Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT INC | 04-29-2024 | 03-31-2024 | 452 | 956,638,101 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 1 | $24,210,101 | 159,005 | 0.00 | 0.00 | 1,767 | 1.12 | 03-31-2024 |
| STRYKER CORPORATION | COM | 2 | $18,516,552 | 51,741 | 0.00 | 0.00 | 453 | 0.88 | 03-31-2024 |
| APPLE INC | COM | 3 | $17,857,901 | 104,140 | 0.00 | 0.00 | 1,683 | 1.64 | 03-31-2024 |
| VISA INC | COM CL A | 4 | $15,831,677 | 56,728 | 0.00 | 0.00 | 394 | 0.70 | 03-31-2024 |
