Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 2025

Marks Group Wealth Management, Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 481 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $36.9M, Apple Inc. with a value of $27.9M, Stryker Corp with a value of $19M, Intercontinental Exchange, Inc. with a value of $18.7M, and Republic Services, Inc. with a value of $18.5M.

Examining the 13F form we can see an increase of $2.23M in the current position value, from $1.02B to 1.03B.

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 $1.03 Billion
Industrials: $238 Million
Technology: $194 Million
Financial Services: $173 Million
Healthcare: $125 Million
ETFs: $96.7 Million
Consumer Cyclical: $94.3 Million
Communication Services: $56.4 Million
Consumer Defensive: $14.2 Million
Other: $34.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.1B
$8.22 Million 0.8% of portfolio
14,536
Q3 2025 Reduced 4.56%
$21.3B
$8.23 Million 0.8% of portfolio
43,241
Q3 2025 Reduced 2.79%
$22.8B
$8.13 Million 0.79% of portfolio
86,667
Q3 2025 Reduced 1.4%
$30.4B
$7.99 Million 0.78% of portfolio
96,722
Q3 2025 Reduced 2.49%
$9.78B
$8.05 Million 0.78% of portfolio
179,053
Q3 2025 Reduced 6.89%
$13.5B
$8.04 Million 0.78% of portfolio
94,664
Q3 2025 Reduced 2.81%
$11.2B
$8.03 Million 0.78% of portfolio
48,301
Q3 2025 Reduced 2.75%
$5.68B
$7.83 Million 0.76% of portfolio
48,410
Q3 2025 Reduced 3.58%
$47.7B
$7.59 Million 0.74% of portfolio
15,217
Q3 2025 Reduced 27.35%
$1.34B
$7.55 Million 0.74% of portfolio
198,131
Q3 2025 Added 73.59%
$82.8B
$7.64 Million 0.74% of portfolio
26,488
Q3 2025 Reduced 1.89%
$15.9B
$7.53 Million 0.73% of portfolio
22,904
Q3 2025 Reduced 3.11%
$11.4B
$7.44 Million 0.73% of portfolio
18,407
Q3 2025 Reduced 2.47%
$89.7B
$7.5 Million 0.73% of portfolio
37,237
Q3 2025 Reduced 1.95%
$38.1B
$7.43 Million 0.72% of portfolio
99,715
Q3 2025 Added 6.79%
$9.48B
$7.41 Million 0.72% of portfolio
90,280
Q3 2025 Reduced 2.38%
$19B
$7.27 Million 0.71% of portfolio
35,428
Q3 2025 Reduced 4.51%
$2.2B
$7.24 Million 0.71% of portfolio
71,467
Q3 2025 Reduced 2.46%
$342B
$6.97 Million 0.68% of portfolio
38,221
Q3 2025 New
$44B
$6.73 Million 0.66% of portfolio
4,498
Q3 2025 Reduced 4.4%
$9.97B
$6.54 Million 0.64% of portfolio
31,404
Q3 2025 Reduced 2.48%
$57.4B
$6.45 Million 0.63% of portfolio
10,101
Q3 2025 Reduced 15.4%
$0
$6.5 Million 0.63% of portfolio
9,763
Q3 2025 Reduced 0.25%
$152B
$6.3 Million 0.61% of portfolio
25,551
Q3 2025 Reduced 2.38%
$79.5B
$6.15 Million 0.6% of portfolio
49,108
Q3 2025 Reduced 1.67%
$4.96B
$5.99 Million 0.58% of portfolio
10,315
Q3 2025 Reduced 4.58%
$37.6B
$5.79 Million 0.56% of portfolio
86,051
Q3 2025 Added 9.78%
$9B
$5.28 Million 0.51% of portfolio
22,767
Q3 2025 Reduced 12.36%
$662B
$5.15 Million 0.5% of portfolio
10,237
Q3 2025 Reduced 3.18%
$23.4B
$4.9 Million 0.48% of portfolio
610
Q3 2025 Added 1.16%
$10.5B
$4.81 Million 0.47% of portfolio
58,792
Q2 2022 Reduced 25.13%
$881B
$4.7 Million 0.46% of portfolio
14,912
Q3 2025 Reduced 0.47%
$593B
$4.42 Million 0.43% of portfolio
15,710
Q3 2025 Added 37.42%
$0
$4.39 Million 0.43% of portfolio
73,323
Q2 2025 Reduced 13.25%
$193B
$4.16 Million 0.41% of portfolio
9,305
Q3 2025 Reduced 3.98%
$875M
$4.14 Million 0.4% of portfolio
105,721
Q3 2025 Reduced 4.1%
$328B
$4.02 Million 0.39% of portfolio
13,364
Q3 2025 Added 10.04%
$23.2B
$4.04 Million 0.39% of portfolio
82,345
Q3 2025 Reduced 8.63%
$72.7B
$3.81 Million 0.37% of portfolio
2,891
Q3 2025 Added 7.31%
$34.7B
$3.73 Million 0.36% of portfolio
26,292
Q3 2025 Reduced 7.52%
$6B
$3.05 Million 0.3% of portfolio
44,323
Q3 2025 New
$27.2B
$2.93 Million 0.29% of portfolio
13,477
Q3 2025 New
$490B
$2.96 Million 0.29% of portfolio
26,236
Q3 2025 Added 0.9%
$0
$2.94 Million 0.29% of portfolio
196,262
Q3 2024 Added 0.21%
$317B
$2.84 Million 0.28% of portfolio
33,926
Q3 2025 Added 1.52%
$96.7B
$2.9 Million 0.28% of portfolio
57,425
Q3 2025 Reduced 1.32%
$0
$2.81 Million 0.27% of portfolio
14,443
Q3 2025 Reduced 0.89%
$128B
$2.81 Million 0.27% of portfolio
29,497
Q3 2025 Added 2.33%
$0
$2.71 Million 0.26% of portfolio
23,892
Q4 2023 Reduced 4.59%

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $1.03 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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