Marks Group Wealth Management, Inc Top Holdings and 13F Report (2024) About Marks Group Wealth Management, IncInvestment ActivityMarks Group Wealth Management, Inc has $1.05 billion in total holdings as of September 30, 2024.Marks Group Wealth Management, Inc owns shares of 293 different stocks, but just 93 companies or ETFs make up 80% of its holdings.Approximately 12.21% of the portfolio was purchased this quarter.About 8.78% of the portfolio was sold this quarter.This quarter, Marks Group Wealth Management, Inc has purchased 288 new stocks and bought additional shares in 118 stocks.Marks Group Wealth Management, Inc sold shares of 121 stocks and completely divested from 14 stocks this quarter.Largest Holdings Alphabet $27,148,927Apple $24,074,773Stryker $19,123,659UnitedHealth Group $17,836,159Intercontinental Exchange $16,851,296 Largest New Holdings this Quarter nVent Electric $9,472,734 HoldingCurtiss-Wright $9,314,746 HoldingSaia $8,882,062 HoldingFTI Consulting $8,675,497 HoldingCasey's General Stores $5,489,499 Holding Largest Purchases this Quarter nVent Electric 134,824 shares (about $9.47M)Curtiss-Wright 28,339 shares (about $9.31M)Saia 20,313 shares (about $8.88M)FTI Consulting 38,124 shares (about $8.68M)Roper Technologies 15,386 shares (about $8.56M) Largest Sales this Quarter Medtronic 87,561 shares (about $7.88M)Dell Technologies 47,828 shares (about $5.67M)Jack Henry & Associates 12,441 shares (about $2.20M)iShares Core MSCI Emerging Markets ETF 35,937 shares (about $2.06M)Fair Isaac 1,058 shares (about $2.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarks Group Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$27,148,927$1,388,343 ▲5.4%162,3842.6%Computer and TechnologyAAPLApple$24,074,773$196,652 ▼-0.8%103,3252.3%Computer and TechnologySYKStryker$19,123,659$586,325 ▲3.2%52,9361.8%MedicalUNHUnitedHealth Group$17,836,159$63,145 ▼-0.4%30,5061.7%MedicalICEIntercontinental Exchange$16,851,296$447,704 ▼-2.6%104,9011.6%FinanceVVisa$16,229,473$521,030 ▲3.3%59,0271.5%Business ServicesRSGRepublic Services$15,929,424$250,247 ▲1.6%79,3141.5%Business ServicesFDSFactSet Research Systems$14,632,918$588,149 ▲4.2%31,8211.4%Business ServicesMSFTMicrosoft$13,503,280$327,889 ▲2.5%31,3811.3%Computer and TechnologyMETAMeta Platforms$13,237,816$138,532 ▼-1.0%23,1251.3%Computer and TechnologyMCOMoody's$13,065,528$156,141 ▼-1.2%27,5301.2%FinanceMSCIMSCI$12,221,127$711,175 ▲6.2%20,9651.2%Computer and TechnologyROPRoper Technologies$11,634,048$8,561,386 ▲278.6%20,9081.1%Computer and TechnologyCRMSalesforce$10,428,351$502,805 ▲5.1%38,1001.0%Computer and TechnologyEMEEMCOR Group$10,165,674$260,040 ▲2.6%23,6121.0%ConstructionPHParker-Hannifin$9,975,174$65,077 ▼-0.6%15,7881.0%Industrial ProductsETNEaton$9,914,696$1,017,521 ▲11.4%29,9140.9%Industrial ProductsFICOFair Isaac$9,896,404$2,056,244 ▼-17.2%5,0920.9%Computer