Portfolio (Quarterly)
Guide ↗
Marks Group Wealth Management, Inc
· CIK 0001802473| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,522 | $246K | 0.02% | SOLD |
| 22 | CVLT | COMMVAULT SYS INC | Technology | 1,931 | $242K | 0.02% | SOLD |
| 23 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 579 | $241K | 0.02% | SOLD |
| 24 | ITA | ISHARES TR | — | 988 | $212K | 0.02% | SOLD |
| 25 | T | AT&T INC | Communication Services | 8,141 | $202K | 0.02% | SOLD |
| 26 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 10,494 | $77K | 0.01% | SOLD |
Sector Allocation
Industrials
26.1%
Technology
21.2%
Financial Services
16.6%
Healthcare
12.6%
Consumer Cyclical
8.8%
Communication Services
6.3%
Utilities
2.2%
Consumer Defensive
1.9%
Basic Materials
1.7%
Energy
1.7%