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.

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.68B
$9.24 Million 0.92% of portfolio
57,958
Q3 2024 Added 598.54%
$6.85B
$8.67 Million 0.87% of portfolio
38,124
Q3 2024 New
$4.85B
$8.54 Million 0.85% of portfolio
81,497
Q3 2024 Added 4.5%
$8.53B
$7.94 Million 0.79% of portfolio
91,567
Q3 2024 Added 2.72%
$4.23B
$4.76 Million 0.48% of portfolio
11,137
Q3 2024 Added 38.68%
$9.21B
$4.33 Million 0.43% of portfolio
58,792
Q2 2022 Reduced 25.13%
$6.48B
$2.3 Million 0.23% of portfolio
11,856
Q3 2024 Added 0.22%
$7.6B
$1.33 Million 0.13% of portfolio
5,033
Q3 2024 Reduced 0.65%
$3.65B
$777,000 0.08% of portfolio
42,013
Q3 2024 Reduced 1.25%
$7.93B
$655,000 0.07% of portfolio
5,000
Q4 2021 New
$7.66B
$332,000 0.03% of portfolio
2,161
Q1 2024 New
$6.94B
$260,000 0.03% of portfolio
5,000
Q4 2022 New
$6.95B
$236,000 0.02% of portfolio
1,783
Q3 2024 New
$7.45B
$137,000 0.01% of portfolio
12,486
Q3 2024 Added 17.26%

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
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