Marks Group Wealth Management, Inc Portfolio Holdings
Marks Group Wealth Management, Inc
- $1 Billion
- Q3 2024
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.
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 466
- Current Value $1 Billion
- Prior Value $911 Million
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks