Marks Group Wealth Management, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Marks Group Wealth Management, Inc reported 286 stock positions worth $1.0 billion. Its top holding was Alphabet Class C (GOOG) at 3.0% of the portfolio, followed by Apple (AAPL, 2.5%) and Stryker (SYK, 1.9%). Compared with Q3 2024, it opened 9 new positions, sold out of 16, added to 80 and reduced 132. The biggest buy was Salesforce (CRM, shares +0%) and the biggest sale Alcon (ALC, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0001802473
- Portfolio Value
- $1.0B (Q4 2024)
- SEC Filing
- 0001802473-25-000002 ↗ filed Jan 29, 2025
Holdings Value
Holdings 286 stocks · $1.0B
| GOOG Alphabet Inc. Class C | 3.02% | 160,867 | $30.6M | Reduce -0.9% |
| AAPL Apple Inc. | 2.53% | 102,512 | $25.7M | Reduce -0.8% |
| SYK Stryker Corp. | 1.87% | 52,705 | $19.0M | Reduce -0.4% |
| V Visa Inc. Class A | 1.82% | 58,499 | $18.5M | Reduce -0.9% |
| RSG Republic Services Inc. | 1.56% | 78,614 | $15.8M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 1.56% | 31,226 | $15.8M | Add +2.4% |
| ICE Intercontinental Exchange Inc. | 1.53% | 104,295 | $15.5M | Reduce -0.6% |
| FDS Factset Research Systems Inc. | 1.49% | 31,565 | $15.2M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.33% | 32,059 | $13.5M | Add +2.2% |
| META Meta Platforms Inc. Class A | 1.32% | 22,841 | $13.4M | Reduce -1.2% |
| MCO Moody's Corp. | 1.30% | 27,906 | $13.2M | Add +1.4% |
| MSCI MSCI Inc. | 1.27% | 21,563 | $12.9M | Add +2.9% |
| CRM Salesforce Inc. | 1.26% | 38,200 | $12.8M | Add +0.3% |
| DECK Deckers Outdoor Corp. | 1.09% | 54,492 | $11.1M | Reduce -6.0% |
| CPRT Copart Inc. | 1.07% | 189,703 | $10.9M | Add +1.2% |
| ROP Roper Technologies Inc. | 1.05% | 20,531 | $10.7M | Reduce -1.8% |
| FISV Fiserv Inc. | 1.02% | 50,281 | $10.3M | Reduce -6.2% |
| EME Emcor Group Inc. | 0.99% | 22,108 | $10.0M | Reduce -6.4% |
| FICO Fair Isaac Corp. | 0.97% | 4,943 | $9.8M | Reduce -2.9% |
| HON Honeywell International Inc. | 0.97% | 43,421 | $9.8M | Reduce -1.8% |
| BSX Boston Scientific Corp. | 0.96% | 109,241 | $9.8M | Reduce -4.1% |
| CW Curtiss-Wright Corp. | 0.94% | 26,954 | $9.6M | Reduce -4.9% |
| PH Parker Hannifin Corp. | 0.94% | 14,972 | $9.5M | Reduce -5.2% |
| AMZN Amazon.com Inc. | 0.94% | 43,378 | $9.5M | Add +0.5% |
| DRI Darden Restaurants Inc. | 0.93% | 50,419 | $9.4M | Reduce -2.8% |
| ETN Eaton Corp. PLC | 0.93% | 28,313 | $9.4M | Reduce -5.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.92% | 8,885 | $9.4M | Reduce -4.5% |
| BRO Brown & Brown Inc. | 0.92% | 91,502 | $9.3M | Reduce -4.1% |
| TXRH Texas Roadhouse Inc. | 0.92% | 51,703 | $9.3M | Reduce -5.0% |
| BAM Brookfield Asset Mgmt-A | 0.91% | 170,771 | $9.3M | Reduce -0.5% |
| PRI Primerica Inc. | 0.89% | 33,360 | $9.1M | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.89% | 74,682 | $9.0M | Reduce -3.3% |
| RBA RB Global Inc. | 0.89% | 99,664 | $9.0M | Reduce -3.8% |
| BR Broadridge Financial Solutio | 0.88% | 39,663 | $9.0M | Reduce -3.5% |
| SPGI S&P Global Inc. | 0.88% | 17,997 | $9.0M | Add +2.0% |
| AON Aon PLC Class A | 0.88% | 24,847 | $8.9M | Add +1.3% |
| APD Air Products & Chemicals Inc. | 0.88% | 30,766 | $8.9M | Reduce -3.8% |
| ADP Automatic Data Processing | 0.87% | 30,193 | $8.8M | Reduce -3.9% |
| ITT Itt Inc. | 0.86% | 61,416 | $8.8M | Reduce -4.2% |
| SAIA Saia Inc. | 0.86% | 19,217 | $8.8M | Reduce -5.4% |
| NVT Nvent Electric PLC | 0.86% | 127,776 | $8.7M | Reduce -5.2% |
