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
CRH.L
Crh PLC

Basic Materials
-917
- 8.15%
N/A
10.3K $0
Ge Vernova Inc
-13
- 1.28%
N/A
1.01K $0
Linde PLC
-126
- 5.88%
N/A
2.02K $0
Thomson Reuters Corp
-1.2K
- 26.18%
N/A
3.38K $0
Brookfield Asset Managmt LTD
-7.26K
- 4.25%
N/A
164K $0
Canadian Pacific Kansas City
-50.5K
- 54.49%
N/A
42.2K $0
TYL
Tyler Technologies Inc

Technology
-2
- 0.33%
$553.41 - $646.74 $1.11K - $1.29K
597 $347K
VTV
Vanguard Value ETF

ETFs
-110
- 1.46%
$167.73 - $179.21 $18.5K - $19.7K
7.43K $1.28M
CVLT
Commvault Systems Inc

Technology
-37
- 1.85%
$146.82 - $187.9 $5.43K - $6.95K
1.97K $310K
UL
Unilever PLC

Consumer Defensive
-577
- 3.39%
$54.72 - $60.29 $31.6K - $34.8K
16.4K $978K
XLV
Select Sector Spdr Fund Health

ETFs
-69
- 1.71%
$137.61 - $149.68 $9.5K - $10.3K
3.96K $578K
CSGP
Costar Group, Inc.

Real Estate
-256
- 4.14%
$69.29 - $80.37 $17.7K - $20.6K
5.93K $469K
PGR
Progressive Corp

Financial Services
-33
- 3.9%
$235.61 - $291.22 $7.78K - $9.61K
813 $230K
MKL
Markel Corp

Financial Services
-9
- 2.89%
$1660.14 - $2059.83 $14.9K - $18.5K
302 $564K
WFC
Wells Fargo & Company

Financial Services
-254
- 0.83%
$66.78 - $81.42 $17K - $20.7K
30.2K $2.17M
FMX
Mexican Economic Development Inc

Consumer Defensive
-171
- 4.48%
$81.23 - $100.59 $13.9K - $17.2K
3.65K $356K
SHEL
Shell PLC

Energy
-283
- 4.02%
$62.84 - $73.29 $17.8K - $20.7K
6.76K $495K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-21.2K
- 23.67%
$9.49 - $14.83 $201K - $314K
68.3K $930K
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 1.44%
$1739.0 - $2260.0 $6.96K - $9.04K
274 $534K
AZN
Astrazeneca PLC

Healthcare
-3.73K
- 8.29%
$65.37 - $77.96 $244K - $290K
41.2K $3.03M
JPM
Jpmorgan Chase & CO

Financial Services
-79
- 0.39%
$225.19 - $279.95 $17.8K - $22.1K
20.3K $4.97M
SPOT
Spotify Technology S.A.

Communication Services
-49
- 4.1%
$457.79 - $648.32 $22.4K - $31.8K
1.15K $630K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-8
- 1.36%
$1187.71 - $1432.58 $9.5K - $11.5K
579 $829K
SE
Sea LTD

Consumer Cyclical
-437
- 5.42%
$104.87 - $146.31 $45.8K - $63.9K
7.63K $995K
PAYX
Paychex Inc

Industrials
-2
- 0.02%
$136.06 - $154.52 $272 - $309
11.7K $1.81M
WEC
Wec Energy Group, Inc.

Utilities
-12
- 0.1%
$92.12 - $108.98 $1.11K - $1.31K
12.5K $1.36M
TDY
Teledyne Technologies Inc

Technology
-797
- 4.41%
$455.51 - $518.84 $363K - $414K
17.3K $8.6M
SONY
Sony Group Corp

Technology
-4.26K
- 5.6%
$19.88 - $25.64 $84.7K - $109K
71.7K $1.82M
PRI
Primerica, Inc.

Financial Services
-759
- 2.28%
$271.41 - $296.43 $206K - $225K
32.6K $9.28M
IBM
International Business Machines Corp

Technology
-315
- 3.02%
$217.4 - $264.74 $68.5K - $83.4K
10.1K $2.51M
ADP
Automatic Data Processing Inc

Industrials
-249
- 0.82%
$286.85 - $318.64 $71.4K - $79.3K
29.9K $9.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
-3.24K
- 6.43%
$180.02 - $208.56 $583K - $676K
47.2K $9.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
-4.78K
- 4.31%
$74.75 - $89.13 $357K - $426K
106K $8.86M
BR
Broadridge Financial Solutions, Inc.

Technology
-187
- 0.47%
$221.46 - $244.83 $41.4K - $45.8K
39.5K $9.57M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-406
- 3.62%
$431.31 - $539.1 $175K - $219K
10.8K $5.62M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.1K
- 3.67%
$275.89 - $345.24 $304K - $381K
29K $10M
V
Visa Inc.

Financial Services
-1.55K
- 2.64%
$306.92 - $362.71 $474K - $561K
57K $20M
BRO
Brown & Brown, Inc.

Financial Services
-4.39K
- 4.8%
$100.54 - $124.4 $441K - $546K
87.1K $10.8M
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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