and TechnologyBROBrown & Brown$9,882,611$470,033 ▼-4.5%95,3920.9%FinanceCACICACI International$9,872,726$116,049 ▼-1.2%19,5670.9%Computer and TechnologyCPRTCopart$9,824,685$322,155 ▲3.4%187,4940.9%Business ServicesCSLCarlisle Companies$9,722,246$201,938 ▲2.1%21,6170.9%Multi-Sector ConglomeratesGWWW.W. Grainger$9,664,331$93,496 ▼-1.0%9,3030.9%Industrial ProductsALCAlcon$9,630,537$8,176,820 ▲562.5%96,2380.9%MedicalFIFiserv$9,627,085$377,445 ▼-3.8%53,5880.9%Business ServicesTXRHTexas Roadhouse$9,606,510$539,336 ▲5.9%54,3970.9%Retail/WholesaleITTITT$9,582,694$137,101 ▲1.5%64,0940.9%Multi-Sector ConglomeratesBSXBoston Scientific$9,546,244$51,537 ▲0.5%113,9170.9%MedicalAPDAir Products and Chemicals$9,526,489$228,664 ▲2.5%31,9960.9%Basic MaterialsLDOSLeidos$9,472,745$67,645 ▲0.7%58,1150.9%AerospaceNVTnVent Electric$9,472,734$9,472,734 ▲New Holding134,8240.9%Computer and TechnologyACNAccenture$9,320,684$394,135 ▼-4.1%26,3680.9%Computer and TechnologyCWCurtiss-Wright$9,314,746$9,314,746 ▲New Holding28,3390.9%AerospacePRIPrimerica$9,284,492$187,196 ▼-2.0%35,0160.9%FinanceDECKDeckers Outdoor$9,241,403$7,918,446 ▲598.5%57,9580.9%Retail/WholesaleHONHoneywell International$9,138,648$448,147 ▲5.2%44,2100.9%Multi-Sector ConglomeratesSPGIS&P Global$9,112,706$103,841 ▲1.2%17,6390.9%Business ServicesIRIngersoll Rand$9,109,052$221,645 ▲2.5%92,7980.9%Industrial ProductsTJXTJX Companies$9,075,617$36,202 ▼-0.4%77,2130.9%Retail/WholesaleICLRICON Public$9,072,962$1,017,652 ▲12.6%31,5790.9%MedicalWSOWatsco$8,936,476$232,659 ▲2.7%18,1680.9%ConstructionTSCOTractor Supply$8,918,750$197,832 ▲2.3%30,6560.9%Retail/WholesaleEFViShares MSCI EAFE Value ETF$8,910,994$5,345,918 ▲150.0%154,8930.9%ETFSAIASaia$8,882,062$8,882,062 ▲New Holding20,3130.8%TransportationBRBroadridge Financial Solutions$8,840,314$132,674 ▲1.5%41,1120.8%Business ServicesADPAutomatic Data Processing$8,696,240$72,780 ▲0.8%31,4250.8%Business ServicesFCNFTI Consulting$8,675,497$8,675,497 ▲New Holding38,1240.8%Business ServicesAJGArthur J. Gallagher & Co.$8,594,728$426,557 ▼-4.7%30,5460.8%FinanceFELEFranklin Electric$8,542,516$367,604 ▲4.5%81,4970.8%Industrial ProductsMMCMarsh & McLennan Companies$8,511,553$30,340 ▲0.4%38,1530.8%FinanceDRIDarden Restaurants$8,510,304$257,028 ▲3.1%51,8510.8%Retail/WholesaleAMEAMETEK$8,499,645$355,268 ▲4.4%49,5000.8%Computer and TechnologySSNCSS&C Technologies$8,494,373$389,974 ▼-4.4%114,4640.8%Computer and TechnologyAONAON$8,486,443$343,222 ▲4.2%24,5280.8%FinanceJJacobs Solutions$8,387,287$1,007,276 ▲13.6%64,0740.8%Business ServicesGGGGraco$8,362,105$273,206 ▲3.4%95,5560.8%Industrial ProductsRBARB Global$8,339,891$282,761 ▼-3.3%103,6140.8%Business ServicesCIThe Cigna Group$8,319,063$8,098,381 ▲3,669.7%24,0130.8%MedicalUNPUnion Pacific$8,266,446$142,958 ▲1.8%33,5380.8%TransportationSTESTERIS$8,255,819$128,304 ▲1.6%34,0390.8%MedicalGDGeneral