Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

Marks Group Wealth Management, Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $967 Million distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.6M, Apple Inc. with a value of $25.7M, Stryker Corp with a value of $19M, Visa Inc. with a value of $18.5M, and Republic Services, Inc. with a value of $15.8M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $1B to 967M.

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 $967 Million
Industrials: $240 Million
Financial Services: $184 Million
Technology: $167 Million
Healthcare: $117 Million
Consumer Cyclical: $101 Million
ETFs: $64.5 Million
Communication Services: $52.2 Million
Consumer Defensive: $12.2 Million
Other: $29.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$2.14 Million 0.22% of portfolio
30,427
Q4 2024 Reduced 2.31%
$157B
$2.1 Million 0.22% of portfolio
56,062
Q4 2024 Reduced 1.02%
$4.82B
$2.18 Million 0.22% of portfolio
11,830
Q4 2024 Reduced 0.22%
$10.8B
$2.12 Million 0.22% of portfolio
17,396
Q4 2024 Reduced 1.19%
$303B
$2.02 Million 0.21% of portfolio
32,510
Q4 2024 Reduced 0.25%
$221B
$2.03 Million 0.21% of portfolio
12,167
Q4 2024 Added 1.96%
$448B
$2.04 Million 0.21% of portfolio
3
Q2 2024 Reduced 25.0%
$21.1B
$1.89 Million 0.2% of portfolio
23,667
Q4 2024 Reduced 31.74%
$0
$1.88 Million 0.19% of portfolio
230,456
Q3 2024 Added 0.36%
$180B
$1.76 Million 0.18% of portfolio
44,132
Q4 2024 Reduced 0.47%
$0
$1.75 Million 0.18% of portfolio
146,444
Q3 2024 Added 0.46%
$54.8B
$1.65 Million 0.17% of portfolio
11,740
Q4 2024 Added 0.97%
$0
$1.65 Million 0.17% of portfolio
89,984
Q3 2024 Added 0.53%
$30.1B
$1.61 Million 0.17% of portfolio
75,997
Q4 2024 Added 341.92%
$205B
$1.65 Million 0.17% of portfolio
19,186
Q4 2024 Added 1.63%
$17.5B
$1.61 Million 0.17% of portfolio
13,754
Q4 2024 Reduced 2.6%
$12.9B
$1.55 Million 0.16% of portfolio
8,849
Q4 2024 Added 1.28%
$169B
$1.55 Million 0.16% of portfolio
5,939
Q4 2024 Reduced 5.28%
$88.7B
$1.58 Million 0.16% of portfolio
14,698
Q4 2024 Reduced 25.33%
$97.2B
$1.48 Million 0.15% of portfolio
8,046
Q4 2024 Reduced 1.14%
$68.5B
$1.43 Million 0.15% of portfolio
11,554
Q4 2024 Reduced 4.15%
$0
$1.41 Million 0.15% of portfolio
185,636
Q3 2024 Added 0.75%
$0
$1.33 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$17.2B
$1.34 Million 0.14% of portfolio
17,737
Q4 2024 Added 99.25%
$25.9B
$1.34 Million 0.14% of portfolio
28,924
Q4 2024 Added 2.58%
$141B
$1.34 Million 0.14% of portfolio
3,156
Q4 2024 Added 0.83%
$0
$1.32 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$956B
$1.36 Million 0.14% of portfolio
6,902
Q4 2024 Reduced 36.8%
$0
$1.36 Million 0.14% of portfolio
280,669
Q3 2024 New
$177B
$1.29 Million 0.13% of portfolio
6,647
Q4 2024 Reduced 0.45%
$294B
$1.25 Million 0.13% of portfolio
1,798
Q4 2024 Reduced 5.81%
$0
$1.22 Million 0.13% of portfolio
176,440
Q3 2024 Added 0.44%
$0
$1.24 Million 0.13% of portfolio
92,300
Q3 2024 New
$0
$1.28 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$33B
$1.17 Million 0.12% of portfolio
12,479
Q4 2024 Reduced 2.23%
$533B
$1.19 Million 0.12% of portfolio
2,262
Q3 2024 Added 0.44%
$1.02T
$1.21 Million 0.12% of portfolio
6,387
Q4 2024 Added 0.03%
$93B
$1.19 Million 0.12% of portfolio
26,196
Q4 2024 Added 1.26%
$0
$1.21 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$112B
$1.12 Million 0.12% of portfolio
17,523
Q4 2024 Reduced 18.86%
$153B
$1.14 Million 0.12% of portfolio
4,972
Q4 2024 Added 6.7%
$42.4B
$1.09 Million 0.11% of portfolio
13,467
Q4 2024 Reduced 1.33%
$597M
$1.09 Million 0.11% of portfolio
23,684
Q4 2024 Reduced 2.57%
$0
$1.02 Million 0.11% of portfolio
97,838
Q3 2024 Added 0.46%
$148B
$964,000 0.1% of portfolio
17,006
Q4 2024 Reduced 0.67%
$464B
$918,000 0.09% of portfolio
1,002
Q4 2024 Added 31.15%
$49.3B
$894,000 0.09% of portfolio
93,607
Q4 2024 Reduced 38.31%
$84B
$869,000 0.09% of portfolio
89,480
Q4 2024 Reduced 17.77%
$241B
$885,000 0.09% of portfolio
7,832
Q3 2024 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $967 Million
  • Prior Value $1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 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