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
$0
$1.24 Million 0.13% of portfolio
92,300
Q3 2024 New
$0
$1.28 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$33.9B
$1.17 Million 0.12% of portfolio
12,479
Q4 2024 Reduced 2.23%
$516B
$1.19 Million 0.12% of portfolio
2,262
Q3 2024 Added 0.44%
$922B
$1.21 Million 0.12% of portfolio
6,387
Q4 2024 Added 0.03%
$96.1B
$1.19 Million 0.12% of portfolio
26,196
Q4 2024 Added 1.26%
$0
$1.21 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$123B
$1.12 Million 0.12% of portfolio
17,523
Q4 2024 Reduced 18.86%
$150B
$1.14 Million 0.12% of portfolio
4,972
Q4 2024 Added 6.7%
$44.8B
$1.09 Million 0.11% of portfolio
13,467
Q4 2024 Reduced 1.33%
$590M
$1.09 Million 0.11% of portfolio
23,684
Q4 2024 Reduced 2.57%
$0
$1.02 Million 0.11% of portfolio
97,838
Q3 2024 Added 0.46%
$150B
$964,000 0.1% of portfolio
17,006
Q4 2024 Reduced 0.67%
$0
$981,000 0.1% of portfolio
1,667
Q4 2024 Reduced 7.95%
$0
$963,000 0.1% of portfolio
8,363
Q4 2024 Reduced 5.32%
$411B
$918,000 0.09% of portfolio
1,002
Q4 2024 Added 31.15%
$82.8B
$869,000 0.09% of portfolio
89,480
Q4 2024 Reduced 17.77%
$229B
$885,000 0.09% of portfolio
7,832
Q3 2024 Reduced 0.81%
$73.4B
$856,000 0.09% of portfolio
8,068
Q4 2024 Added 11.79%
$115B
$862,000 0.09% of portfolio
8,110
Q4 2024 Added 4.82%
$0
$837,000 0.09% of portfolio
16,030
Q4 2024 Added 3.39%
$0
$806,000 0.08% of portfolio
1,577
Q4 2024 Added 17.6%
$174B
$802,000 0.08% of portfolio
2,211
Q4 2024 Added 7.85%
$98.8B
$751,000 0.08% of portfolio
5,079
Q4 2024 Reduced 8.59%
$41.6B
$777,000 0.08% of portfolio
5,919
Q2 2024 Reduced 2.1%
$4.18B
$767,000 0.08% of portfolio
41,776
Q4 2024 Reduced 0.56%
$0
$817,000 0.08% of portfolio
3,404
Q4 2024 Added 0.24%
$32.6B
$809,000 0.08% of portfolio
1,316
Q4 2024 Added 11.71%
$78.5B
$774,000 0.08% of portfolio
1,822
Q4 2024 Added 16.12%
$61B
$724,000 0.07% of portfolio
2,932
Q4 2024 Reduced 4.15%
$179B
$683,000 0.07% of portfolio
6,136
Q4 2024 Added 0.03%
$428B
$638,000 0.07% of portfolio
4,412
Q4 2024 Reduced 22.79%
$1.04B
$714,000 0.07% of portfolio
10,000
Q2 2024 Reduced 9.09%
$80.1B
$671,000 0.07% of portfolio
5,199
Q4 2024 Reduced 24.79%
$88.5B
$696,000 0.07% of portfolio
587
Q4 2024 Reduced 2.98%
$0
$664,000 0.07% of portfolio
12,743
Q4 2024 Added 1.48%
$1.48B
$647,000 0.07% of portfolio
21,185
Q2 2024 Added 17.7%
$108B
$535,000 0.06% of portfolio
1,196
Q4 2024 New
$0
$562,000 0.06% of portfolio
21,558
Q4 2024 Added 200.0%
$38.1B
$569,000 0.06% of portfolio
8,437
Q3 2024 Reduced 21.99%
$0
$571,000 0.06% of portfolio
1,342
Q4 2024 Added 51.3%
$0
$554,000 0.06% of portfolio
4,031
Q2 2024 Reduced 21.08%
$6.55B
$563,000 0.06% of portfolio
5,000
Q4 2021 New
$398B
$532,000 0.06% of portfolio
3,175
Q3 2024 Reduced 10.06%
$31B
$552,000 0.06% of portfolio
2,146
Q4 2024 Added 15.19%
$0
$604,000 0.06% of portfolio
6,068
Q3 2024 Reduced 19.68%
$0
$593,000 0.06% of portfolio
4,878
Q2 2023 Reduced 26.01%
$367B
$558,000 0.06% of portfolio
1,435
Q4 2024 Reduced 0.76%
$0
$610,000 0.06% of portfolio
4,435
Q4 2021 New

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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