The Analysis of Marks Group Wealth Management, Inc's Holdings & P&L


Currently, Marks Group Wealth Management, Inc holds 337 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in SPYM (+262.4K shares, valued at $20.1M), PVAL (+327.5K shares, valued at $15.2M), IVW (+114.3K shares, valued at $12.9M); decreased their positions in N/A (-33.6K shares, valued at $9.6M), MSCI (-9.2K shares, valued at $4.9M), CW (-6.8K shares, valued at $4.6M); initiated new positions in IDEF (+161.2K shares, valued at $5.3M), BLCR (+115.8K shares, valued at $4.8M), N/A (+18.4K shares, valued at $3.6M).


1M P&L
+12.9M+1.39%
3M P&L
-7.4M-0.78%
HY P&L
+29.9M+3.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A283.5M
31.3%
2Specialty Industrial Machinery41.8M
4.6%
3Software - Application41.1M
4.5%

Top Industries by Stock Count

1N/A80 stocks
26.2%
2Software - Application15 stocks
4.9%
3Biotechnology10 stocks
3.3%
Stock Holdings
EFV
ISHARES TR
27.77%
Shares446.5K
Event2026-03-31
Filed2026-05-05
AAPL
APPLE INC
-4.62%
Shares111.0K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-30.15%
Shares77.8K
Event2026-03-31
Filed2026-05-05
SPYM
SPDR SERIES TRUST
2438.81%
Shares273.2K
Event2026-03-31
Filed2026-05-05
EFG
ISHARES TR
91.60%
Shares160.3K
Event2026-03-31
Filed2026-05-05
IEMG
ISHARES INC
7.74%
Shares243.0K
Event2026-03-31
Filed2026-05-05
PVAL
PUTNAM ETF TRUST
1509.50%
Shares349.2K
Event2026-03-31
Filed2026-05-05
IVW
ISHARES TR
417.37%
Shares141.7K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP
-3.81%
Shares38.1K
Event2026-03-31
Filed2026-05-05
DYNF
BLACKROCK ETF TRUST
1186.62%
Shares239.4K
Event2026-03-31
Filed2026-05-05
RSG
REPUBLIC SVCS INC
-22.18%
Shares61.5K
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORPORATION
-21.30%
Shares74.1K
Event2026-03-31
Filed2026-05-05
JQUA
J P MORGAN EXCHANGE TRADED F
1808.98%
Shares207.8K
Event2026-03-31
Filed2026-05-05
META
META PLATFORMS INC
-14.50%
Shares21.6K
Event2026-03-31
Filed2026-05-05
ICE
INTERCONTINENTAL EXCHANGE IN
-23.59%
Shares74.1K
Event2026-03-31
Filed2026-05-05
SYK
STRYKER CORPORATION
-21.16%
Shares34.7K
Event2026-03-31
Filed2026-05-05
UNH
UNITEDHEALTH GROUP INC
-16.88%
Shares39.9K
Event2026-03-31
Filed2026-05-05
AMZN
AMAZON COM INC
-4.13%
Shares50.6K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE
GE AEROSPACE
-23.80%
Shares35.1K
Event2026-03-31
Filed2026-05-05
ECOW
PACER FDS TR
1371.11%
Shares364.6K
Event2026-03-31
Filed2026-05-05
CRM
SALESFORCE INC
0.21%
Shares49.3K
Event2026-03-31
Filed2026-05-05
V
VISA INC
-15.24%
Shares29.0K
Event2026-03-31
Filed2026-05-05
BDX
BECTON DICKINSON & CO
20.32%
Shares55.4K
Event2026-03-31
Filed2026-05-05
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.85%
Shares14.2K
Event2026-03-31
Filed2026-05-05
HON
HONEYWELL INTL INC
-9.99%
Shares36.6K
Event2026-03-31
Filed2026-05-05
TJX
TJX COS INC NEW
-16.77%
Shares51.4K
Event2026-03-31
Filed2026-05-05
NVT
NVENT ELEC PLC
-31.62%
Shares69.0K
Event2026-03-31
Filed2026-05-05
CW
CURTISS WRIGHT CORP
-36.21%
Shares11.9K
Event2026-03-31
Filed2026-05-05
WDEF
WISDOMTREE TR
134.09%
Shares261.3K
Event2026-03-31
Filed2026-05-05
EME
EMCOR GROUP INC
-30.38%
Shares10.9K
Event2026-03-31
Filed2026-05-05
APD
AIR PRODUCTS AND CHEMICALS I
-8.84%
Shares27.7K
Event2026-03-31
Filed2026-05-05
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-0.48%
