Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $996 Million
  • Q1 2025

Marks Group Wealth Management, Inc has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $996 Million distributed in 478 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $25.1M, Apple Inc. with a value of $22.8M, Republic Services, Inc. with a value of $20.7M, Intercontinental Exchange, Inc. with a value of $20.6M, and Stryker Corp with a value of $19.9M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $967M to 996M.

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 $996 Million
Industrials: $235 Million
Financial Services: $196 Million
Technology: $168 Million
Healthcare: $122 Million
Consumer Cyclical: $96.2 Million
ETFs: $89 Million
Communication Services: $46.2 Million
Consumer Defensive: $12.6 Million
Other: $31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.33 Million 0.13% of portfolio
93,531
Q3 2024 Added 0.23%
$0
$1.34 Million 0.13% of portfolio
37,229
Q1 2025 New
$0
$1.26 Million 0.13% of portfolio
92,300
Q3 2024 New
$177B
$1.33 Million 0.13% of portfolio
6,812
Q1 2025 Added 2.48%
$0
$1.31 Million 0.13% of portfolio
56,054
Q1 2025 New
$179B
$1.27 Million 0.13% of portfolio
18,302
Q1 2025 Reduced 4.61%
$312B
$1.25 Million 0.13% of portfolio
1,889
Q1 2025 Added 5.06%
$0
$1.28 Million 0.13% of portfolio
7,426
Q1 2025 Reduced 1.46%
$0
$1.32 Million 0.13% of portfolio
49,265
Q1 2025 New
$75.1B
$1.21 Million 0.12% of portfolio
11,054
Q1 2025 Reduced 4.33%
$0
$1.18 Million 0.12% of portfolio
122,892
Q3 2024 Added 0.82%
$0
$1.21 Million 0.12% of portfolio
176,440
Q3 2024 Added 0.44%
$608M
$1.16 Million 0.12% of portfolio
23,684
Q4 2024 Reduced 2.57%
$0
$1.21 Million 0.12% of portfolio
51,720
Q1 2025 New
$562B
$1.24 Million 0.12% of portfolio
2,262
Q3 2024 Added 0.44%
$102B
$1.19 Million 0.12% of portfolio
23,546
Q1 2025 Reduced 10.12%
$0
$1.05 Million 0.11% of portfolio
97,838
Q3 2024 Added 0.46%
$235B
$1.07 Million 0.11% of portfolio
8,104
Q1 2025 Added 3.47%
$147B
$1.09 Million 0.11% of portfolio
5,329
Q1 2025 Added 7.18%
$1.1T
$1.11 Million 0.11% of portfolio
6,670
Q1 2025 Reduced 3.36%
$0
$1.08 Million 0.11% of portfolio
50,315
Q1 2025 New
$142B
$1.11 Million 0.11% of portfolio
16,648
Q1 2025 Reduced 4.99%
$160B
$978,000 0.1% of portfolio
16,429
Q1 2025 Reduced 3.39%
$88.1B
$995,000 0.1% of portfolio
7,631
Q1 2025 Reduced 5.42%
$49.3B
$1.03 Million 0.1% of portfolio
13,796
Q1 2025 Added 2.44%
$446B
$954,000 0.1% of portfolio
1,009
Q1 2025 Added 0.7%
$0
$925,000 0.09% of portfolio
1,647
Q1 2025 Reduced 1.2%
$28.6B
$917,000 0.09% of portfolio
4,024
Q1 2025 Added 51.05%
$90.9B
$930,000 0.09% of portfolio
68,299
Q1 2025 Reduced 23.67%
$0
$879,000 0.09% of portfolio
8,411
Q1 2025 Added 0.57%
$993B
$940,000 0.09% of portfolio
6,083
Q1 2025 Reduced 4.76%
$3.61B
$896,000 0.09% of portfolio
41,974
Q1 2025 Added 0.47%
$0
$911,000 0.09% of portfolio
7,831
Q1 2025 New
$5.76B
$829,000 0.08% of portfolio
579
Q1 2025 Reduced 1.36%
$0
$754,000 0.08% of portfolio
3,404
Q4 2024 Added 0.24%
$41.4B
$778,000 0.08% of portfolio
5,955
Q1 2025 Added 0.61%
$69.5B
$842,000 0.08% of portfolio
220,620
Q1 2025 Added 5.0%
$80.2B
$763,000 0.08% of portfolio
5,199
Q4 2024 Reduced 24.79%
$0
$758,000 0.08% of portfolio
1,617
Q1 2025 Added 2.54%
$88.9B
$711,000 0.07% of portfolio
1,663
Q1 2025 Reduced 8.73%
$1.59B
$683,000 0.07% of portfolio
21,185
Q2 2024 Added 17.7%
$0
$675,000 0.07% of portfolio
28,317
Q1 2025 New
$0
$712,000 0.07% of portfolio
12,843
Q1 2025 Added 0.78%
$189B
$690,000 0.07% of portfolio
2,094
Q1 2025 Reduced 5.29%
$32.3B
$724,000 0.07% of portfolio
1,224
Q1 2025 Reduced 6.99%
$0
$679,000 0.07% of portfolio
10,883
Q1 2025 New
$0
$706,000 0.07% of portfolio
20,218
Q1 2025 New
$68.6B
$659,000 0.07% of portfolio
2,900
Q1 2025 Reduced 1.09%
$409B
$731,000 0.07% of portfolio
4,412
Q4 2024 Reduced 22.79%

Summary

  • Portfolio
  • No. of Stocks 478
  • Current Value $996 Million
  • Prior Value $967 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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