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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.22T
$8.29 Million 0.83% of portfolio
43,569
Q1 2025 Added 0.44%
$14.4B
$8.13 Million 0.82% of portfolio
97,344
Q1 2025 Added 4.89%
$24.2B
$8.2 Million 0.82% of portfolio
36,197
Q1 2025 Added 7.38%
$29.7B
$8.09 Million 0.81% of portfolio
45,915
Q1 2025 Added 33.22%
$11.8B
$8.1 Million 0.81% of portfolio
46,311
Q1 2025 Added 44.15%
$5.51B
$8.08 Million 0.81% of portfolio
49,269
Q1 2025 Added 44.37%
$139B
$8.05 Million 0.81% of portfolio
34,059
Q1 2025 Added 4.01%
$202B
$7.85 Million 0.79% of portfolio
25,151
Q1 2025 Added 6.91%
$34.1B
$7.85 Million 0.79% of portfolio
98,135
Q1 2025 Added 10.18%
$11.4B
$7.73 Million 0.78% of portfolio
147,468
Q1 2025 Added 15.41%
$12.9B
$7.74 Million 0.78% of portfolio
25,821
Q1 2025 Added 2.22%
$22.6B
$7.68 Million 0.77% of portfolio
37,388
Q1 2025 Added 36.13%
$4.02B
$7.71 Million 0.77% of portfolio
82,145
Q1 2025 Added 4.07%
$6.77B
$7.49 Million 0.75% of portfolio
21,429
Q1 2025 Added 11.51%
$15.3B
$7.17 Million 0.72% of portfolio
32,837
Q1 2025 Reduced 6.6%
$2.92B
$7.03 Million 0.71% of portfolio
62,902
Q1 2025 Added 15.43%
$648B
$5.73 Million 0.58% of portfolio
10,767
Q1 2025 Added 0.38%
$3.78B
$5.62 Million 0.56% of portfolio
10,820
Q1 2025 Reduced 3.62%
$1.4B
$5.46 Million 0.55% of portfolio
108,814
Q1 2025 Added 3.55%
$79.5B
$5.38 Million 0.54% of portfolio
42,984
Q1 2025 Reduced 14.51%
$788B
$4.97 Million 0.5% of portfolio
20,250
Q1 2025 Reduced 0.39%
$43.8B
$4.97 Million 0.5% of portfolio
11,833
Q1 2025 Added 7.48%
$187B
$4.83 Million 0.49% of portfolio
9,756
Q1 2025 Reduced 12.18%
$33.2B
$4.67 Million 0.47% of portfolio
79,814
Q1 2025 Added 2.27%
$162B
$4.67 Million 0.47% of portfolio
9,387
Q1 2025 Added 3.26%
$23.8B
$4.27 Million 0.43% of portfolio
589
Q1 2025 Added 3.88%
$8.64B
$3.94 Million 0.4% of portfolio
58,792
Q2 2022 Reduced 25.13%
$18.8B
$3.7 Million 0.37% of portfolio
30,762
Q1 2025 Reduced 20.33%
$77.7B
$3.73 Million 0.37% of portfolio
2,698
Q1 2025 Added 3.53%
$447B
$3.62 Million 0.36% of portfolio
30,437
Q1 2025 Added 2.47%
$24.5B
$3.57 Million 0.36% of portfolio
46,072
Q4 2024 Reduced 3.41%
$49B
$3.52 Million 0.35% of portfolio
11,811
Q1 2025 Added 2.06%
$117B
$3.15 Million 0.32% of portfolio
35,053
Q1 2025 Added 1.27%
$0
$3.06 Million 0.31% of portfolio
196,262
Q3 2024 Added 0.21%
$229B
$3.03 Million 0.3% of portfolio
41,227
Q1 2025 Reduced 8.29%
$33.4B
$2.8 Million 0.28% of portfolio
6,667
Q1 2025 Added 2.79%
$29.3B
$2.56 Million 0.26% of portfolio
28,054
Q1 2025 Reduced 8.47%
$53.1B
$2.54 Million 0.26% of portfolio
10,344
Q1 2025 Reduced 3.05%
$92.8B
$2.61 Million 0.26% of portfolio
58,806
Q1 2025 Added 1.07%
$248B
$2.51 Million 0.25% of portfolio
10,110
Q1 2025 Reduced 3.02%
$264B
$2.46 Million 0.25% of portfolio
12,311
Q1 2025 Added 1.18%
$359B
$2.48 Million 0.25% of portfolio
22,856
Q1 2025 Reduced 1.99%
$313B
$2.38 Million 0.24% of portfolio
33,255
Q1 2025 Added 2.29%
$442B
$2.4 Million 0.24% of portfolio
3
Q2 2024 Reduced 25.0%
$99.4B
$2.4 Million 0.24% of portfolio
24,496
Q1 2025 Added 0.01%
$286B
$2.17 Million 0.22% of portfolio
30,173
Q1 2025 Reduced 0.83%
$12.1B
$2.21 Million 0.22% of portfolio
6,929
Q1 2025 Added 6.44%
$157B
$2.13 Million 0.21% of portfolio
57,732
Q1 2025 Added 2.98%
$74.7B
$2.08 Million 0.21% of portfolio
18,890
Q1 2025 Added 1.43%

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
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email