Marks Group Wealth Management, Inc Portfolio Holdings by Sector
Marks Group Wealth Management, Inc
- $1.02 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EFV VOO IEMG SPY EFG VEA AAAU IXN 43 stocks |
$84,067
8.21% of portfolio
|
14
|
17
|
5
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP ETN PH ITT AME GGG FELE IR 11 stocks |
$84,062
8.21% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE FDS MCO MSCI SPGI MORN 6 stocks |
$81,809
7.99% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU SSNC FICO PAYC ADSK SAP SHOP 10 stocks |
$51,529
5.03% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
LDOS BR CACI ACN FISV IBM IT JKHY 9 stocks |
$50,150
4.9% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL SPOT 4 stocks |
$46,678
4.56% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
BRO AJG AON MMC 4 stocks |
$36,453
3.56% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE MDT ABT BSX 5 stocks |
$33,830
3.3% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX RMD ALC ISRG ATRC 5 stocks |
$33,582
3.28% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX ORCL SPSC CHKP ADBE CCCS 7 stocks |
$29,780
2.91% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI TXRH CMG SBUX MCD DPZ 6 stocks |
$27,918
2.73% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR IQV IDXX TMO DHR 5 stocks |
$27,614
2.7% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CW GD TDG HII 4 stocks |
$25,831
2.52% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO FAST POOL 4 stocks |
$23,478
2.29% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$22,794
2.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF EXG IGA PDI AMP BRW GAB RIV 16 stocks |
$22,228
2.17% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$21,034
2.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$20,551
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO CASY GPC ORLY 4 stocks |
$18,587
1.82% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH 2 stocks |
$15,058
1.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
FCN VRSK 2 stocks |
$11,771
1.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$11,723
1.14% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$11,145
1.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$10,842
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$10,723
1.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL TT APOG 3 stocks |
$10,003
0.98% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$9,662
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI MFC 2 stocks |
$9,517
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$9,436
0.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO NVR LEN 3 stocks |
$9,388
0.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$9,336
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BBVA MUFG BAC SAN 6 stocks |
$9,169
0.9% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$9,159
0.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$8,794
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA 1 stocks |
$8,459
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$8,386
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$8,268
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM TXN MU NXPI MRVL 6 stocks |
$7,618
0.74% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO PEP 3 stocks |
$7,611
0.74% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A ACGL 3 stocks |
$7,595
0.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR DUK WEC EIX ES XEL 6 stocks |
$7,591
0.74% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$7,552
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS GXO 3 stocks |
$5,339
0.52% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HDB THFF FITB MFG 5 stocks |
$5,329
0.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN AMGN JNJ LLY ABBV MRK 6 stocks |
$5,068
0.49% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR AMT 2 stocks |
$3,915
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA VZ 2 stocks |
$3,910
0.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL NTAP 2 stocks |
$3,709
0.36% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$3,517
0.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB PAGP 2 stocks |
$3,444
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$3,039
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ARGX ZLAB 3 stocks |
$2,525
0.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$2,298
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$1,669
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS LYV NFLX 3 stocks |
$1,494
0.15% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW LPLA MS 4 stocks |
$1,476
0.14% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$1,472
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1,404
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP 2 stocks |
$1,329
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA 2 stocks |
$1,305
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$1,292
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,193
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC MLM 2 stocks |
$1,068
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$1,050
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$789
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$601
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$595
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$496
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$489
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$482
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$469
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$423
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$418
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$352
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$290
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$249
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$229
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$221
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$123
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|