Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1 Billion
  • Q3 2024

Marks Group Wealth Management, Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 466 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $27.1M, Apple Inc. with a value of $24.1M, Stryker Corp with a value of $19.1M, Unitedhealth Group Inc with a value of $17.8M, and Intercontinental Exchange, Inc. with a value of $16.9M.

Examining the 13F form we can see an increase of $89.8M in the current position value, from $911M to 1B.

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 $1 Billion
Industrials: $258 Million
Financial Services: $185 Million
Technology: $166 Million
Healthcare: $133 Million
Consumer Cyclical: $96.9 Million
ETFs: $66 Million
Communication Services: $48.4 Million
Consumer Defensive: $13.5 Million
Other: $34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17T
$27.1 Million 2.71% of portfolio
162,384
Q3 2024 Added 5.39%
$4.09T
$24.1 Million 2.4% of portfolio
103,325
Q3 2024 Reduced 0.81%
$138B
$19.1 Million 1.91% of portfolio
52,936
Q3 2024 Added 3.16%
$468B
$17.8 Million 1.78% of portfolio
30,506
Q3 2024 Reduced 0.35%
$83.9B
$16.9 Million 1.68% of portfolio
104,901
Q3 2024 Reduced 2.59%
$519B
$16.2 Million 1.62% of portfolio
59,027
Q3 2024 Added 3.32%
$64.4B
$15.9 Million 1.59% of portfolio
79,314
Q3 2024 Added 1.6%
$18.4B
$14.6 Million 1.46% of portfolio
31,821
Q3 2024 Added 4.19%
$3.25T
$13.5 Million 1.35% of portfolio
31,381
Q3 2024 Added 2.49%
$1.32T
$13.2 Million 1.32% of portfolio
23,125
Q3 2024 Reduced 1.04%
$85.4B
$13.1 Million 1.3% of portfolio
27,530
Q3 2024 Reduced 1.18%
$48.4B
$12.2 Million 1.22% of portfolio
20,965
Q3 2024 Added 6.18%
$55.7B
$11.6 Million 1.16% of portfolio
20,908
Q3 2024 Added 278.63%
$344B
$10.4 Million 1.04% of portfolio
38,100
Q3 2024 Added 5.07%
$22.2B
$10.2 Million 1.02% of portfolio
23,612
Q3 2024 Added 2.63%
$83.1B
$9.97 Million 1.0% of portfolio
15,788
Q3 2024 Reduced 0.65%
$135B
$9.91 Million 0.99% of portfolio
29,914
Q3 2024 Added 11.44%
$52.8B
$9.9 Million 0.99% of portfolio
5,092
Q3 2024 Reduced 17.2%
$13.9B
$9.82 Million 0.98% of portfolio
187,494
Q3 2024 Added 3.39%
$19.6B
$9.71 Million 0.97% of portfolio
21,617
Q3 2024 Added 2.12%
$55.2B
$9.66 Million 0.97% of portfolio
9,303
Q3 2024 Reduced 0.96%
$11.9B
$9.58 Million 0.96% of portfolio
64,094
Q3 2024 Added 1.45%
$41.5B
$9.63 Million 0.96% of portfolio
96,238
Q3 2024 Added 562.48%
$12.1B
$9.61 Million 0.96% of portfolio
54,397
Q3 2024 Added 5.95%
$11.6B
$9.47 Million 0.95% of portfolio
134,824
Q3 2024 New
$19.8B
$9.47 Million 0.95% of portfolio
58,115
Q3 2024 Added 0.72%
$127B
$9.55 Million 0.95% of portfolio
113,917
Q3 2024 Added 0.54%
$65.4B
$9.53 Million 0.95% of portfolio
31,996
Q3 2024 Added 2.46%
$231B
$9.32 Million 0.93% of portfolio
26,368
Q3 2024 Reduced 4.06%
$10.2B
$9.29 Million 0.93% of portfolio
35,016
Q3 2024 Reduced 1.98%
$13.6B
$9.31 Million 0.93% of portfolio
28,339
Q3 2024 New
$5.6B
$9.24 Million 0.92% of portfolio
57,958
Q3 2024 Added 598.54%
$16.9B
$9.08 Million 0.91% of portfolio
31,579
Q3 2024 Added 12.63%
$37.2B
$9.11 Million 0.91% of portfolio
92,798
Q3 2024 Added 2.49%
$160B
$9.11 Million 0.91% of portfolio
17,639
Q3 2024 Added 1.15%
$154B
$9.14 Million 0.91% of portfolio
44,210
Q3 2024 Added 5.16%
$142B
$9.08 Million 0.91% of portfolio
77,213
Q3 2024 Reduced 0.4%
$5.99B
$8.92 Million 0.89% of portfolio
30,656
Q3 2024 Added 2.27%
$0
$8.91 Million 0.89% of portfolio
154,893
Q3 2024 Added 149.95%
$12.5B
$8.88 Million 0.89% of portfolio
20,313
Q3 2024 New
$16.1B
$8.94 Million 0.89% of portfolio
18,168
Q3 2024 Added 2.67%
$34.9B
$8.84 Million 0.88% of portfolio
41,112
Q3 2024 Added 1.52%
$6.72B
$8.67 Million 0.87% of portfolio
38,124
Q3 2024 New
$122B
$8.7 Million 0.87% of portfolio
31,425
Q3 2024 Added 0.84%
$59.5B
$8.59 Million 0.86% of portfolio
30,546
Q3 2024 Reduced 4.73%
$23B
$8.51 Million 0.85% of portfolio
51,851
Q3 2024 Added 3.11%
$19.3B
$8.49 Million 0.85% of portfolio
114,464
Q3 2024 Reduced 4.39%
$4.55B
$8.54 Million 0.85% of portfolio
81,497
Q3 2024 Added 4.5%
$105B
$8.51 Million 0.85% of portfolio
38,153
Q3 2024 Added 0.36%

Summary

  • Portfolio
  • No. of Stocks 466
  • Current Value $1 Billion
  • Prior Value $911 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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