Marks Group Wealth Management, Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 467 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $28.6M, Intercontinental Exchange, Inc. with a value of $21.5M, Stryker Corp with a value of $21.1M, Apple Inc. with a value of $20.9M, and Republic Services, Inc. with a value of $20.6M.
Examining the 13F form we can see an increase of $27.9M in the current position value, from $996M to 1.02B.
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
$1.02 Billion
Industrials: $251 Million
Financial Services: $195 Million
Technology: $177 Million
Healthcare: $119 Million
Consumer Cyclical: $98.3 Million
ETFs: $84.1 Million
Communication Services: $53.6 Million
Consumer Defensive: $14.3 Million
Other: $31.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
