Marks Group Wealth Management, Inc Top Holdings and 13F Report (2025)

About Marks Group Wealth Management, Inc

Investment Activity

Marks Group Wealth Management, Inc has $1.02 billion in total holdings as of December 31, 2024.
Marks Group Wealth Management, Inc owns shares of 286 different stocks, but just 91 companies or ETFs make up 80% of its holdings.
Approximately 2.20% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Marks Group Wealth Management, Inc has purchased 293 new stocks and bought additional shares in 83 stocks.
Marks Group Wealth Management, Inc sold shares of 128 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Alphabet: $30,635,454
Apple: $25,671,040
Stryker: $18,976,436
Visa: $18,488,024
Republic Services: $15,815,565

Largest New Holdings this Quarter

BLACKROCK INC: $2,392,678 Holding
Spotify Technology: $535,066 Holding
Check Point Software Technologies: $497,369 Holding
Mitsubishi UFJ Financial Group: $422,319 Holding
BROOKFIELD INFRASTRUCTURE CO: $411,983 Holding

Largest Purchases this Quarter

Tractor Supply: 117,902 shares (about $6.26M)
BLACKROCK INC: 2,334 shares (about $2.39M)
Sony Group: 58,800 shares (about $1.24M)
Becton, Dickinson and Company: 3,700 shares (about $839.42K)
Entergy: 8,835 shares (about $669.87K)

