MG

Marks Group Wealth Management, Inc

13F
Marks Group Wealth Management, Inc
Last update 2025-05-01 298 Stocks (26 new)
Value $1.04 Bil Turnover 9 %
Countries:
Top Holdings: GOOG(2.42%)AAPL(2.19%)RSG(1.99%)ICE(1.98%)V(1.92%)
Summary Stock Picks Current Portfolio
Marks Group Wealth Management,... Top Holdings of 2025-03-31 View Full List
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
+19.12%
-6.54%
2,147,949.9
Interactive Media
AAPL
Apple Inc
102,595
22,789.4
+0.08%
2.190
0%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
RSG
Republic Services Inc
85,378
20,675.1
+8.60%
1.990
+0.16%
0.030
+5.25%
+21.45%
75,774.3
Waste Management
ICE
Intercontinental Exchange Inc
119,577
20,627.1
+14.65%
1.980
+0.25%
0.020
+18.71%
+23.55%
105,025.2
Capital Markets
V
Visa Inc
56,953
19,959.8
-2.64%
1.920
-0.05%
0.000
+14.38%
+13.22%
696,696.3
Credit Services
SYK
Stryker Corp
53,535
19,928.4
+1.57%
1.920
+0.03%
0.010
+13.90%
+9.50%
150,003.5
Medical Devices & Instruments
FDS
FactSet Research Systems Inc
32,850
14,935.0
+4.07%
1.440
+0.06%
0.090
+10.69%
-6.31%
16,933.3
Capital Markets
MCO
Moodys Corp
28,320
13,188.4
+1.48%
1.270
+0.02%
0.020
+26.47%
+6.53%
90,395.4
Capital Markets
META
Meta Platforms Inc
22,295
12,850.1
-2.39%
1.240
-0.03%
0.000
+39.25%
+22.89%
1,806,167.0
Interactive Media
MSCI
MSCI Inc
22,316
12,619.8
+3.49%
1.210
+0.04%
0.030
+16.44%
-1.38%
45,494.4
Capital Markets

Marks Group Wealth Management, Inc's Historical Top Holdings Breakdowns

Marks Group Wealth Management, Inc's Top Stock Picks View Full List
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
$103.83
3.11%
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
$783.61
30.49%
New holding
14,039
14,039
RMD
ResMed Inc
2025-03-31
New Buy
New Buy
+0.82%
●
219.7 ($233.45) 257.65
$256.41
9.84%
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
$73.59
-6.91%
Sold Out
0
-89,598
AVY
Avery Dennison Corp
2025-03-31
Sold Out
Sold Out
-0.68%
●
174.58 ($183.93) 195.91
$180.30
-1.97%
Sold Out
0
-36,645
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-0.60%
●
461.52 ($511.2) 548.18
$303.71
-40.59%
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
$56.51
11.68%
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
$79.69
4.75%
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
$24.59
5.63%
New holding
123,988
123,988
ICE
Intercontinental Exchange Inc
2025-03-31
Add
Add
+0.25%
●
142.8 ($163.84) 176.36
$183.09
11.75%
Add 14.65%
119,577
15,282

Marks Group Wealth Management, Inc Total Holding History ($B)

To

Marks Group Wealth Management, Inc's Asset Allocation

To

Marks Group Wealth Management, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Marks Group Wealth Management, Inc's Holdings Bubble Chart

Marks Group Wealth Management, Inc News

  • 1

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