0001802473-23-000005.txt : 20230719 0001802473-23-000005.hdr.sgml : 20230719 20230719121939 ACCESSION NUMBER: 0001802473-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 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: 231096110 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 X0202 13F-HR LIVE false true false 0001802473 XXXXXXXX 06-30-2023 06-30-2023 Marks Group Wealth Management, Inc

4350 BAKER ROAD, SUITE 245 MINNETONKA MN 55343

13F HOLDINGS REPORT 028-19863 N Erica Lewerenz 9525826118 Erica Lewerenz Shakopee MN 07-19-2023 0 390 840855400 false INFORMATION TABLE 2 13fReport6.30.23.xml 3M CO COM 88579Y101 749279 7486 SH SOLE 0 7457 0 29 ABBOTT LABS COM 002824100 17334 159 SH OTR 0 0 159 0 ABBOTT LABS COM 002824100 969608 8894 SH SOLE 0 8623 0 271 ABBVIE INC COM 00287Y109 26946 200 SH OTR 0 0 200 0 ABBVIE INC COM 00287Y109 267567 1986 SH SOLE 0 1986 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 757564 2455 SH OTR 0 0 2451 4 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 7253635 23506 SH SOLE 0 23210 0 296 ADOBE SYSTEMS INCORPORATED COM 00724F101 2934 6 SH OTR 0 0 6 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 4462034 9125 SH SOLE 0 8813 0 312 AIR PRODS & CHEMS INC COM 009158106 111126 371 SH OTR 0 0 371 0 AIR PRODS & CHEMS INC COM 009158106 7906693 26397 SH SOLE 0 26134 0 263 ALCON AG ORD SHS H01301128 1180413 14376 SH OTR 0 0 14360 16 ALCON AG ORD SHS H01301128 10428 127 SH SOLE 0 67 0 60 ALLSPRING INCOME 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TELEDYNE TECHNOLOGIES INC COM 879360105 6553916 15942 SH SOLE 0 15782 0 160 TESLA INC COM 88160R101 2088925 7980 SH SOLE 0 7980 0 0 TEXAS INSTRS INC COM 882508104 8350633 46387 SH SOLE 0 46000 0 387 TEXAS ROADHOUSE INC COM 882681109 7341024 65381 SH SOLE 0 64700 0 681 THE CIGNA GROUP COM 125523100 40968 146 SH OTR 0 0 146 0 THE CIGNA GROUP COM 125523100 198945 709 SH SOLE 0 709 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5739 11 SH OTR 0 0 11 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4405135 8443 SH SOLE 0 8240 0 203 THOMSON REUTERS CORP. 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