Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 254
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.75 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Titan Med Inc88830X819 | COM NEW | 10,555 | $1.80 萬 | <0.1% | – | – | – |
| Companhia Brasileira de Dist20440T300 | SPONSORED ADR | 14,302 | $8.30 萬 | <0.1% | – | – | – |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 11,051 | $8.50 萬 | <0.1% | – | – | 歷史 |
| SANBanco Santander, S.A. | ADR | 26,815 | $9.20 萬 | <0.1% | – | – | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 35,014 | $9.60 萬 | <0.1% | – | – | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 14,394 | $10.4 萬 | <0.1% | – | – | 歷史 |
| EMBJEmbraer S.A. | ADR | 12,115 | $12.1 萬 | <0.1% | – | – | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 26,699 | $13.9 萬 | <0.1% | – | – | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 16,401 | $14.5 萬 | <0.1% | – | – | 歷史 |
| DSEYDiversey Holdings, Ltd. | ORD SHS | 10,519 | $15.5 萬 | <0.1% | – | – | 歷史 |
| ASAIYSendas Distributor S.A. | SPON ADS | 14,302 | $18.6 萬 | <0.1% | – | – | 歷史 |
| STEWSRH Total Return Fund, Inc. | COM | 15,000 | $18.9 萬 | <0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 2,382 | $20.1 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,093 | $20.2 萬 | <0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 580 | $20.5 萬 | <0.1% | – | – | 歷史 |
| NTRANatera, Inc. | COM | 2,021 | $20.5 萬 | <0.1% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 2,030 | $20.6 萬 | <0.1% | – | – | 歷史 |
| SAPSAP SE | ADR | 1,728 | $21.2 萬 | <0.1% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,961 | $21.4 萬 | <0.1% | – | – | – |
| ALCAlcon Inc | Stock | 3,080 | $21.5 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 945 | $21.5 萬 | <0.1% | – | – | 歷史 |
| DBX ETF Tr233051754 | XTRACK CSI 500 A | 6,170 | $21.5 萬 | <0.1% | – | – | – |
| LYVLive Nation Entertainment, Inc. | COM | 2,548 | $21.6 萬 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,310 | $21.7 萬 | <0.1% | – | – | 歷史 |
| ATKRAtkore Inc. | COM | 3,080 | $22.1 萬 | <0.1% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 191 | $22.1 萬 | <0.1% | – | – | 歷史 |
| LINLinde PLC | SHS | 781 | $22.1 萬 | <0.1% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 2,910 | $22.2 萬 | <0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,060 | $22.5 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 4,191 | $23.4 萬 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 867 | $23.9 萬 | <0.1% | – | – | 歷史 |
| MTNVail Resorts Inc | COM | 822 | $24.0 萬 | <0.1% | – | – | 歷史 |
| LENLennar Corp | CL A | 2,522 | $25.5 萬 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,695 | $26.3 萬 | <0.1% | – | – | 歷史 |
| ITGartner Inc | COM | 1,449 | $26.4 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46429B614 | MSCI INDIA SM CP | 5,398 | $26.5 萬 | <0.1% | – | – | – |
| MLCOMelco Resorts & Entertainment LTD | ADR | 13,488 | $26.9 萬 | <0.1% | – | – | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 3,586 | $27.0 萬 | <0.1% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 3,549 | $27.6 萬 | <0.1% | – | – | 歷史 |
| IBNIcici Bank Ltd | ADR | 17,297 | $27.7 萬 | <0.1% | – | – | 歷史 |
| BKIBlack Knight, Inc. | COM | 3,796 | $28.1 萬 | <0.1% | – | – | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 56,800 | $28.2 萬 | <0.1% | – | – | 歷史 |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 56,139 | $28.6 萬 | <0.1% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 3,655 | $28.9 萬 | <0.1% | – | – | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 3,467 | $30.4 萬 | <0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 147 | $30.5 萬 | <0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 276 | $31.5 萬 | <0.1% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 4,845 | $32.2 萬 | <0.1% | – | – | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 2,145 | $32.2 萬 | <0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 824 | $32.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 906 | $33.0 萬 | <0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,453 | $33.0 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,735 | $33.1 萬 | <0.1% | – | – | – |
| VMCVulcan Materials CO | COM | 1,991 | $33.6 萬 | <0.1% | – | – | 歷史 |
| WIXWix.com Ltd. | SHS | 1,208 | $33.7 萬 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 667 | $33.8 萬 | 0.1% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 4,994 | $34.7 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,104 | $35.3 萬 | 0.1% | – | – | – |
| HLTHilton Worldwide Holdings Inc. | COM | 2,924 | $35.4 萬 | 0.1% | – | – | 歷史 |
| CNPCenterpoint Energy Inc | COM | 16,542 | $37.4 萬 | 0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 476 | $37.4 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,003 | $37.5 萬 | 0.1% | – | – | 歷史 |
| SRCSpirit Realty Capital, Inc. | COM NEW | 8,971 | $38.1 萬 | 0.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | 0.1% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 1,393 | $38.6 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 4,473 | $39.6 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,715 | $40.5 萬 | 0.1% | – | – | 歷史 |
| KKRKKR & Co. Inc. | COM | 8,780 | $42.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,684 | $43.3 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,849 | $43.3 萬 | 0.1% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 4,435 | $43.3 萬 | 0.1% | – | – | – |
| ENBEnbridge Inc | Stock | 11,964 | $43.6 萬 | 0.1% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,373 | $45.3 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 6,404 | $46.0 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,186 | $46.9 萬 | 0.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,488 | $47.4 萬 | 0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 14,241 | $48.5 萬 | 0.1% | – | – | – |
| CMPCompass Minerals International Inc | Stock | 7,640 | $48.5 萬 | 0.1% | – | – | 歷史 |
| KMXCarMax Inc | COM | 3,719 | $49.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,110 | $50.7 萬 | 0.1% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 8,556 | $52.2 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,292 | $52.6 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 7,653 | $52.9 萬 | 0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 4,671 | $53.9 萬 | 0.1% | – | – | 歷史 |
| FEFirstenergy Corp | COM | 15,780 | $55.0 萬 | 0.1% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 939 | $55.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,548 | $57.1 萬 | 0.1% | – | – | – |
| LAMRLamar Advertising Co | REIT | 6,117 | $57.3 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 2,996 | $57.9 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 7,629 | $58.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,737 | $61.3 萬 | 0.1% | – | – | – |
| HBIHanesbrands Inc. | COM | 31,406 | $61.7 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 11,250 | $65.4 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 6,781 | $65.9 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 11,359 | $66.1 萬 | 0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 17,507 | $68.1 萬 | 0.1% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 10,357 | $69.2 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,064 | $69.4 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,257 | $69.6 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 6,543 | $71.1 萬 | 0.1% | – | – | 歷史 |