Shares171.4K
Event2026-03-31
Filed2026-05-05
ITT INC
ITT INC
-18.44%
Shares41.1K
Event2026-03-31
Filed2026-05-05
GWW
WW GRAINGER INC
-11.27%
Shares7.0K
Event2026-03-31
Filed2026-05-05
EATON CORP PLC
EATON CORP PLC
-11.69%
Shares21.3K
Event2026-03-31
Filed2026-05-05
PH
PARKER-HANNIFIN CORP
-27.38%
Shares8.3K
Event2026-03-31
Filed2026-05-05
ORCL
ORACLE CORP
20.01%
Shares50.0K
Event2026-03-31
Filed2026-05-05
IR
INGERSOLL RAND INC
-9.53%
Shares91.7K
Event2026-03-31
Filed2026-05-05
AME
AMETEK INC
-18.45%
Shares34.1K
Event2026-03-31
Filed2026-05-05
TDY
TELEDYNE TECHNOLOGIES INC
-18.83%
Shares11.7K
Event2026-03-31
Filed2026-05-05
XLV
SELECT SECTOR SPDR TR
729.59%
Shares48.1K
Event2026-03-31
Filed2026-05-05
GGG
GRACO INC
-2.43%
Shares83.0K
Event2026-03-31
Filed2026-05-05
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-19.39%
Shares20.4K
Event2026-03-31
Filed2026-05-05
DRI
DARDEN RESTAURANTS INC
-11.19%
Shares35.0K
Event2026-03-31
Filed2026-05-05
FDMO
FIDELITY COVINGTON TRUST
1548.65%
Shares85.1K
Event2026-03-31
Filed2026-05-05
UNP
UNION PAC CORP
-12.21%
Shares27.9K
Event2026-03-31
Filed2026-05-05
SAIA
SAIA INC
32.93%
Shares19.0K
Event2026-03-31
Filed2026-05-05
FCN
FTI CONSULTING INC
59.50%
Shares37.1K
Event2026-03-31
Filed2026-05-05
CACI
CACI INTL INC
-28.52%
Shares12.0K
Event2026-03-31
Filed2026-05-05
AJG
GALLAGHER ARTHUR J & CO
-3.37%
Shares30.0K
Event2026-03-31
Filed2026-05-05
PRI
PRIMERICA INC
-10.37%
Shares25.9K
Event2026-03-31
Filed2026-05-05
RB GLOBAL INC
RB GLOBAL INC
-13.79%
Shares67.0K
Event2026-03-31
Filed2026-05-05
DECK
DECKERS OUTDOOR CORP
9.80%
Shares63.9K
Event2026-03-31
Filed2026-05-05
BAI
BLACKROCK ETF TRUST
14.67%
Shares193.8K
Event2026-03-31
Filed2026-05-05
TXRH
TEXAS ROADHOUSE INC
-12.09%
Shares38.4K
Event2026-03-31
Filed2026-05-05
LDOS
LEIDOS HOLDINGS INC
-16.46%
Shares40.6K
Event2026-03-31
Filed2026-05-05
CSL
CARLISLE COS INC
-9.94%
Shares18.8K
Event2026-03-31
Filed2026-05-05
THE CIGNA GROUP
THE CIGNA GROUP
72.27%
Shares23.5K
Event2026-03-31
Filed2026-05-05
FELE
FRANKLIN ELEC INC
-13.41%
Shares67.7K
Event2026-03-31
Filed2026-05-05
ALC
ALCON AG
46.81%
Shares82.2K
Event2026-03-31
Filed2026-05-05
ROP
ROPER TECHNOLOGIES INC
111.02%
Shares17.5K
Event2026-03-31
Filed2026-05-05
JPM
JPMORGAN CHASE & CO
13.26%
Shares20.8K
Event2026-03-31
Filed2026-05-05
RMD
RESMED INC
-11.09%
Shares27.2K
Event2026-03-31
Filed2026-05-05
J
JACOBS SOLUTIONS INC
-11.49%
Shares47.9K
Event2026-03-31
Filed2026-05-05
CASY
CASEYS GEN STORES INC
-30.52%
Shares8.4K
Event2026-03-31
Filed2026-05-05
MMC
MARSH & MCLENNAN COS INC
0.53%
Shares34.2K
Event2026-03-31
Filed2026-05-05
WSO
WATSCO INC
-3.09%
Shares16.2K
Event2026-03-31
Filed2026-05-05
STERIS PLC
STERIS PLC
-13.86%
Shares26.5K
Event2026-03-31
Filed2026-05-05
SPY
STATE STR SPDR S&P 500 ETF T
-7.78%
Shares8.8K
Event2026-03-31
Filed2026-05-05
BRO
BROWN & BROWN INC
7.90%
Shares87.0K
Event2026-03-31
Filed2026-05-05
FI
FISERV INC
123.67%
Shares100.0K
Event2026-03-31
Filed2026-05-05
TSCO
TRACTOR SUPPLY CO
-9.51%
Shares122.9K
Event2026-03-31
Filed2026-05-05
ICLR
ICON PLC
10.20%
Shares50.2K
Event2026-03-31
Filed2026-05-05
SSNC
SS&C TECH HLDGS
-11.00%
Shares81.1K
Event2026-03-31
Filed2026-05-05
IQV
IQVIA HLDGS INC
-21.68%
Shares32.1K
Event2026-03-31
Filed2026-05-05
IDEF
BLACKROCK ETF TRUST
New
