Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1.02 Billion
  • Q2 2025

Marks Group Wealth Management, Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.02 Billion distributed in 467 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $28.6M, Intercontinental Exchange, Inc. with a value of $21.5M, Stryker Corp with a value of $21.1M, Apple Inc. with a value of $20.9M, and Republic Services, Inc. with a value of $20.6M.

Examining the 13F form we can see an increase of $27.9M in the current position value, from $996M to 1.02B.

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 $1.02 Billion
Industrials: $251 Million
Financial Services: $195 Million
Technology: $177 Million
Healthcare: $119 Million
Consumer Cyclical: $98.3 Million
ETFs: $84.1 Million
Communication Services: $53.6 Million
Consumer Defensive: $14.3 Million
Other: $31.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.57 Million 0.25% of portfolio
23,892
Q4 2023 Reduced 4.59%
$124B
$2.51 Million 0.25% of portfolio
28,826
Q2 2025 Reduced 17.76%
$53.1B
$2.55 Million 0.25% of portfolio
10,366
Q2 2025 Added 0.21%
$643B
$2.5 Million 0.24% of portfolio
11,432
Q2 2025 Reduced 12.32%
$316B
$2.46 Million 0.24% of portfolio
8,096
Q2 2025 Added 3.08%
$17.7B
$2.34 Million 0.23% of portfolio
28,161
Q2 2025 Added 58.17%
$0
$2.28 Million 0.22% of portfolio
20,687
Q2 2025 Added 0.02%
$292B
$2.3 Million 0.22% of portfolio
32,536
Q2 2025 Reduced 2.16%
$444B
$2.19 Million 0.21% of portfolio
3
Q2 2024 Reduced 25.0%
$0
$2.18 Million 0.21% of portfolio
4,969
Q2 2025 Reduced 3.85%
$11.2B
$2.14 Million 0.21% of portfolio
17,607
Q2 2025 Reduced 0.46%
$96.2B
$2.1 Million 0.21% of portfolio
22,951
Q2 2025 Reduced 6.31%
$0
$2.02 Million 0.2% of portfolio
230,456
Q3 2024 Added 0.36%
$150B
$2.03 Million 0.2% of portfolio
56,909
Q2 2025 Reduced 1.43%
$72.3B
$2.1 Million 0.2% of portfolio
46,315
Q2 2025 Reduced 3.03%
$13.2B
$2.07 Million 0.2% of portfolio
7,114
Q2 2025 Added 2.67%
$0
$1.98 Million 0.19% of portfolio
199,864
Q2 2025 New
$35.5B
$1.89 Million 0.18% of portfolio
72,768
Q2 2025 Added 1.44%
$182B
$1.88 Million 0.18% of portfolio
43,427
Q2 2025 Reduced 3.5%
$0
$1.71 Million 0.17% of portfolio
89,984
Q3 2024 Added 0.53%
$48.8B
$1.69 Million 0.17% of portfolio
11,645
Q2 2025 Reduced 0.79%
$90.2B
$1.78 Million 0.17% of portfolio
8,052
Q2 2025 Reduced 3.28%
$0
$1.74 Million 0.17% of portfolio
17,225
Q2 2025 New
$58.1B
$1.69 Million 0.16% of portfolio
27,096
Q2 2025 Added 5.17%
$150B
$1.63 Million 0.16% of portfolio
5,844
Q2 2025 Reduced 4.76%
$0
$1.66 Million 0.16% of portfolio
61,478
Q1 2025 Added 1.64%
$92.5B
$1.68 Million 0.16% of portfolio
14,196
Q2 2025 Reduced 4.78%
$28.1B
$1.67 Million 0.16% of portfolio
29,589
Q2 2025 Reduced 0.83%
$11.8B
$1.64 Million 0.16% of portfolio
9,079
Q2 2025 Added 0.01%
$3.98B
$1.61 Million 0.16% of portfolio
11,830
Q4 2024 Reduced 0.22%
$19.7B
$1.6 Million 0.16% of portfolio
13,190
Q2 2025 Reduced 11.82%
$42.1B
$1.61 Million 0.16% of portfolio
16,272
Q2 2025 Reduced 8.09%
$0
$1.5 Million 0.15% of portfolio
185,636
Q3 2024 Added 0.75%
$52.6B
$1.53 Million 0.15% of portfolio
2,868
Q3 2024 Added 0.35%
$61.5B
$1.58 Million 0.15% of portfolio
15,629
Q2 2025 Reduced 17.26%
$0
$1.54 Million 0.15% of portfolio
5,490
Q1 2025 Reduced 0.02%
$0
$1.42 Million 0.14% of portfolio
244,838
Q3 2024 Reduced 48.36%
$316B
$1.4 Million 0.14% of portfolio
1,753
Q2 2025 Reduced 7.2%
$78.5B
$1.47 Million 0.14% of portfolio
11,054
Q1 2025 Reduced 4.33%
$0
$1.41 Million 0.14% of portfolio
115,399
Q3 2024 Added 0.53%
$10.8B
$1.43 Million 0.14% of portfolio
5,914
Q2 2025 Reduced 1.96%
$65.7B
$1.43 Million 0.14% of portfolio
18,710
Q2 2025 Added 12.39%
$0
$1.4 Million 0.14% of portfolio
7,692
Q2 2025 Reduced 29.71%
$145B
$1.48 Million 0.14% of portfolio
2,905
Q2 2025 Reduced 8.91%
$0
$1.33 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$107B
$1.38 Million 0.13% of portfolio
8,637
Q2 2025 Added 13.18%
$90.7B
$1.29 Million 0.13% of portfolio
23,789
Q2 2025 Added 1.03%
$1.28T
$1.38 Million 0.13% of portfolio
6,084
Q2 2025 Reduced 8.79%
$0
$1.35 Million 0.13% of portfolio
280,669
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 467
  • Current Value $1.02 Billion
  • Prior Value $996 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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