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 |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 2,333 | $71.4 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,422 | $72.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,548 | $72.9 萬 | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 4,449 | $75.4 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,323 | $76.8 萬 | 0.1% | – | – | 歷史 |
| POOLPool Corp | COM | 2,320 | $77.0 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,164 | $79.6 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,304 | $81.3 萬 | 0.1% | – | – | 歷史 |
| Flir Sys Inc302445101 | COM | 14,688 | $82.3 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 22,866 | $83.0 萬 | 0.1% | – | – | 歷史 |
| CASYCaseys General Stores Inc | COM | 3,851 | $83.3 萬 | 0.1% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 10,181 | $90.5 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,719 | $91.6 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,203 | $97.2 萬 | 0.1% | – | – | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 3,345 | $98.0 萬 | 0.1% | – | – | 歷史 |
| VMMDelaware Investments Minnesota Municipal Income Fund II, Inc | COM | 76,570 | $101.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B408 | MSCI PHILIPS ETF | 35,444 | $103.5 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,438 | $104.6 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 11,457 | $104.8 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,192 | $105.4 萬 | 0.2% | – | – | – |
| IGRCbre Global Real Estate Income Fund | COM | 146,865 | $114.7 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 4,308 | $120.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,493 | $122.5 萬 | 0.2% | – | – | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 113,360 | $133.1 萬 | 0.2% | – | – | 歷史 |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 86,735 | $135.8 萬 | 0.2% | – | – | 歷史 |
| UIUbiquiti Inc. | COM | 4,645 | $136.0 萬 | 0.2% | – | – | 歷史 |
| DISHDISH Network CORP | CL A | 38,092 | $137.3 萬 | 0.2% | – | – | 歷史 |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 162,945 | $137.5 萬 | 0.2% | – | – | 歷史 |
| ROLRollins Inc | COM | 41,880 | $143.9 萬 | 0.2% | – | – | 歷史 |
| USALiberty All Star Equity Fund | SH BEN INT | 189,460 | $144.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E610 | KBW HIG DV YLD | 74,067 | $145.2 萬 | 0.2% | – | – | – |
| Franklin Templeton ETF Tr35473P835 | FTSE BRAZIL | 71,429 | $147.6 萬 | 0.2% | – | – | – |
| iShares Tr46429B309 | MSCI INDONIA ETF | 68,904 | $149.2 萬 | 0.2% | – | – | – |
| CVCOCavco Industries, Inc. | COM | 6,652 | $149.4 萬 | 0.2% | – | – | 歷史 |
| DSLDoubleLine Income Solutions Fund | COM | 83,085 | $150.9 萬 | 0.2% | – | – | 歷史 |
| Amplify ETF Tr032108847 | CEF HIGH INCOME | 91,283 | $152.4 萬 | 0.2% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 36,358 | $152.6 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,997 | $157.5 萬 | 0.2% | – | – | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 4,344 | $158.8 萬 | 0.2% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 6,051 | $158.8 萬 | 0.2% | – | – | 歷史 |
| NVRNVR Inc | COM | 329 | $159.9 萬 | 0.2% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 4,819 | $160.7 萬 | 0.2% | – | – | 歷史 |
| GABGabelli Equity Trust Inc | COM | 236,140 | $161.0 萬 | 0.2% | – | – | 歷史 |
| TRUTransUnion | COM | 17,907 | $161.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46429B606 | MSCI POLAND ETF | 97,470 | $175.5 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,993 | $178.9 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286624 | MSCI THAILND ETF | 22,021 | $179.6 萬 | 0.3% | – | – | – |
| JKHYJack Henry & Associates Inc | Stock | 12,611 | $191.4 萬 | 0.3% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 4,179 | $195.8 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286822 | MSCI MEXICO ETF | 47,135 | $205.9 萬 | 0.3% | – | – | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 24,073 | $215.9 萬 | 0.3% | – | – | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 232,876 | $216.5 萬 | 0.3% | – | – | 歷史 |