Shares161.2K
Event2026-03-31
Filed2026-05-05
BR
BROADRIDGE FINL SOLUTIONS IN
-3.07%
Shares32.2K
Event2026-03-31
Filed2026-05-05
FDS
FACTSET RESH SYS INC
46.79%
Shares23.9K
Event2026-03-31
Filed2026-05-05
INTU
INTUIT
3.34%
Shares11.9K
Event2026-03-31
Filed2026-05-05
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares80.3K
Event2026-03-31
Filed2026-05-05
ADP
AUTOMATIC DATA PROCESSING IN
-2.32%
Shares25.1K
Event2026-03-31
Filed2026-05-05
ALPHABET INC
ALPHABET INC
-0.96%
Shares17.6K
Event2026-03-31
Filed2026-05-05
DOX
AMDOCS LTD
-5.62%
Shares76.7K
Event2026-03-31
Filed2026-05-05
DCI
DONALDSON INC
0.00%
Shares58.8K
Event2026-03-31
Filed2026-05-05
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
8.36%
Shares24.9K
Event2026-03-31
Filed2026-05-05
XOM
EXXON MOBIL CORP
0.80%
Shares28.1K
Event2026-03-31
Filed2026-05-05
BLCR
BLACKROCK ETF TRUST
New
Shares115.8K
Event2026-03-31
Filed2026-05-05
PLTR
PALANTIR TECHNOLOGIES INC
-32.37%
Shares30.1K
Event2026-03-31
Filed2026-05-05
AON PLC
AON PLC
-34.29%
Shares12.9K
Event2026-03-31
Filed2026-05-05
FAST
FASTENAL CO
-0.32%
Shares84.1K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-18.41%
Shares8.1K
Event2026-03-31
Filed2026-05-05
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
-29.74%
Shares83.8K
Event2026-03-31
Filed2026-05-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.99%
Shares11.0K
Event2026-03-31
Filed2026-05-05
FBND
FIDELITY MERRIMACK STR TR
932.02%
Shares80.0K
Event2026-03-31
Filed2026-05-05
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares18.4K
Event2026-03-31
Filed2026-05-05
CPRT
COPART INC
-28.91%
Shares109.2K
Event2026-03-31
Filed2026-05-05
ENB
ENBRIDGE INC
-1.70%
Shares63.8K
Event2026-03-31
Filed2026-05-05
SBUX
STARBUCKS CORP
-8.88%
Shares38.4K
Event2026-03-31
Filed2026-05-05
ASML
ASML HLDG NV
-21.46%
Shares2.5K
Event2026-03-31
Filed2026-05-05
CTAS
CINTAS CORP
-33.92%
Shares19.4K
Event2026-03-31
Filed2026-05-05
QUAL
ISHARES TR
15.85%
Shares16.7K
Event2026-03-31
Filed2026-05-05
MNST
MONSTER BEVERAGE CORP NEW
-35.17%
Shares44.0K
Event2026-03-31
Filed2026-05-05
WFC
WELLS FARGO & CO
1.36%
Shares37.6K
Event2026-03-31
Filed2026-05-05
IDXX
IDEXX LABS INC
-33.69%
Shares5.3K
Event2026-03-31
Filed2026-05-05
GSK PLC
GSK PLC
17.99%
Shares53.3K
Event2026-03-31
Filed2026-05-05
MEDTRONIC PLC
MEDTRONIC PLC
10.21%
Shares32.6K
Event2026-03-31
Filed2026-05-05
BROADCOM INC
BROADCOM INC
35.88%
Shares9.1K
Event2026-03-31
Filed2026-05-05
ISRG
INTUITIVE SURGICAL INC
-20.41%
Shares5.8K
Event2026-03-31
Filed2026-05-05
USB
US BANCORP
-1.94%
Shares49.9K
Event2026-03-31
Filed2026-05-05
FICO
FAIR ISAAC CORP
-29.36%
Shares2.4K
Event2026-03-31
Filed2026-05-05
AVEM
AMERICAN CENTY ETF TR
1031.86%
Shares31.9K
Event2026-03-31
Filed2026-05-05
SPGP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares23.9K
Event2026-03-31
Filed2026-05-05
CNP
CENTERPOINT ENERGY INC
15.82%
Shares59.5K
Event2026-03-31
Filed2026-05-05
LAMR
LAMAR ADVERTISING CO
-0.80%
Shares20.3K
Event2026-03-31
Filed2026-05-05
IBM
INTERNATIONAL BUSINESS MACHS
-2.11%
Shares10.5K
Event2026-03-31
Filed2026-05-05
VZ
VERIZON COMMUNICATIONS INC
1.05%
Shares49.3K
Event2026-03-31
Filed2026-05-05
ETR
ENTERGY CORP NEW
-32.38%
Shares21.8K
Event2026-03-31
Filed2026-05-05
MA
MASTERCARD INCORPORATED
9.43%
Shares4.8K
Event2026-03-31
Filed2026-05-05
