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 |
|---|---|---|---|---|---|---|---|
| VRSKVerisk Analytics, Inc. | COM | 30,155 | $531.6 萬 | 0.8% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 16,395 | $532.9 萬 | 0.8% | – | – | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 13,927 | $536.0 萬 | 0.8% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 17,963 | $536.4 萬 | 0.8% | – | – | 歷史 |
| GGenpact LTD | SHS | 125,338 | $536.5 萬 | 0.8% | – | – | 歷史 |
| ESEEsco Technologies Inc | COM | 49,526 | $540.3 萬 | 0.8% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 7,369 | $541.3 萬 | 0.8% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 44,454 | $541.5 萬 | 0.8% | – | – | 歷史 |
| SSNCSS&C Technologies Holdings Inc | COM | 77,664 | $542.3 萬 | 0.8% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 43,767 | $543.2 萬 | 0.8% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 35,570 | $544.4 萬 | 0.8% | – | – | 歷史 |
| APHAmphenol Corp | CL A | 82,928 | $546.9 萬 | 0.8% | – | – | 歷史 |
| AMEAmetek Inc | COM | 42,919 | $548.4 萬 | 0.8% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 28,506 | $550.0 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 26,271 | $556.1 萬 | 0.8% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 25,224 | $557.1 萬 | 0.8% | – | – | 歷史 |
| TTCToro Co | COM | 54,295 | $560.2 萬 | 0.8% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 34,209 | $561.6 萬 | 0.8% | – | – | 歷史 |
| PRIPrimerica, Inc. | Stock | 38,155 | $564.3 萬 | 0.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 30,116 | $568.6 萬 | 0.8% | – | – | 歷史 |
| FWRDForward Air Corp | COM | 64,246 | $571.7 萬 | 0.8% | – | – | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 63,140 | $578.6 萬 | 0.9% | – | – | 歷史 |
| MMSMaximus, Inc. | COM | 65,140 | $581.2 萬 | 0.9% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 26,849 | $582.2 萬 | 0.9% | – | – | 歷史 |
| CCMPCMC Materials, Inc. | COM | 33,115 | $585.2 萬 | 0.9% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 49,816 | $587.6 萬 | 0.9% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 41,260 | $590.4 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 49,270 | $591.4 萬 | 0.9% | – | – | 歷史 |
| COLMColumbia Sportswear Co | COM | 56,455 | $595.7 萬 | 0.9% | – | – | 歷史 |
| TTEKTetra Tech Inc | COM | 44,361 | $602.3 萬 | 0.9% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 23,636 | $603.1 萬 | 0.9% | – | – | 歷史 |
| TGTTarget Corp | Stock | 30,594 | $608.6 萬 | 0.9% | – | – | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 36,608 | $614.6 萬 | 0.9% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 36,832 | $620.7 萬 | 0.9% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 33,891 | $622.6 萬 | 0.9% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 35,713 | $631.9 萬 | 0.9% | – | – | 歷史 |
| FCNFti Consulting, Inc | COM | 46,253 | $648.0 萬 | 1.0% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 58,826 | $655.3 萬 | 1.0% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 34,991 | $662.6 萬 | 1.0% | – | – | 歷史 |
| TTECTTEC Holdings, Inc. | COM | 66,673 | $670.5 萬 | 1.0% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 16,892 | $678.1 萬 | 1.0% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 16,862 | $706.6 萬 | 1.0% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 77,207 | $788.0 萬 | 1.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 166,738 | $873.2 萬 | 1.3% | – | – | – |
| FISVFiserv Inc | Stock | 76,084 | $903.8 萬 | 1.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 24,349 | $968.6 萬 | 1.4% | – | – | – |
| SYKStryker Corp | Stock | 42,311 | $1,028 萬 | 1.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 28,359 | $1,053 萬 | 1.6% | – | – | 歷史 |
| Global X FDS37950E408 | MSCI CHINA CNSMR | 332,034 | $1,111 萬 | 1.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 38,205 | $1,125 萬 | 1.7% | – | – | 歷史 |
| INFOIHS Markit Ltd. | SHS | 120,165 | $1,164 萬 | 1.7% | – | – | 歷史 |
| AONAon plc | CL A | 51,106 | $1,178 萬 | 1.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,806 | $1,186 萬 | 1.8% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 1,281,142 | $2,083 萬 | 3.1% | – | – | 歷史 |