Marks Group Wealth Management, Inc Purchases in Q3 2025

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
28.1K
+ 143.14%
$237.77 - $353.61 $6.69M - $9.95M
47.8K $16.5M
NVDA
Nvidia Corp

Technology
34.4K
+ 146.9%
$153.3 - $186.58 $5.28M - $6.43M
57.9K $10.8M
AAPL
Apple Inc.

Technology
7.74K
+ 7.6%
$202.38 - $256.87 $1.57M - $1.99M
110K $27.9M
PLTR
Palantir Technologies Inc.

Technology
38.2K
New
$130.68 - $186.97 $4.99M - $7.15M
38.2K $6.97M
EFV
Msci Eafe Value ETF

ETFs
66.3K
+ 33.31%
$62.79 - $68.42 $4.16M - $4.53M
265K $18M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
84K
+ 73.59%
$32.29 - $38.12 $2.71M - $3.2M
198K $7.55M
IBKR
Interactive Brokers Group, Inc.

Financial Services
44.3K
New
$56.32 - $68.81 $2.5M - $3.05M
44.3K $3.05M
JBL
Jabil Inc

Technology
13.5K
New
$202.08 - $234.45 $2.72M - $3.16M
13.5K $2.93M
IEMG
Ishares Inc

ETFs
40.3K
+ 29.31%
N/A
178K $9.53M
ORCL
Oracle Corp

Technology
4.28K
+ 37.42%
$218.96 - $328.33 $937K - $1.4M
15.7K $4.42M
PEAK
Healthpeak Properties, Inc.

Real Estate
79.6K
New
N/A
79.6K $1.51M
SAN
Banco Santander, S.A.

Financial Services
113K
+ 1048.76%
$8.27 - $10.48 $936K - $1.19M
124K $1.3M
GE
General Electric CO

Industrials
1.22K
+ 10.04%
$244.75 - $305.63 $298K - $373K
13.4K $4.02M
MNST
Monster Beverage Corp

Consumer Defensive
7.67K
+ 9.78%
$58.65 - $67.31 $450K - $516K
86.1K $5.79M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.44K
+ 23.72%
$224.68 - $282.71 $324K - $408K
7.53K $2.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$567.77 - $614.76 $568 - $615
15.6K $9.56M
ASML
Asml Holding Nv

Technology
368
+ 20.99%
$689.63 - $968.09 $254K - $356K
2.12K $2.05M
AZN
Astrazeneca PLC

Healthcare
5.9K
+ 20.65%
$68.72 - $82.11 $405K - $484K
34.5K $2.64M
HSBC
Hsbc Holdings PLC

Financial Services
8.74K
New
$60.27 - $70.98 $527K - $620K
8.74K $620K
UL
Unilever PLC

Consumer Defensive
9.83K
+ 62.19%
$58.43 - $65.01 $574K - $639K
25.6K $1.52M
SE
Sea LTD

Consumer Cyclical
1.78K
+ 20.62%
$146.23 - $196.5 $260K - $350K
10.4K $1.86M
ARGX
Argenx Se

Healthcare
246
+ 16.15%
$538.64 - $768.0 $133K - $189K
1.77K $1.3M
NVR
Nvr Inc

Consumer Cyclical
7
+ 1.16%
$7301.0 - $8543.0 $51.1K - $59.8K
610 $4.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.83K
+ 95.17%
$116.14 - $168.56 $213K - $309K
3.76K $633K
GOOGL
Alphabet Inc.

Communication Services
33
+ 0.58%
$174.36 - $254.72 $5.75K - $8.41K
5.71K $1.39M
SONY
Sony Group Corp

Technology
5.47K
+ 7.52%
$23.92 - $30.07 $131K - $165K
78.2K $2.25M
ETR
Entergy Corp

Utilities
726
+ 2.58%
$80.93 - $93.55 $58.8K - $67.9K
28.9K $2.69M
FIS
Fidelity National Information Services, Inc.

Technology
8.08K
+ 59.25%
$63.37 - $82.35 $512K - $665K
21.7K $1.43M
FIX
Comfort Systems Usa Inc

Industrials
361
New
$521.66 - $825.18 $188K - $298K
361 $297K
MDT
Medtronic PLC

Healthcare
671
+ 2.33%
$87.67 - $95.74 $58.8K - $64.2K
29.5K $2.81M
CAT
Caterpillar Inc

Industrials
173
+ 8.18%
$390.92 - $477.15 $67.6K - $82.5K
2.29K $1.09M
ENTG
Entegris Inc

Technology
2.73K
New
$72.03 - $95.97 $197K - $262K
2.73K $252K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.34K
+ 16.21%
$13.29 - $16.05 $111K - $134K
59.8K $952K
GPC
Genuine Parts CO

Consumer Cyclical
78
+ 0.59%
$122.23 - $142.77 $9.53K - $11.1K
13.3K $1.84M
BAP
Credicorp LTD

Financial Services
852
New
$220.56 - $278.29 $188K - $237K
852 $226K
IVW
Ishares S&P 500 Growth ETF

ETFs
42
+ 0.2%
$108.97 - $121.65 $4.58K - $5.11K
20.7K $2.5M
INTC
Intel Corp

Technology
6.66K
New
$19.31 - $35.5 $129K - $236K
6.66K $223K
C
Citigroup Inc

Financial Services
2.2K
New
$85.57 - $103.49 $188K - $228K
2.2K $223K
NVS
Novartis Ag

Healthcare
1.64K
New
$113.5 - $129.73 $186K - $212K
1.64K $209K
IWV
Ishares Russell 3000 ETF

ETFs
545
New
$351.04 - $379.81 $191K - $207K
545 $206K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 3.48%
$293.94 - $444.72 $14.7K - $22.2K
1.49K $661K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
143
+ 0.83%
$100.63 - $112.27 $14.4K - $16.1K
17.4K $1.92M
WFC
Wells Fargo & Company

Financial Services
508
+ 1.52%
$77.05 - $85.16 $39.1K - $43.3K
33.9K $2.84M
USB
Us Bancorp \De\

Financial Services
464
+ 1.0%
$43.94 - $50.41 $20.4K - $23.4K
46.8K $2.26M
XOM
Exxon Mobil Corp

Energy
235
+ 0.9%
$105.83 - $117.22 $24.9K - $27.5K
26.2K $2.96M
ES
Eversource Energy

Utilities
412
+ 2.83%
$62.86 - $71.14 $25.9K - $29.3K
15K $1.06M
SYY
Sysco Corp

Consumer Defensive
421
+ 2.67%
$76.33 - $82.51 $32.1K - $34.7K
16.2K $1.33M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.34K
+ 10.74%
$60.01 - $65.01 $80.7K - $87.4K
13.9K $900K
VMC
Vulcan Materials CO

Basic Materials
2
+ 0.08%
$260.62 - $307.62 $521 - $615
2.46K $755K
Activity Summary
Buys All Purchases 99 New Holdings 14 Increased Positions 85 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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