $33.4K - $38.9K
13.2K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-470
- 5.32%
$113.92 - $127.38 $53.5K - $59.9K
8.36K $963K
IVV
Ishares Core S&P 500 ETF

ETFs
-144
- 7.95%
$570.51 - $610.59 $82.2K - $87.9K
1.67K $981K
FICO
Fair Isaac Corp

Technology
-149
- 2.93%
$1911.01 - $2382.4 $285K - $355K
4.94K $9.84M
AJG
Arthur J. Gallagher & Co.

Financial Services
-472
- 1.55%
$278.49 - $315.16 $131K - $149K
30.1K $8.54M
FIS
Fidelity National Information Services, Inc.

Technology
-182
- 1.33%
$80.14 - $90.95 $14.6K - $16.6K
13.5K $1.09M
SAP
Sap Se

Technology
-914
- 9.16%
$218.13 - $255.54 $199K - $234K
9.07K $2.23M
WEC
Wec Energy Group, Inc.

Utilities
-285
- 2.23%
$92.94 - $101.82 $26.5K - $29K
12.5K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.53K
- 3.28%
$112.15 - $127.2 $284K - $322K
74.7K $9.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-185
- 1.25%
$176.42 - $186.91 $32.6K - $34.6K
14.6K $2.59M
TYL
Tyler Technologies Inc

Technology
-68
- 10.19%
$576.64 - $635.69 $39.2K - $43.2K
599 $345K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-145
- 7.83%
$311.11 - $335.64 $45.1K - $48.7K
1.71K $550K
CVLT
Commvault Systems Inc

Technology
-156
- 7.22%
$132.26 - $177.6 $20.6K - $27.7K
2.01K $302K
CSGP
Costar Group, Inc.

Real Estate
-53
- 0.85%
$69.7 - $81.97 $3.69K - $4.34K
6.19K $442K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.76%
$385.02 - $431.37 $4.24K - $4.75K
1.44K $558K
PGR
Progressive Corp

Financial Services
-32
- 3.64%
$239.6 - $268.88 $7.67K - $8.6K
846 $202K
IAU
Ishares Gold Trust

ETFs
-209
- 0.61%
$48.37 - $52.65 $10.1K - $11K
34.3K $1.7M
PAGP
Plains Gp Holdings LP

Energy
-237
- 0.56%
$17.2 - $20.02 $4.08K - $4.74K
41.8K $767K
MFG
Mizuho Financial Group Inc

Financial Services
-6.55K
- 20.12%
$4.05 - $5.26 $26.5K - $34.5K
26K $127K
VO
Vanguard Mid Cap ETF

ETFs
-32
- 0.58%
$261.5 - $284.63 $8.37K - $9.11K
5.49K $1.45M
TXN
Texas Instruments Inc

Technology
-30
- 0.45%
N/A
6.65K $1.29M
CRH.L
Crh PLC

Basic Materials
-614
- 5.18%
N/A
11.2K $0
Jacobs Solutions Inc
-2.7K
- 4.22%
N/A
61.4K $0
HEIA
Heico Crp Cl A
-67
- 1.78%
N/A
3.7K $0
Brookfield Asset Managmt LTD
-909
- 0.53%
N/A
171K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-18
- 2.98%
$1146.59 - $1270.6 $20.6K - $22.9K
587 $696K
Gsk PLC
-2.04K
- 4.99%
N/A
38.9K $0
Brookfield Corp
-1.56K
- 9.05%
N/A
15.7K $0
Linde PLC
-572
- 21.08%
N/A
2.14K $0
Rb Global Inc
-3.95K
- 3.81%
N/A
99.7K $0
Activity Summary
Buys All Purchases 94 New Holdings 11 Increased Positions 83 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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