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
$50.2B
$1.3 Million 0.13% of portfolio
1,769
Q3 2025 Added 16.15%
$79.2B
$1.29 Million 0.13% of portfolio
26,925
Q3 2025 Added 13.18%
$144B
$1.34 Million 0.13% of portfolio
2,925
Q3 2025 Added 0.69%
$0
$1.28 Million 0.12% of portfolio
23,559
Q2 2025 Reduced 35.2%
$35B
$1.22 Million 0.12% of portfolio
10,628
Q3 2025 Reduced 5.16%
$2.94B
$1.23 Million 0.12% of portfolio
11,830
Q4 2024 Reduced 0.22%
$0
$1.24 Million 0.12% of portfolio
176,440
Q3 2024 Added 0.44%
$291B
$1.09 Million 0.11% of portfolio
2,288
Q3 2025 Added 8.18%
$0
$1.08 Million 0.11% of portfolio
97,838
Q3 2024 Added 0.46%
$0
$1.17 Million 0.11% of portfolio
122,892
Q3 2024 Added 0.82%
$22.4B
$1.09 Million 0.11% of portfolio
19,673
Q3 2025 Added 2.41%
$0
$1.07 Million 0.1% of portfolio
1,601
Q3 2025 Added 0.19%
$1.53B
$1.02 Million 0.1% of portfolio
28,973
Q2 2025 Added 36.76%
$0
$1.05 Million 0.1% of portfolio
72,725
Q3 2025 Reduced 22.25%
$404B
$983,000 0.1% of portfolio
1,063
Q3 2025 Added 0.38%
$228B
$1.07 Million 0.1% of portfolio
8,023
Q3 2025 Added 0.53%
$25.4B
$1.06 Million 0.1% of portfolio
14,961
Q3 2025 Added 2.83%
$0
$971,000 0.09% of portfolio
1,618
Q3 2025 Added 0.5%
$120B
$914,000 0.09% of portfolio
29,103
Q3 2025 Reduced 48.86%
$0
$900,000 0.09% of portfolio
13,855
Q3 2025 Added 10.74%
$49.4B
$967,000 0.09% of portfolio
6,142
Q3 2025 Reduced 0.7%
$190B
$952,000 0.09% of portfolio
59,774
Q3 2025 Added 16.21%
$0
$934,000 0.09% of portfolio
7,863
Q2 2025 Reduced 6.52%
$76.2B
$948,000 0.09% of portfolio
1,955
Q3 2025 Added 12.88%
$268B
$868,000 0.08% of portfolio
5,192
Q2 2025 Reduced 0.93%
$91.4B
$792,000 0.08% of portfolio
5,105
Q3 2025 Reduced 1.54%
$96.9B
$867,000 0.08% of portfolio
2,056
Q3 2025 Added 16.62%
$0
$772,000 0.08% of portfolio
21,065
Q1 2024 Reduced 6.57%
$3.47B
$780,000 0.08% of portfolio
42,809
Q3 2025 Added 2.97%
$109B
$739,000 0.07% of portfolio
13,335
Q3 2025 Reduced 22.53%
$522B
$728,000 0.07% of portfolio
3,930
Q2 2025 Reduced 10.92%
$72.9B
$739,000 0.07% of portfolio
2,849
Q3 2025 Reduced 4.4%
$193B
$670,000 0.07% of portfolio
5,860
Q2 2025 Reduced 2.43%
$6.2B
$740,000 0.07% of portfolio
6,865
Q3 2025 Reduced 10.09%
$0
$712,000 0.07% of portfolio
4,435
Q4 2021 New
$265B
$742,000 0.07% of portfolio
933
Q3 2025 Added 0.21%
$0
$752,000 0.07% of portfolio
1,623
Q2 2025 Added 20.94%
$37.3B
$755,000 0.07% of portfolio
2,457
Q3 2025 Added 0.08%
$0
$630,000 0.06% of portfolio
1,725
Q3 2025 Added 1.0%
$0
$627,000 0.06% of portfolio
21,558
Q4 2024 Added 200.0%
$1.29T
$661,000 0.06% of portfolio
1,487
Q3 2025 Added 3.48%
$1.33B
$602,000 0.06% of portfolio
12,052
Q3 2024 Reduced 2.43%
$28.1B
$604,000 0.06% of portfolio
11,981
Q3 2025 Added 4.22%
$174B
$632,000 0.06% of portfolio
4,257
Q3 2025 Reduced 28.03%
$0
$625,000 0.06% of portfolio
6,068
Q3 2024 Reduced 19.68%
$284B
$620,000 0.06% of portfolio
8,738
Q3 2025 New
$27.9B
$569,000 0.06% of portfolio
298
Q3 2025 Reduced 1.0%
$76.5B
$633,000 0.06% of portfolio
3,759
Q3 2025 Added 95.17%
$103B
$612,000 0.06% of portfolio
262
Q3 2025 Added 0.38%

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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