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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 $1.08 billion in total holdings as of June 30, 2025.
  • Marks Group Wealth Management, Inc owns shares of 293 different stocks, but just 92 companies or ETFs make up 80% of its holdings.
  • Approximately 4.87% of the portfolio was purchased this quarter.
  • About 5.65% of the portfolio was sold this quarter.
  • This quarter, Marks Group Wealth Management, Inc has purchased 298 new stocks and bought additional shares in 89 stocks.
  • Marks Group Wealth Management, Inc sold shares of 137 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Alphabet
$28,628,315
Stryker
$21,131,032
Apple
$20,900,967
Republic Services
$20,551,776

Largest New Holdings this Quarter

09290C780 - BLACKROCK ETF TRUST
$2,154,403 Holding
92912R104 - VOYA GLBL ADV & PREM OPP FD
$1,984,650 Holding
921932828 - Vanguard S&P Small-Cap 600 ETF
$1,743,687 Holding
46654Q575 - J P MORGAN EXCHANGE TRADED F
$1,455,861 Holding
871829107 - Sysco
$1,193,663 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
12,773 shares (about $7.26M)
iShares MSCI EAFE Value ETF
63,038 shares (about $4.00M)
iShares Core MSCI Emerging Markets ETF
63,458 shares (about $3.81M)
Saia
9,445 shares (about $2.59M)
Becton, Dickinson and Company
13,988 shares (about $2.41M)

