MG
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Marks Group Wealth Management, Inc13F | |
| Marks Group Wealth Management, Inc | |
| Last update 2025-05-01 | 298 Stocks (26 new) |
| Value $1.04 Bil | Turnover 9 % |
Marks Group Wealth Management,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOOG | Alphabet Inc | 160,940 | 25,143.7 | +0.05% | 2.420 | 0% | 0.000 | +13.35% | -3.78% | 2,210,009.2 | Interactive Media | |
AAPL | Apple Inc | 102,595 | 22,789.4 | +0.08% | 2.190 | 0% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
RSG | Republic Services Inc | 85,378 | 20,675.1 | +8.60% | 1.990 | +0.16% | 0.030 | -0.33% | +22.30% | 76,302.4 | Waste Management | |
ICE | Intercontinental Exchange Inc | 119,577 | 20,627.1 | +14.65% | 1.980 | +0.25% | 0.020 | +14.09% | +22.69% | 104,296.7 | Capital Markets | |
V | Visa Inc | 56,953 | 19,959.8 | -2.64% | 1.920 | -0.05% | 0.000 | +4.74% | +11.27% | 684,701.8 | Credit Services | |
SYK | Stryker Corp | 53,535 | 19,928.4 | +1.57% | 1.920 | +0.03% | 0.010 | +11.00% | +9.21% | 149,602.3 | Medical Devices & Instruments | |
FDS | FactSet Research Systems Inc | 32,850 | 14,935.0 | +4.07% | 1.440 | +0.06% | 0.090 | +1.86% | -7.96% | 16,635.4 | Capital Markets | |
MCO | Moodys Corp | 28,320 | 13,188.4 | +1.48% | 1.270 | +0.02% | 0.020 | +15.25% | +6.75% | 90,584.3 | Capital Markets | |
META | Meta Platforms Inc | 22,295 | 12,850.1 | -2.39% | 1.240 | -0.03% | 0.000 | +35.75% | +23.33% | 1,812,628.8 | Interactive Media | |
MSCI | MSCI Inc | 22,316 | 12,619.8 | +3.49% | 1.210 | +0.04% | 0.030 | +3.85% | -4.29% | 44,152.8 | Capital Markets |
Marks Group Wealth Management, Inc's Historical Top Holdings Breakdowns
Marks Group Wealth Management, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 2025-03-31 | Reduce Reduce | -0.92% | 89.38 ($100.7) 106.18 | $104.33 | 3.60% | Reduce -95.53% | 4,883 | -104,358 | |
INTU | Intuit Inc | 2025-03-31 | New Buy New Buy | +0.83% | 555.63 ($600.51) 630.23 | $752.75 | 25.35% | New holding | 14,039 | 14,039 | |
RMD | ResMed Inc | 2025-03-31 | New Buy New Buy | +0.82% | 219.7 ($233.45) 257.65 | $254.11 | 8.85% | New holding | 38,031 | 38,031 | |
TTC | The Toro Co | 2025-03-31 | Sold Out Sold Out | -0.71% | 71.86 ($79.05) 87.28 | $73.72 | -6.74% | Sold Out | 0 | -89,598 | |
AVY | Avery Dennison Corp | 2025-03-31 | Sold Out Sold Out | -0.68% | 174.58 ($183.93) 195.91 | $180.45 | -1.89% | Sold Out | 0 | -36,645 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.60% | 461.52 ($511.2) 548.18 | $300.58 | -41.20% | Reduce -38.72% | 19,136 | -12,090 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.38% | 47.4 ($50.6) 52.99 | $56.94 | 12.53% | Add 1154.72% | 84,518 | 77,782 | |
CP | Canadian Pacific Kansas City Ltd | 2025-03-31 | Reduce Reduce | -0.36% | 69.42 ($76.08) 80.7 | $81.16 | 6.68% | Reduce -54.49% | 42,189 | -50,504 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | New Buy New Buy | +0.26% | 21.75 ($23.28) 24.28 | $24.75 | 6.31% | New holding | 123,988 | 123,988 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | Add Add | +0.25% | 142.8 ($163.84) 176.36 | $181.82 | 10.97% | Add 14.65% | 119,577 | 15,282 |
Marks Group Wealth Management, Inc Total Holding History ($B)
Marks Group Wealth Management, Inc's Asset Allocation
Marks Group Wealth Management, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Marks Group Wealth Management, Inc's Hypothetical Growth since 2025-03-31
Marks Group Wealth Management, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Marks Group Wealth Management, Inc's Holdings Heat Map
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Marks Group Wealth Management, Inc's Holdings Bubble Chart
Marks Group Wealth Management, Inc News
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