Marks Group Wealth Management, Inc Incresed Positions in Q4 2024

Marks Group Wealth Management, Inc

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

Technology
100
+ 0.26%
$270.87 - $367.87 $27.1K - $36.8K
38.2K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
211
+ 0.49%
$180.88 - $232.93 $38.2K - $49.1K
43.4K $9.52M
PAYC
Paycom Software, Inc.

Technology
32
+ 0.09%
$159.94 - $240.25 $5.12K - $7.69K
35.2K $7.21M
CPRT
Copart Inc

Consumer Cyclical
2.21K
+ 1.18%
$51.36 - $63.8 $113K - $141K
190K $10.9M
MSCI
Msci Inc.

Financial Services
598
+ 2.85%
$569.09 - $635.99 $340K - $380K
21.6K $12.9M
MORN
Morningstar, Inc.

Financial Services
171
+ 0.68%
$312.56 - $358.78 $53.4K - $61.4K
25.3K $8.51M
CASY
Caseys General Stores Inc

Consumer Cyclical
355
+ 2.43%
$366.65 - $427.88 $130K - $152K
15K $5.93M
AON
Aon PLC

Financial Services
319
+ 1.3%
$344.14 - $393.31 $110K - $125K
24.8K $8.92M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.94K
+ 1.88%
$55.73 - $66.16 $108K - $129K
105K $6.34M
BDX
Becton Dickinson & CO

Healthcare
3.7K
+ 11.35%
$220.02 - $243.75 $814K - $902K
36.3K $8.24M
NVDA
Nvidia Corp

Technology
11
+ 0.05%
$117.0 - $148.88 $1.29K - $1.64K
23.3K $3.13M
CVCO
Cavco Industries Inc.

Consumer Cyclical
89
+ 0.8%
$409.8 - $533.17 $36.5K - $47.5K
11.2K $5.01M
SHOP
Shopify Inc.

Technology
373
+ 4.82%
$78.14 - $119.49 $29.1K - $44.6K
8.11K $862K
COST
Costco Wholesale Corp

Consumer Defensive
238
+ 31.15%
$873.59 - $994.69 $208K - $237K
1K $918K
IXN
Ishares Global Information Tec

ETFs
1.42K
+ 3.11%
$80.67 - $87.84 $115K - $125K
47.2K $4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
455
+ 51.3%
$417.69 - $450.94 $190K - $205K
1.34K $571K
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.86%
$213.65 - $479.86 $2.35K - $5.28K
1.29K $519K
SE
Sea LTD

Consumer Cyclical
851
+ 11.79%
$93.56 - $117.41 $79.6K - $99.9K
8.07K $856K
ETR
Entergy Corp

Utilities
8.84K
+ 99.25%
$73.19 - $156.4 $647K - $1.38M
17.7K $1.34M
ARGX
Argenx Se

Healthcare
138
+ 11.71%
$520.52 - $638.33 $71.8K - $88.1K
1.32K $809K
QQQ
Invesco Qqq Trust, Series 1

ETFs
236
+ 17.6%
$481.22 - $538.17 $114K - $127K
1.58K $806K
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.03%
$161.86 - $196.66 $324 - $393
6.39K $1.21M
MCO
Moodys Corp

Financial Services
376
+ 1.37%
$454.04 - $500.88 $171K - $188K
27.9K $13.2M
VRSK
Verisk Analytics, Inc.

Industrials
151
+ 1.32%
$262.86 - $294.75 $39.7K - $44.5K
11.6K $3.19M
IVW
Ishares S&P 500 Growth ETF

ETFs
55
+ 0.27%
$94.43 - $105.47 $5.19K - $5.8K
20.5K $2.08M
DIS
Walt Disney CO

Communication Services
2
+ 0.03%
$92.39 - $117.6 $185 - $235
6.14K $683K
PAYX
Paychex Inc

Industrials
113
+ 0.97%
$135.86 - $148.73 $15.4K - $16.8K
11.7K $1.65M
VMC
Vulcan Materials CO

Basic Materials
283
+ 15.19%
$237.95 - $292.31 $67.3K - $82.7K
2.15K $552K
MNST
Monster Beverage Corp

Consumer Defensive
967
+ 1.25%
$49.24 - $56.38 $47.6K - $54.5K
78K $4.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 2.06%
$521.84 - $558.82 $30.8K - $33K
2.93K $1.58M
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.58K
+ 17.41%
$45.83 - $48.07 $72.5K - $76.1K
10.7K $490K
IEMG
Ishares Inc

ETFs
1.01K
+ 3.31%
N/A
31.6K $1.69M
MLM
Martin Marietta Materials Inc

Basic Materials
105
+ 14.85%
$516.5 - $619.58 $54.2K - $65.1K
812 $419K
RACE
Ferrari N.V.

Consumer Cyclical
253
+ 16.12%
$422.83 - $490.34 $107K - $124K
1.82K $774K
GLD
Spdr Gold Trust

ETFs
147
+ 11.69%
$236.59 - $257.5 $34.8K - $37.9K
1.4K $339K
DE
Deere & CO

Industrials
26
+ 0.83%
$389.45 - $466.0 $10.1K - $12.1K
3.16K $1.34M
LYG
Lloyds Banking Group PLC

Financial Services
33.2K
+ 18.77%
$2.67 - $3.23 $88.7K - $107K
210K $571K
VEEV
Veeva Systems Inc

Healthcare
77
+ 5.9%
$201.81 - $250.45 $15.5K - $19.3K
1.38K $290K
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.24%
$233.76 - $261.58 $1.87K - $2.09K
3.4K $817K
MSFT
Microsoft Corp

Technology
678
+ 2.16%
$406.35 - $454.46 $276K - $308K
32.1K $13.5M
JKHY
Henry Jack & Associates Inc

Technology
112
+ 1.28%
$171.12 - $186.18 $19.2K - $20.9K
8.85K $1.55M
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
Canadian Pacific Kansas City
6.27K
+ 7.25%
N/A
92.7K $0
BFB
Brown Forman Corp Cl B
2.53K
+ 13.12%
N/A
21.8K $0
Fortrea Hldgs Inc
2K
+ 16.67%
N/A
14K $0
Thomson Reuters Corp
422
+ 10.15%
N/A
4.58K $0
Strategic Trust
2.77K
+ 35.21%
N/A
10.6K $0
Ge Vernova Inc
23
+ 2.31%
N/A
1.02K $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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