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 Market Cap. of $10 Billions to $200 Billions
