Marks Group Wealth Management, Inc Portfolio Holdings
Marks Group Wealth Management, Inc
- $996 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 478
- Current Value $996 Million
- Prior Value $967 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 26 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks