Marks Group Wealth Management, Inc Portfolio Holdings

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 2025

Marks Group Wealth Management, Inc has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.03 Billion distributed in 481 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $36.9M, Apple Inc. with a value of $27.9M, Stryker Corp with a value of $19M, Intercontinental Exchange, Inc. with a value of $18.7M, and Republic Services, Inc. with a value of $18.5M.

Examining the 13F form we can see an increase of $2.23M in the current position value, from $1.02B to 1.03B.

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 $1.03 Billion
Industrials: $238 Million
Technology: $194 Million
Financial Services: $173 Million
Healthcare: $125 Million
ETFs: $96.7 Million
Consumer Cyclical: $94.3 Million
Communication Services: $56.4 Million
Consumer Defensive: $14.2 Million
Other: $34.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$36.9 Million 3.6% of portfolio
151,704
Q3 2025 Reduced 6.0%
$4.3T
$27.9 Million 2.72% of portfolio
109,612
Q3 2025 Added 7.6%
$136B
$19 Million 1.85% of portfolio
51,475
Q3 2025 Reduced 3.62%
$84.9B
$18.7 Million 1.82% of portfolio
110,888
Q3 2025 Reduced 5.57%
$66.3B
$18.5 Million 1.8% of portfolio
80,405
Q3 2025 Reduced 3.52%
$0
$18 Million 1.75% of portfolio
265,209
Q3 2025 Added 33.31%
$300B
$16.5 Million 1.61% of portfolio
47,802
Q3 2025 Added 143.14%
$3.78T
$15.5 Million 1.51% of portfolio
29,862
Q3 2025 Reduced 6.87%
$87.8B
$12.7 Million 1.23% of portfolio
26,591
Q3 2025 Reduced 6.25%
$45.2B
$12.5 Million 1.22% of portfolio
22,104
Q3 2025 Reduced 3.24%
$1.37T
$12.2 Million 1.18% of portfolio
16,556
Q3 2025 Reduced 24.42%
$29.5B
$12 Million 1.17% of portfolio
18,431
Q3 2025 Reduced 9.08%
$17.7B
$11.9 Million 1.16% of portfolio
120,279
Q3 2025 Reduced 8.82%
$533B
$11.8 Million 1.15% of portfolio
34,495
Q3 2025 Reduced 38.03%
$21.2B
$11.7 Million 1.14% of portfolio
21,579
Q3 2025 Reduced 5.82%
$465B
$10.8 Million 1.05% of portfolio
57,877
Q3 2025 Added 146.9%
$15.3B
$10.3 Million 1.01% of portfolio
57,864
Q3 2025 Reduced 5.73%
$54.5B
$10.3 Million 1.0% of portfolio
54,924
Q3 2025 Reduced 3.84%
$170B
$10.2 Million 0.99% of portfolio
70,633
Q3 2025 Reduced 4.77%
$140B
$10.2 Million 0.99% of portfolio
27,128
Q3 2025 Reduced 6.05%
$107B
$10 Million 0.98% of portfolio
13,209
Q3 2025 Reduced 6.27%
$94.5B
$9.97 Million 0.97% of portfolio
29,249
Q3 2025 Reduced 6.41%
$2.39T
$9.57 Million 0.93% of portfolio
43,591
Q3 2025 Reduced 1.0%
$0
$9.56 Million 0.93% of portfolio
15,613
Q3 2025 Added 0.01%
$23.5B
$9.54 Million 0.93% of portfolio
16,284
Q3 2025 Reduced 5.14%
$0
$9.53 Million 0.93% of portfolio
177,599
Q3 2025 Added 29.31%
$35.8B
$9.39 Million 0.91% of portfolio
34,298
Q3 2025 Reduced 4.71%
$13.2B
$9.23 Million 0.9% of portfolio
52,744
Q3 2025 Reduced 5.54%
$41B
$9.19 Million 0.9% of portfolio
48,363
Q3 2025 Reduced 5.47%
$21.3B
$9.09 Million 0.89% of portfolio
102,362
Q3 2025 Reduced 3.52%
$132B
$9.14 Million 0.89% of portfolio
43,433
Q3 2025 Reduced 2.33%
$9.51B
$8.93 Million 0.87% of portfolio
32,185
Q3 2025 Reduced 3.21%
$237B
$8.84 Million 0.86% of portfolio
37,280
Q3 2025 Reduced 2.97%
$57.5B
$8.82 Million 0.86% of portfolio
32,351
Q3 2025 Reduced 2.27%
$44.4B
$8.84 Million 0.86% of portfolio
47,035
Q3 2025 Reduced 3.12%
$54.4B
$8.81 Million 0.86% of portfolio
28,429
Q3 2025 Reduced 1.75%
$72.4B
$8.83 Million 0.86% of portfolio
24,771
Q3 2025 Reduced 3.35%
$34.9B
$8.77 Million 0.85% of portfolio
36,804
Q3 2025 Reduced 4.42%
$25.8B
$8.61 Million 0.84% of portfolio
34,791
Q3 2025 Reduced 2.92%
$10.4B
$8.62 Million 0.84% of portfolio
30,096
Q3 2025 Reduced 9.94%
$7.08B
$8.67 Million 0.84% of portfolio
28,955
Q3 2025 Reduced 6.22%
$159B
$8.59 Million 0.84% of portfolio
17,657
Q3 2025 Reduced 4.61%
$6.15B
$8.64 Million 0.84% of portfolio
151,901
Q3 2025 Reduced 6.01%
$10.1B
$8.4 Million 0.82% of portfolio
19,627
Q3 2025 Reduced 5.25%
$136B
$8.4 Million 0.82% of portfolio
35,523
Q3 2025 Reduced 2.54%
$4.31B
$8.43 Million 0.82% of portfolio
88,551
Q3 2025 Reduced 4.62%
$46.8B
$8.28 Million 0.81% of portfolio
8,685
Q3 2025 Reduced 2.71%
$182B
$8.32 Million 0.81% of portfolio
12,180
Q3 2025 Reduced 2.47%
$104B
$8.29 Million 0.81% of portfolio
28,246
Q3 2025 Reduced 3.54%

Summary

  • Portfolio
  • No. of Stocks 481
  • Current Value $1.03 Billion
  • Prior Value $1.02 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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