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 $1.04 billion in total holdings as of March 31, 2025.
Marks Group Wealth Management, Inc owns shares of 298 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 8.78% of the portfolio was purchased this quarter.
About 5.47% of the portfolio was sold this quarter.
This quarter, Marks Group Wealth Management, Inc has purchased 286 new stocks and bought additional shares in 125 stocks.
Marks Group Wealth Management, Inc sold shares of 89 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Alphabet: $25,143,679
Apple: $22,789,370
Republic Services: $20,675,136
Intercontinental Exchange: $20,627,077
Visa: $19,959,769

Largest New Holdings this Quarter

461202103 - Intuit: $8,619,806 Holding
761152107 - ResMed: $8,513,239 Holding
808524201 - Schwab US Large-Cap ETF: $2,737,655 Holding
46434V803 - iShares Currency Hedged MSCI EAFE ETF: $2,248,565 Holding
922042858 - Vanguard FTSE Emerging Markets ETF: $1,645,608 Holding

Largest Purchases this Quarter

Intuit: 14,039 shares (about $8.62M)
ResMed: 38,031 shares (about $8.51M)
Vanguard FTSE Developed Markets ETF: 77,782 shares (about $3.95M)
Schwab US Large-Cap ETF: 123,988 shares (about $2.74M)
Intercontinental Exchange: 15,282 shares (about $2.64M)

Largest Sales this Quarter

Boston Scientific: 104,358 shares (about $10.53M)
UnitedHealth Group: 12,090 shares (about $6.33M)
Canadian Pacific Kansas City: 50,504 shares (about $3.55M)
iShares MSCI EAFE Growth ETF: 25,704 shares (about $2.57M)
Fiserv: 7,297 shares (about $1.61M)

