Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025

Marks Group Wealth Management, Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 467 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $28.6M, Intercontinental Exchange, Inc. with a value of $21.5M, Stryker Corp with a value of $21.1M, Apple Inc. with a value of $20.9M, and Republic Services, Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $996M to 1.02B.

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 $1.02 Billion
Industrials: $251 Million
Financial Services: $195 Million
Technology: $177 Million
Healthcare: $119 Million
Consumer Cyclical: $98.3 Million
ETFs: $84.1 Million
Communication Services: $53.6 Million
Consumer Defensive: $14.3 Million
Other: $31.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.2T
$28.6 Million 2.8% of portfolio
161,386
Q2 2025 Added 0.28%
$104B
$21.5 Million 2.1% of portfolio
117,434
Q2 2025 Reduced 1.79%
$151B
$21.1 Million 2.06% of portfolio
53,411
Q2 2025 Reduced 0.23%
$3.36T
$20.9 Million 2.04% of portfolio
101,871
Q2 2025 Reduced 0.71%
$73.2B
$20.6 Million 2.01% of portfolio
83,337
Q2 2025 Reduced 2.39%
$574B
$19.8 Million 1.93% of portfolio
55,664
Q2 2025 Reduced 2.26%
$1.57T
$16.2 Million 1.58% of portfolio
21,904
Q2 2025 Reduced 1.75%
$3.83T
$15.9 Million 1.56% of portfolio
32,065
Q2 2025 Reduced 1.37%
$15.6B
$14.9 Million 1.46% of portfolio
33,418
Q2 2025 Added 1.73%
$93.9B
$14.2 Million 1.39% of portfolio
28,364
Q2 2025 Added 0.16%
$44.7B
$13.2 Million 1.29% of portfolio
22,844
Q2 2025 Added 2.37%
$58.6B
$11.9 Million 1.16% of portfolio
20,945
Q2 2025 Reduced 0.04%
$19.1B
$11.2 Million 1.09% of portfolio
22,912
Q2 2025 Reduced 17.65%
$30.5B
$10.8 Million 1.06% of portfolio
20,271
Q2 2025 Reduced 13.55%
$265B
$10.5 Million 1.02% of portfolio
38,421
Q2 2025 Added 1.12%
$155B
$10.3 Million 1.01% of portfolio
28,875
Q2 2025 Reduced 5.63%
$228B
$9.84 Million 0.96% of portfolio
12,489
Q2 2025 Reduced 11.04%
$51.8B
$9.84 Million 0.96% of portfolio
57,117
Q2 2025 Added 32.43%
$94B
$9.84 Million 0.96% of portfolio
14,092
Q2 2025 Reduced 3.67%
$172B
$9.76 Million 0.95% of portfolio
18,511
Q2 2025 Added 0.34%
$26.3B
$9.75 Million 0.95% of portfolio
87,901
Q2 2025 Added 0.91%
$24.9B
$9.7 Million 0.95% of portfolio
44,482
Q2 2025 Reduced 5.71%
$13.1B
$9.66 Million 0.94% of portfolio
131,910
Q2 2025 Reduced 10.55%
$13.2B
$9.63 Million 0.94% of portfolio
61,378
Q2 2025 Reduced 3.77%
$2.35T
$9.66 Million 0.94% of portfolio
44,033
Q2 2025 Added 1.06%
$22B
$9.62 Million 0.94% of portfolio
60,984
Q2 2025 Reduced 4.7%
$11B
$9.44 Million 0.92% of portfolio
192,302
Q2 2025 Reduced 0.23%
$12.5B
$9.31 Million 0.91% of portfolio
49,666
Q2 2025 Reduced 4.17%
$52.7B
$9.29 Million 0.91% of portfolio
8,927
Q2 2025 Reduced 3.74%
$40.7B
$9.29 Million 0.91% of portfolio
35,994
Q2 2025 Reduced 5.36%
$38.1B
$9.36 Million 0.91% of portfolio
38,506
Q2 2025 Reduced 2.46%
$64.4B
$9.34 Million 0.91% of portfolio
33,101
Q2 2025 Added 4.55%
$60.1B
$9.26 Million 0.9% of portfolio
28,934
Q2 2025 Reduced 0.13%
$73.5B
$9.14 Million 0.89% of portfolio
25,630
Q2 2025 Added 1.14%
$9.81B
$9.1 Million 0.89% of portfolio
33,254
Q2 2025 Added 2.0%
$85.7B
$9.12 Million 0.89% of portfolio
31,253
Q2 2025 Reduced 1.16%
$146B
$9.16 Million 0.89% of portfolio
74,168
Q2 2025 Reduced 2.19%
$129B
$9.03 Million 0.88% of portfolio
29,283
Q2 2025 Reduced 2.21%
$90.9B
$8.93 Million 0.87% of portfolio
26,999
Q2 2025 Reduced 0.61%
$10.1B
$8.86 Million 0.87% of portfolio
20,714
Q2 2025 Reduced 11.54%
$40.6B
$8.79 Million 0.86% of portfolio
48,550
Q2 2025 Added 0.14%
$21.8B
$8.79 Million 0.86% of portfolio
106,102
Q2 2025 Added 0.04%
$21.2B
$8.83 Million 0.86% of portfolio
23,638
Q2 2025 Reduced 6.75%
$25.8B
$8.79 Million 0.86% of portfolio
17,167
Q2 2025 Reduced 0.7%
$38.6B
$8.6 Million 0.84% of portfolio
4,705
Q2 2025 Reduced 3.41%
$22.9B
$8.61 Million 0.84% of portfolio
35,837
Q2 2025 Reduced 0.99%
$7.99B
$8.46 Million 0.83% of portfolio
30,874
Q2 2025 Added 44.08%
$6.42B
$8.53 Million 0.83% of portfolio
161,608
Q2 2025 Added 4.5%
$10.5B
$8.44 Million 0.82% of portfolio
92,485
Q2 2025 Reduced 1.61%

Summary

  • Portfolio
  • No. of Stocks 467
  • Current Value $1.02 Billion
  • Prior Value $996 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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