Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025

Marks Group Wealth Management, Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $996 Million distributed in 478 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $25.1M, Apple Inc. with a value of $22.8M, Republic Services, Inc. with a value of $20.7M, Intercontinental Exchange, Inc. with a value of $20.6M, and Stryker Corp with a value of $19.9M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $967M to 996M.

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 $996 Million
Industrials: $235 Million
Financial Services: $196 Million
Technology: $168 Million
Healthcare: $122 Million
Consumer Cyclical: $96.2 Million
ETFs: $89 Million
Communication Services: $46.2 Million
Consumer Defensive: $12.6 Million
Other: $31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264B
$2.46 Million 0.25% of portfolio
12,311
Q1 2025 Added 1.18%
$359B
$2.48 Million 0.25% of portfolio
22,856
Q1 2025 Reduced 1.99%
$0
$2.47 Million 0.25% of portfolio
14,447
Q1 2025 Reduced 0.8%
$313B
$2.38 Million 0.24% of portfolio
33,255
Q1 2025 Added 2.29%
$442B
$2.4 Million 0.24% of portfolio
3
Q2 2024 Reduced 25.0%
$99.4B
$2.4 Million 0.24% of portfolio
24,496
Q1 2025 Added 0.01%
$0
$2.39 Million 0.24% of portfolio
23,892
Q4 2023 Reduced 4.59%
$0
$2.25 Million 0.23% of portfolio
61,961
Q1 2025 New
$286B
$2.17 Million 0.22% of portfolio
30,173
Q1 2025 Reduced 0.83%
$11.8B
$2.21 Million 0.22% of portfolio
6,929
Q1 2025 Added 6.44%
$157B
$2.13 Million 0.21% of portfolio
57,732
Q1 2025 Added 2.98%
$74.7B
$2.08 Million 0.21% of portfolio
18,890
Q1 2025 Added 1.43%
$356B
$2.11 Million 0.21% of portfolio
7,854
Q1 2025 Reduced 13.37%
$67.2B
$2.02 Million 0.2% of portfolio
47,764
Q1 2025 Added 0.47%
$10.5B
$2.01 Million 0.2% of portfolio
17,688
Q1 2025 Added 1.68%
$185B
$2.04 Million 0.2% of portfolio
45,003
Q1 2025 Added 1.97%
$0
$1.92 Million 0.19% of portfolio
5,168
Q1 2025 Reduced 0.75%
$46.4B
$1.85 Million 0.19% of portfolio
17,705
Q1 2025 Added 3.1%
$0
$1.9 Million 0.19% of portfolio
10,943
Q1 2025 Added 42.26%
$0
$1.88 Million 0.19% of portfolio
230,456
Q3 2024 Added 0.36%
$0
$1.92 Million 0.19% of portfolio
20,682
Q1 2025 Added 0.82%
$89.6B
$1.82 Million 0.18% of portfolio
14,908
Q1 2025 Added 1.43%
$99.9B
$1.81 Million 0.18% of portfolio
8,325
Q1 2025 Added 3.47%
$56B
$1.81 Million 0.18% of portfolio
11,738
Q1 2025 Reduced 0.02%
$0
$1.78 Million 0.18% of portfolio
89,984
Q3 2024 Added 0.53%
$32.4B
$1.82 Million 0.18% of portfolio
71,738
Q1 2025 Reduced 5.6%
$17.7B
$1.78 Million 0.18% of portfolio
14,958
Q1 2025 Added 8.75%
$479B
$1.82 Million 0.18% of portfolio
13,039
Q1 2025 Reduced 1.07%
$0
$1.69 Million 0.17% of portfolio
61,478
Q1 2025 Added 1.64%
$13.1B
$1.66 Million 0.17% of portfolio
9,078
Q1 2025 Added 2.59%
$0
$1.65 Million 0.17% of portfolio
36,359
Q1 2025 New
$5.08B
$1.57 Million 0.16% of portfolio
11,830
Q4 2024 Reduced 0.22%
$28.1B
$1.61 Million 0.16% of portfolio
29,836
Q1 2025 Added 3.15%
$0
$1.56 Million 0.16% of portfolio
31,344
Q1 2025 New
$156B
$1.5 Million 0.15% of portfolio
3,189
Q1 2025 Added 1.05%
$0
$1.46 Million 0.15% of portfolio
2,839
Q1 2025 Reduced 2.94%
$53.2B
$1.52 Million 0.15% of portfolio
25,765
Q1 2025 Reduced 24.93%
$0
$1.46 Million 0.15% of portfolio
18,620
Q1 2025 New
$16.8B
$1.52 Million 0.15% of portfolio
17,804
Q1 2025 Added 0.38%
$0
$1.45 Million 0.15% of portfolio
29,627
Q1 2025 New
$18.9B
$1.48 Million 0.15% of portfolio
25,087
Q1 2025 Added 6.0%
$0
$1.36 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$0
$1.37 Million 0.14% of portfolio
280,669
Q3 2024 New
$0
$1.35 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$0
$1.44 Million 0.14% of portfolio
185,636
Q3 2024 Added 0.75%
$55.1B
$1.39 Million 0.14% of portfolio
2,868
Q3 2024 Added 0.35%
$0
$1.42 Million 0.14% of portfolio
5,490
Q1 2025 Reduced 0.02%
$0
$1.38 Million 0.14% of portfolio
42,610
Q1 2025 New
$33.3B
$1.36 Million 0.14% of portfolio
12,467
Q1 2025 Reduced 0.1%

Summary

  • Portfolio
  • No. of Stocks 478
  • Current Value $996 Million
  • Prior Value $967 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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