Marks Group Wealth Management, Inc Top Holdings and 13F Report (2025) About Marks Group Wealth Management, IncInvestment ActivityMarks 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 $28,628,315Intercontinental Exchange $21,545,525Stryker $21,131,032Apple $20,900,967Republic Services $20,551,776 Largest New Holdings this Quarter 09290C780 - BLACKROCK ETF TRUST $2,154,403 Holding92912R104 - VOYA GLBL ADV & PREM OPP FD $1,984,650 Holding921932828 - Vanguard S&P Small-Cap 600 ETF $1,743,687 Holding46654Q575 - J P MORGAN EXCHANGE TRADED F $1,455,861 Holding871829107 - 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 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$28,628,315$79,116 ▲0.3%161,3862.7%Computer and TechnologyICEIntercontinental Exchange$21,545,525$393,175 ▼-1.8%117,4342.0%FinanceSYKStryker$21,131,032$49,058 ▼-0.2%53,4112.0%MedicalAAPLApple$20,900,967$148,544 ▼-0.7%101,8711.9%Computer and TechnologyRSGRepublic Services$20,551,776$503,332 ▼-2.4%83,3371.9%Business ServicesVVisa$19,763,545$457,660 ▼-2.3%55,6641.8%Business ServicesMETAMeta Platforms$16,167,306$288,596 ▼-1.8%21,9041.5%Computer and TechnologyMSFTMicrosoft$15,949,689$221,351 ▼-1.4%32,0651.5%Computer and TechnologyFDSFactSet Research Systems$14,947,258$254,056 ▲1.7%33,4181.4%Business ServicesMCOMoody's$14,227,181$22,070 ▲0.2%28,3641.3%FinanceMSCIMSCI$13,175,176$304,522 ▲2.4%22,8441.2%FinanceEFViShares MSCI EAFE Value ETF$12,628,584$4,001,652 ▲46.4%198,9381.2%ETFROPRoper Technologies$11,872,471$5,102 ▼0.0%20,9451.1%Computer and TechnologyCWCurtiss-Wright$11,193,658$2,399,758 ▼-17.7%22,9121.0%AerospaceEMEEMCOR Group$10,842,756$1,699,881 ▼-13.6%20,2711.0%ConstructionCRMSalesforce$10,477,044$116,166 ▲1.1%38,4211.0%Computer and TechnologyHONHoneywell International$10,356,477$100,838 ▼-1.0%44,4711.0%Multi-Sector ConglomeratesETNEaton$10,308,087$615,451 ▼-5.6%28,8751.0%IndustrialsCACICACI International$9,874,364$1,288,043 ▼-11.5%20,7140.9%Computer and TechnologyPHParker-Hannifin$9,842,839$375,078 ▼-3.7%14,0920.9%IndustrialsBDXBecton, Dickinson and Company$9,838,333$2,409,416 ▲32.4%57,1170.9%MedicalINTUIntuit$9,836,711$1,220,826 ▼-11.0%12,4890.9%Computer and TechnologySPGIS&P Global$9,760,722$32,692 ▲0.3%18,5110.9%FinanceBROBrown & Brown$9,745,584$87,587 ▲0.9%87,9010.9%FinanceDRIDarden Restaurants$9,695,742$587,647 ▼-5.7%44,4820.9%Retail/WholesaleNVTnVent Electric$9,662,408$1,139,624 ▼-10.6%131,9100.9%Computer and TechnologyAMZNAmazon.com$9,660,399$101,797 ▲1.1%44,0330.9%Retail/WholesaleITTITT$9,625,912$376,706 ▼-3.8%61,3780.9%Multi-Sector ConglomeratesRBARB Global$9,624,956$354,675 ▼-3.6%90,6390.9%Business ServicesLDOSLeidos$9,620,835$474,227 ▼-4.7%60,9840.9%Computer and TechnologyCPRTCopart$9,436,259$22,180 ▼-0.2%192,3020.9%Business ServicesBRBroadridge Financial Solutions$9,358,113$235,739 ▼-2.5%38,5060.9%Computer and TechnologyAPDAir Products and Chemicals$9,336,468$406,731 ▲4.6%33,1010.9%Basic MaterialsTXRHTexas Roadhouse$9,307,905$404,618 ▼-4.2%49,6660.9%Retail/WholesaleRMDResMed$9,286,452$525,546 ▼-5.4%35,9940.9%MedicalGWWW.W. Grainger$9,285,888$360,950 ▼-3.7%8,9270.9%IndustrialsAJGArthur J. Gallagher & Co.$9,262,352$11,844 ▼-0.1%28,9340.9%FinanceTJXTJX Companies$9,159,007$204,870 ▼-2.2%74,1680.9%Retail/WholesaleAONAON$9,143,811$103,461 ▲1.1%25,6300.9%FinanceGDGeneral Dynamics$9,115,212$107,039 ▼-1.2%31,2530.8%AerospacePRIPrimerica$9,100,622$178,707 ▲2.0%33,2540.8%FinanceADPAutomatic Data Processing$9,030,878$203,852 ▼-2.2%29,2830.8%Computer and TechnologyBAMBrookfield Asset Management$8,950,148$88,835 ▼-1.0%161,9060.8%FinanceCICigna Group$8,925,343$54,546 ▼-0.6%26,9990.8%MedicalVOOVanguard S&P 500 ETF$8,868,192$7,255,535 ▲449.9%15,6120.8%ETFCSLCarlisle Companies$8,826,429$638,514 ▼-6.7%23,6380.8%Multi-Sector ConglomeratesTDYTeledyne Technologies$8,794,826$61,990 ▼-0.7%17,1670.8%AerospaceAMEAMETEK$8,785,608$12,305 ▲0.1%48,5500.8%Computer and TechnologySSNCSS&C Technologies$8,785,245$3,312 ▲0.0%106,1020.8%Computer and TechnologyJJacobs Solutions$8,637,579$45,482 ▼-0.5%65,7100.8%Business ServicesFIFiserv$8,610,328$1,199,456 ▲16.2%49,9410.8%Business ServicesSTESTERIS$8,608,764$86,479 ▼-1.0%35,8370.8%MedicalFICOFair Isaac$8,600,552$303,441 ▼-3.4%4,7050.8%Computer and TechnologyTSCOTractor Supply$8,528,054$367,174 ▲4.5%161,6080.8%Retail/WholesaleSAIASaia$8,459,167$2,587,835 ▲44.1%30,8740.8%TransportationDOXAmdocs$8,438,331$137,864 ▼-1.6%92,4850.8%Computer and TechnologyUNPUnion Pacific$8,386,416$550,121 ▲7.0%36,4500.8%TransportationGGGGraco$8,373,478$4,814 ▲0.1%97,4000.8%IndustrialsWSOWatsco$8,335,136$412,473 ▲5.2%18,8740.8%ConstructionFELEFranklin Electric$8,331,192$959,500 ▲13.0%92,8370.8%IndustrialsMMCMarsh & McLennan Companies$8,303,729$51,818 ▲0.6%37,9790.8%FinanceCTASCintas$8,268,968$63,741 ▼-0.8%37,1020.8%Business ServicesIRIngersoll Rand$8,250,707$87,838 ▲1.1%99,1910.8%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$8,244,880$3,809,384 ▲85.9%137,3460.8%ETFALCAlcon$8,243,233$15,626 ▲0.2%93,3760.8%MedicalMORNMorningstar$8,155,291$49,287 ▲0.6%25,9780.8%Business ServicesICLRICON$8,121,637$1,385,702 ▲20.6%55,8380.8%MedicalFCNFTI Consulting$8,108,431$151,487 ▲1.9%50,2070.8%Business ServicesIQVIQVIA$8,062,935$827,190 ▲11.4%51,1640.7%MedicalACNAccenture$7,823,338$306,059 ▲4.1%26,1750.7%Computer and TechnologyCASYCasey's General Stores$7,771,949$71,438 ▼-0.9%15,2310.7%Retail/WholesaleDECKDeckers Outdoor$7,552,145$1,068,836 ▲16.5%73,2720.7%Retail/WholesalePAYCPaycom Software$7,451,575$146,940 ▼-1.9%32,2020.7%Computer and TechnologyIDXXIDEXX Laboratories$6,403,900$57,388 ▲0.9%11,9400.6%MedicalCMGChipotle Mexican Grill$6,190,032$80,126 ▲1.3%110,2410.6%Retail/WholesaleUNHUnitedHealth Group$6,133,323$163,472 ▲2.7%19,6600.6%MedicalSPYSPDR S&P 500 ETF Trust$6,047,014$1,718,892 ▲39.7%9,7870.6%FinanceEFGiShares MSCI EAFE Growth ETF$5,427,296$240,576 ▼-4.2%48,4580.5%ETFISRGIntuitive Surgical$5,266,186$35,322 ▼-0.7%9,6910.5%MedicalBRK.BBerkshire Hathaway$5,136,046$94,239 ▼-1.8%10,5730.5%FinanceMNSTMonster Beverage$4,909,911$89,638 ▼-1.8%78,3830.5%Consumer StaplesCVCOCavco Industries$4,696,188$4,344 ▼-0.1%10,8100.4%ConstructionNVRNVR$4,453,553$103,399 ▲2.4%6030.4%ConstructionJPMJPMorgan Chase & Co.$4,343,721$1,526,956 ▼-26.0%14,9830.4%FinanceVEAVanguard FTSE Developed Markets ETF$4,180,144$638,227 ▼-13.2%73,3230.4%ETFTDGTransdigm Group$4,096,604$6,083 ▼-0.1%2,6940.4%AerospaceDCIDonaldson$4,077,2250.0%58,7920.4%IndustrialsTMOThermo Fisher Scientific$3,929,723$123,665 ▲3.2%9,6920.4%MedicalFASTFastenal$3,784,956$1,849,932 ▲95.6%90,1180.4%Retail/WholesaleAAAUGoldman Sachs Physical Gold ETF$3,730,095$367,421 ▲10.9%114,1400.3%FinanceNVDANVIDIA$3,703,438$92,424 ▲2.6%23,4410.3%Computer and TechnologyVRSKVerisk Analytics$3,663,879$15,264 ▼-0.4%11,7620.3%Business ServicesEXPDExpeditors International of Washington$3,519,388$4,799 ▲0.1%30,8040.3%TransportationDELLDell Technologies$3,485,445$45,976 ▲1.3%28,4290.3%Computer and TechnologyIXNiShares Global Tech ETF$3,383,799$2,100,365 ▼-38.3%36,6450.3%ETFCPCanadian Pacific Kansas City$3,339,893$4,439 ▼-0.1%42,1330.3%TransportationADSKAutodesk$3,209,003$6,811 ▲0.2%10,3660.3%Computer and TechnologyGEGE Aerospace$3,126,009$42,727 ▼-1.3%12,1450.3%AerospaceGOFGuggenheim Strategic Opportunities Fund$2,922,3410.0%196,2620.3%Financial ServicesXOMExxon Mobil$2,802,915$478,202 ▼-14.6%26,0010.3%EnergyShowing 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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