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 Market Cap. of $200 Billions or more
