0001802473-22-000001.txt : 20220510 0001802473-22-000001.hdr.sgml : 20220510 20220510153737 ACCESSION NUMBER: 0001802473-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 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: 22909257 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 true false 0001802473 XXXXXXXX 03-31-2022 03-31-2022 Marks Group Wealth Management, Inc

4350 BAKER ROAD, SUITE 245 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-19863 N Erica Lewerenz 952-582-6118 Erica Lewerenz Minnetonka MN 05-10-2022 0 410 795798 false INFORMATION TABLE 2 13Freport3.31.22.xml 3M CO COM 88579Y101 1098 7377 SH SOLE 0 7167 0 210 ABBOTT LABS COM 002824100 23 196 SH OTR 0 0 196 0 ABBOTT LABS COM 002824100 6612 55866 SH SOLE 0 45453 0 10413 ABBVIE INC COM 00287Y109 40 248 SH OTR 0 0 248 0 ABBVIE INC COM 00287Y109 300 1850 SH SOLE 0 1850 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 528 1566 SH OTR 0 0 1559 7 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 182 541 SH SOLE 0 441 0 100 ADOBE SYSTEMS INCORPORATED COM 00724F101 2066 4534 SH SOLE 0 3611 0 923 ADVANCE AUTO PARTS INC COM 00751Y106 5814 28094 SH SOLE 0 22401 0 5693 AIR PRODS & CHEMS INC COM 009158106 64 257 SH OTR 0 0 257 0 AIR PRODS & CHEMS INC COM 009158106 5432 21734 SH SOLE 0 17124 0 4610 ALCON AG ORD SHS H01301128 1211 15266 SH OTR 0 0 15210 56 ALCON AG ORD SHS H01301128 32 406 SH SOLE 0 284 0 122 ALLSPRING INCOME OPPORTUNIT INC OPPTY FD 94987B105 1287 162945 SH SOLE 0 162945 0 0 ALPHABET INC CAP STK CL A 02079K305 868 312 SH SOLE 0 275 0 37 ALPHABET INC CAP STK CL C 02079K107 15325 5487 SH SOLE 0 4581 0 906 ALPS ETF TR ALERIAN MLP 00162Q452 978 25533 SH SOLE 0 21653 0 3880 AMAZON COM INC COM 023135106 4440 1362 SH SOLE 0 1157 0 205 AMBEV SA SPONSORED ADR 02319V103 346 107220 SH OTR 0 0 107220 0 AMDOCS LTD SHS G02602103 7004 85198 SH SOLE 0 68837 0 16361 AMERIPRISE FINL INC COM 03076C106 823 2740 SH SOLE 0 2440 0 300 AMETEK INC COM 031100100 6149 46171 SH SOLE 0 36813 0 9358 AMGEN INC COM 031162100 18 74 SH OTR 0 0 74 0 AMGEN INC COM 031162100 1376 5692 SH SOLE 0 4901 0 791 AMPLIFY ETF TR HIGH INCOME 032108847 1681 112445 SH SOLE 0 111185 0 1260 ANALOG DEVICES INC COM 032654105 6436 38961 SH SOLE 0 31179 0 7782 ANGEL OAK FINL STRATEGIES IN COM BEN INT 03464A100 1137 72000 SH SOLE 0 72000 0 0 ANSYS INC COM 03662Q105 130 409 SH OTR 0 0 409 0 ANSYS INC COM 03662Q105 2564 8071 SH SOLE 0 6802 0 1269 AON PLC SHS CL A G0403H108 284 871 SH OTR 0 0 871 0 AON PLC SHS CL A G0403H108 15778 48454 SH SOLE 0 40089 0 8365 APOGEE ENTERPRISES INC COM 037598109 522 11000 SH SOLE 0 11000 0 0 APPLE INC COM 037833100 39 222 SH OTR 0 0 222 0 APPLE INC COM 037833100 10291 58940 SH SOLE 0 54373 0 4567 ASML HOLDING N V N Y REGISTRY SHS N07059210 1184 1773 SH OTR 0 0 1762 11 ASML HOLDING N V N Y REGISTRY SHS N07059210 37 55 SH SOLE 0 55 0 0 ATLASSIAN CORP PLC CL A G06242104 697 2373 SH OTR 0 0 2360 13 ATLASSIAN CORP PLC CL A G06242104 22 76 SH SOLE 0 76 0 0 ATRICURE INC COM 04963C209 833 12686 SH SOLE 0 12686 0 0 AUTODESK INC COM 052769106 272 1268 SH OTR 0 0 1268 0 AUTODESK INC COM 052769106 1473 6871 SH SOLE 0 5798 0 1073 AVERY DENNISON CORP COM 053611109 5689 32699 SH SOLE 0 26019 0 6680 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 385 67674 SH OTR 0 0 67674 0 BANCO SANTANDER S.A. 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3322 7356 SH SOLE 0 1437 0 5919 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2137 23375 SH SOLE 0 23375 0 0 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 1023 22224 SH SOLE 0 18947 0 3277 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 194 10000 SH SOLE 0 10000 0 0 SPS COMM INC COM 78463M107 1683 12830 SH SOLE 0 12830 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 6284 83758 SH SOLE 0 67002 0 16756 STARBUCKS CORP COM 855244109 1017 11181 SH SOLE 0 10131 0 1050 STRYKER CORPORATION COM 863667101 12696 47490 SH SOLE 0 39057 0 8433 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 90 14394 SH OTR 0 0 14394 0 SUNCOR ENERGY INC NEW COM 867224107 620 19027 SH OTR 0 0 18954 73 SUNCOR ENERGY INC NEW COM 867224107 15 453 SH SOLE 0 453 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1959 18785 SH OTR 0 0 18731 54 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 29 282 SH SOLE 0 282 0 0 TARGET CORP COM 87612E106 6884 32439 SH SOLE 0 26314 0 6125 TE CONNECTIVITY LTD SHS H84989104 1079 8235 SH OTR 0 0 8189 46 TE CONNECTIVITY LTD SHS H84989104 97 740 SH SOLE 0 740 0 0 TESLA INC COM 88160R101 4445 4125 SH SOLE 0 4105 0 20 TEXAS INSTRS INC COM 882508104 7225 39377 SH SOLE 0 31514 0 7863 TEXAS ROADHOUSE INC COM 882681109 5938 70914 SH SOLE 0 56905 0 14009 THERMO FISHER SCIENTIFIC INC COM 883556102 3160 5350 SH SOLE 0 4612 0 738 THOMSON REUTERS CORP. 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