Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1 Billion
  • Q3 2024

Marks Group Wealth Management, Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 466 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $27.1M, Apple Inc. with a value of $24.1M, Stryker Corp with a value of $19.1M, Unitedhealth Group Inc with a value of $17.8M, and Intercontinental Exchange, Inc. with a value of $16.9M.

Examining the 13F form we can see an increase of $89.8M in the current position value, from $911M to 1B.

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 Billion
Industrials: $258 Million
Financial Services: $185 Million
Technology: $166 Million
Healthcare: $133 Million
Consumer Cyclical: $96.9 Million
ETFs: $66 Million
Communication Services: $48.4 Million
Consumer Defensive: $13.5 Million
Other: $34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Million 0.25% of portfolio
23,892
Q4 2023 Reduced 4.59%
$87.6B
$2.4 Million 0.24% of portfolio
59,182
Q3 2024 Reduced 1.39%
$98.4B
$2.36 Million 0.24% of portfolio
17,303
Q3 2024 Reduced 0.34%
$191B
$2.37 Million 0.24% of portfolio
56,639
Q3 2024 Reduced 0.71%
$118B
$2.44 Million 0.24% of portfolio
25,009
Q3 2024 Reduced 0.36%
$11.4B
$2.35 Million 0.23% of portfolio
17,606
Q3 2024 Added 29.24%
$14.5B
$2.29 Million 0.23% of portfolio
6,086
Q3 2024 Added 8.14%
$156B
$2.26 Million 0.23% of portfolio
2,377
Q3 2024 Added 21.46%
$276B
$2.34 Million 0.23% of portfolio
32,590
Q3 2024 Reduced 0.53%
$276B
$2.29 Million 0.23% of portfolio
9,980
Q3 2024 Reduced 21.17%
$6.81B
$2.3 Million 0.23% of portfolio
11,856
Q3 2024 Added 0.22%
$200B
$2.29 Million 0.23% of portfolio
10,380
Q3 2024 Reduced 1.68%
$518B
$2.28 Million 0.23% of portfolio
13,382
Q3 2024 Added 0.03%
$88.3B
$2.27 Million 0.23% of portfolio
19,683
Q3 2024 Reduced 1.19%
$78B
$2.2 Million 0.22% of portfolio
48,073
Q3 2024 Reduced 0.89%
$237B
$2.25 Million 0.22% of portfolio
18,878
Q3 2024 Reduced 0.07%
$428B
$2.07 Million 0.21% of portfolio
3
Q2 2024 Reduced 25.0%
$0
$2.1 Million 0.21% of portfolio
5,480
Q2 2024 Reduced 1.31%
$0
$2.01 Million 0.2% of portfolio
68,324
Q2 2024 Reduced 15.4%
$158B
$2.02 Million 0.2% of portfolio
6,270
Q3 2024 Reduced 0.57%
$0
$1.96 Million 0.2% of portfolio
20,458
Q3 2024 Added 0.02%
$17.6B
$1.97 Million 0.2% of portfolio
14,121
Q3 2024 Added 0.81%
$0
$2.01 Million 0.2% of portfolio
230,456
Q3 2024 Added 0.36%
$181B
$1.99 Million 0.2% of portfolio
44,340
Q3 2024 Added 0.25%
$95.1B
$1.89 Million 0.19% of portfolio
8,139
Q3 2024 Reduced 1.03%
$986B
$1.9 Million 0.19% of portfolio
10,921
Q3 2024 Reduced 6.95%
$0
$1.82 Million 0.18% of portfolio
89,984
Q3 2024 Added 0.53%
$288B
$1.76 Million 0.18% of portfolio
31,148
Q3 2024 Reduced 0.84%
$43.3B
$1.72 Million 0.17% of portfolio
34,529
Q3 2024 Added 1.39%
$0
$1.71 Million 0.17% of portfolio
146,444
Q3 2024 Added 0.46%
$23.6B
$1.66 Million 0.17% of portfolio
17,197
Q3 2024 Reduced 3.59%
$0
$1.64 Million 0.16% of portfolio
30,546
Q3 2024 Reduced 54.05%
$52.1B
$1.56 Million 0.16% of portfolio
11,627
Q3 2024 Reduced 39.94%
$267B
$1.59 Million 0.16% of portfolio
1,909
Q3 2024 Added 11.77%
$44.6B
$1.61 Million 0.16% of portfolio
151,738
Q3 2024 Reduced 21.86%
$12.6B
$1.54 Million 0.15% of portfolio
8,737
Q3 2024 Reduced 58.74%
$0
$1.49 Million 0.15% of portfolio
115,399
Q3 2024 Added 0.53%
$0
$1.51 Million 0.15% of portfolio
2,866
Q2 2024 Added 4.64%
$0
$1.46 Million 0.15% of portfolio
5,523
Q3 2024 Added 0.6%
$0
$1.47 Million 0.15% of portfolio
8,430
Q3 2024 Reduced 0.52%
$0
$1.4 Million 0.14% of portfolio
280,669
Q3 2024 New
$24.9B
$1.43 Million 0.14% of portfolio
28,197
Q3 2024 Added 3.93%
$0
$1.41 Million 0.14% of portfolio
185,636
Q3 2024 Added 0.75%
$0
$1.38 Million 0.14% of portfolio
7,692
Q3 2024 Reduced 0.7%
$0
$1.34 Million 0.13% of portfolio
244,838
Q3 2024 Reduced 48.36%
$0
$1.31 Million 0.13% of portfolio
92,300
Q3 2024 New
$172B
$1.3 Million 0.13% of portfolio
4,660
Q3 2024 Added 5.03%
$120B
$1.35 Million 0.13% of portfolio
21,597
Q3 2024 Added 62.85%
$0
$1.3 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%

Summary

  • Portfolio
  • No. of Stocks 466
  • Current Value $1 Billion
  • Prior Value $911 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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