Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 254
- No 13F data for Q4 2020
- Portfolio value
- $674.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRSKVerisk Analytics, Inc. | COM | 30,155 | $5.32M | 0.8% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 16,395 | $5.33M | 0.8% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 13,927 | $5.36M | 0.8% | – | – | History |
| MCOMoodys Corp | Stock | 17,963 | $5.36M | 0.8% | – | – | History |
| GGenpact LTD | SHS | 125,338 | $5.37M | 0.8% | – | – | History |
| ESEEsco Technologies Inc | COM | 49,526 | $5.40M | 0.8% | – | – | History |
| SHWSherwin Williams Co | COM | 7,369 | $5.41M | 0.8% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 44,454 | $5.42M | 0.8% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 77,664 | $5.42M | 0.8% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 43,767 | $5.43M | 0.8% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 35,570 | $5.44M | 0.8% | – | – | History |
| APHAmphenol Corp | CL A | 82,928 | $5.47M | 0.8% | – | – | History |
| AMEAmetek Inc | COM | 42,919 | $5.48M | 0.8% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 28,506 | $5.50M | 0.8% | – | – | History |
| VVisa Inc. | Stock | 26,271 | $5.56M | 0.8% | – | – | History |
| UNPUnion Pacific Corp | Stock | 25,224 | $5.57M | 0.8% | – | – | History |
| TTCToro Co | COM | 54,295 | $5.60M | 0.8% | – | – | History |
| CSLCarlisle Companies Inc | COM | 34,209 | $5.62M | 0.8% | – | – | History |
| PRIPrimerica, Inc. | Stock | 38,155 | $5.64M | 0.8% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 30,116 | $5.69M | 0.8% | – | – | History |
| FWRDForward Air Corp | COM | 64,246 | $5.72M | 0.8% | – | – | History |
| ROCKGibraltar Industries, Inc. | COM | 63,140 | $5.79M | 0.9% | – | – | History |
| MMSMaximus, Inc. | COM | 65,140 | $5.81M | 0.9% | – | – | History |
| HONHoneywell International Inc | COM | 26,849 | $5.82M | 0.9% | – | – | History |
| CCMPCMC Materials, Inc. | COM | 33,115 | $5.85M | 0.9% | – | – | History |
| MDTMedtronic plc | Stock | 49,816 | $5.88M | 0.9% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 41,260 | $5.90M | 0.9% | – | – | History |
| ABTAbbott Laboratories | Stock | 49,270 | $5.91M | 0.9% | – | – | History |
| COLMColumbia Sportswear Co | COM | 56,455 | $5.96M | 0.9% | – | – | History |
| TTEKTetra Tech Inc | COM | 44,361 | $6.02M | 0.9% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 23,636 | $6.03M | 0.9% | – | – | History |
| TGTTarget Corp | Stock | 30,594 | $6.09M | 0.9% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 36,608 | $6.15M | 0.9% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 36,832 | $6.21M | 0.9% | – | – | History |
| AVYAvery Dennison Corp | COM | 33,891 | $6.23M | 0.9% | – | – | History |
| TSCOTractor Supply Co | COM | 35,713 | $6.32M | 0.9% | – | – | History |
| FCNFti Consulting, Inc | COM | 46,253 | $6.48M | 1.0% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 58,826 | $6.55M | 1.0% | – | – | History |
| TXNTexas Instruments Inc | Stock | 34,991 | $6.63M | 1.0% | – | – | History |
| TTECTTEC Holdings, Inc. | COM | 66,673 | $6.71M | 1.0% | – | – | History |
| ROPRoper Technologies Inc | Stock | 16,892 | $6.78M | 1.0% | – | – | History |
| MSCIMSCI Inc. | Stock | 16,862 | $7.07M | 1.0% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 77,207 | $7.88M | 1.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 166,738 | $8.73M | 1.3% | – | – | – |
| FISVFiserv Inc | Stock | 76,084 | $9.04M | 1.3% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 24,349 | $9.69M | 1.4% | – | – | – |
| SYKStryker Corp | Stock | 42,311 | $10.3M | 1.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 28,359 | $10.5M | 1.6% | – | – | History |
| Global X FDS37950E408 | MSCI CHINA CNSMR | 332,034 | $11.1M | 1.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 38,205 | $11.2M | 1.7% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 120,165 | $11.6M | 1.7% | – | – | History |
| AONAon plc | CL A | 51,106 | $11.8M | 1.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 5,806 | $11.9M | 1.8% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 1,281,142 | $20.8M | 3.1% | – | – | History |