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	$25,143,679	$11,405 ▲	0.0%	160,940	2.4%	Computer and Technology
AAPL Apple	$22,789,370	$18,437 ▲	0.1%	102,595	2.2%	Computer and Technology
RSG Republic Services	$20,675,136	$1,637,970 ▲	8.6%	85,378	2.0%	Business Services
ICE Intercontinental Exchange	$20,627,077	$2,636,151 ▲	14.7%	119,577	2.0%	Finance
V Visa	$19,959,769	$541,812 ▼	-2.6%	56,953	1.9%	Business Services
SYK Stryker	$19,928,404	$308,968 ▲	1.6%	53,535	1.9%	Medical
FDS FactSet Research Systems	$14,934,951	$584,213 ▲	4.1%	32,850	1.4%	Business Services
MCO Moody's	$13,188,381	$192,796 ▲	1.5%	28,320	1.3%	Finance
META Meta Platforms	$12,850,062	$314,695 ▼	-2.4%	22,295	1.2%	Computer and Technology
MSCI MSCI	$12,619,759	$425,824 ▲	3.5%	22,316	1.2%	Finance
ROP Roper Technologies	$12,354,060	$249,392 ▲	2.1%	20,954	1.2%	Computer and Technology
MSFT Microsoft	$12,203,802	$169,299 ▲	1.4%	32,510	1.2%	Computer and Technology
CPRT Copart	$10,907,949	$172,656 ▲	1.6%	192,754	1.0%	Business Services
BRO Brown & Brown	$10,836,608	$546,240 ▼	-4.8%	87,111	1.0%	Finance
CRM Salesforce	$10,196,338	$55,014 ▼	-0.5%	37,995	1.0%	Computer and Technology
AON AON	$10,112,967	$196,752 ▲	2.0%	25,340	1.0%	Finance
UNH UnitedHealth Group	$10,022,588	$6,332,206 ▼	-38.7%	19,136	1.0%	Medical
AJG Arthur J. Gallagher & Co.	$10,001,948	$380,800 ▼	-3.7%	28,971	1.0%	Finance
BDX Becton, Dickinson and Company	$9,879,185	$1,562,885 ▲	18.8%	43,129	1.0%	Medical
DRI Darden Restaurants	$9,801,701	$673,350 ▼	-6.4%	47,178	0.9%	Retail/Wholesale
BR Broadridge Financial Solutions	$9,571,351	$45,340 ▼	-0.5%	39,476	0.9%	Business Services
HON Honeywell International	$9,508,483	$314,027 ▲	3.4%	44,904	0.9%	Multi-Sector Conglomerates
FI Fiserv	$9,492,157	$1,611,397 ▼	-14.5%	42,984	0.9%	Business Services
RBA RB Global	$9,426,094	$570,206 ▼	-5.7%	93,979	0.9%	Business Services
SPGI S&P Global	$9,373,965	$229,662 ▲	2.5%	18,449	0.9%	Business Services
APD Air Products and Chemicals	$9,336,872	$263,364 ▲	2.9%	31,659	0.9%	Basic Materials
PRI Primerica	$9,275,963	$215,958 ▼	-2.3%	32,601	0.9%	Finance
TJX TJX Companies	$9,235,729	$139,461 ▲	1.5%	75,827	0.9%	Retail/Wholesale
MMC Marsh & McLennan Companies	$9,210,181	$150,078 ▲	1.7%	37,742	0.9%	Finance
GWW W.W. Grainger	$9,160,673	$384,246 ▲	4.4%	9,274	0.9%	Industrials
ADP Automatic Data Processing	$9,148,790	$76,077 ▼	-0.8%	29,944	0.9%	Business Services
WSO Watsco	$9,118,902	$209,928 ▲	2.4%	17,940	0.9%	Construction
FICO Fair Isaac	$8,982,904	$132,780 ▼	-1.5%	4,871	0.9%	Computer and Technology
CI The Cigna Group	$8,936,956	$1,691,389 ▲	23.3%	27,164	0.9%	Medical
PH Parker-Hannifin	$8,892,238	$208,493 ▼	-2.3%	14,629	0.9%	Industrials
SSNC SS&C Technologies	$8,859,359	$398,856 ▼	-4.3%	106,062	0.9%	Computer and Technology
ALC Alcon	$8,847,381	$923,004 ▲	11.6%	93,199	0.9%	Medical
CW Curtiss-Wright	$8,827,720	$276,025 ▲	3.2%	27,824	0.8%	Aerospace
EME EMCOR Group	$8,667,454	$495,674 ▲	6.1%	23,449	0.8%	Construction
TXRH Texas Roadhouse	$8,635,600	$20,329 ▲	0.2%	51,825	0.8%	Retail/Wholesale
LDOS Leidos	$8,634,810	$1,104,349 ▲	14.7%	63,990	0.8%	Aerospace
CSL Carlisle Companies	$8,630,995	$1,489,347 ▲	20.9%	25,348	0.8%	Multi-Sector Conglomerates
INTU Intuit	$8,619,806	$8,619,806 ▲	New Holding	14,039	0.8%	Computer and Technology
GD General Dynamics	$8,618,953	$1,318,193 ▲	18.1%	31,620	0.8%	Aerospace
TDY Teledyne Technologies	$8,604,410	$396,675 ▼	-4.4%	17,288	0.8%	Aerospace
DOX Amdocs	$8,600,635	$289,506 ▲	3.5%	93,996	0.8%	Computer and Technology
CACI CACI International	$8,591,799	$1,668,018 ▲	24.1%	23,416	0.8%	Computer and Technology
TSCO Tractor Supply	$8,521,215	$335,669 ▲	4.1%	154,650	0.8%	Retail/Wholesale
RMD ResMed	$8,513,239	$8,513,239 ▲	New Holding	38,031	0.8%	Medical
AME AMETEK	$8,345,691	$140,638 ▲	1.7%	48,482	0.8%	Computer and Technology
ETN Eaton	$8,317,726	$621,403 ▲	8.1%	30,599	0.8%	Industrials