NI
NISOURCE INC
14.64%
Shares50.0K
Event2026-03-31
Filed2026-05-05
ISHARES GOLD TR
ISHARES GOLD TR
-2.72%
Shares26.4K
Event2026-03-31
Filed2026-05-05
DELL
DELL TECHNOLOGIES INC
-28.55%
Shares14.0K
Event2026-03-31
Filed2026-05-05
KO
COCA COLA CO
-0.92%
Shares30.2K
Event2026-03-31
Filed2026-05-05
AMGN
AMGEN INC
-2.00%
Shares6.5K
Event2026-03-31
Filed2026-05-05
PAYC
PAYCOM SOFTWARE INC
-29.46%
Shares18.7K
Event2026-03-31
Filed2026-05-05
TDG
TRANSDIGM GROUP INC
-27.45%
Shares1.9K
Event2026-03-31
Filed2026-05-05
HII
HUNTINGTON INGALLS INDS INC
-4.65%
Shares5.8K
Event2026-03-31
Filed2026-05-05
TMO
THERMO FISHER SCIENTIFIC INC
-18.04%
Shares4.4K
Event2026-03-31
Filed2026-05-05
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares3
Event2026-03-31
Filed2026-05-05
NVR
NVR INC
-36.47%
Shares324
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-1.73%
Shares16.1K
Event2026-03-31
Filed2026-05-05
GOF
GUGGENHEIM STRATEGIC OPPORTU
-3.09%
Shares190.2K
Event2026-03-31
Filed2026-05-05
AMD
ADVANCED MICRO DEVICES INC
27.93%
Shares10.1K
Event2026-03-31
Filed2026-05-05
CMCSA
COMCAST CORP NEW
3.43%
Shares69.8K
Event2026-03-31
Filed2026-05-05
LLY
ELI LILLY & CO
14.20%
Shares2.1K
Event2026-03-31
Filed2026-05-05
FIS
FIDELITY NATL INFORMATION SV
70.78%
Shares41.6K
Event2026-03-31
Filed2026-05-05
CENCORA INC
CENCORA INC
29.82%
Shares6.2K
Event2026-03-31
Filed2026-05-05
AMT
AMERICAN TOWER CORP
-2.62%
Shares11.1K
Event2026-03-31
Filed2026-05-05
EXG
EATON VANCE TAX-MANAGED GLOB
-4.85%
Shares219.3K
Event2026-03-31
Filed2026-05-05
TCAF
T ROWE PRICE ETF INC
120.79%
Shares53.0K
Event2026-03-31
Filed2026-05-05
IGA
VOYA GLBL ADV & PREM OPP FD
-2.23%
Shares195.4K
Event2026-03-31
Filed2026-05-05
IBKR
INTERACTIVE BROKERS GROUP IN
-17.71%
Shares27.7K
Event2026-03-31
Filed2026-05-05
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
3.91%
Shares15.9K
Event2026-03-31
Filed2026-05-05
KDP
KEURIG DR PEPPER INC
187.39%
Shares69.7K
Event2026-03-31
Filed2026-05-05
BLACKROCK INC
BLACKROCK INC
2.03%
Shares1.9K
Event2026-03-31
Filed2026-05-05
VIOO
VANGUARD ADMIRAL FDS INC
-0.94%
Shares15.0K
Event2026-03-31
Filed2026-05-05
SPMB
SPDR SERIES TRUST
New
Shares76.7K
Event2026-03-31
Filed2026-05-05
CAT
CATERPILLAR INC
-6.19%
Shares2.4K
Event2026-03-31
Filed2026-05-05
XTEN
BONDBLOXX ETF TRUST
New
Shares37.0K
Event2026-03-31
Filed2026-05-05
VUG
VANGUARD INDEX FDS
-22.30%
Shares3.9K
Event2026-03-31
Filed2026-05-05
PTC
PTC INC
28.80%
Shares11.8K
Event2026-03-31
Filed2026-05-05
AEM
AGNICO EAGLE MINES LTD
-6.39%
Shares7.9K
Event2026-03-31
Filed2026-05-05
TXN
TEXAS INSTRS INC
-0.08%
Shares8.3K
Event2026-03-31
Filed2026-05-05
GPC
GENUINE PARTS CO
1.27%
Shares15.2K
Event2026-03-31
Filed2026-05-05
VO
VANGUARD INDEX FDS
-0.54%
Shares5.5K
Event2026-03-31
Filed2026-05-05
EIX
EDISON INTL
-4.15%
Shares21.6K
Event2026-03-31
Filed2026-05-05
HSBC
HSBC HLDGS PLC
1.13%
Shares19.0K
Event2026-03-31
Filed2026-05-05
DE
DEERE & CO
-5.20%
Shares2.7K
Event2026-03-31
Filed2026-05-05
DOC
HEALTHPEAK PROPERTIES INC
1.37%
Shares91.7K
Event2026-03-31
Filed2026-05-05
THFF
FIRST FINANCIAL CORPORATION
0.00%
Shares23.7K
Event2026-03-31
Filed2026-05-05
FREL
FIDELITY COVINGTON TRUST
0.00%
Shares55.6K
Event2026-03-31
Filed2026-05-05
SONY
SONY GROUP CORP
-11.50%
Shares72.2K
Event2026-03-31
Filed2026-05-05
GOVT
ISHARES TR
New
