Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MARKS GROUP WEALTH MANAGEMENT INC | 02-01-2024 | 12-31-2023 | 471 | 877,457,310 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 1 | $22,159,551 | 157,238 | 0.00 | 0.00 | -4,073 | -2.52 | 12-31-2023 |
APPLE INC | COM | 2 | $19,726,071 | 102,457 | 0.00 | 0.00 | 4,264 | 4.34 | 12-31-2023 |
STRYKER CORPORATION | COM | 3 | $15,358,705 | 51,288 | 0.00 | 0.00 | 285 | 0.56 | 12-31-2023 |
VISA INC | COM CL A | 4 | $14,666,616 | 56,334 | 0.00 | 0.00 | -88 | -0.16 | 12-31-2023 |