Marks Group Wealth Management, Inc 13F Holdings

CIK 0001802473 · MINNETONKA, MN

As of Sep 30, 2025, Marks Group Wealth Management, Inc reported 481 positions worth .0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGEquity151,704$36.9M3.65%
APPLE INCAAPLTechnology107,504$27.4M2.71%
STRYKER CORPSYKHealthcare49,876 8.4M1.82%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services107,387 8.1M1.79%
ISHARES MSCI EAFE VALUE ETFEFV—265,209 8.0M1.78%
REPUBLIC SERVICES INCRSGIndustrials77,908 7.9M1.77%
UNITEDHEALTH GROUP INCUNHHealthcare45,784 5.8M1.56%
MICROSOFT CORPMSFTTechnology28,611 4.8M1.47%
MSCI INCMSCIFinancial Services22,104 2.5M1.24%
MOODYS CORPMCOFinancial Services25,192 2.0M1.19%
EMCOR GROUP INCEMEIndustrials18,105 1.8M1.16%
META PLATFORMS INCMETACommunication Services15,856 1.6M1.15%
NVENT ELECTRIC PLCNVTIndustrials118,023 1.6M1.15%
VISA INC-CLASS A SHARESVFinancial Services33,755 1.5M1.14%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—174,746 1.5M1.14%
CURTISS WRIGHT CORPCWIndustrials21,130 1.5M1.13%
LEIDOS HOLDINGS INCLDOSTechnology55,572 0.5M1.04%
NVIDIA CORPNVDATechnology55,122 0.3M1.02%
ITT INCITTIndustrials56,828 0.2M1.00%
BECTON DICKINSON & COBDXHealthcare53,926 0.1M1.00%
TJX COMPANIES INCTJXConsumer Cyclical69,309 0.0M0.99%
EATON CORP PLCETNIndustrials26,623 0.0M0.99%
PARKER-HANNIFIN CORPPHIndustrials12,978$9.8M0.97%
GENERAL DYNAMICS CORPGDIndustrials28,675$9.8M0.97%
CACI INTERNATIONAL INCCACITechnology19,279$9.6M0.95%