Marks Group Wealth Management, Inc Purchases in Q4 2024

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
26
+ 0.24%
N/A
10.7K $2.62M
CAT
Caterpillar Inc

Industrials
161
+ 7.85%
$360.37 - $416.88 $58K - $67.1K
2.21K $802K
Liberty Media Corp Del
2.35K
New
N/A
2.35K $0
Ge Vernova Inc
23
+ 2.31%
N/A
1.02K $0
BFB
Brown Forman Corp Cl B
2.53K
+ 13.12%
N/A
21.8K $0
Strategic Trust
2.77K
+ 35.21%
N/A
10.6K $0
Canadian Pacific Kansas City
6.27K
+ 7.25%
N/A
92.7K $0
Fortrea Hldgs Inc
2K
+ 16.67%
N/A
14K $0
Brookfield Infrastructure CO
10.3K
New
N/A
10.3K $0
Blackrock Inc
2.33K
New
N/A
2.33K $0
IBM
International Business Machines Corp

Technology
45
+ 0.43%
$204.9 - $238.04 $9.22K - $10.7K
10.4K $2.29M
CVX
Chevron Corp

Energy
5
+ 0.25%
$141.15 - $162.53 $706 - $813
2.01K $290K
IGF
Ishares Global Infrastructure

ETFs
525
+ 3.39%
$51.2 - $55.7 $26.9K - $29.2K
16K $837K
UPS
United Parcel Service Inc

Industrials
1.32K
+ 7.63%
$122.65 - $138.35 $162K - $183K
18.6K $2.35M
ACGL
Arch Capital Group Ltd.

Financial Services
471
+ 16.33%
$88.71 - $114.86 $41.8K - $54.1K
3.36K $309K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 200.0%
$25.79 - $80.4 $371K - $1.16M
21.6K $562K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
94
+ 0.88%
$442.29 - $483.08 $41.6K - $45.4K
10.7K $4.86M
RELX
Relx PLC

Communication Services
325
+ 1.26%
$44.45 - $48.63 $14.4K - $15.8K
26.2K $1.19M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.24%
$164.99 - $203.87 $825 - $1.02K
2.07K $368K
PEP
Pepsico Inc

Consumer Defensive
79
+ 2.38%
$151.29 - $176.1 $12K - $13.9K
3.39K $516K
SONY
Sony Group Corp

Technology
58.8K
+ 341.92%
$17.53 - $96.8 $1.03M - $5.69M
76K $1.61M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
186
+ 1.48%
$52.1 - $57.26 $9.69K - $10.7K
12.7K $664K
IT
Gartner Inc

Technology
165
+ 2.61%
$481.22 - $551.8 $79.4K - $91K
6.49K $3.14M
POOL
Pool Corp

Industrials
424
+ 6.97%
$339.32 - $390.03 $144K - $165K
6.51K $2.22M
ROL
Rollins Inc

Consumer Cyclical
727
+ 2.58%
$46.35 - $51.59 $33.7K - $37.5K
28.9K $1.34M
SPGI
S&P Global Inc.

Financial Services
358
+ 2.03%
$480.36 - $529.17 $172K - $189K
18K $8.96M
DHR
Danaher Corp

Healthcare
312
+ 6.7%
$226.16 - $274.52 $70.6K - $85.7K
4.97K $1.14M
TDG
Trans Digm Group Inc

Industrials
156
+ 6.37%
$1239.0 - $1442.53 $193K - $225K
2.61K $3.3M
GE
General Electric CO

Industrials
234
+ 1.96%
$159.95 - $194.23 $37.4K - $45.4K
12.2K $2.03M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.8K
+ 3.59%
$55.45 - $61.08 $155K - $171K
80.6K $4.47M
MDT
Medtronic PLC

Healthcare
349
+ 1.02%
$79.61 - $92.24 $27.8K - $32.2K
34.6K $2.76M
AZN
Astrazeneca PLC

Healthcare
1.28K
+ 2.93%
$63.2 - $79.58 $80.9K - $102K
45K $2.95M
EFV
Msci Eafe Value ETF

ETFs
5.73K
+ 3.7%
$51.78 - $57.15 $297K - $328K
161K $8.43M
EFG
Msci Eafe Growth ETF

ETFs
2.71K
+ 3.68%
$96.83 - $106.88 $262K - $289K
76.3K $7.39M
CTAS
Cintas Corp

Industrials
381
+ 1.41%
$182.7 - $226.47 $69.6K - $86.3K
27.5K $5.02M
IDXX
Idexx Laboratories Inc

Healthcare
869
+ 8.57%
$406.92 - $495.42 $354K - $431K
11K $4.55M
NVO
Novo Nordisk A S

Healthcare
308
+ 1.63%
$85.0 - $120.04 $26.2K - $37K
19.2K $1.65M
EXPD
Expeditors International Of Washington Inc

Industrials
1.02K
+ 2.7%
$110.5 - $128.26 $112K - $130K
38.6K $4.28M
TMO
Thermo Fisher Scientific Inc.

Healthcare
271
+ 3.07%
$501.29 - $612.85 $136K - $166K
9.09K $4.73M
NVR
Nvr Inc

Consumer Cyclical
10
+ 1.8%
$8101.21 - $9940.51 $81K - $99.4K
567 $4.64M
TSCO
Tractor Supply CO

Consumer Cyclical
118K
+ 384.6%
$52.59 - $303.74 $6.2M - $35.8M
149K $7.88M
UNH
Unitedhealth Group Inc

Healthcare
720
+ 2.36%
$485.52 - $625.25 $350K - $450K
31.2K $15.8M
ICLR
Icon PLC

Healthcare
548
+ 1.74%
$187.22 - $297.57 $103K - $163K
32.1K $6.74M
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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