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
$0
$2.02 Million 0.2% of portfolio
230,456
Q3 2024 Added 0.36%
$141B
$2.03 Million 0.2% of portfolio
56,909
Q2 2025 Reduced 1.43%
$68B
$2.1 Million 0.2% of portfolio
46,315
Q2 2025 Reduced 3.03%
$12.4B
$2.07 Million 0.2% of portfolio
7,114
Q2 2025 Added 2.67%
$233B
$2 Million 0.19% of portfolio
28,554
Q2 2025 Reduced 30.74%
$0
$1.98 Million 0.19% of portfolio
199,864
Q2 2025 New
$33.7B
$1.89 Million 0.18% of portfolio
72,768
Q2 2025 Added 1.44%
$182B
$1.88 Million 0.18% of portfolio
43,427
Q2 2025 Reduced 3.5%
$0
$1.71 Million 0.17% of portfolio
89,984
Q3 2024 Added 0.53%
$48.7B
$1.69 Million 0.17% of portfolio
11,645
Q2 2025 Reduced 0.79%
$95.3B
$1.78 Million 0.17% of portfolio
8,052
Q2 2025 Reduced 3.28%
$152B
$1.63 Million 0.16% of portfolio
5,844
Q2 2025 Reduced 4.76%
$95.8B
$1.68 Million 0.16% of portfolio
14,196
Q2 2025 Reduced 4.78%
$28.5B
$1.67 Million 0.16% of portfolio
29,589
Q2 2025 Reduced 0.83%
$11.6B
$1.64 Million 0.16% of portfolio
9,079
Q2 2025 Added 0.01%
$3.91B
$1.61 Million 0.16% of portfolio
11,830
Q4 2024 Reduced 0.22%
$48.9B
$1.61 Million 0.16% of portfolio
16,272
Q2 2025 Reduced 8.09%
$0
$1.5 Million 0.15% of portfolio
185,636
Q3 2024 Added 0.75%
$55.2B
$1.53 Million 0.15% of portfolio
2,868
Q3 2024 Added 0.35%
$63.8B
$1.58 Million 0.15% of portfolio
15,629
Q2 2025 Reduced 17.26%
$0
$1.42 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$295B
$1.4 Million 0.14% of portfolio
1,753
Q2 2025 Reduced 7.2%
$78.6B
$1.47 Million 0.14% of portfolio
11,054
Q1 2025 Reduced 4.33%
$0
$1.41 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$10.7B
$1.43 Million 0.14% of portfolio
5,914
Q2 2025 Reduced 1.96%
$137B
$1.43 Million 0.14% of portfolio
18,710
Q2 2025 Added 12.39%
$153B
$1.48 Million 0.14% of portfolio
2,905
Q2 2025 Reduced 8.91%
$0
$1.33 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$97.8B
$1.38 Million 0.13% of portfolio
8,637
Q2 2025 Added 13.18%
$91.7B
$1.29 Million 0.13% of portfolio
23,789
Q2 2025 Added 1.03%
$1.27T
$1.38 Million 0.13% of portfolio
6,084
Q2 2025 Reduced 8.79%
$0
$1.35 Million 0.13% of portfolio
280,669
Q3 2024 New
$672M
$1.28 Million 0.13% of portfolio
23,684
Q4 2024 Reduced 2.57%
$177B
$1.33 Million 0.13% of portfolio
6,820
Q2 2025 Added 0.12%
$112B
$1.19 Million 0.12% of portfolio
17,213
Q2 2025 Reduced 5.95%
$548B
$1.27 Million 0.12% of portfolio
2,262
Q3 2024 Added 0.44%
$40.9B
$1.19 Million 0.12% of portfolio
15,760
Q2 2025 New
$0
$1.25 Million 0.12% of portfolio
176,440
Q3 2024 Added 0.44%
$0
$1.2 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$34.5B
$1.17 Million 0.11% of portfolio
11,206
Q2 2025 Reduced 10.11%
$43.6B
$1.11 Million 0.11% of portfolio
13,633
Q2 2025 Reduced 1.18%
$150B
$1.1 Million 0.11% of portfolio
5,568
Q2 2025 Added 4.48%
$229B
$1.09 Million 0.11% of portfolio
7,981
Q2 2025 Reduced 1.52%
$1.21T
$1 Million 0.1% of portfolio
5,675
Q2 2025 Reduced 6.71%
$21.3B
$991,000 0.1% of portfolio
19,210
Q2 2025 Reduced 23.43%
$111B
$1.07 Million 0.1% of portfolio
69,477
Q2 2025 Added 1.72%
$0
$1.07 Million 0.1% of portfolio
97,838
Q3 2024 Added 0.46%
$439B
$1.05 Million 0.1% of portfolio
1,059
Q2 2025 Added 4.96%
$155B
$967,000 0.09% of portfolio
15,809
Q2 2025 Reduced 3.77%

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
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