Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025

Marks Group Wealth Management, Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $996 Million distributed in 478 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $25.1M, Apple Inc. with a value of $22.8M, Republic Services, Inc. with a value of $20.7M, Intercontinental Exchange, Inc. with a value of $20.6M, and Stryker Corp with a value of $19.9M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $967M to 996M.

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 $996 Million
Industrials: $235 Million
Financial Services: $196 Million
Technology: $168 Million
Healthcare: $122 Million
Consumer Cyclical: $96.2 Million
ETFs: $89 Million
Communication Services: $46.2 Million
Consumer Defensive: $12.6 Million
Other: $31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.08T
$25.1 Million 2.52% of portfolio
160,940
Q1 2025 Added 0.05%
$3.24T
$22.8 Million 2.29% of portfolio
102,595
Q1 2025 Added 0.08%
$78.8B
$20.7 Million 2.08% of portfolio
85,378
Q1 2025 Added 8.6%
$98.3B
$20.6 Million 2.07% of portfolio
119,577
Q1 2025 Added 14.65%
$145B
$19.9 Million 2.0% of portfolio
53,535
Q1 2025 Added 1.57%
$599B
$20 Million 2.0% of portfolio
56,953
Q1 2025 Reduced 2.64%
$16.3B
$14.9 Million 1.5% of portfolio
32,850
Q1 2025 Added 4.07%
$89B
$13.2 Million 1.32% of portfolio
28,320
Q1 2025 Added 1.48%
$1.5T
$12.8 Million 1.29% of portfolio
22,295
Q1 2025 Reduced 2.39%
$44.6B
$12.6 Million 1.27% of portfolio
22,316
Q1 2025 Added 3.49%
$60.8B
$12.4 Million 1.24% of portfolio
20,954
Q1 2025 Added 2.06%
$3.52T
$12.2 Million 1.23% of portfolio
32,510
Q1 2025 Added 1.41%
$11.9B
$10.9 Million 1.1% of portfolio
192,754
Q1 2025 Added 1.61%
$30.5B
$10.8 Million 1.09% of portfolio
87,111
Q1 2025 Reduced 4.8%
$73.2B
$10.1 Million 1.02% of portfolio
25,340
Q1 2025 Added 1.98%
$272B
$10.2 Million 1.02% of portfolio
37,995
Q1 2025 Reduced 0.54%
$284B
$10 Million 1.01% of portfolio
19,136
Q1 2025 Reduced 38.72%
$66.9B
$10 Million 1.0% of portfolio
28,971
Q1 2025 Reduced 3.67%
$49.2B
$9.88 Million 0.99% of portfolio
43,129
Q1 2025 Added 18.79%
$26.9B
$9.8 Million 0.98% of portfolio
47,178
Q1 2025 Reduced 6.43%
$37.6B
$9.57 Million 0.96% of portfolio
39,476
Q1 2025 Reduced 0.47%
$153B
$9.51 Million 0.95% of portfolio
44,904
Q1 2025 Added 3.42%
$62.1B
$9.34 Million 0.94% of portfolio
31,659
Q1 2025 Added 2.9%
$168B
$9.37 Million 0.94% of portfolio
18,449
Q1 2025 Added 2.51%
$147B
$9.24 Million 0.93% of portfolio
75,827
Q1 2025 Added 1.53%
$9.82B
$9.28 Million 0.93% of portfolio
32,601
Q1 2025 Reduced 2.28%
$14.8B
$9.12 Million 0.92% of portfolio
17,940
Q1 2025 Added 2.36%
$132B
$9.15 Million 0.92% of portfolio
29,944
Q1 2025 Reduced 0.82%
$54.5B
$9.16 Million 0.92% of portfolio
9,274
Q1 2025 Added 4.38%
$110B
$9.21 Million 0.92% of portfolio
37,742
Q1 2025 Added 1.66%
$95B
$8.94 Million 0.9% of portfolio
27,164
Q1 2025 Added 23.34%
$44.2B
$8.98 Million 0.9% of portfolio
4,871
Q1 2025 Reduced 1.46%
$86.1B
$8.89 Million 0.89% of portfolio
14,629
Q1 2025 Reduced 2.29%
$20.7B
$8.86 Million 0.89% of portfolio
106,062
Q1 2025 Reduced 4.31%
$17.7B
$8.83 Million 0.89% of portfolio
27,824
Q1 2025 Added 3.23%
$42.9B
$8.85 Million 0.89% of portfolio
93,199
Q1 2025 Added 11.65%
$19.6B
$8.63 Million 0.87% of portfolio
25,348
Q1 2025 Added 20.85%
$76.1B
$8.62 Million 0.87% of portfolio
31,620
Q1 2025 Added 18.06%
$20B
$8.63 Million 0.87% of portfolio
63,990
Q1 2025 Added 14.67%
$215B
$8.62 Million 0.87% of portfolio
14,039
Q1 2025 New
$13B
$8.64 Million 0.87% of portfolio
51,825
Q1 2025 Added 0.24%
$22.6B
$8.67 Million 0.87% of portfolio
23,449
Q1 2025 Added 6.07%
$5.61B
$8.52 Million 0.86% of portfolio
154,650
Q1 2025 Added 4.1%
$23.7B
$8.6 Million 0.86% of portfolio
17,288
Q1 2025 Reduced 4.41%
$11.3B
$8.6 Million 0.86% of portfolio
93,996
Q1 2025 Added 3.48%
$36.2B
$8.51 Million 0.85% of portfolio
38,031
Q1 2025 New
$41B
$8.35 Million 0.84% of portfolio
48,482
Q1 2025 Added 1.71%
$130B
$8.32 Million 0.84% of portfolio
30,599
Q1 2025 Added 8.07%
$12.6B
$8.24 Million 0.83% of portfolio
63,780
Q1 2025 Added 3.85%

Summary

  • Portfolio
  • No. of Stocks 478
  • Current Value $996 Million
  • Prior Value $967 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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