Largest Sales this Quarter

Alcon: 12,762 shares (about $1.08M)
Accenture: 2,842 shares (about $999.79K)
Edison International: 11,006 shares (about $878.72K)
Taiwan Semiconductor Manufacturing: 4,019 shares (about $793.74K)
FTI Consulting: 3,997 shares (about $763.95K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOG Alphabet	$30,635,454	$288,897 ▼	-0.9%	160,867	3.0%	Computer and Technology
AAPL Apple	$25,671,040	$203,591 ▼	-0.8%	102,512	2.5%	Computer and Technology
SYK Stryker	$18,976,436	$83,172 ▼	-0.4%	52,705	1.9%	Medical
V Visa	$18,488,024	$166,869 ▼	-0.9%	58,499	1.8%	Business Services
RSG Republic Services	$15,815,565	$140,826 ▼	-0.9%	78,614	1.6%	Business Services
UNH UnitedHealth Group	$15,795,821	$364,215 ▲	2.4%	31,226	1.6%	Medical
ICE Intercontinental Exchange	$15,541,007	$90,300 ▼	-0.6%	104,295	1.5%	Finance
FDS FactSet Research Systems	$15,160,078	$122,952 ▼	-0.8%	31,565	1.5%	Business Services
MSFT Microsoft	$13,512,971	$285,779 ▲	2.2%	32,059	1.3%	Computer and Technology
META Meta Platforms	$13,373,803	$166,287 ▼	-1.2%	22,841	1.3%	Computer and Technology
MCO Moody's	$13,209,929	$177,988 ▲	1.4%	27,906	1.3%	Finance
MSCI MSCI	$12,938,015	$358,806 ▲	2.9%	21,563	1.3%	Finance
CRM Salesforce	$12,771,406	$33,433 ▲	0.3%	38,200	1.3%	Computer and Technology
DECK Deckers Outdoor	$11,066,780	$703,910 ▼	-6.0%	54,492	1.1%	Retail/Wholesale
CPRT Copart	$10,887,055	$126,775 ▲	1.2%	189,703	1.1%	Business Services
ROP Roper Technologies	$10,673,041	$195,983 ▼	-1.8%	20,531	1.1%	Computer and Technology
FI Fiserv	$10,328,723	$679,324 ▼	-6.2%	50,281	1.0%	Business Services
EME EMCOR Group	$10,034,821	$682,666 ▼	-6.4%	22,108	1.0%	Construction
FICO Fair Isaac	$9,841,167	$296,649 ▼	-2.9%	4,943	1.0%	Computer and Technology
HON Honeywell International	$9,808,367	$178,227 ▼	-1.8%	43,421	1.0%	Multi-Sector Conglomerates
BSX Boston Scientific	$9,757,406	$417,660 ▼	-4.1%	109,241	1.0%	Medical
CW Curtiss-Wright	$9,565,167	$491,495 ▼	-4.9%	26,954	0.9%	Aerospace
PH Parker-Hannifin	$9,522,641	$519,000 ▼	-5.2%	14,972	0.9%	Industrial Products
AMZN Amazon.com	$9,516,700	$46,291 ▲	0.5%	43,378	0.9%	Retail/Wholesale
DRI Darden Restaurants	$9,412,723	$267,340 ▼	-2.8%	50,419	0.9%	Retail/Wholesale
ETN Eaton	$9,396,235	$531,324 ▼	-5.4%	28,313	0.9%	Industrial Products
GWW W.W. Grainger	$9,365,645	$440,612 ▼	-4.5%	8,885	0.9%	Industrial Products
BRO Brown & Brown	$9,335,034	$396,858 ▼	-4.1%	91,502	0.9%	Finance
TXRH Texas Roadhouse	$9,328,783	$486,079 ▼	-5.0%	51,703	0.9%	Retail/Wholesale
BAM Brookfield Asset Management	$9,254,056	$49,259 ▼	-0.5%	170,771	0.9%	Finance
PRI Primerica	$9,054,571	$449,472 ▼	-4.7%	33,360	0.9%	Finance
TJX TJX Companies	$9,022,332	$305,770 ▼	-3.3%	74,682	0.9%	Retail/Wholesale
RBA RB Global	$8,990,700	$356,330 ▼	-3.8%	99,664	0.9%	Business Services
BR Broadridge Financial Solutions	$8,967,408	$327,604 ▼	-3.5%	39,663	0.9%	Business Services
SPGI S&P Global	$8,963,091	$178,296 ▲	2.0%	17,997	0.9%	Business Services
AON AON	$8,924,049	$114,572 ▲	1.3%	24,847	0.9%	Finance
APD Air Products and Chemicals	$8,923,371	$356,749 ▼	-3.8%	30,766	0.9%	Basic Materials
ADP Automatic Data Processing	$8,838,397	$360,643 ▼	-3.9%	30,193	0.9%	Business Services
ITT ITT	$8,775,125	$382,633 ▼	-4.2%	61,416	0.9%	Multi-Sector Conglomerates
SAIA Saia	$8,757,763	$499,480 ▼	-5.4%	19,217	0.9%	Transportation
NVT nVent Electric	$8,709,212	$480,392 ▼	-5.2%	127,776	0.9%	Computer and Technology
AME AMETEK	$8,592,098	$330,777 ▼	-3.7%	47,665	0.8%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$8,536,512	$133,977 ▼	-1.5%	30,074	0.8%	Finance
MORN Morningstar	$8,506,894	$57,586 ▲	0.7%	25,261	0.8%	Business Services
EFV iShares MSCI EAFE Value ETF	$8,428,099	$300,863 ▲	3.7%	160,627	0.8%	ETF
SSNC SS&C Technologies	$8,399,239	$274,854 ▼	-3.2%	110,837	0.8%	Computer and Technology
TDY Teledyne Technologies	$8,393,791	$343,920 ▼	-3.9%	18,085	0.8%	Aerospace
WSO Watsco	$8,305,870	$303,763 ▼	-3.5%	17,527	0.8%	Construction
ACN Accenture	$8,276,241	$999,791 ▼	-10.8%	23,526	0.8%	Computer and Technology
BDX Becton, Dickinson and Company	$8,236,786	$839,423 ▲	11.3%	36,306	0.8%	Medical
J Jacobs Solutions	$8,200,660	$360,908 ▼	-4.2%	61,373	0.8%	Business Services
