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
$48B
$2.32 Million 0.24% of portfolio
17,172
Q4 2024 Reduced 0.06%
$62.7B
$2.27 Million 0.24% of portfolio
47,542
Q4 2024 Reduced 1.1%
$80.2B
$2.35 Million 0.24% of portfolio
18,623
Q4 2024 Added 7.63%
$223B
$2.29 Million 0.24% of portfolio
10,425
Q4 2024 Added 0.43%
$112B
$2.23 Million 0.23% of portfolio
24,494
Q4 2024 Reduced 2.06%
$314B
$2.23 Million 0.23% of portfolio
9,066
Q4 2024 Reduced 9.16%
$377B
$2.2 Million 0.23% of portfolio
13,180
Q4 2024 Reduced 1.51%
$12.6B
$2.22 Million 0.23% of portfolio
6,510
Q4 2024 Added 6.97%
$272B
$2.14 Million 0.22% of portfolio
30,427
Q4 2024 Reduced 2.31%
$162B
$2.1 Million 0.22% of portfolio
56,062
Q4 2024 Reduced 1.02%
$0
$2.08 Million 0.22% of portfolio
20,513
Q4 2024 Added 0.27%
$0
$2.14 Million 0.22% of portfolio
5,207
Q4 2024 Reduced 4.98%
$4.81B
$2.18 Million 0.22% of portfolio
11,830
Q4 2024 Reduced 0.22%
$9.91B
$2.12 Million 0.22% of portfolio
17,396
Q4 2024 Reduced 1.19%
$310B
$2.02 Million 0.21% of portfolio
32,510
Q4 2024 Reduced 0.25%
$219B
$2.03 Million 0.21% of portfolio
12,167
Q4 2024 Added 1.96%
$22.5B
$1.89 Million 0.2% of portfolio
23,667
Q4 2024 Reduced 31.74%
$0
$1.88 Million 0.19% of portfolio
230,456
Q3 2024 Added 0.36%
$191B
$1.76 Million 0.18% of portfolio
44,132
Q4 2024 Reduced 0.47%
$50B
$1.7 Million 0.18% of portfolio
34,320
Q4 2024 Reduced 0.61%
$0
$1.75 Million 0.18% of portfolio
146,444
Q3 2024 Added 0.46%
$55.6B
$1.65 Million 0.17% of portfolio
11,740
Q4 2024 Added 0.97%
$0
$1.65 Million 0.17% of portfolio
89,984
Q3 2024 Added 0.53%
$31.4B
$1.61 Million 0.17% of portfolio
75,997
Q4 2024 Added 341.92%
$157B
$1.65 Million 0.17% of portfolio
19,186
Q4 2024 Added 1.63%
$16.8B
$1.61 Million 0.17% of portfolio
13,754
Q4 2024 Reduced 2.6%
$0
$1.69 Million 0.17% of portfolio
31,558
Q4 2024 Added 3.31%
$0
$1.63 Million 0.17% of portfolio
60,489
Q4 2024 Reduced 11.47%
$51.7B
$1.53 Million 0.16% of portfolio
2,868
Q3 2024 Added 0.35%
$13.3B
$1.55 Million 0.16% of portfolio
8,849
Q4 2024 Added 1.28%
$167B
$1.55 Million 0.16% of portfolio
5,939
Q4 2024 Reduced 5.28%
$0
$1.58 Million 0.16% of portfolio
2,925
Q4 2024 Added 2.06%
$93.9B
$1.58 Million 0.16% of portfolio
14,698
Q4 2024 Reduced 25.33%
$101B
$1.48 Million 0.15% of portfolio
8,046
Q4 2024 Reduced 1.14%
$64.8B
$1.43 Million 0.15% of portfolio
11,554
Q4 2024 Reduced 4.15%
$0
$1.45 Million 0.15% of portfolio
5,491
Q4 2024 Reduced 0.58%
$0
$1.41 Million 0.15% of portfolio
185,636
Q3 2024 Added 0.75%
$0
$1.33 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$17.4B
$1.34 Million 0.14% of portfolio
17,737
Q4 2024 Added 99.25%
$26.6B
$1.34 Million 0.14% of portfolio
28,924
Q4 2024 Added 2.58%
$142B
$1.34 Million 0.14% of portfolio
3,156
Q4 2024 Added 0.83%
$0
$1.32 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$861B
$1.36 Million 0.14% of portfolio
6,902
Q4 2024 Reduced 36.8%
$0
$1.35 Million 0.14% of portfolio
7,692
Q3 2024 Reduced 0.7%
$0
$1.36 Million 0.14% of portfolio
280,669
Q3 2024 New
$0
$1.28 Million 0.13% of portfolio
7,536
Q4 2024 Reduced 10.6%
$177B
$1.29 Million 0.13% of portfolio
6,647
Q4 2024 Reduced 0.45%
$263B
$1.25 Million 0.13% of portfolio
1,798
Q4 2024 Reduced 5.81%
$0
$1.22 Million 0.13% of portfolio
176,440
Q3 2024 Added 0.44%

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
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