Portfolio (Quarterly)
Guide ↗
Marks Group Wealth Management, Inc
· CIK 0001802473| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CSGP | COSTAR GROUP INC | Real Estate | 5,465 | $220K | 0.02% | SOLD |
| 22 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 5,710 | $202K | 0.02% | SOLD |
| 23 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 16,556 | $99K | 0.01% | SOLD |
| 24 | SNBR | SLEEP NUMBER CORP | Consumer Cyclical | 15,000 | $27K | 0.00% | SOLD |
Sector Allocation
Technology
24.5%
Industrials
24.3%
Financial Services
17.5%
Healthcare
11.2%
Consumer Cyclical
8.7%
Communication Services
4.2%
Utilities
2.8%
Consumer Defensive
2.5%
Energy
1.9%
Basic Materials
1.3%