Shares64.9K
Event2026-03-31
Filed2026-05-05
EMR
EMERSON ELEC CO
2.19%
Shares11.3K
Event2026-03-31
Filed2026-05-05
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares27.2K
Event2026-03-31
Filed2026-05-05
PDI
PIMCO DYNAMIC INCOME FD
-5.34%
Shares85.2K
Event2026-03-31
Filed2026-05-05
MU
MICRON TECHNOLOGY INC
12.97%
Shares4.3K
Event2026-03-31
Filed2026-05-05
CVCO
CAVCO INDS INC DEL
-53.15%
Shares3.0K
Event2026-03-31
Filed2026-05-05
RIO
RIO TINTO PLC
298.41%
Shares14.6K
Event2026-03-31
Filed2026-05-05
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-0.14%
Shares79.6K
Event2026-03-31
Filed2026-05-05
WAT
WATERS CORP
325.55%
Shares4.5K
Event2026-03-31
Filed2026-05-05
SYY
SYSCO CORP
-0.02%
Shares18.1K
Event2026-03-31
Filed2026-05-05
SAN
BANCO SANTANDER SA
-13.14%
Shares113.5K
Event2026-03-31
Filed2026-05-05
GAB
GABELLI EQUITY TR INC
-7.00%
Shares227.7K
Event2026-03-31
Filed2026-05-05
AMP
AMERIPRISE FINL INC
-0.35%
Shares2.9K
Event2026-03-31
Filed2026-05-05
AEE
AMEREN CORP
-25.32%
Shares11.5K
Event2026-03-31
Filed2026-05-05
UNILEVER PLC
UNILEVER PLC
-7.30%
Shares22.1K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD INDEX FDS
-10.79%
Shares6.4K
Event2026-03-31
Filed2026-05-05
ABT
ABBOTT LABORATORIES
-50.37%
Shares11.8K
Event2026-03-31
Filed2026-05-05
PHK
PIMCO HIGH INCOME FD
-6.85%
Shares261.4K
Event2026-03-31
Filed2026-05-05
RIV
RIVERNORTH OPPORTUNITIES FD
-6.53%
Shares107.9K
Event2026-03-31
Filed2026-05-05
PAGP
PLAINS GP HLDGS L P
-1.35%
Shares48.6K
Event2026-03-31
Filed2026-05-05
BRW
SABA CAPITAL INCOME & OPRNT
-6.92%
Shares172.8K
Event2026-03-31
Filed2026-05-05
ES
EVERSOURCE ENERGY
0.81%
Shares16.5K
Event2026-03-31
Filed2026-05-05
YUM
YUM BRANDS INC
-3.80%
Shares7.3K
Event2026-03-31
Filed2026-05-05
HLT
HILTON WORLDWIDE HLDGS INC
-6.35%
Shares3.7K
Event2026-03-31
Filed2026-05-05
CYTK
CYTOKINETICS INC
15.58%
Shares16.8K
Event2026-03-31
Filed2026-05-05
COST
COSTCO WHOLESALE CORPORATION
2.84%
Shares1.1K
Event2026-03-31
Filed2026-05-05
EAD
ALLSPRING INCOME OPPORTUNIT
-7.65%
Shares162.9K
Event2026-03-31
Filed2026-05-05
IVV
ISHARES TR
-20.46%
Shares1.6K
Event2026-03-31
Filed2026-05-05
NATWEST GROUP PLC
NATWEST GROUP PLC
-27.24%
Shares69.4K
Event2026-03-31
Filed2026-05-05
JPIB
J P MORGAN EXCHANGE TRADED F
New
Shares21.2K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES TR
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-05
HYT
BLACKROCK CORPOR HI YLD FD I
-7.76%
Shares113.4K
Event2026-03-31
Filed2026-05-05
PPL
PPL CORP
-27.36%
Shares25.2K
Event2026-03-31
Filed2026-05-05
GEV
GE VERNOVA INC
0.27%
Shares1.1K
Event2026-03-31
Filed2026-05-05
CEF
SPROTT ASSET MANAGEMENT LP
-4.69%
Shares20.1K
Event2026-03-31
Filed2026-05-05
CNQ
CANADIAN NAT RES LTD MED TER
-35.13%
Shares19.6K
Event2026-03-31
Filed2026-05-05
TGT
TARGET CORP
25.22%
Shares7.7K
Event2026-03-31
Filed2026-05-05
SAP
SAP SE
-28.92%
Shares5.4K
Event2026-03-31
Filed2026-05-05
BTZ
BLACKROCK CR ALLOCATION
-8.75%
Shares89.3K
Event2026-03-31
Filed2026-05-05
ASND
ASCENDIS PHARMA A/S
New
Shares3.9K
Event2026-03-31
Filed2026-05-05
CBRE
CBRE GROUP INC
3.24%
Shares6.6K
Event2026-03-31
Filed2026-05-05
JNJ
JOHNSON & JOHNSON
-2.68%
Shares3.6K
Event2026-03-31
Filed2026-05-05
ISD
PGIM HIGH YIELD BOND FUND IN
-9.34%
Shares65.9K
Event2026-03-31
Filed2026-05-05
ATRC
ATRICURE INC
0.00%
Shares29.0K
Event2026-03-31
Filed2026-05-05
HFSI
HARTFORD FDS EXCHANGE TRADED
New
Shares23.6K
Event2026-03-31
Filed2026-05-05
DHR
DANAHER CORP DEL
64.76%
Shares4.3K
Event2026-03-31
Filed2026-05-05
GS
GOLDMAN SACHS GROUP INC
0.21%
Shares937
Event2026-03-31
Filed2026-05-05
DIS
DISNEY WALT CO
43.97%
Shares8.2K
Event2026-03-31
Filed2026-05-05
BN
BROOKFIELD CORP
0.00%
Shares19.4K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TR
INVESCO QQQ TR
-16.50%
Shares1.4K
Event2026-03-31
Filed2026-05-05
DIA
STATE STR SPDR DOW JONES IND
-5.61%
Shares1.5K
Event2026-03-31
Filed2026-05-05
SHEL
SHELL PLC
22.03%
Shares7.5K
Event2026-03-31
Filed2026-05-05
APGE
APOGEE THERAPEUTICS INC
New
Shares8.2K
Event2026-03-31
Filed2026-05-05
PRLB
PROTO LABS INC
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-05
SE
SEA LTD
-29.73%
Shares8.3K
Event2026-03-31
Filed2026-05-05
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-05
MKL
MARKEL GROUP INC
18.52%
Shares352
Event2026-03-31
Filed2026-05-05
VMC
VULCAN MATLS CO
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-05
RYAAY
RYANAIR HOLDINGS PLC
-5.18%
Shares11.5K
Event2026-03-31
Filed2026-05-05
SPSC
SPS COMM INC
0.00%
Shares11.8K
Event2026-03-31
Filed2026-05-05
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares21.6K
Event2026-03-31
Filed2026-05-05
MMM
3M CO
-17.95%
Shares4.5K
Event2026-03-31
Filed2026-05-05
SUSA
ISHARES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-05
NOBL
PROSHARES TR
-4.95%
Shares6.1K
Event2026-03-31
Filed2026-05-05
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-05
BSY
BENTLEY SYS INC
100.53%
Shares18.0K
Event2026-03-31
Filed2026-05-05
WDAY
WORKDAY INC
82.03%
Shares4.8K
Event2026-03-31
Filed2026-05-05
HEI.A
HEICO CORP NEW
-7.74%
Shares2.9K
Event2026-03-31
Filed2026-05-05
XEL
XCEL ENERGY INC
7.45%
Shares7.8K
Event2026-03-31
Filed2026-05-05
LYV
LIVE NATION ENTERTAINMENT IN
5.79%
Shares4.0K
Event2026-03-31
Filed2026-05-05
VTI
VANGUARD INDEX FDS
191.88%
Shares1.9K
Event2026-03-31
Filed2026-05-05
PM
PHILIP MORRIS INTL INC
167.97%
Shares3.6K
Event2026-03-31
Filed2026-05-05
VXUS
VANGUARD STAR FDS
New
Shares7.5K
Event2026-03-31
Filed2026-05-05
CVX
CHEVRON CORPORATION
28.67%
Shares2.7K
Event2026-03-31
Filed2026-05-05
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-05
COP
CONOCOPHILLIPS
New
Shares4.1K
Event2026-03-31
Filed2026-05-05
GIS
GENERAL MILLS INC
6.17%
Shares14.4K
Event2026-03-31
Filed2026-05-05
ETHO
AMPLIFY ETF TR
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-05
SCO
PROSHARES TR II
New
Shares63.5K
Event2026-03-31
Filed2026-05-05
FIX
COMFORT SYS USA INC
3.60%
Shares374
Event2026-03-31
Filed2026-05-05
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares1.1K
Event2026-03-31
Filed2026-05-05
TSLA
TESLA INC
-9.59%
Shares1.4K
Event2026-03-31
Filed2026-05-05
KKR & CO INC
KKR & CO INC
-57.19%
Shares5.5K
Event2026-03-31
Filed2026-05-05
WTW
WILLIS TOWERS WATSON PLC LTD
-58.95%
Shares1.7K
Event2026-03-31
Filed2026-05-05
GLD
SPDR GOLD TR
-20.82%
Shares1.1K
Event2026-03-31
Filed2026-05-05
IX
ORIX CORP
New
Shares16.1K
Event2026-03-31
Filed2026-05-05
ERAS
ERASCA INC
New
Shares29.9K
Event2026-03-31
Filed2026-05-05
PG
PROCTER & GAMBLE CO
1.28%
Shares3.3K
Event2026-03-31
Filed2026-05-05
DASH
DOORDASH INC
126.94%
Shares3.2K
Event2026-03-31
Filed2026-05-05
IWF
