Marks Group Wealth Management, Inc Portfolio Holdings by Sector
Marks Group Wealth Management, Inc
- $996 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EFV EFG IXN VEA EMXC IEMG SPY AAAU 58 stocks |
$89,021
8.94% of portfolio
|
33
|
12
|
19
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE FDS MCO MSCI SPGI MORN 6 stocks |
$78,483
7.88% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP PH AME ETN ITT GGG IR FELE 11 stocks |
$77,455
7.78% of portfolio
|
8
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM FICO SSNC INTU PAYC ADSK SAP SHOP 10 stocks |
$49,705
4.99% of portfolio
|
1
|
9
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
CACI BR LDOS ACN FISV IT IBM JKHY 9 stocks |
$49,448
4.97% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO AON AJG MMC 4 stocks |
$40,159
4.03% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL SPOT 4 stocks |
$39,562
3.97% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE MDT ABT BSX 5 stocks |
$32,847
3.3% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ALC RMD ISRG ATRC 5 stocks |
$32,753
3.29% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI TXRH CMG SBUX MCD DPZ 6 stocks |
$26,968
2.71% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR IQV IDXX TMO DHR 5 stocks |
$26,928
2.7% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX ORCL SPSC CHKP ADBE CCCS 7 stocks |
$25,466
2.56% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$24,610
2.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO FAST POOL 4 stocks |
$24,056
2.42% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CW GD TDG HII 4 stocks |
$22,407
2.25% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF EXG PDI BRW AMP PHK RIV GAB 17 stocks |
$21,494
2.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$21,198
2.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$20,675
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$19,185
1.93% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO CASY GPC ORLY 4 stocks |
$17,803
1.79% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
FCN VRSK 2 stocks |
$11,599
1.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT KMX 2 stocks |
$11,175
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$10,958
1.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$10,271
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO NVR LEN 3 stocks |
$10,138
1.02% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$9,818
0.99% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI MFC 2 stocks |
$9,709
0.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL TT APOG 3 stocks |
$9,657
0.97% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$9,336
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,235
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BBVA MUFG BAC 5 stocks |
$9,020
0.91% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$8,667
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$8,604
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A ACGL 3 stocks |
$8,418
0.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$8,046
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$7,730
0.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$7,684
0.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO PEP 3 stocks |
$7,559
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA 1 stocks |
$7,487
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$7,033
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN AMGN JNJ ABBV LLY MRK 6 stocks |
$6,856
0.69% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ETR EIX WEC XEL 5 stocks |
$6,775
0.68% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS 2 stocks |
$5,776
0.58% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN TSM MU NXPI 5 stocks |
$5,687
0.57% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB THFF HDB LYG FITB MFG 6 stocks |
$5,647
0.57% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$4,450
0.45% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$4,171
0.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR AMT 2 stocks |
$3,823
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB PAGP 2 stocks |
$3,501
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$3,148
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$2,557
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ARGX ZLAB 3 stocks |
$2,367
0.24% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$2,186
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1,612
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$1,519
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1,251
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP 2 stocks |
$1,247
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS LYV NFLX 3 stocks |
$1,247
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$1,186
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA 2 stocks |
$1,046
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC MLM CRH.L 3 stocks |
$904
0.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$883
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$855
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL PGR 2 stocks |
$794
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$732
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$692
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$535
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$526
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP 2 stocks |
$461
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$422
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$356
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$330
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|