Marks Group Wealth Management, Inc Reduced Holdings in Q2 2025

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-724
- 0.71%
$172.42 - $223.89 $125K - $162K
102K $20.9M
CPRT
Copart Inc

Consumer Cyclical
-452
- 0.23%
$47.72 - $63.84 $21.6K - $28.9K
192K $9.44M
CACI
Caci International Inc

Technology
-2.7K
- 11.54%
N/A
20.7K $8.86M
IXN
Ishares Global Information Tec

ETFs
-22.7K
- 38.3%
$65.81 - $92.34 $1.5M - $2.1M
36.6K $3.38M
AZN
Astrazeneca PLC

Healthcare
-12.7K
- 30.74%
$64.87 - $75.0 $822K - $950K
28.6K $2M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-10
- 0.09%
$396.53 - $537.62 $3.97K - $5.38K
10.8K $4.7M
XOM
Exxon Mobil Corp

Energy
-4.44K
- 14.57%
$99.93 - $119.04 $443K - $528K
26K $2.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
-37
- 0.13%
$310.86 - $348.77 $11.5K - $12.9K
28.9K $9.26M
MDT
Medtronic PLC

Healthcare
-6.23K
- 17.76%
$80.68 - $88.86 $502K - $553K
28.8K $2.51M
JPM
Jpmorgan Chase & CO

Financial Services
-5.27K
- 26.01%
$210.28 - $289.91 $1.11M - $1.53M
15K $4.34M
UPS
United Parcel Service Inc

Industrials
-3.26K
- 17.26%
$91.92 - $110.2 $300K - $359K
15.6K $1.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.25K
- 29.71%
$152.93 - $181.74 $497K - $591K
7.69K $1.4M
EIX
Edison International

Utilities
-5.88K
- 23.43%
$48.32 - $59.92 $284K - $352K
19.2K $991K
ROP
Roper Technologies Inc

Industrials
-9
- 0.04%
$519.19 - $590.78 $4.67K - $5.32K
20.9K $11.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.8K
- 35.2%
$39.89 - $49.46 $511K - $633K
23.6K $1.17M
FICO
Fair Isaac Corp

Technology
-166
- 3.41%
$1503.62 - $2206.01 $250K - $366K
4.71K $8.6M
HLN
Haleon PLC

Healthcare
-30.4K
- 42.7%
$9.27 - $11.41 $282K - $347K
40.8K $423K
SBUX
Starbucks Corp

Consumer Cyclical
-1.55K
- 6.31%
$79.69 - $99.41 $123K - $154K
23K $2.1M
AMGN
Amgen Inc

Healthcare
-292
- 4.76%
$262.28 - $309.85 $76.6K - $90.5K
5.84K $1.63M
TGT
Target Corp

Consumer Defensive
-1.43K
- 8.09%
$88.76 - $105.77 $127K - $152K
16.3K $1.61M
BR
Broadridge Financial Solutions, Inc.

Technology
-970
- 2.46%
$217.22 - $246.25 $211K - $239K
38.5K $9.36M
V
Visa Inc.

Financial Services
-1.29K
- 2.26%
$308.27 - $373.31 $397K - $481K
55.7K $19.8M
WEC
Wec Energy Group, Inc.

Utilities
-1.26K
- 10.11%
$102.24 - $109.76 $129K - $138K
11.2K $1.17M
GPC
Genuine Parts CO

Consumer Cyclical
-1.77K
- 11.82%
$105.54 - $129.09 $187K - $228K
13.2K $1.6M
ABBV
Abb Vie Inc.

Healthcare
-666
- 31.08%
$170.16 - $206.27 $113K - $137K
1.48K $274K
DOX
Amdocs LTD

Technology
-1.51K
- 1.61%
$80.46 - $94.08 $122K - $142K
92.5K $8.44M
VZ
Verizon Communications Inc

Communication Services
-1.58K
- 3.5%
$41.67 - $45.62 $65.7K - $71.9K
43.4K $1.88M
DUK
Duke Energy Corp

Utilities
-712
- 4.78%
$112.46 - $124.05 $80.1K - $88.3K
14.2K $1.68M
JNJ
Johnson & Johnson

Healthcare
-482
- 10.92%
$146.36 - $159.82 $70.5K - $77K
3.93K $600K
XLV
Select Sector Spdr Fund Health

ETFs
-600
- 15.14%
$128.77 - $144.3 $77.3K - $86.6K
3.36K $453K
RSG
Republic Services, Inc.

Industrials
-2.04K
- 2.39%
$227.2 - $258.07 $464K - $527K
83.3K $20.6M
ADP
Automatic Data Processing Inc

Industrials
-661
- 2.21%
$276.76 - $326.81 $183K - $216K
29.3K $9.03M
PAYX
Paychex Inc

Industrials
-93
- 0.79%
$137.01 - $159.78 $12.7K - $14.9K
11.6K $1.69M
VEA
Vanguard Ftse Developed Market

ETFs
-11.2K
- 13.25%
$45.65 - $57.01 $511K - $638K
73.3K $4.18M
PEP
Pepsico Inc

Consumer Defensive
-351
- 10.34%
$128.02 - $151.37 $44.9K - $53.1K
3.04K $401K
DRI
Darden Restaurants Inc

Consumer Cyclical
-2.7K
- 5.71%
$186.58 - $225.78 $503K - $609K
44.5K $9.7M
XEL
Xcel Energy Inc

Utilities
-1.22K
- 14.43%
$65.65 - $72.39 $80.3K - $88.5K
7.25K $493K
CMCSA
Comcast Corp

Communication Services
-823
- 1.43%
$32.84 - $36.72 $27K - $30.2K
56.9K $2.03M
PAGP
Plains Gp Holdings LP

Energy
-398
- 0.95%
$17.24 - $21.61 $6.86K - $8.6K
41.6K $807K
LLY
Eli Lilly & CO

Healthcare
-76
- 14.31%
$713.71 - $898.95 $54.2K - $68.3K
455 $354K
MRK
Merck & Co., Inc.

Healthcare
-606
- 18.26%
$73.47 - $87.12 $44.5K - $52.8K
2.71K $214K
NVO
Novo Nordisk A S

Healthcare
-1.09K
- 5.95%
$58.08 - $81.05 $63.2K - $88.3K
17.2K $1.19M
KO
Coca Cola CO

Consumer Defensive
-719
- 2.16%
$68.37 - $73.9 $49.2K - $53.1K
32.5K $2.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.66K
- 2.19%
$119.13 - $135.03 $198K - $224K
74.2K $9.16M
CVX
Chevron Corp

Energy
-137
- 6.8%
$133.73 - $168.51 $18.3K - $23.1K
1.88K $268K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.3K
- 12.15%
$45.95 - $47.33 $59.6K - $61.4K
9.38K $441K
SHEL
Shell PLC

Energy
-404
- 5.98%
$59.75 - $73.05 $24.1K - $29.5K
6.36K $447K
MSI
Motorola Solutions, Inc.

Technology
-70
- 7.31%
$394.72 - $440.39 $27.6K - $30.8K
888 $373K
HD
Home Depot, Inc.

Consumer Cyclical
-103
- 7.17%
$335.24 - $380.78 $34.5K - $39.2K
1.33K $489K
Activity Summary
Buys All Purchases 112 New Holdings 23 Increased Positions 89 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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