0001221073-22-000017.txt : 20220214 0001221073-22-000017.hdr.sgml : 20220214 20220214124748 ACCESSION NUMBER: 0001221073-22-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marks Group Wealth Management, Inc CENTRAL INDEX KEY: 0001802473 IRS NUMBER: 263675041 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19863 FILM NUMBER: 22628308 BUSINESS ADDRESS: STREET 1: 4350 BAKER ROAD, SUITE 245 CITY: MINNETONKA STATE: MN ZIP: 55343 BUSINESS PHONE: 952 582 6100 MAIL ADDRESS: STREET 1: 4350 BAKER ROAD, SUITE 245 CITY: MINNETONKA STATE: MN ZIP: 55343 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802473 XXXXXXXX 12-31-2021 12-31-2021 false Marks Group Wealth Management, Inc

4350 BAKER ROAD, SUITE 245 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-19863 N Ben Marks 952-582-6100 /s/ Ben Marks Minnetonka MN 02-14-2022 0 382 540613 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 1535 9750 SH SOLE 8670 0 1080 ABBOTT LABS COM 002824100 4989 52032 SH SOLE 35459 0 16573 ABBVIE INC COM 00287Y109 249 1845 SH SOLE 1845 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 195 471 SH OTR 0 471 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 206 498 SH SOLE 498 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 1594 4151 SH SOLE 2741 0 1379 ADOBE SYSTEMS INCORPORATED COM 00724F101 0 400 SH Call SOLE 400 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 2368 15212 SH SOLE 9885 0 5327 AIR PRODS & CHEMS INC COM 009158106 78 257 SH OTR 0 257 0 AIR PRODS & CHEMS INC COM 009158106 3796 19485 SH SOLE 12036 0 6989 ALCON AG ORD SHS H01301128 5 122 SH SOLE 60 0 62 ALCON AG ORD SHS H01301128 1303 15066 SH OTR 0 15066 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 278 2342 SH OTR 0 2342 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 0 404 SH SOLE 4 0 400 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 1493 162945 SH SOLE 162945 0 0 ALPHABET INC CAP STK CL A 02079K305 690 277 SH SOLE 238 0 39 ALPHABET INC CAP STK CL C 02079K107 10799 5180 SH SOLE 3617 0 1484 AMAZON COM INC COM 023135106 2990 1193 SH SOLE 899 0 282 AMBEV SA SPONSORED ADR 02319V103 225 82022 SH OTR 0 82022 0 AMDOCS LTD SHS G02602103 3870 80178 SH SOLE 51828 0 28350 AMERIPRISE FINL INC COM 03076C106 736 2740 SH SOLE 2440 0 300 AMETEK INC COM 031100100 4031 42657 SH SOLE 27499 0 15158 AMGEN INC COM 031162100 677 4091 SH SOLE 3009 0 1082 AMPHENOL CORP NEW CL A 032095101 1958 34807 SH SOLE 22173 0 12416 AMPLIFY ETF TR HIGH INCOME 032108847 1441 87905 SH SOLE 86645 0 1260 ANGEL OAK FINL STRATEGIES IN COM BEN INT 03464A100 1228 72000 SH SOLE 72000 0 0 ANSYS INC COM 03662Q105 237 591 SH OTR 0 591 0 ANSYS INC COM 03662Q105 2201 7167 SH SOLE 5492 0 1675 AON PLC SHS CL A G0403H108 9444 44550 SH SOLE 30638 0 13231 AON PLC SHS CL A G0403H108 262 871 SH OTR 0 871 0 APOGEE ENTERPRISES INC COM 037598109 530 11000 SH SOLE 11000 0 0 APPLE INC COM 037833100 8168 53127 SH SOLE 45946 0 7181 APPLE INC COM 037833100 384 2160 SH OTR 0 2160 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 307 52717 SH OTR 0 52717 0 ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 80 10240 SH OTR 0 10240 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1633 2048 SH OTR 0 2048 0 ATLASSIAN CORP PLC CL A G06242104 848 2187 SH OTR 0 2187 0 ATRICURE INC COM 04963C209 882 12686 SH SOLE 12686 0 0 AUTODESK INC COM 052769106 357 1268 SH OTR 0 1268 0 AUTODESK INC COM 052769106 1287 5941 SH SOLE 4567 0 1374 AVERY DENNISON CORP COM 053611109 4171 29854 SH SOLE 18655 0 10583 BAIDU INC SPON ADR REP A 056752108 256 1721 SH OTR 0 1721 0 BAIDU INC SPON ADR REP A 056752108 0 116 SH SOLE 0 0 116 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 308 51395 SH OTR 0 51395 0 BANCO SANTANDER S.A. 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