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-05
PEP
PEPSICO INC
-1.91%
Shares3.1K
Event2026-03-31
Filed2026-05-05
MLM
MARTIN MARIETTA MATLS INC
-1.24%
Shares795
Event2026-03-31
Filed2026-05-05
SCHZ
SCHWAB STRATEGIC TR
New
Shares20.1K
Event2026-03-31
Filed2026-05-05
UFPI
UFP INDUSTRIES INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-05
MELI
MERCADOLIBRE INC
1.55%
Shares262
Event2026-03-31
Filed2026-05-05
FMX
FOMENTO ECONOMICO MEXICANO S
-0.37%
Shares4.0K
Event2026-03-31
Filed2026-05-05
NXTG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-05
USFD
US FOODS HLDG CORP
New
Shares4.8K
Event2026-03-31
Filed2026-05-05
EFX
EQUIFAX INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-05
UPS
UNITED PARCEL SVCS INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-05
CSCO
CISCO SYS INC
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-05
HD
HOME DEPOT INC
2.34%
Shares1.3K
Event2026-03-31
Filed2026-05-05
WMT
WALMART INC
-15.56%
Shares3.3K
Event2026-03-31
Filed2026-05-05
FITB
FIFTH THIRD BANCORP
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-05
VLTO
VERALTO CORP
14.66%
Shares4.5K
Event2026-03-31
Filed2026-05-05
BROOKFIELD INFRASTRUCTURE CO
BROOKFIELD INFRASTRUCTURE CO
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-05
MSI
MOTOROLA SOLUTIONS INC
-6.76%
Shares911
Event2026-03-31
Filed2026-05-05
SPGI
S&P GLOBAL INC
-87.01%
Shares915
Event2026-03-31
Filed2026-05-05
XLRE
SELECT SECTOR SPDR TR
0.00%
Shares9.4K
Event2026-03-31
Filed2026-05-05
HELO
J P MORGAN EXCHANGE TRADED F
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-05
PCVX
VAXCYTE INC
New
Shares6.6K
Event2026-03-31
Filed2026-05-05
WCN
WASTE CONNECTIONS INC
7.39%
Shares2.3K
Event2026-03-31
Filed2026-05-05
LVHI
LEGG MASON ETF INVT
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-05
SPXC
SPX TECHNOLOGIES INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-05
BAC
BANK AMERICA CORP
9.25%
Shares7.7K
Event2026-03-31
Filed2026-05-05
ACLX
ARCELLX INC
-29.71%
Shares3.2K
Event2026-03-31
Filed2026-05-05
RUNN
STRATEGIC TRUST
11.43%
Shares10.9K
Event2026-03-31
Filed2026-05-05
CMG
CHIPOTLE MEXICAN GRILL INC
11.33%
Shares10.8K
Event2026-03-31
Filed2026-05-05
SCHW
SCHWAB CHARLES CORP
-1.34%
Shares3.7K
Event2026-03-31
Filed2026-05-05
XLE
SELECT SECTOR SPDR TR
-5.58%
Shares5.6K
Event2026-03-31
Filed2026-05-05
APOG
APOGEE ENTERPRISES INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-05
NXPI
NXP SEMICONDUCTORS N V
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-05
KYMR
KYMERA THERAPEUTICS INC
New
Shares4.0K
Event2026-03-31
Filed2026-05-05
AUR
AURORA INNOVATION INC
16.86%
Shares80.7K
Event2026-03-31
Filed2026-05-05
ABBV
ABBVIE INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-05
LPLA
LPL FINL HLDGS INC
36.44%
Shares1.1K
Event2026-03-31
Filed2026-05-05
HDB
HDFC BANK LTD
0.06%
Shares12.8K
Event2026-03-31
Filed2026-05-05
HLN
HALEON PLC
-1.12%
Shares30.8K
Event2026-03-31
Filed2026-05-05
BNTX
BIONTECH SE
15.98%
Shares3.5K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC
MERCK & CO INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-05
MSCI
MSCI INC
-94.29%
Shares555
Event2026-03-31
Filed2026-05-05
MFC
MANULIFE FINL CORP
-1.17%
Shares8.6K
Event2026-03-31
Filed2026-05-05
INTC
INTEL CORP
-23.51%
Shares6.6K
Event2026-03-31
Filed2026-05-05
RWL
INVESCO EXCH TRADED FD TR II