| AME Ametek Inc. | 0.85% | 47,665 | $8.6M | Reduce -3.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.84% | 30,074 | $8.5M | Reduce -1.6% |
| MORN Morningstar Inc. | 0.84% | 25,261 | $8.5M | Add +0.7% |
| EFV iShares MSCI Eafe Value ETF | 0.83% | 160,627 | $8.4M | Add +3.7% |
| SSNC Ss&c Technologies Holdings | 0.83% | 110,837 | $8.4M | Reduce -3.2% |
| TDY Teledyne Technologies Inc. | 0.83% | 18,085 | $8.4M | Reduce -3.9% |
| WSO Watsco Inc. | 0.82% | 17,527 | $8.3M | Reduce -3.5% |
| ACN Accenture PLC Class A | 0.82% | 23,526 | $8.3M | Reduce -10.8% |
| BDX Becton Dickinson and Co. | 0.81% | 36,306 | $8.2M | Add +11.3% |
| J Jacobs Solutions Inc. | 0.81% | 61,373 | $8.2M | Reduce -4.2% |
| IR Ingersoll-Rand Inc. | 0.79% | 89,068 | $8.1M | Reduce -4.0% |
| LDOS Leidos Holdings Inc. | 0.79% | 55,806 | $8.0M | Reduce -4.0% |
| MRSH Marsh & McLennan Cos | 0.78% | 37,127 | $7.9M | Reduce -2.7% |
| TSCO Tractor Supply Company | 0.78% | 148,558 | $7.9M | Reduce -3.1% |
| GGG Graco Inc. | 0.77% | 92,807 | $7.8M | Reduce -2.9% |
| CSL Carlisle Cos Inc. | 0.76% | 20,974 | $7.7M | Reduce -3.0% |
| DOX Amdocs Ltd. | 0.76% | 90,832 | $7.7M | Reduce -3.6% |
| FELE Franklin Electric Co. Inc. | 0.76% | 78,929 | $7.7M | Reduce -3.1% |
| CACI Caci International Inc. Class A | 0.75% | 18,870 | $7.6M | Reduce -3.6% |
| UNP Union Pacific Corp. | 0.74% | 32,747 | $7.5M | Reduce -2.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.73% | 76,310 | $7.4M | Add +3.7% |
| PAYC Paycom Software Inc. | 0.71% | 35,156 | $7.2M | Add +0.1% |
| TTC Toro Co. | 0.71% | 89,598 | $7.2M | Reduce -2.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.70% | 83,476 | $7.1M | Reduce -13.3% |
| GD General Dynamics Corp. | 0.70% | 26,784 | $7.1M | Reduce -1.8% |
| STE Steris PLC | 0.68% | 33,710 | $6.9M | Reduce -1.0% |
| AVY Avery Dennison Corp. | 0.68% | 36,645 | $6.9M | Reduce -1.1% |
| IQV Iqvia Holdings Inc. | 0.67% | 34,466 | $6.8M | Reduce -0.4% |
| ICLR Icon PLC | 0.66% | 32,127 | $6.7M | Add +1.7% |
| CP Canadian Pacific Kansas City | 0.66% | 92,693 | $6.7M | Add +7.3% |
| FCN Fti Consulting Inc. | 0.64% | 34,127 | $6.5M | Reduce -10.5% |
| CMG Chipotle Mexican Grill Inc. | 0.62% | 105,086 | $6.3M | Add +1.9% |
| CI The Cigna Group | 0.60% | 22,023 | $6.1M | Reduce -8.3% |
| CASY Casey's General Stores Inc. | 0.58% | 14,966 | $5.9M | Add +2.4% |
| ISRG Intuitive Surgical Inc. | 0.57% | 11,109 | $5.8M | Reduce -0.7% |
| CTAS Cintas Corp. | 0.49% | 27,465 | $5.0M | Add +1.4% |
| CVCO Cavco Industries Inc. | 0.49% | 11,226 | $5.0M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.48% | 20,329 | $4.9M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 10,726 | $4.9M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 9,091 | $4.7M | Add +3.1% |
| NVR NVR Inc. | 0.46% | 567 | $4.6M | Add +1.8% |
| IDXX Idexx Laboratories Inc. | 0.45% | 11,009 | $4.6M | Add +8.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.44% | 80,613 | $4.5M | Add +3.6% |
| EXPD Expeditors Intl Wash Inc. | 0.42% | 38,612 | $4.3M | Add +2.7% |
| MNST Monster Beverage Corp. | 0.40% | 78,040 | $4.1M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 6,977 | $4.1M | Add +7.1% |
| IXN iShares Global Tech ETF | 0.39% | 47,164 | $4.0M | Add +3.1% |
| DCI Donaldson Co. Inc. | 0.39% | 58,792 | $4.0M | No change |
| DELL Dell Technologies -C | 0.35% | 30,651 | $3.5M | Reduce -0.9% |
| FAST Fastenal Co. | 0.33% | 46,072 | $3.3M | Reduce -3.4% |
