Marks Group Wealth Management, Inc Portfolio Holdings by Sector
Marks Group Wealth Management, Inc
- $1.03 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
EFV VOO IEMG AAAU EFG SPY VEA QUAL 41 stocks |
$96,687
9.42% of portfolio
|
12
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITT ETN PH AME FELE GGG IR ROP 11 stocks |
$81,684
7.96% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MCO MSCI FDS SPGI MORN 6 stocks |
$66,391
6.47% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$50,492
4.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
LDOS BR CACI ACN FISV IBM IT FIS 8 stocks |
$45,923
4.48% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SSNC CRM INTU FICO PAYC SAP ADSK SHOP 10 stocks |
$45,542
4.44% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX PLTR ORCL SPSC CHKP ADBE CCCS 8 stocks |
$36,843
3.59% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG BRO MMC 4 stocks |
$33,269
3.24% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX RMD ALC ISRG ATRC 5 stocks |
$32,279
3.15% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK STE MDT ABT BSX 5 stocks |
$31,836
3.1% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$30,162
2.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR IQV IDXX TMO 4 stocks |
$27,464
2.68% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CW GD TDG HII 4 stocks |
$27,086
2.64% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$24,141
2.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI TXRH CMG SBUX MCD DPZ 6 stocks |
$22,998
2.24% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GOF EXG IGA PDI GAB BRW AMP PHK 16 stocks |
$22,049
2.15% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO FAST POOL 4 stocks |
$21,870
2.13% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO CASY GPC ORLY 4 stocks |
$19,433
1.89% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$18,451
1.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM TXN MU NXPI INTC MRVL 7 stocks |
$15,969
1.56% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$13,065
1.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME FIX 2 stocks |
$12,268
1.2% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN SE MELI 3 stocks |
$12,045
1.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT 1 stocks |
$11,864
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC SAN MUFG HSBC BBVA BAC C 8 stocks |
$11,277
1.1% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
CVCO NVR LEN 3 stocks |
$11,169
1.09% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$10,209
0.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$9,934
0.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$9,612
0.94% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$9,543
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI MFC 2 stocks |
$9,213
0.9% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL TT APOG 3 stocks |
$8,836
0.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$8,822
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA 1 stocks |
$8,667
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR DUK WEC EIX ES XEL 6 stocks |
$8,424
0.82% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$8,396
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$8,052
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO PEP 3 stocks |
$8,042
0.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
FCN 1 stocks |
$7,825
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$7,408
0.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$7,271
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$7,244
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN AMGN JNJ LLY ABBV MRK NVS 7 stocks |
$6,190
0.6% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB THFF HDB FITB BAP MFG 6 stocks |
$4,777
0.47% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR GS SCHW MS LPLA 5 stocks |
$4,656
0.45% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL NTAP 2 stocks |
$3,976
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR AMT 2 stocks |
$3,806
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$3,710
0.36% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB PAGP 2 stocks |
$3,677
0.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
JBL 1 stocks |
$2,926
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$2,862
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ARGX NVO ZLAB 3 stocks |
$2,602
0.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$2,428
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ENTG 2 stocks |
$2,305
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG 2 stocks |
$2,006
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT 3 stocks |
$1,914
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA 2 stocks |
$1,609
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK 1 stocks |
$1,509
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS LYV NFLX 3 stocks |
$1,501
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP 2 stocks |
$1,409
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,332
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$1,285
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC MLM 2 stocks |
$1,249
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$984
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS GXO EXPD 3 stocks |
$901
0.09% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$817
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM 1 stocks |
$633
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$604
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$602
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$569
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$541
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO 2 stocks |
$536
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
UFPI 1 stocks |
$467
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$423
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$336
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$292
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$287
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$282
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$200
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$122
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|