Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT INC | 02-01-2024 | 12-31-2023 | 471 | 877,457,310 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCOM SOFTWARE INC | COM | 151 | $2,128,596 | 10,297 | 0.00 | 0.00 | 1,849 | 21.89 | 12-31-2023 |
| NOVO-NORDISK A S | ADR | 152 | $2,120,932 | 20,502 | 0.00 | 0.00 | 9,763 | 90.91 | 12-31-2023 |
| PAYCHEX INC | COM | 153 | $2,114,798 | 17,755 | 0.00 | 0.00 | 300 | 1.72 | 12-31-2023 |
| FIDELITY NATL INFORMATION SV | COM | 154 | $2,101,839 | 34,990 | 0.00 | 0.00 | -7,741 | -18.12 | 12-31-2023 |
