Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

Marks Group Wealth Management, Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $967 Million distributed in 445 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $30.6M, Apple Inc. with a value of $25.7M, Stryker Corp with a value of $19M, Visa Inc. with a value of $18.5M, and Republic Services, Inc. with a value of $15.8M.

Examining the 13F form we can see an decrease of $33.7M in the current position value, from $1B to 967M.

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 $967 Million
Industrials: $240 Million
Financial Services: $184 Million
Technology: $167 Million
Healthcare: $117 Million
Consumer Cyclical: $101 Million
ETFs: $64.5 Million
Communication Services: $52.2 Million
Consumer Defensive: $12.2 Million
Other: $29.5 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.71B
$11.1 Million 1.14% of portfolio
54,492
Q4 2024 Reduced 5.98%
$6.03B
$7.88 Million 0.81% of portfolio
148,558
Q4 2024 Added 384.6%
$4.63B
$7.69 Million 0.8% of portfolio
78,929
Q4 2024 Reduced 3.15%
$8.68B
$7.18 Million 0.74% of portfolio
89,598
Q4 2024 Reduced 2.15%
$6.72B
$6.52 Million 0.67% of portfolio
34,127
Q4 2024 Reduced 10.48%
$4.52B
$5.01 Million 0.52% of portfolio
11,226
Q4 2024 Added 0.8%
$8.72B
$3.96 Million 0.41% of portfolio
58,792
Q2 2022 Reduced 25.13%
$6.65B
$2.18 Million 0.22% of portfolio
11,830
Q4 2024 Reduced 0.22%
$4.11B
$767,000 0.08% of portfolio
41,776
Q4 2024 Reduced 0.56%
$7.13B
$563,000 0.06% of portfolio
5,000
Q4 2021 New
$7.88B
$480,000 0.05% of portfolio
2,544
Q4 2024 Reduced 49.45%
$7.14B
$302,000 0.03% of portfolio
2,005
Q4 2024 Reduced 7.22%
$6.89B
$146,000 0.02% of portfolio
12,486
Q3 2024 Added 17.26%
$5.39B
$217,000 0.02% of portfolio
5,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $967 Million
  • Prior Value $1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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