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 Market Cap. of $10 Billions to $200 Billions
