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
$277B
$2.64 Million 0.26% of portfolio
34,450
Q3 2025 Added 20.65%
$19.3B
$2.69 Million 0.26% of portfolio
28,887
Q3 2025 Added 2.58%
$266B
$2.56 Million 0.25% of portfolio
9,090
Q3 2025 Reduced 2.51%
$222B
$2.6 Million 0.25% of portfolio
5,351
Q3 2025 Reduced 44.79%
$0
$2.5 Million 0.24% of portfolio
20,729
Q3 2025 Added 0.2%
$279B
$2.38 Million 0.23% of portfolio
8,894
Q3 2025 Added 9.86%
$0
$2.38 Million 0.23% of portfolio
4,969
Q2 2025 Reduced 3.85%
$53.1B
$2.35 Million 0.23% of portfolio
9,570
Q3 2025 Reduced 7.68%
$453B
$2.26 Million 0.22% of portfolio
3
Q2 2024 Reduced 25.0%
$36B
$2.25 Million 0.22% of portfolio
78,241
Q3 2025 Added 7.52%
$67.6B
$2.26 Million 0.22% of portfolio
46,779
Q3 2025 Added 1.0%
$11.3B
$2.21 Million 0.21% of portfolio
18,018
Q3 2025 Added 2.33%
$9.59B
$2.12 Million 0.21% of portfolio
6,824
Q3 2025 Reduced 4.08%
$1.46T
$2.1 Million 0.2% of portfolio
7,527
Q3 2025 Added 23.72%
$0
$2.1 Million 0.2% of portfolio
230,456
Q3 2024 Added 0.36%
$405B
$2.05 Million 0.2% of portfolio
2,121
Q3 2025 Added 20.99%
$0
$1.97 Million 0.19% of portfolio
199,864
Q2 2025 New
$97.3B
$1.99 Million 0.19% of portfolio
23,482
Q3 2025 Added 2.31%
$65.3B
$1.97 Million 0.19% of portfolio
27,096
Q2 2025 Added 5.17%
$172B
$1.95 Million 0.19% of portfolio
44,340
Q3 2025 Added 2.1%
$18B
$1.84 Million 0.18% of portfolio
13,268
Q3 2025 Added 0.59%
$79.1B
$1.86 Million 0.18% of portfolio
10,418
Q3 2025 Added 20.62%
$306B
$1.82 Million 0.18% of portfolio
27,492
Q3 2025 Reduced 15.5%
$96.4B
$1.79 Million 0.17% of portfolio
14,462
Q3 2025 Added 1.87%
$0
$1.78 Million 0.17% of portfolio
89,984
Q3 2024 Added 0.53%
$84B
$1.6 Million 0.16% of portfolio
8,326
Q3 2025 Added 3.4%
$18.3B
$1.62 Million 0.16% of portfolio
6,165
Q3 2025 Reduced 9.23%
$0
$1.61 Million 0.16% of portfolio
5,490
Q1 2025 Reduced 0.02%
$183B
$1.69 Million 0.16% of portfolio
5,999
Q3 2025 Added 2.65%
$150B
$1.52 Million 0.15% of portfolio
25,640
Q3 2025 Added 62.19%
$0
$1.55 Million 0.15% of portfolio
55,559
Q3 2025 Reduced 9.63%
$10.2B
$1.51 Million 0.15% of portfolio
79,564
Q3 2025 New
$0
$1.49 Million 0.15% of portfolio
244,838
Q3 2024 Reduced 48.36%
$12.5B
$1.59 Million 0.15% of portfolio
5,515
Q3 2025 Reduced 6.75%
$0
$1.4 Million 0.14% of portfolio
280,669
Q3 2024 New
$47B
$1.41 Million 0.14% of portfolio
2,868
Q3 2024 Added 0.35%
$1.65T
$1.39 Million 0.14% of portfolio
5,708
Q3 2025 Added 0.58%
$75.4B
$1.45 Million 0.14% of portfolio
11,054
Q1 2025 Reduced 4.33%
$39.1B
$1.43 Million 0.14% of portfolio
21,711
Q3 2025 Added 59.25%
$0
$1.44 Million 0.14% of portfolio
185,636
Q3 2024 Added 0.75%
$0
$1.43 Million 0.14% of portfolio
7,558
Q3 2025 Reduced 1.74%
$512B
$1.29 Million 0.13% of portfolio
2,268
Q3 2025 Added 0.27%
$37.9B
$1.33 Million 0.13% of portfolio
16,181
Q3 2025 Added 2.67%
$177B
$1.37 Million 0.13% of portfolio
7,048
Q3 2025 Added 3.34%
$40.4B
$1.32 Million 0.13% of portfolio
10,433
Q3 2025 Reduced 10.41%
$682M
$1.34 Million 0.13% of portfolio
23,684
Q4 2024 Reduced 2.57%
$0
$1.34 Million 0.13% of portfolio
7,172
Q2 2025 Reduced 3.42%
$181B
$1.3 Million 0.13% of portfolio
123,974
Q3 2025 Added 1,048.76%
$0
$1.38 Million 0.13% of portfolio
115,399
Q3 2024 Added 0.53%

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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