Marks Group Wealth Management, Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 466 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $27.1M, Apple Inc. with a value of $24.1M, Stryker Corp with a value of $19.1M, Unitedhealth Group Inc with a value of $17.8M, and Intercontinental Exchange, Inc. with a value of $16.9M.
Examining the 13F form we can see an increase of $89.8M in the current position value, from $911M to 1B.
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 Billion
Industrials: $258 Million
Financial Services: $185 Million
Technology: $166 Million
Healthcare: $133 Million
Consumer Cyclical: $96.9 Million
ETFs: $66 Million
Communication Services: $48.4 Million
Consumer Defensive: $13.5 Million
Other: $34 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