| TDG Transdigm Group Inc. | 0.33% | 2,606 | $3.3M | Add +6.4% |
| XOM Exxon Mobil Corp. | 0.31% | 29,702 | $3.2M | Reduce -0.3% |
| VRSK Verisk Analytics Inc. | 0.31% | 11,573 | $3.2M | Add +1.3% |
| ADSK Autodesk Inc. | 0.31% | 10,669 | $3.2M | Add +0.2% |
| IT Gartner Inc. | 0.31% | 6,486 | $3.1M | Add +2.6% |
| NVDA Nvidia Corp. | 0.31% | 23,320 | $3.1M | Add +0.1% |
| GOF Guggenheim Strategic Opport | 0.29% | 196,262 | $3.0M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 44,952 | $2.9M | Add +2.9% |
| MDT Medtronic PLC | 0.27% | 34,612 | $2.8M | Add +1.0% |
Portfolio Sells Q3 2024 → Q4 2024
| ALC Alcon Inc. | Reduce -13.3% | 0.70% | −0.22 |
| CI The Cigna Group | Reduce -8.3% | 0.60% | −0.20 |
| CACI Caci International Inc. Class A | Reduce -3.6% | 0.75% | −0.19 |
| FCN Fti Consulting Inc. | Reduce -10.5% | 0.64% | −0.19 |
| CSL Carlisle Cos Inc. | Reduce -3.0% | 0.76% | −0.17 |
| IQV Iqvia Holdings Inc. | Reduce -0.4% | 0.67% | −0.12 |
| LDOS Leidos Holdings Inc. | Reduce -4.0% | 0.79% | −0.11 |
| AVY Avery Dennison Corp. | Reduce -1.1% | 0.68% | −0.11 |
| STE Steris PLC | Reduce -1.0% | 0.68% | −0.11 |
| EIX Edison International | Reduce -31.7% | 0.19% | −0.10 |
| GD General Dynamics Corp. | Reduce -1.8% | 0.70% | −0.09 |
| HII Huntington Ingalls Industrie | Reduce -49.5% | 0.05% | −0.08 |
| ICE Intercontinental Exchange Inc. | Reduce -0.6% | 1.53% | −0.08 |
| IR Ingersoll-Rand Inc. | Reduce -4.0% | 0.79% | −0.08 |
| TSCO Tractor Supply Company | Reduce -3.1% | 0.78% | −0.08 |
| ACN Accenture PLC Class A | Reduce -10.8% | 0.82% | −0.07 |
| HLN Haleon PLC-ADR | Reduce -38.3% | 0.09% | −0.07 |
| DUK Duke Energy Corp. | Reduce -25.3% | 0.16% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -1.8% | 1.05% | −0.06 |
| FELE Franklin Electric Co. Inc. | Reduce -3.1% | 0.76% | −0.06 |
| UNP Union Pacific Corp. | Reduce -2.4% | 0.74% | −0.05 |
| TTC Toro Co. | Reduce -2.1% | 0.71% | −0.05 |
| ITT Itt Inc. | Reduce -4.2% | 0.86% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -36.8% | 0.13% | −0.05 |
| NVT Nvent Electric PLC | Reduce -5.2% | 0.86% | −0.05 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -5.3% | 0.15% | −0.04 |
| MFC Manulife Financial Corp. | Reduce -50.7% | 0.04% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -2.7% | 0.78% | −0.04 |
| AMT American Tower Corp. | Reduce -1.1% | 0.15% | −0.04 |
| LIN Linde PLC | Reduce -21.1% | 0.09% | −0.04 |
| WSO Watsco Inc. | Reduce -3.5% | 0.82% | −0.04 |
| SHEL Shell PLC-ADR | Reduce -43.3% | 0.04% | −0.03 |
| FMX Fomento Economico Mex-SP ADR | Reduce -43.5% | 0.03% | −0.03 |
| ZTO Zto Express Cayman Inc.-ADR | Sold out | 0.00% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Reduce -11.5% | 0.16% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -3.8% | 0.88% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -5.0% | 0.13% | −0.03 |
| GPC Genuine Parts Co. | Reduce -2.6% | 0.16% | −0.03 |
| TLK Telkom Indonesia Persero-ADR | Sold out | 0.00% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -5.8% | 0.12% | −0.03 |
| BAP Credicorp Ltd. | Sold out | 0.00% | −0.03 |
| GGG Graco Inc. | Reduce -2.9% | 0.77% | −0.03 |
| TGT Target Corp. | Reduce -0.1% | 0.23% | −0.03 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -17.8% | 0.09% | −0.03 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -42.0% | 0.02% | −0.03 |
| JNJ Johnson & Johnson | Reduce -22.8% | 0.06% | −0.03 |
| GMAB Genmab A/S -SP ADR | Sold out | 0.00% | −0.03 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.03 |
