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
$64.9B
$279,000 0.03% of portfolio
8,975
Q3 2025 Reduced 31.22%
$0
$260,000 0.03% of portfolio
4,924
Q2 2025 Reduced 6.6%
$971B
$350,000 0.03% of portfolio
460
Q3 2025 Added 1.1%
$167B
$358,000 0.03% of portfolio
3,755
Q2 2025 Reduced 16.56%
$23.8B
$249,000 0.02% of portfolio
2,110
Q2 2025 New
$0
$220,000 0.02% of portfolio
3,725
Q2 2025 New
$151B
$219,000 0.02% of portfolio
623
Q2 2025 Reduced 1.58%
$143B
$223,000 0.02% of portfolio
6,655
Q3 2025 New
$24.4B
$226,000 0.02% of portfolio
1,419
Q3 2025 Reduced 1.94%
$92.7B
$245,000 0.02% of portfolio
941
Q1 2024 Reduced 9.17%
$235B
$227,000 0.02% of portfolio
2,713
Q2 2025 Reduced 18.26%
$0
$206,000 0.02% of portfolio
545
Q3 2025 New
$29.6B
$245,000 0.02% of portfolio
737
Q3 2025 Added 13.21%
$73.7B
$220,000 0.02% of portfolio
2,627
Q3 2025 Added 1.16%
$114B
$240,000 0.02% of portfolio
3,649
Q3 2025 Reduced 0.08%
$11.7B
$252,000 0.02% of portfolio
2,731
Q3 2025 New
$57.4B
$200,000 0.02% of portfolio
5,105
Q3 2025 Reduced 0.23%
$283B
$209,000 0.02% of portfolio
1,636
Q3 2025 New
$14.5B
$249,000 0.02% of portfolio
579
Q3 2025 Reduced 4.61%
$0
$239,000 0.02% of portfolio
2,677
Q1 2025 Reduced 29.31%
$20.2B
$226,000 0.02% of portfolio
852
Q3 2025 New
$38.4B
$122,000 0.01% of portfolio
664
Q3 2025 Reduced 0.75%
$89.3B
$71,000 0.01% of portfolio
10,657
Q3 2025 Reduced 50.85%
$4.64B
$137,000 0.01% of portfolio
15,137
Q3 2025 Added 21.23%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.03%
Liberty Media Corp Del
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.8%
Wisdomtree Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q1 2024 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.33%
Gsk PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.01%
Rb Global Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.29%
Celestica Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Natwest Group PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 14.91%
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 9.28%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.63%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.72%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.08%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 75.21%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.31%
Strategic Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.07%
Fortrea Hldgs Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 78.57%
Brookfield Infrastructure CO
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.46%

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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