Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025

Marks Group Wealth Management, Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 467 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $28.6M, Intercontinental Exchange, Inc. with a value of $21.5M, Stryker Corp with a value of $21.1M, Apple Inc. with a value of $20.9M, and Republic Services, Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $996M to 1.02B.

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 $1.02 Billion
Industrials: $251 Million
Financial Services: $195 Million
Technology: $177 Million
Healthcare: $119 Million
Consumer Cyclical: $98.3 Million
ETFs: $84.1 Million
Communication Services: $53.6 Million
Consumer Defensive: $14.3 Million
Other: $31.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.67B
$8.53 Million 0.83% of portfolio
161,608
Q2 2025 Added 4.5%
$10.5B
$8.44 Million 0.82% of portfolio
92,485
Q2 2025 Reduced 1.61%
$14.5B
$8.37 Million 0.82% of portfolio
97,400
Q2 2025 Added 0.06%
$134B
$8.39 Million 0.82% of portfolio
36,450
Q2 2025 Added 7.02%
$13.6B
$8.34 Million 0.81% of portfolio
18,874
Q2 2025 Added 5.21%
$4.52B
$8.33 Million 0.81% of portfolio
92,837
Q2 2025 Added 13.02%
$101B
$8.3 Million 0.81% of portfolio
37,979
Q2 2025 Added 0.63%
$39.2B
$8.24 Million 0.81% of portfolio
93,376
Q2 2025 Added 0.19%
$20.6B
$8.27 Million 0.81% of portfolio
37,102
Q2 2025 Reduced 0.76%
$32.4B
$8.25 Million 0.81% of portfolio
99,191
Q2 2025 Added 1.08%
$10.9B
$8.16 Million 0.8% of portfolio
25,978
Q2 2025 Added 0.61%
$34.9B
$8.06 Million 0.79% of portfolio
51,164
Q2 2025 Added 11.43%
$5.75B
$8.11 Million 0.79% of portfolio
50,207
Q2 2025 Added 1.9%
$14.5B
$8.12 Million 0.79% of portfolio
55,838
Q2 2025 Added 20.57%
$19.4B
$7.77 Million 0.76% of portfolio
15,231
Q2 2025 Reduced 0.91%
$159B
$7.82 Million 0.76% of portfolio
26,175
Q2 2025 Added 4.07%
$13.5B
$7.45 Million 0.73% of portfolio
32,202
Q2 2025 Reduced 1.93%
$0
$7.37 Million 0.72% of portfolio
137,346
Q2 2025 Added 85.88%
$54.4B
$6.4 Million 0.63% of portfolio
11,940
Q2 2025 Added 0.9%
$79.5B
$6.25 Million 0.61% of portfolio
49,941
Q2 2025 Added 16.19%
$325B
$6.13 Million 0.6% of portfolio
19,660
Q2 2025 Added 2.74%
$1.1B
$6.19 Million 0.6% of portfolio
110,241
Q2 2025 Added 1.31%
$0
$6.05 Million 0.59% of portfolio
9,787
Q2 2025 Added 39.71%
$0
$5.43 Million 0.53% of portfolio
48,458
Q2 2025 Reduced 4.24%
$166B
$5.27 Million 0.51% of portfolio
9,691
Q2 2025 Reduced 0.67%
$650B
$5.14 Million 0.5% of portfolio
10,573
Q2 2025 Reduced 1.8%
$33.2B
$4.91 Million 0.48% of portfolio
78,383
Q2 2025 Reduced 1.79%
$4.86B
$4.7 Million 0.46% of portfolio
10,810
Q2 2025 Reduced 0.09%
$27.4B
$4.45 Million 0.43% of portfolio
603
Q2 2025 Added 2.38%
$859B
$4.34 Million 0.42% of portfolio
14,983
Q2 2025 Reduced 26.01%
$0
$4.18 Million 0.41% of portfolio
73,323
Q2 2025 Reduced 13.25%
$70.1B
$4.1 Million 0.4% of portfolio
2,694
Q2 2025 Reduced 0.15%
$9.95B
$4.08 Million 0.4% of portfolio
58,792
Q2 2022 Reduced 25.13%
$191B
$3.93 Million 0.38% of portfolio
9,692
Q2 2025 Added 3.25%
$27.6B
$3.78 Million 0.37% of portfolio
90,118
Q2 2025 Added 95.6%
$419B
$3.7 Million 0.36% of portfolio
23,441
Q2 2025 Added 2.56%
$42.9B
$3.66 Million 0.36% of portfolio
11,762
Q2 2025 Reduced 0.41%
$1.19B
$3.73 Million 0.36% of portfolio
114,140
Q2 2025 Added 10.93%
$19.9B
$3.52 Million 0.34% of portfolio
30,804
Q2 2025 Added 0.14%
$31.9B
$3.49 Million 0.34% of portfolio
28,429
Q2 2025 Added 1.34%
$0
$3.38 Million 0.33% of portfolio
36,645
Q2 2025 Reduced 38.3%
$302B
$3.13 Million 0.31% of portfolio
12,145
Q2 2025 Reduced 1.35%
$0
$2.92 Million 0.29% of portfolio
196,262
Q3 2024 Added 0.21%
$458B
$2.8 Million 0.27% of portfolio
26,001
Q2 2025 Reduced 14.57%
$230B
$2.75 Million 0.27% of portfolio
9,324
Q2 2025 Reduced 7.77%
$19.5B
$2.75 Million 0.27% of portfolio
6,792
Q2 2025 Added 1.87%
$300B
$2.68 Million 0.26% of portfolio
33,418
Q2 2025 Added 10.75%
$0
$2.66 Million 0.26% of portfolio
14,572
Q2 2025 Added 0.87%
$97.8B
$2.64 Million 0.26% of portfolio
58,191
Q2 2025 Reduced 1.05%

Summary

  • Portfolio
  • No. of Stocks 467
  • Current Value $1.02 Billion
  • Prior Value $996 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email