| DOX Amdocs Ltd. | Reduce -3.6% | 0.76% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | Add +0.3% | 1.26% | +0.26 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.94% | +0.17 |
| PAYC Paycom Software Inc. | Add +0.1% | 0.71% | +0.15 |
| CPRT Copart Inc. | Add +1.2% | 1.07% | +0.13 |
| MSCI MSCI Inc. | Add +2.9% | 1.27% | +0.11 |
| MORN Morningstar Inc. | Add +0.7% | 0.84% | +0.07 |
| AON Aon PLC Class A | Add +1.3% | 0.88% | +0.07 |
| BDX Becton Dickinson and Co. | Add +11.3% | 0.81% | +0.06 |
| CASY Casey's General Stores Inc. | Add +2.4% | 0.58% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +1.9% | 0.62% | +0.06 |
| MCO Moody's Corp. | Add +1.4% | 1.30% | +0.05 |
| SPOT Spotify Technology SA | New | 0.05% | +0.05 |
| CHKP Check Point Software Tech | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.1% | 0.40% | +0.05 |
| MSFT Microsoft Corp. | Add +2.2% | 1.33% | +0.04 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +0.1% | 0.31% | +0.04 |
| CVCO Cavco Industries Inc. | Add +0.8% | 0.49% | +0.04 |
| IXN iShares Global Tech ETF | Add +3.1% | 0.39% | +0.03 |
| ADSK Autodesk Inc. | Add +0.2% | 0.31% | +0.03 |
| MRVL Marvell Technology Inc. | New | 0.03% | +0.03 |
| BBY Best Buy Co. Inc. | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +31.1% | 0.09% | +0.03 |
| SHOP Shopify Inc. Class A | Add +4.8% | 0.08% | +0.03 |
| ARES Ares Management Corp. Class A | New | 0.03% | +0.03 |
| VRSK Verisk Analytics Inc. | Add +1.3% | 0.31% | +0.02 |
| FWONK Liberty Media Corp. Class C | New | 0.02% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +51.3% | 0.06% | +0.02 |
| MNST Monster Beverage Corp. | Add +1.3% | 0.40% | +0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.02% | +0.02 |
| SE Sea Ltd.-ADR | Add +11.8% | 0.08% | +0.02 |
| TSLA Tesla Inc. | Add +0.9% | 0.05% | +0.02 |
| ARGX Argenx SE - ADR | Add +11.7% | 0.08% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.21% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.12% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.6% | 0.08% | +0.02 |
| PAYX Paychex Inc. | Add +1.0% | 0.16% | +0.01 |
| SPGI S&P Global Inc. | Add +2.0% | 0.88% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.48% | +0.01 |
| DIS The Walt Disney Co. | Add +0.0% | 0.07% | +0.01 |
| ERIC Ericsson (lm) Tel-SP ADR | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 0.16% | +0.01 |
| VMC Vulcan Materials Co. | Add +15.2% | 0.05% | +0.01 |
| RUNN Running Oak Efficient GR ETF | Add +35.2% | 0.03% | +0.01 |
| GEV GE Vernova Inc. | Add +2.3% | 0.03% | +0.01 |
| DE Deere & Co. | Add +0.8% | 0.13% | +0.01 |
| UITB Victoryshares Core Intermedi | Add +17.4% | 0.05% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.4% | 0.23% | +0.01 |
| UPS United Parcel Service Class B | Add +7.6% | 0.23% | +0.01 |
| RACE Ferrari NV | Add +16.1% | 0.08% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $1.1B | SPYM, IVW, EFG, AAPL, PVAL |
| Q1 2026 | 337 | $1.0B | EFV, AAPL, GOOG, SPYM, EFG |
| Q4 2025 | 332 | $1.0B | GOOG, AAPL, EFV, MSFT, NVDA |
| Q3 2025 | 294 | $1.1B | GOOG, AAPL, SYK, ICE, RSG |
| Q2 2025 | 293 | $1.1B | GOOG, ICE, SYK, AAPL, RSG |
| Q1 2025 | 298 | $1.0B | GOOG, AAPL, RSG, ICE, V |
| Q4 2024 | 286 | $1.0B | GOOG, AAPL, SYK, V, RSG |
| Q3 2024 | 293 | $1.0B | GOOG, AAPL, SYK, UNH, ICE |
| Q2 2024 | 288 | $949.4M | GOOG, AAPL, SYK, UNH, RSG |
| Q1 2024 | 299 | $956.6M | GOOG, SYK, AAPL, V, RSG |