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
$356B
$2.11 Million 0.21% of portfolio
7,854
Q1 2025 Reduced 13.37%
$67.2B
$2.02 Million 0.2% of portfolio
47,764
Q1 2025 Added 0.47%
$10.6B
$2.01 Million 0.2% of portfolio
17,688
Q1 2025 Added 1.68%
$185B
$2.04 Million 0.2% of portfolio
45,003
Q1 2025 Added 1.97%
$157B
$1.91 Million 0.19% of portfolio
6,136
Q1 2025 Added 3.32%
$46.4B
$1.85 Million 0.19% of portfolio
17,705
Q1 2025 Added 3.1%
$0
$1.88 Million 0.19% of portfolio
230,456
Q3 2024 Added 0.36%
$89.6B
$1.82 Million 0.18% of portfolio
14,908
Q1 2025 Added 1.43%
$99.9B
$1.81 Million 0.18% of portfolio
8,325
Q1 2025 Added 3.47%
$56B
$1.81 Million 0.18% of portfolio
11,738
Q1 2025 Reduced 0.02%
$0
$1.78 Million 0.18% of portfolio
89,984
Q3 2024 Added 0.53%
$32.4B
$1.82 Million 0.18% of portfolio
71,738
Q1 2025 Reduced 5.6%
$17.9B
$1.78 Million 0.18% of portfolio
14,958
Q1 2025 Added 8.75%
$479B
$1.82 Million 0.18% of portfolio
13,039
Q1 2025 Reduced 1.07%
$13.1B
$1.66 Million 0.17% of portfolio
9,078
Q1 2025 Added 2.59%
$5.08B
$1.57 Million 0.16% of portfolio
11,830
Q4 2024 Reduced 0.22%
$156B
$1.5 Million 0.15% of portfolio
3,189
Q1 2025 Added 1.05%
$16.7B
$1.52 Million 0.15% of portfolio
17,804
Q1 2025 Added 0.38%
$19.2B
$1.48 Million 0.15% of portfolio
25,087
Q1 2025 Added 6.0%
$0
$1.36 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$0
$1.37 Million 0.14% of portfolio
280,669
Q3 2024 New
$0
$1.35 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$0
$1.44 Million 0.14% of portfolio
185,636
Q3 2024 Added 0.75%
$55.1B
$1.39 Million 0.14% of portfolio
2,868
Q3 2024 Added 0.35%
$33.3B
$1.36 Million 0.14% of portfolio
12,467
Q1 2025 Reduced 0.1%
$0
$1.33 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$0
$1.26 Million 0.13% of portfolio
92,300
Q3 2024 New
$177B
$1.33 Million 0.13% of portfolio
6,812
Q1 2025 Added 2.48%
$179B
$1.27 Million 0.13% of portfolio
18,302
Q1 2025 Reduced 4.61%
$312B
$1.25 Million 0.13% of portfolio
1,889
Q1 2025 Added 5.06%
$75.1B
$1.21 Million 0.12% of portfolio
11,054
Q1 2025 Reduced 4.33%
$0
$1.18 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$0
$1.21 Million 0.12% of portfolio
176,440
Q3 2024 Added 0.44%
$608M
$1.16 Million 0.12% of portfolio
23,684
Q4 2024 Reduced 2.57%
$562B
$1.24 Million 0.12% of portfolio
2,262
Q3 2024 Added 0.44%
$102B
$1.19 Million 0.12% of portfolio
23,546
Q1 2025 Reduced 10.12%
$8.92B
$1.23 Million 0.12% of portfolio
6,032
Q1 2025 Added 137.11%
$0
$1.05 Million 0.11% of portfolio
97,838
Q3 2024 Added 0.46%
$235B
$1.07 Million 0.11% of portfolio
8,104
Q1 2025 Added 3.47%
$147B
$1.09 Million 0.11% of portfolio
5,329
Q1 2025 Added 7.18%
$1.1T
$1.11 Million 0.11% of portfolio
6,670
Q1 2025 Reduced 3.36%
$142B
$1.11 Million 0.11% of portfolio
16,648
Q1 2025 Reduced 4.99%
$160B
$978,000 0.1% of portfolio
16,429
Q1 2025 Reduced 3.39%
$88.1B
$995,000 0.1% of portfolio
7,631
Q1 2025 Reduced 5.42%
$49.3B
$1.03 Million 0.1% of portfolio
13,796
Q1 2025 Added 2.44%
$446B
$954,000 0.1% of portfolio
1,009
Q1 2025 Added 0.7%
$28.8B
$917,000 0.09% of portfolio
4,024
Q1 2025 Added 51.05%
$90.9B
$930,000 0.09% of portfolio
68,299
Q1 2025 Reduced 23.67%
$993B
$940,000 0.09% of portfolio
6,083
Q1 2025 Reduced 4.76%

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