AMZN Amazon.com	$8,289,438	$36,340 ▲	0.4%	43,569	0.8%	Retail/Wholesale
ITT ITT	$8,237,825	$305,334 ▲	3.8%	63,780	0.8%	Multi-Sector Conglomerates
STE STERIS	$8,204,051	$563,679 ▲	7.4%	36,197	0.8%	Medical
GGG Graco	$8,129,197	$378,885 ▲	4.9%	97,344	0.8%	Industrials
ICLR ICON Public	$8,103,962	$2,482,058 ▲	44.1%	46,311	0.8%	Medical
IQV IQVIA	$8,094,815	$2,018,459 ▲	33.2%	45,915	0.8%	Medical
FCN FTI Consulting	$8,084,058	$2,484,500 ▲	44.4%	49,269	0.8%	Business Services
UNP Union Pacific	$8,046,099	$309,947 ▲	4.0%	34,059	0.8%	Transportation
EFV iShares MSCI EAFE Value ETF	$8,009,946	$1,457,409 ▼	-15.4%	135,900	0.8%	ETF
J Jacobs Solutions	$7,985,510	$566,128 ▲	7.6%	66,056	0.8%	Business Services
BAM Brookfield Asset Management	$7,922,203	$351,650 ▼	-4.3%	163,513	0.8%	Finance
IR Ingersoll Rand	$7,853,745	$725,632 ▲	10.2%	98,135	0.8%	Industrials
ACN Accenture	$7,848,018	$507,059 ▲	6.9%	25,151	0.8%	Computer and Technology
MORN Morningstar	$7,742,943	$167,927 ▲	2.2%	25,821	0.7%	Business Services
NVT nVent Electric	$7,730,273	$1,032,255 ▲	15.4%	147,468	0.7%	Computer and Technology
FELE Franklin Electric	$7,711,772	$301,918 ▲	4.1%	82,145	0.7%	Industrials
CTAS Cintas	$7,684,378	$2,039,480 ▲	36.1%	37,388	0.7%	Business Services
SAIA Saia	$7,487,936	$772,939 ▲	11.5%	21,429	0.7%	Transportation
PAYC Paycom Software	$7,174,245	$506,656 ▼	-6.6%	32,837	0.7%	Computer and Technology
DECK Deckers Outdoor	$7,033,073	$940,322 ▲	15.4%	62,902	0.7%	Retail/Wholesale
CASY Casey's General Stores	$6,671,640	$175,786 ▲	2.7%	15,371	0.6%	Retail/Wholesale
BRK.B Berkshire Hathaway	$5,734,289	$21,836 ▲	0.4%	10,767	0.6%	Finance
CVCO Cavco Industries	$5,622,397	$210,970 ▼	-3.6%	10,820	0.5%	Construction
CMG Chipotle Mexican Grill	$5,463,551	$187,183 ▲	3.5%	108,814	0.5%	Retail/Wholesale
EFG iShares MSCI EAFE Growth ETF	$5,060,600	$2,570,400 ▼	-33.7%	50,606	0.5%	ETF
IDXX IDEXX Laboratories	$4,969,269	$346,039 ▲	7.5%	11,833	0.5%	Medical
JPM JPMorgan Chase & Co.	$4,967,325	$19,379 ▼	-0.4%	20,250	0.5%	Finance
ISRG Intuitive Surgical	$4,831,854	$670,100 ▼	-12.2%	9,756	0.5%	Medical
TMO Thermo Fisher Scientific	$4,670,971	$147,290 ▲	3.3%	9,387	0.4%	Medical
MNST Monster Beverage	$4,670,715	$103,814 ▲	2.3%	79,814	0.4%	Consumer Staples
IXN iShares Global Tech ETF	$4,498,274	$926,073 ▲	25.9%	59,391	0.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,296,050	$3,953,659 ▲	1,154.7%	84,518	0.4%	ETF
NVR NVR	$4,266,946	$159,377 ▲	3.9%	589	0.4%	Construction
EMXC iShares MSCI Emerging Markets ex China ETF	$4,050,272	$390,698 ▼	-8.8%	73,521	0.4%	Manufacturing
IEMG iShares Core MSCI Emerging Markets ETF	$3,987,735	$2,284,550 ▲	134.1%	73,888	0.4%	ETF
DCI Donaldson	$3,942,592		0.0%	58,792	0.4%	Industrials
SPY SPDR S&P 500 ETF Trust	$3,918,632	$15,663 ▲	0.4%	7,005	0.4%	Finance
TDG TransDigm Group	$3,732,117	$127,263 ▲	3.5%	2,698	0.4%	Aerospace
EXPD Expeditors International of Washington	$3,699,131	$943,963 ▼	-20.3%	30,762	0.4%	Transportation
XOM Exxon Mobil	$3,619,814	$87,412 ▲	2.5%	30,437	0.3%	Energy
FAST Fastenal	$3,572,884		0.0%	46,072	0.3%	Retail/Wholesale
VRSK Verisk Analytics	$3,515,198	$70,834 ▲	2.1%	11,811	0.3%	Business Services
AAAU Goldman Sachs Physical Gold ETF	$3,177,459	$38,878 ▲	1.2%	102,897	0.3%	Finance
MDT Medtronic	$3,149,862	$39,628 ▲	1.3%	35,053	0.3%	Medical
GOF Guggenheim Strategic Opportunities Fund	$3,055,799		0.0%	196,262	0.3%	Financial Services
AZN AstraZeneca	$3,030,185	$273,788 ▼	-8.3%	41,227	0.3%	Medical
CP Canadian Pacific Kansas City	$2,962,090	$3,545,886 ▼	-54.5%	42,189	0.3%	Transportation
IT Gartner	$2,798,407	$75,973 ▲	2.8%	6,667	0.3%	Business Services
SCHX Schwab US Large-Cap ETF	$2,737,655	$2,737,655 ▲	New Holding	123,988	0.3%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Popular Tools

Financial Calendars

Terms & Info

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