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  Name: Marks Group Wealth Management Inc
  City: MINNETONKA
  State: MN
  Zip: 55343
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $956,640,000
  Total Value Change : $79,169,000
  Securities Held Change : 10
   
All Securities Held : 299
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 112
  Unchanged Positions : 56
  Decreased Positions : 114

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IR)1 Year Chart         IR Ingersoll Rand Inc 32 New $91.54 $8,695,000 91,572 0.91% 8,695,000 91,572 0    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 164 New $186.96 $1,073,000 5,432 0.11% 1,073,000 5,432 0.001    Integrated Telecommun...
   (PAGP)1 Year Chart         PAGP Plains Gp Holdings Lp 179 New $18.34 $826,000 45,235 0.09% 826,000 45,235 0.025    Oil & Gas Pipelines &...
   (BRW)1 Year Chart         BRW Saba Capital Income & Oppor... 189 New $7.30 $756,000 103,722 0.08% 756,000 103,722 0.085    Closed - End Fund - Debt
   (RACE)1 Year Chart         RACE Ferrari NV 210 New $0.00 $551,000 1,264 0.06% 551,000 1,264 0.001    N/A
   (UITB)1 Year Chart         UITB Victoryshares Usaa Core Int... 233 New $0.00 $426,000 9,180 0.04% 426,000 9,180 0.01    N/A
   (MNDY)1 Year Chart         MNDY Mondaycom Ord Shs 262 New $181.86 $310,000 1,373 0.03% 310,000 1,373 0.003    N/A
   (MOD)1 Year Chart         MOD Modine Manufacturing Co 278 New $90.76 $252,000 2,649 0.03% 252,000 2,649 0.005    Auto Parts
   (SUM)1 Year Chart         SUM Summit Materials, Inc. 283 New $40.73 $237,000 5,312 0.02% 237,000 5,312 0    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 284 New $822.37 $237,000 235 0.02% 237,000 235 0    Networking & Communic...
   (NTAP)1 Year Chart         NTAP Netapp Inc 286 New $109.04 $232,000 2,210 0.02% 232,000 2,210 0.001    Data Storage Devices
   (CVLT)1 Year Chart         CVLT Commvault Systems Inc 291 New $108.83 $219,000 2,161 0.02% 219,000 2,161 0.005    Application Software
   (UL)1 Year Chart         UL Unilever Plc (ADR) 293 New $54.04 $216,000 4,307 0.02% 216,000 4,307 0    Food - Major Diversified
   (NTRA)1 Year Chart         NTRA Natera, Inc. 294 New $105.52 $215,000 2,352 0.02% 215,000 2,352 0.007    N/A
   (NOG)1 Year Chart         NOG Northern Oil & Gas Inc 295 New $40.14 $215,000 5,419 0.02% 215,000 5,419 0    Oil & Gas Drilling & ...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 296 New $153.16 $212,000 1,172 0.02% 212,000 1,172 0    Semiconductor- Broad...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 297 New $458.47 $200,000 480 0.02% 200,000 480 0    Investment Brokerage ...
      17 Records Found
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