| VRSNVerisign Inc | COM | 11,071 | $220.7 萬 | 0.3% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,189 | $231.5 萬 | 0.3% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 6,004 | $255.7 萬 | 0.4% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 8,487 | $262.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464289123 | NEW ZEALAND ETF | 45,757 | $285.5 萬 | 0.4% | – | – | – |
| FASTFastenal Co | Stock | 57,447 | $288.8 萬 | 0.4% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 30,510 | $299.9 萬 | 0.4% | – | – | 歷史 |
| CTASCintas Corp | Stock | 9,130 | $309.1 萬 | 0.5% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 3,875 | $318.3 萬 | 0.5% | – | – | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 43,777 | $320.3 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,063 | $322.6 萬 | 0.5% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 13,590 | $328.0 萬 | 0.5% | – | – | 歷史 |
| CACCCredit Acceptance Corp | COM | 9,397 | $338.8 萬 | 0.5% | – | – | 歷史 |
| iShares Inc464286871 | MSCI HONG KG ETF | 128,216 | $341.2 萬 | 0.5% | – | – | – |
| iShares Inc464286202 | MSCI AUSTRIA ETF | 156,039 | $342.8 萬 | 0.5% | – | – | – |
| Franklin Templeton ETF Tr35473P744 | FTSE JAPAN ETF | 121,073 | $368.3 萬 | 0.5% | – | – | – |
| MORNMorningstar, Inc. | COM | 16,551 | $373.0 萬 | 0.6% | – | – | 歷史 |
| GOFGuggenheim Strategic Opportunities Fund | COM SBI | 178,195 | $374.0 萬 | 0.6% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 7,840 | $376.8 萬 | 0.6% | – | – | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 119,777 | $377.5 萬 | 0.6% | – | – | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 161,756 | $378.1 萬 | 0.6% | – | – | – |
| SPGIS&P Global Inc. | Stock | 10,835 | $381.6 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 86,579 | $383.2 萬 | 0.6% | – | – | – |
| iShares Inc464286707 | MSCI FRANCE ETF | 111,619 | $388.4 萬 | 0.6% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 8,058 | $388.6 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286764 | MSCI SPAIN ETF | 144,726 | $396.4 萬 | 0.6% | – | – | – |
| iShares Inc464286814 | MSCI NETHERL ETF | 90,188 | $415.5 萬 | 0.6% | – | – | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 126,478 | $422.3 萬 | 0.6% | – | – | – |
| CRMSalesforce, Inc. | Stock | 20,052 | $425.6 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 177,515 | $439.5 萬 | 0.7% | – | – | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 186,938 | $447.0 萬 | 0.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 28,385 | $448.1 萬 | 0.7% | – | – | 歷史 |
| iShares Inc464286756 | MSCI SWEDEN ETF | 100,557 | $448.5 萬 | 0.7% | – | – | – |
| iShares Inc464286509 | MSCI CDA ETF | 132,555 | $452.0 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 38,224 | $466.7 萬 | 0.7% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 106,657 | $473.7 萬 | 0.7% | – | – | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 50,424 | $485.1 萬 | 0.7% | – | – | 歷史 |
| CNCCentene Corp | Stock | 76,012 | $485.6 萬 | 0.7% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 20,029 | $485.9 萬 | 0.7% | – | – | 歷史 |
| RVTYRevvity, Inc. | COM | 38,568 | $495.2 萬 | 0.7% | – | – | 歷史 |
| CPRTCopart Inc | COM | 46,264 | $502.6 萬 | 0.7% | – | – | 歷史 |
| DGDollar General Corp | COM | 25,008 | $503.6 萬 | 0.7% | – | – | 歷史 |
| DOXAmdocs Ltd | SHS | 72,344 | $506.7 萬 | 0.8% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 60,385 | $509.5 萬 | 0.8% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 113,462 | $518.3 萬 | 0.8% | – | – | 歷史 |
| ICLRIcon PLC | COM | 26,678 | $524.5 萬 | 0.8% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 18,623 | $525.4 萬 | 0.8% | – | – | 歷史 |
| CACICACI International Inc | CL A | 21,502 | $527.2 萬 | 0.8% | – | – | 歷史 |