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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$7.89 Million 0.82% of portfolio
37,127
Q4 2024 Reduced 2.69%
$14.3B
$7.82 Million 0.81% of portfolio
92,807
Q4 2024 Reduced 2.88%
$5.98B
$7.88 Million 0.81% of portfolio
148,558
Q4 2024 Added 384.6%
$17.9B
$7.74 Million 0.8% of portfolio
20,974
Q4 2024 Reduced 2.97%
$4.54B
$7.69 Million 0.8% of portfolio
78,929
Q4 2024 Reduced 3.15%
$11.2B
$7.73 Million 0.8% of portfolio
90,832
Q4 2024 Reduced 3.58%
$146B
$7.47 Million 0.77% of portfolio
32,747
Q4 2024 Reduced 2.36%
$0
$7.39 Million 0.76% of portfolio
76,310
Q4 2024 Added 3.68%
$13.4B
$7.21 Million 0.74% of portfolio
35,156
Q4 2024 Added 0.09%
$7.8B
$7.18 Million 0.74% of portfolio
89,598
Q4 2024 Reduced 2.15%
$74B
$7.06 Million 0.73% of portfolio
26,784
Q4 2024 Reduced 1.8%
$44.8B
$7.09 Million 0.73% of portfolio
83,476
Q4 2024 Reduced 13.26%
$22.3B
$6.93 Million 0.72% of portfolio
33,710
Q4 2024 Reduced 0.97%
$14.5B
$6.86 Million 0.71% of portfolio
36,645
Q4 2024 Reduced 1.12%
$14.6B
$6.74 Million 0.7% of portfolio
32,127
Q4 2024 Added 1.74%
$33.4B
$6.77 Million 0.7% of portfolio
34,466
Q4 2024 Reduced 0.39%
$1.39B
$6.34 Million 0.66% of portfolio
105,086
Q4 2024 Added 1.88%
$79.5B
$6.3 Million 0.65% of portfolio
50,281
Q4 2024 Reduced 6.17%
$98B
$6.08 Million 0.63% of portfolio
22,023
Q4 2024 Reduced 8.29%
$15.9B
$5.93 Million 0.61% of portfolio
14,966
Q4 2024 Added 2.43%
$180B
$5.8 Million 0.6% of portfolio
11,109
Q4 2024 Reduced 0.73%
$20.8B
$5.02 Million 0.52% of portfolio
27,465
Q4 2024 Added 1.41%
$4.74B
$5.01 Million 0.52% of portfolio
11,226
Q4 2024 Added 0.8%
$736B
$4.87 Million 0.5% of portfolio
20,329
Q4 2024 Reduced 1.43%
$694B
$4.86 Million 0.5% of portfolio
10,726
Q4 2024 Added 0.88%
$201B
$4.73 Million 0.49% of portfolio
9,091
Q4 2024 Added 3.07%
$23.5B
$4.64 Million 0.48% of portfolio
567
Q4 2024 Added 1.8%
$34.8B
$4.55 Million 0.47% of portfolio
11,009
Q4 2024 Added 8.57%
$0
$4.47 Million 0.46% of portfolio
80,613
Q4 2024 Added 3.59%
$19.5B
$4.28 Million 0.44% of portfolio
38,612
Q4 2024 Added 2.7%
$0
$4.09 Million 0.42% of portfolio
6,977
Q4 2024 Added 7.12%
$30.4B
$4.1 Million 0.42% of portfolio
78,040
Q4 2024 Added 1.25%
$8.42B
$3.96 Million 0.41% of portfolio
58,792
Q2 2022 Reduced 25.13%
$0
$4 Million 0.41% of portfolio
47,164
Q4 2024 Added 3.11%
$24.9B
$3.53 Million 0.37% of portfolio
30,651
Q4 2024 Reduced 0.92%
$75.6B
$3.3 Million 0.34% of portfolio
2,606
Q4 2024 Added 6.37%
$44.2B
$3.31 Million 0.34% of portfolio
46,072
Q4 2024 Reduced 3.41%
$45.8B
$3.19 Million 0.33% of portfolio
11,573
Q4 2024 Added 1.32%
$493B
$3.2 Million 0.33% of portfolio
29,702
Q4 2024 Reduced 0.25%
$283B
$3.13 Million 0.32% of portfolio
23,320
Q4 2024 Added 0.05%
$33.8B
$3.14 Million 0.32% of portfolio
6,486
Q4 2024 Added 2.61%
$0
$2.99 Million 0.31% of portfolio
196,262
Q3 2024 Added 0.21%
$225B
$2.95 Million 0.3% of portfolio
44,952
Q4 2024 Added 2.93%
$117B
$2.76 Million 0.29% of portfolio
34,612
Q4 2024 Added 1.02%
$53.1B
$2.62 Million 0.27% of portfolio
10,669
Q4 2024 Added 0.24%
$0
$2.59 Million 0.27% of portfolio
14,564
Q4 2024 Reduced 1.25%
$990M
$2.64 Million 0.27% of portfolio
101,638
Q4 2024 Reduced 10.56%
$0
$2.51 Million 0.26% of portfolio
23,892
Q4 2023 Reduced 4.59%
$90.1B
$2.47 Million 0.26% of portfolio
58,182
Q4 2024 Reduced 1.69%

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
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