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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.43 Million 0.87% of portfolio
160,627
Q4 2024 Added 3.7%
$0
$7.39 Million 0.76% of portfolio
76,310
Q4 2024 Added 3.68%
$0
$4.47 Million 0.46% of portfolio
80,613
Q4 2024 Added 3.59%
$0
$4.09 Million 0.42% of portfolio
6,977
Q4 2024 Added 7.12%
$0
$4 Million 0.41% of portfolio
47,164
Q4 2024 Added 3.11%
$0
$2.59 Million 0.27% of portfolio
14,564
Q4 2024 Reduced 1.25%
$957M
$2.64 Million 0.27% of portfolio
101,638
Q4 2024 Reduced 10.56%
$0
$2.51 Million 0.26% of portfolio
23,892
Q4 2023 Reduced 4.59%
$0
$2.08 Million 0.22% of portfolio
20,513
Q4 2024 Added 0.27%
$0
$2.14 Million 0.22% of portfolio
5,207
Q4 2024 Reduced 4.98%
$46.8B
$1.7 Million 0.18% of portfolio
34,320
Q4 2024 Reduced 0.61%
$0
$1.69 Million 0.17% of portfolio
31,558
Q4 2024 Added 3.31%
$0
$1.63 Million 0.17% of portfolio
60,489
Q4 2024 Reduced 11.47%
$0
$1.58 Million 0.16% of portfolio
2,925
Q4 2024 Added 2.06%
$0
$1.45 Million 0.15% of portfolio
5,491
Q4 2024 Reduced 0.58%
$0
$1.35 Million 0.14% of portfolio
7,692
Q3 2024 Reduced 0.7%
$0
$981,000 0.1% of portfolio
1,667
Q4 2024 Reduced 7.95%
$0
$963,000 0.1% of portfolio
8,363
Q4 2024 Reduced 5.32%
$0
$837,000 0.09% of portfolio
16,030
Q4 2024 Added 3.39%
$0
$806,000 0.08% of portfolio
1,577
Q4 2024 Added 17.6%
$0
$817,000 0.08% of portfolio
3,404
Q4 2024 Added 0.24%
$0
$664,000 0.07% of portfolio
12,743
Q4 2024 Added 1.48%
$0
$562,000 0.06% of portfolio
21,558
Q4 2024 Added 200.0%
$0
$571,000 0.06% of portfolio
1,342
Q4 2024 Added 51.3%
$0
$554,000 0.06% of portfolio
4,031
Q2 2024 Reduced 21.08%
$0
$604,000 0.06% of portfolio
6,068
Q3 2024 Reduced 19.68%
$0
$593,000 0.06% of portfolio
4,878
Q2 2023 Reduced 26.01%
$0
$610,000 0.06% of portfolio
4,435
Q4 2021 New
$0
$589,000 0.06% of portfolio
8,734
Q3 2024 New
$0
$550,000 0.06% of portfolio
1,708
Q4 2024 Reduced 7.83%
$0
$490,000 0.05% of portfolio
10,676
Q4 2024 Added 17.41%
$0
$459,000 0.05% of portfolio
1,145
Q4 2024 Reduced 0.17%
$0
$341,000 0.04% of portfolio
4,000
Q3 2021 New
$93B
$339,000 0.04% of portfolio
1,404
Q4 2024 Added 11.69%
$0
$244,000 0.03% of portfolio
5,272
Q2 2024 Reduced 5.15%
$0
$322,000 0.03% of portfolio
6,736
Q3 2024 Added 0.01%
$0
$279,000 0.03% of portfolio
835
Q3 2024 Reduced 4.02%
$0
$246,000 0.03% of portfolio
2,520
Q3 2024 New
$0
$324,000 0.03% of portfolio
3,787
Q3 2024 Reduced 4.34%
$0
$201,000 0.02% of portfolio
3,927
Q4 2024 New
$0
$205,000 0.02% of portfolio
1,748
Q3 2024 New
$0
$219,000 0.02% of portfolio
945
Q3 2024 Reduced 23.3%
$0
$178,000 0.02% of portfolio
15,710
Q2 2023 Reduced 14.16%

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
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