Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

Marks Group Wealth Management, Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $967 Million distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.6M, Apple Inc. with a value of $25.7M, Stryker Corp with a value of $19M, Visa Inc. with a value of $18.5M, and Republic Services, Inc. with a value of $15.8M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $1B to 967M.

Marks Group Wealth Management, Inc is based out at Minnetonka, MN

Below you can find more details about Marks Group Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $967 Million
Industrials: $240 Million
Financial Services: $184 Million
Technology: $167 Million
Healthcare: $117 Million
Consumer Cyclical: $101 Million
ETFs: $64.5 Million
Communication Services: $52.2 Million
Consumer Defensive: $12.2 Million
Other: $29.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.25T
$30.6 Million 3.17% of portfolio
160,867
Q4 2024 Reduced 0.93%
$3.79T
$25.7 Million 2.65% of portfolio
102,512
Q4 2024 Reduced 0.79%
$148B
$19 Million 1.96% of portfolio
52,705
Q4 2024 Reduced 0.44%
$559B
$18.5 Million 1.91% of portfolio
58,499
Q4 2024 Reduced 0.89%
$68.5B
$15.8 Million 1.64% of portfolio
78,614
Q4 2024 Reduced 0.88%
$507B
$15.8 Million 1.63% of portfolio
31,226
Q4 2024 Added 2.36%
$89.3B
$15.5 Million 1.61% of portfolio
104,295
Q4 2024 Reduced 0.58%
$18.1B
$15.2 Million 1.57% of portfolio
31,565
Q4 2024 Reduced 0.8%
$3.09T
$13.5 Million 1.4% of portfolio
32,059
Q4 2024 Added 2.16%
$1.54T
$13.5 Million 1.39% of portfolio
22,841
Q4 2024 Reduced 1.23%
$91.5B
$13.2 Million 1.37% of portfolio
27,906
Q4 2024 Added 1.37%
$47.7B
$12.9 Million 1.34% of portfolio
21,563
Q4 2024 Added 2.85%
$342B
$12.8 Million 1.32% of portfolio
38,200
Q4 2024 Added 0.26%
$4.71B
$11.1 Million 1.14% of portfolio
54,492
Q4 2024 Reduced 5.98%
$13.8B
$10.9 Million 1.13% of portfolio
189,703
Q4 2024 Added 1.18%
$61B
$10.7 Million 1.1% of portfolio
20,531
Q4 2024 Reduced 1.8%
$47.3B
$9.84 Million 1.02% of portfolio
4,943
Q4 2024 Reduced 2.93%
$147B
$9.76 Million 1.01% of portfolio
109,241
Q4 2024 Reduced 4.1%
$150B
$9.81 Million 1.01% of portfolio
43,421
Q4 2024 Reduced 1.78%
$13.3B
$9.57 Million 0.99% of portfolio
26,954
Q4 2024 Reduced 4.89%
$90.8B
$9.52 Million 0.98% of portfolio
14,972
Q4 2024 Reduced 5.17%
$2.42T
$9.52 Million 0.98% of portfolio
43,378
Q4 2024 Added 0.49%
$53.7B
$9.37 Million 0.97% of portfolio
8,885
Q4 2024 Reduced 4.49%
$23.9B
$9.41 Million 0.97% of portfolio
50,419
Q4 2024 Reduced 2.76%
$29.6B
$9.34 Million 0.97% of portfolio
91,502
Q4 2024 Reduced 4.08%
$130B
$9.4 Million 0.97% of portfolio
28,313
Q4 2024 Reduced 5.35%
$12.1B
$9.33 Million 0.96% of portfolio
51,703
Q4 2024 Reduced 4.95%
$10.9B
$9.05 Million 0.94% of portfolio
33,360
Q4 2024 Reduced 4.73%
$145B
$9.02 Million 0.93% of portfolio
74,682
Q4 2024 Reduced 3.28%
$170B
$8.96 Million 0.93% of portfolio
17,997
Q4 2024 Added 2.03%
$36.8B
$8.97 Million 0.93% of portfolio
39,663
Q4 2024 Reduced 3.52%
$76.7B
$8.92 Million 0.92% of portfolio
24,847
Q4 2024 Added 1.3%
$74.4B
$8.92 Million 0.92% of portfolio
30,766
Q4 2024 Reduced 3.84%
$126B
$8.84 Million 0.91% of portfolio
30,193
Q4 2024 Reduced 3.92%
$12.5B
$8.78 Million 0.91% of portfolio
61,416
Q4 2024 Reduced 4.18%
$12.7B
$8.76 Million 0.91% of portfolio
19,217
Q4 2024 Reduced 5.4%
$10.8B
$8.71 Million 0.9% of portfolio
127,776
Q4 2024 Reduced 5.23%
$42.4B
$8.59 Million 0.89% of portfolio
47,665
Q4 2024 Reduced 3.71%
$13.9B
$8.51 Million 0.88% of portfolio
25,261
Q4 2024 Added 0.68%
$63.5B
$8.54 Million 0.88% of portfolio
30,074
Q4 2024 Reduced 1.55%
$0
$8.43 Million 0.87% of portfolio
160,627
Q4 2024 Added 3.7%
$20.6B
$8.4 Million 0.87% of portfolio
110,837
Q4 2024 Reduced 3.17%
$24B
$8.39 Million 0.87% of portfolio
18,085
Q4 2024 Reduced 3.94%
$243B
$8.28 Million 0.86% of portfolio
23,526
Q4 2024 Reduced 10.78%
$15.9B
$8.31 Million 0.86% of portfolio
17,527
Q4 2024 Reduced 3.53%
$70.6B
$8.24 Million 0.85% of portfolio
36,306
Q4 2024 Added 11.35%
$10.1B
$8.07 Million 0.83% of portfolio
18,870
Q4 2024 Reduced 3.56%
$19.4B
$8.04 Million 0.83% of portfolio
55,806
Q4 2024 Reduced 3.97%
$37.8B
$8.06 Million 0.83% of portfolio
89,068
Q4 2024 Reduced 4.02%

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $967 Million
  • Prior Value $1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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