Largest Sales this Quarter

Curtiss-Wright
4,912 shares (about $2.40M)
iShares Global Tech ETF
22,746 shares (about $2.10M)
EMCOR Group
3,178 shares (about $1.70M)
JPMorgan Chase & Co.
5,267 shares (about $1.53M)
CACI International
2,702 shares (about $1.29M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarks Group Wealth Management, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOG
Alphabet
$28,628,315$79,116 0.3%161,3862.7%Computer and Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$21,545,525$393,175 -1.8%117,4342.0%Finance
Stryker Corporation stock logo
SYK
Stryker
$21,131,032$49,058 -0.2%53,4112.0%Medical
Apple Inc. stock logo
AAPL
Apple
$20,900,967$148,544 -0.7%101,8711.9%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$20,551,776$503,332 -2.4%83,3371.9%Business Services
Visa Inc. stock logo
V
Visa
$19,763,545$457,660 -2.3%55,6641.8%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,167,306$288,596 -1.8%21,9041.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$15,949,689$221,351 -1.4%32,0651.5%Computer and Technology
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$14,947,258$254,056 1.7%33,4181.4%Business Services
Moody's Corporation stock logo
MCO
Moody's
$14,227,181$22,070 0.2%28,3641.3%Finance
MSCI Inc stock logo
MSCI
MSCI
$13,175,176$304,522 2.4%22,8441.2%Finance
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$12,628,584$4,001,652 46.4%198,9381.2%ETF
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$11,872,471$5,102 0.0%20,9451.1%Computer and Technology
Curtiss-Wright Corporation stock logo
CW
Curtiss-Wright
$11,193,658$2,399,758 -17.7%22,9121.0%Aerospace
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$10,842,756$1,699,881 -13.6%20,2711.0%Construction
Salesforce Inc. stock logo
CRM
Salesforce
$10,477,044$116,166 1.1%38,4211.0%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$10,356,477$100,838 -1.0%44,4711.0%Multi-Sector Conglomerates
Eaton Corporation, PLC stock logo
ETN
Eaton
$10,308,087$615,451 -5.6%28,8751.0%Industrials
CACI International, Inc. stock logo
CACI
CACI International
$9,874,364$1,288,043 -11.5%20,7140.9%Computer and Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$9,842,839$375,078 -3.7%14,0920.9%Industrials
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$9,838,333$2,409,416 32.4%57,1170.9%Medical
Intuit Inc. stock logo
INTU
Intuit
$9,836,711$1,220,826 -11.0%12,4890.9%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$9,760,722$32,692 0.3%18,5110.9%Finance
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$9,745,584$87,587 0.9%87,9010.9%Finance
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$9,695,742$587,647 -5.7%44,4820.9%Retail/Wholesale
nVent Electric PLC stock logo
NVT
nVent Electric
$9,662,408$1,139,624 -10.6%131,9100.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,660,399$101,797 1.1%44,0330.9%Retail/Wholesale
ITT Inc. stock logo
ITT
ITT
$9,625,912$376,706 -3.8%61,3780.9%Multi-Sector Conglomerates
RB Global, Inc. stock logo
RBA
RB Global
$9,624,956$354,675 -3.6%90,6390.9%Business Services
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$9,620,835$474,227 -4.7%60,9840.9%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$9,436,259$22,180 -0.2%192,3020.9%Business Services
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$9,358,113$235,739 -2.5%38,5060.9%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$9,336,468$406,731 4.6%33,1010.9%Basic Materials
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$9,307,905$404,618 -4.2%49,6660.9%Retail/Wholesale
ResMed Inc. stock logo
RMD
ResMed
$9,286,452$525,546 -5.4%35,9940.9%Medical
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$9,285,888$360,950 -3.7%8,9270.9%Industrials
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$9,262,352$11,844 -0.1%28,9340.9%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$9,159,007$204,870 -2.2%74,1680.9%Retail/Wholesale
Aon plc stock logo
AON
AON
$9,143,811$103,461 1.1%25,6300.9%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$9,115,212$107,039 -1.2%31,2530.8%Aerospace
Primerica, Inc. stock logo
PRI
Primerica
$9,100,622$178,707 2.0%33,2540.8%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$9,030,878$203,852 -2.2%29,2830.8%Computer and Technology
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$8,950,148$88,835 -1.0%161,9060.8%Finance
Cigna Group stock logo
CI
Cigna Group
$8,925,343$54,546 -0.6%26,9990.8%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,868,192$7,255,535 449.9%15,6120.8%ETF
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$8,826,429$638,514 -6.7%23,6380.8%Multi-Sector Conglomerates
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$8,794,826$61,990 -0.7%17,1670.8%Aerospace
AMETEK, Inc. stock logo
AME
AMETEK
$8,785,608$12,305 0.1%48,5500.8%Computer and Technology
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$8,785,245$3,312 0.0%106,1020.8%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$8,637,579$45,482 -0.5%65,7100.8%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$8,610,328$1,199,456 16.2%49,9410.8%Business Services
STERIS plc stock logo
STE
STERIS
$8,608,764$86,479 -1.0%35,8370.8%Medical
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$8,600,552$303,441 -3.4%4,7050.8%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$8,528,054$367,174 4.5%161,6080.8%Retail/Wholesale
Saia, Inc. stock logo
SAIA
Saia
$8,459,167$2,587,835 44.1%30,8740.8%Transportation
Amdocs Limited stock logo
DOX
Amdocs
$8,438,331$137,864 -1.6%92,4850.8%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$8,386,416$550,121 7.0%36,4500.8%Transportation
Graco Inc. stock logo
GGG
Graco
$8,373,478$4,814 0.1%97,4000.8%Industrials
Watsco, Inc. stock logo
WSO
Watsco
$8,335,136$412,473 5.2%18,8740.8%Construction
Franklin Electric Co., Inc. stock logo
FELE
Franklin Electric
$8,331,192$959,500 13.0%92,8370.8%Industrials
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$8,303,729$51,818 0.6%37,9790.8%Finance
Cintas Corporation stock logo
CTAS
Cintas
$8,268,968$63,741 -0.8%37,1020.8%Business Services
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$8,250,707$87,838 1.1%99,1910.8%Industrials
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$8,244,880$3,809,384 85.9%137,3460.8%ETF
Alcon stock logo
ALC
Alcon
$8,243,233$15,626 0.2%93,3760.8%Medical
Morningstar, Inc. stock logo
MORN
Morningstar
$8,155,291$49,287 0.6%25,9780.8%Business Services
ICON PLC stock logo
ICLR
ICON
$8,121,637$1,385,702 20.6%55,8380.8%Medical
FTI Consulting, Inc. stock logo
FCN
FTI Consulting
$8,108,431$151,487 1.9%50,2070.8%Business Services
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$8,062,935$827,190 11.4%51,1640.7%Medical
Accenture PLC stock logo
ACN
Accenture
$7,823,338$306,059 4.1%26,1750.7%Computer and Technology
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$7,771,949$71,438 -0.9%15,2310.7%Retail/Wholesale
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$7,552,145$1,068,836 16.5%73,2720.7%Retail/Wholesale
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$7,451,575$146,940 -1.9%32,2020.7%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$6,403,900$57,388 0.9%11,9400.6%Medical
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$6,190,032$80,126 1.3%110,2410.6%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,133,323$163,472 2.7%19,6600.6%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,047,014$1,718,892 39.7%9,7870.6%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$5,427,296$240,576 -4.2%48,4580.5%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,266,186$35,322 -0.7%9,6910.5%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,136,046$94,239 -1.8%10,5730.5%Finance
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$4,909,911$89,638 -1.8%78,3830.5%Consumer Staples
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$4,696,188$4,344 -0.1%10,8100.4%Construction
NVR, Inc. stock logo
NVR
NVR
$4,453,553$103,399 2.4%6030.4%Construction
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,343,721$1,526,956 -26.0%14,9830.4%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,180,144$638,227 -13.2%73,3230.4%ETF
Transdigm Group Incorporated stock logo
TDG
Transdigm Group
$4,096,604$6,083 -0.1%2,6940.4%Aerospace
Donaldson Company, Inc. stock logo
DCI
Donaldson
$4,077,2250.0%58,7920.4%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,929,723$123,665 3.2%9,6920.4%Medical
Fastenal Company stock logo
FAST
Fastenal
$3,784,956$1,849,932 95.6%90,1180.4%Retail/Wholesale
Goldman Sachs Physical Gold ETF stock logo
AAAU
Goldman Sachs Physical Gold ETF
$3,730,095$367,421 10.9%114,1400.3%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,703,438$92,424 2.6%23,4410.3%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$3,663,879$15,264 -0.4%11,7620.3%Business Services
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$3,519,388$4,799 0.1%30,8040.3%Transportation
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$3,485,445$45,976 1.3%28,4290.3%Computer and Technology
iShares Global Tech ETF stock logo
IXN
iShares Global Tech ETF
$3,383,799$2,100,365 -38.3%36,6450.3%ETF
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$3,339,893$4,439 -0.1%42,1330.3%Transportation
Autodesk, Inc. stock logo
ADSK
Autodesk
$3,209,003$6,811 0.2%10,3660.3%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$3,126,009$42,727 -1.3%12,1450.3%Aerospace
Guggenheim Strategic Opportunities Fund stock logo
GOF
Guggenheim Strategic Opportunities Fund
$2,922,3410.0%196,2620.3%Financial Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,802,915$478,202 -14.6%26,0010.3%Energy

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