Dynamics$8,242,234$207,008 ▲2.6%27,2740.8%AerospaceDOXAmdocs$8,240,703$141,630 ▲1.7%94,2010.8%Computer and TechnologyTDYTeledyne Technologies$8,239,387$166,748 ▲2.1%18,8260.8%AerospaceIQVIQVIA$8,199,636$160,666 ▲2.0%34,6020.8%MedicalAVYAvery Dennison$8,181,586$337,984 ▲4.3%37,0610.8%Industrial ProductsBAMBrookfield Asset Management$8,118,725$303,648 ▲3.9%171,6800.8%FinanceAMZNAmazon.com$8,043,307$1,475,175 ▲22.5%43,1670.8%Retail/WholesaleMORNMorningstar$8,006,721$134,988 ▲1.7%25,0900.8%Business ServicesTTCToro$7,941,606$210,320 ▲2.7%91,5670.8%Consumer DiscretionaryEFGiShares MSCI EAFE Growth ETF$7,923,363$1,037,961 ▼-11.6%73,6030.8%ETFBDXBecton, Dickinson and Company$7,861,307$279,917 ▲3.7%32,6060.8%MedicalCPCanadian Pacific Kansas City$7,392,965$351,826 ▲5.0%86,4270.7%TransportationCMGChipotle Mexican Grill$5,943,100$2,819,750 ▲90.3%103,1430.6%Retail/WholesalePAYCPaycom Software$5,850,620$3,670,380 ▲168.3%35,1240.6%Computer and TechnologyCTASCintas$5,576,082$4,235,591 ▲316.0%27,0840.5%Industrial ProductsISRGIntuitive Surgical$5,497,802$72,217 ▼-1.3%11,1910.5%MedicalCASYCasey's General Stores$5,489,499$5,489,499 ▲New Holding14,6110.5%Retail/WholesaleNVRNVR$5,465,173$215,860 ▲4.1%5570.5%ConstructionTMOThermo Fisher Scientific$5,455,787$465,165 ▼-7.9%8,8200.5%MedicalIDXXIDEXX Laboratories$5,122,931$303,637 ▲6.3%10,1400.5%MedicalEXPDExpeditors International of Washington$4,940,114$1,907,534 ▼-27.9%37,5960.5%TransportationBRK.BBerkshire Hathaway$4,893,485$128,413 ▲2.7%10,6320.5%FinanceCVCOCavco Industries$4,769,309$1,330,113 ▲38.7%11,1370.5%ConstructionEMXCiShares MSCI Emerging Markets ex China ETF$4,755,397$1,083,969 ▲29.5%77,8170.5%ManufacturingJPMJPMorgan Chase & Co.$4,348,777$45,124 ▼-1.0%20,6240.4%FinanceDCIDonaldson$4,332,9700.0%58,7920.4%Industrial ProductsMNSTMonster Beverage$4,020,898$1,708,150 ▲73.9%77,0730.4%Consumer StaplesIXNiShares Global Tech ETF$3,774,922$898,504 ▼-19.2%45,7400.4%ETFSPYSPDR S&P 500 ETF Trust$3,737,006$574 ▼0.0%6,5130.4%FinanceDELLDell Technologies$3,667,272$5,669,531 ▼-60.7%30,9370.4%Computer and TechnologyTDGTransDigm Group$3,496,469$2,658,744 ▲317.4%2,4500.3%AerospaceXOMExxon Mobil$3,490,345$3,634 ▼-0.1%29,7760.3%Oils/EnergyFASTFastenal$3,406,734$16,784 ▼-0.5%47,7000.3%Retail/WholesaleAZNAstraZeneca$3,402,485$53,446 ▼-1.5%43,6720.3%MedicalITGartner$3,203,230$1,212,170 ▲60.9%6,3210.3%Business ServicesGOFGuggenheim Strategic Opportunities Fund$3,093,089$6,556 ▲0.2%196,2620.3%Financial ServicesMDTMedtronic$3,084,698$7,883,117 ▼-71.9%34,2630.3%MedicalVRSKVerisk Analytics$3,060,639$1,177,148 ▼-27.8%11,4220.3%Business ServicesEIXEdison International$3,019,671$50,338 ▼-1.6%34,6730.3%UtilitiesAAAUGoldman Sachs Physical Gold ETF$2,957,585$3,670 ▼-0.1%113,6440.3%Finance, Insurance, And Real EstateShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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