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
$122B
$1.31 Million 0.13% of portfolio
3,130
Q3 2024 Reduced 0.45%
$177B
$1.3 Million 0.13% of portfolio
6,677
Q3 2024 Reduced 0.7%
$59.9B
$1.35 Million 0.13% of portfolio
2,868
Q3 2024 Added 0.35%
$76.3B
$1.32 Million 0.13% of portfolio
12,054
Q3 2024 Reduced 0.72%
$0
$1.26 Million 0.13% of portfolio
176,440
Q3 2024 Added 0.44%
$7.6B
$1.33 Million 0.13% of portfolio
5,033
Q3 2024 Reduced 0.65%
$0
$1.24 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$30.7B
$1.17 Million 0.12% of portfolio
8,902
Q3 2024 Reduced 0.64%
$86.5B
$1.23 Million 0.12% of portfolio
25,871
Q3 2024 Reduced 4.35%
$58.7B
$1.18 Million 0.12% of portfolio
108,813
Q3 2024 Added 31.36%
$31.3B
$1.23 Million 0.12% of portfolio
12,764
Q3 2024 Reduced 1.11%
$579M
$1.07 Million 0.11% of portfolio
24,309
Q3 2024 Reduced 6.44%
$489B
$1.12 Million 0.11% of portfolio
2,262
Q3 2024 Added 0.44%
$52.2B
$1.14 Million 0.11% of portfolio
13,649
Q3 2024 Reduced 0.81%
$146B
$1.11 Million 0.11% of portfolio
17,120
Q3 2024 Added 18.13%
$1.06T
$1.06 Million 0.11% of portfolio
6,385
Q3 2024 Added 3.23%
$0
$1.04 Million 0.1% of portfolio
1,811
Q3 2024 Added 8.64%
$0
$1.03 Million 0.1% of portfolio
8,833
Q3 2024 Added 5.04%
$400B
$926,000 0.09% of portfolio
5,714
Q3 2024 Added 0.11%
$203B
$892,000 0.09% of portfolio
7,832
Q3 2024 Reduced 0.81%
$60.7B
$884,000 0.09% of portfolio
29,937
Q3 2024 Reduced 6.32%
$70.7B
$944,000 0.09% of portfolio
6,913
Q3 2024 Reduced 1.87%
$0
$843,000 0.08% of portfolio
15,505
Q3 2024 Reduced 2.52%
$0
$805,000 0.08% of portfolio
3,396
Q4 2023 Added 11.71%
$201B
$801,000 0.08% of portfolio
2,050
Q3 2024 Reduced 8.24%
$236B
$818,000 0.08% of portfolio
12,415
Q3 2024 Added 2.11%
$3.65B
$777,000 0.08% of portfolio
42,013
Q3 2024 Reduced 1.25%
$0
$654,000 0.07% of portfolio
1,341
Q3 2024 Reduced 8.71%
$42.3B
$736,000 0.07% of portfolio
5,919
Q2 2024 Reduced 2.1%
$78B
$737,000 0.07% of portfolio
1,569
Q3 2024 Added 3.56%
$7.93B
$655,000 0.07% of portfolio
5,000
Q4 2021 New
$67.7B
$705,000 0.07% of portfolio
3,059
Q3 2024 Added 7.98%
$74.7B
$696,000 0.07% of portfolio
605
Q3 2024 Added 1.51%
$64.3B
$680,000 0.07% of portfolio
7,217
Q3 2024 Added 93.8%
$31.1B
$667,000 0.07% of portfolio
6,766
Q3 2024 Reduced 5.37%
$411B
$677,000 0.07% of portfolio
764
Q3 2024 Added 0.13%
$131B
$725,000 0.07% of portfolio
5,556
Q3 2024 Reduced 10.21%
$97.2B
$670,000 0.07% of portfolio
327
Q3 2024 Added 73.94%
$0
$718,000 0.07% of portfolio
12,557
Q3 2024 Added 0.12%
$1.81B
$700,000 0.07% of portfolio
10,000
Q2 2024 Reduced 9.09%
$0
$577,000 0.06% of portfolio
7,186
Q4 2021 New
$219B
$563,000 0.06% of portfolio
3,315
Q3 2024 Reduced 1.28%
$0
$620,000 0.06% of portfolio
4,031
Q2 2024 Reduced 21.08%
$124B
$620,000 0.06% of portfolio
7,737
Q3 2024 Added 5.83%
$0
$647,000 0.06% of portfolio
6,068
Q3 2024 Reduced 19.68%
$409B
$585,000 0.06% of portfolio
1,446
Q3 2024 Reduced 2.1%
$0
$587,000 0.06% of portfolio
4,878
Q2 2023 Reduced 26.01%
$1.67B
$594,000 0.06% of portfolio
21,185
Q2 2024 Added 17.7%
$32.7B
$638,000 0.06% of portfolio
1,178
Q3 2024 Reduced 1.51%

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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