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-05
VEEV
VEEVA SYS INC
-14.36%
Shares1.6K
Event2026-03-31
Filed2026-05-05
MCD
MCDONALDS CORP
-24.83%
Shares908
Event2026-03-31
Filed2026-05-05
IFRA
ISHARES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-05
FCX
FREEPORT MCMORAN INC
-6.90%
Shares4.8K
Event2026-03-31
Filed2026-05-05
BAP
CREDICORP LTD
-0.24%
Shares822
Event2026-03-31
Filed2026-05-05
GILD
GILEAD SCIENCES INC
-36.59%
Shares2.0K
Event2026-03-31
Filed2026-05-05
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-21.30%
Shares12.7K
Event2026-03-31
Filed2026-05-05
MS
MORGAN STANLEY
0.24%
Shares1.7K
Event2026-03-31
Filed2026-05-05
SCI
SERVICE CORP INTL
16.39%
Shares3.3K
Event2026-03-31
Filed2026-05-05
ENTG
ENTEGRIS INC
-16.29%
Shares2.3K
Event2026-03-31
Filed2026-05-05
MAR
MARRIOTT INTL INC NEW
-13.71%
Shares812
Event2026-03-31
Filed2026-05-05
NICE
NICE LTD
-0.87%
Shares2.4K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO
20.86%
Shares875
Event2026-03-31
Filed2026-05-05
GXO
GXO LOGISTICS INCORPORATED
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-05
NRG
NRG ENERGY INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-05
XLF
SELECT SECTOR SPDR TR
New
Shares5.3K
Event2026-03-31
Filed2026-05-05
ESGV
VANGUARD WORLD FD
New
Shares2.3K
Event2026-03-31
Filed2026-05-05
XLK
SELECT SECTOR SPDR TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-05
TYL
TYLER TECHNOLOGIES INC
-8.09%
Shares727
Event2026-03-31
Filed2026-05-05
NVS
NOVARTIS AG
-9.91%
Shares1.6K
Event2026-03-31
Filed2026-05-05
CHRW
C H ROBINSON WORLDWIDE IN
1.02%
Shares1.5K
Event2026-03-31
Filed2026-05-05
WDS
WOODSIDE ENERGY GROUP LTD
New
Shares10.3K
Event2026-03-31
Filed2026-05-05
GLDM
WORLD GOLD TR
New
Shares2.6K
Event2026-03-31
Filed2026-05-05
NFLX
NETFLIX INC.
-16.56%
Shares2.5K
Event2026-03-31
Filed2026-05-05
CITIGROUP INC
CITIGROUP INC
-1.20%
Shares2.1K
Event2026-03-31
Filed2026-05-05
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-3.11%
Shares2.3K
Event2026-03-31
Filed2026-05-05
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
27.63%
Shares2.7K
Event2026-03-31
Filed2026-05-05
LEN
LENNAR CORP
17.58%
Shares2.6K
Event2026-03-31
Filed2026-05-05
CSGP
COSTAR GROUP INC
-11.67%
Shares5.5K
Event2026-03-31
Filed2026-05-05
HWM
HOWMET AEROSPACE INC
New
Shares941
Event2026-03-31
Filed2026-05-05
NTAP
NETAPP INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-05
EFAV
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-05
LITE
LUMENTUM HLDGS INC
New
Shares300
Event2026-03-31
Filed2026-05-05
IWB
ISHARES TR
0.00%
Shares583
Event2026-03-31
Filed2026-05-05
H
HYATT HOTELS CORP
New
Shares1.4K
Event2026-03-31
Filed2026-05-05
BSX
BOSTON SCIENTIFIC CORP
4.50%
Shares3.2K
Event2026-03-31
Filed2026-05-05
PHYS
SPROTT ASSET MANAGEMENT LP
New
Shares5.7K
Event2026-03-31
Filed2026-05-05
IWV
ISHARES TR
0.00%
Shares545
Event2026-03-31
Filed2026-05-05
FTRE
FORTREA HLDGS INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-05
CCC
CCC INTELLIGENT SOLUTIONS HL
9.37%
Shares16.6K
Event2026-03-31
Filed2026-05-05
OBE
OBSIDIAN ENERGY LTD
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-05
SNBR
SLEEP NUMBER CORP
50.00%
Shares15.0K
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Marks Group Wealth Management, Inc Institutional Holdings, Portfolio & P&L β€” TradeFomo