IR Ingersoll Rand	$8,057,091	$337,416 ▼	-4.0%	89,068	0.8%	Industrial Products
LDOS Leidos	$8,039,420	$332,635 ▼	-4.0%	55,806	0.8%	Aerospace
MMC Marsh & McLennan Companies	$7,886,146	$217,933 ▼	-2.7%	37,127	0.8%	Finance
TSCO Tractor Supply	$7,882,500	$6,255,890 ▲	384.6%	148,558	0.8%	Retail/Wholesale
GGG Graco	$7,822,702	$231,713 ▼	-2.9%	92,807	0.8%	Industrial Products
CSL Carlisle Companies	$7,736,050	$237,164 ▼	-3.0%	20,974	0.8%	Multi-Sector Conglomerates
DOX Amdocs	$7,733,436	$286,837 ▼	-3.6%	90,832	0.8%	Computer and Technology
FELE Franklin Electric	$7,691,631	$250,252 ▼	-3.2%	78,929	0.8%	Industrial Products
CACI CACI International	$7,624,612	$281,630 ▼	-3.6%	18,870	0.8%	Computer and Technology
UNP Union Pacific	$7,467,645	$180,380 ▼	-2.4%	32,747	0.7%	Transportation
EFG iShares MSCI EAFE Growth ETF	$7,389,097	$262,119 ▲	3.7%	76,310	0.7%	ETF
PAYC Paycom Software	$7,205,944	$6,559 ▲	0.1%	35,156	0.7%	Computer and Technology
TTC Toro	$7,176,800	$157,717 ▼	-2.2%	89,598	0.7%	Consumer Discretionary
ALC Alcon	$7,086,278	$1,083,366 ▼	-13.3%	83,476	0.7%	Medical
GD General Dynamics	$7,057,298	$129,110 ▼	-1.8%	26,784	0.7%	Aerospace
STE STERIS	$6,929,428	$67,629 ▼	-1.0%	33,710	0.7%	Medical
AVY Avery Dennison	$6,857,393	$77,846 ▼	-1.1%	36,645	0.7%	Industrial Products
IQV IQVIA	$6,772,914	$26,725 ▼	-0.4%	34,466	0.7%	Medical
ICLR ICON Public	$6,737,353	$114,921 ▲	1.7%	32,127	0.7%	Medical
CP Canadian Pacific Kansas City	$6,708,192	$453,470 ▲	7.3%	92,693	0.7%	Transportation
FCN FTI Consulting	$6,522,694	$763,947 ▼	-10.5%	34,127	0.6%	Business Services
CMG Chipotle Mexican Grill	$6,336,686	$117,163 ▲	1.9%	105,086	0.6%	Retail/Wholesale
CI The Cigna Group	$6,081,446	$549,520 ▼	-8.3%	22,023	0.6%	Medical
CASY Casey's General Stores	$5,929,981	$140,662 ▲	2.4%	14,966	0.6%	Retail/Wholesale
ISRG Intuitive Surgical	$5,798,453	$42,801 ▼	-0.7%	11,109	0.6%	Medical
CTAS Cintas	$5,017,881	$69,609 ▲	1.4%	27,465	0.5%	Business Services
CVCO Cavco Industries	$5,009,378	$39,714 ▲	0.8%	11,226	0.5%	Construction
JPM JPMorgan Chase & Co.	$4,873,065	$70,714 ▼	-1.4%	20,329	0.5%	Finance
BRK.B Berkshire Hathaway	$4,861,881	$42,608 ▲	0.9%	10,726	0.5%	Finance
TMO Thermo Fisher Scientific	$4,729,411	$140,982 ▲	3.1%	9,091	0.5%	Medical
NVR NVR	$4,637,436	$81,789 ▲	1.8%	567	0.5%	Construction
IDXX IDEXX Laboratories	$4,551,560	$359,279 ▲	8.6%	11,009	0.4%	Medical
EMXC iShares MSCI Emerging Markets ex China ETF	$4,469,991	$155,038 ▲	3.6%	80,613	0.4%	Manufacturing
EXPD Expeditors International of Washington	$4,277,051	$112,542 ▲	2.7%	38,612	0.4%	Transportation
MNST Monster Beverage	$4,101,782	$50,826 ▲	1.3%	78,040	0.4%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$4,089,190	$271,948 ▲	7.1%	6,977	0.4%	Finance
IXN iShares Global Tech ETF	$3,997,149	$120,684 ▲	3.1%	47,164	0.4%	ETF
DCI Donaldson	$3,959,641		0.0%	58,792	0.4%	Industrial Products
DELL Dell Technologies	$3,532,221	$32,959 ▼	-0.9%	30,651	0.3%	Computer and Technology
FAST Fastenal	$3,313,038	$117,069 ▼	-3.4%	46,072	0.3%	Retail/Wholesale
TDG TransDigm Group	$3,302,531	$197,696 ▲	6.4%	2,606	0.3%	Aerospace
XOM Exxon Mobil	$3,195,027	$7,960 ▼	-0.2%	29,702	0.3%	Oils/Energy
VRSK Verisk Analytics	$3,187,551	$41,590 ▲	1.3%	11,573	0.3%	Business Services
ADSK Autodesk	$3,153,437	$7,685 ▲	0.2%	10,669	0.3%	Computer and Technology
IT Gartner	$3,142,272	$79,938 ▲	2.6%	6,486	0.3%	Business Services
NVDA NVIDIA	$3,131,706	$1,477 ▲	0.0%	23,320	0.3%	Computer and Technology
GOF Guggenheim Strategic Opportunities Fund	$2,994,958		0.0%	196,262	0.3%	Financial Services
AZN AstraZeneca	$2,945,255	$83,866 ▲	2.9%	44,952	0.3%	Medical
MDT Medtronic	$2,764,807	$27,878 ▲	1.0%	34,612	0.3%	Medical

Showing largest 100 holdings. View all holdings.

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Marks Group Wealth Management, Inc Top Holdings and 13F Report (2025)

About Marks Group Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Marks Group Wealth Management, Inc Top Holdings and 13F Report (2025)

About Marks Group Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarks Group Wealth Management, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools