Marks Group Wealth Management, Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Marks Group Wealth Management, Inc reported 298 stock positions worth $1.0 billion. Its top holding was Alphabet Class C (GOOG) at 2.4% of the portfolio, followed by Apple (AAPL, 2.2%) and Republic Services (RSG, 2.0%). Compared with Q4 2024, it opened 26 new positions, sold out of 14, added to 125 and reduced 89. The biggest buy was a new position in Intuit (INTU) and the biggest sale Boston Scientific (BSX, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0001802473
- Portfolio Value
- $1.0B (Q1 2025)
- SEC Filing
- 0001802473-25-000004 ↗ filed May 1, 2025
Holdings Value
Holdings 298 stocks · $1.0B
| GOOG Alphabet Inc. Class C | 2.42% | 160,940 | $25.1M | Add +0.1% |
| AAPL Apple Inc. | 2.19% | 102,595 | $22.8M | Add +0.1% |
| RSG Republic Services Inc. | 1.99% | 85,378 | $20.7M | Add +8.6% |
| ICE Intercontinental Exchange Inc. | 1.98% | 119,577 | $20.6M | Add +14.7% |
| V Visa Inc. Class A | 1.92% | 56,953 | $20.0M | Reduce -2.6% |
| SYK Stryker Corp. | 1.92% | 53,535 | $19.9M | Add +1.6% |
| FDS Factset Research Systems Inc. | 1.44% | 32,850 | $14.9M | Add +4.1% |
| MCO Moody's Corp. | 1.27% | 28,320 | $13.2M | Add +1.5% |
| META Meta Platforms Inc. Class A | 1.24% | 22,295 | $12.9M | Reduce -2.4% |
| MSCI MSCI Inc. | 1.21% | 22,316 | $12.6M | Add +3.5% |
| ROP Roper Technologies Inc. | 1.19% | 20,954 | $12.4M | Add +2.1% |
| MSFT Microsoft Corp. | 1.17% | 32,510 | $12.2M | Add +1.4% |
| CPRT Copart Inc. | 1.05% | 192,754 | $10.9M | Add +1.6% |
| BRO Brown & Brown Inc. | 1.04% | 87,111 | $10.8M | Reduce -4.8% |
| CRM Salesforce Inc. | 0.98% | 37,995 | $10.2M | Reduce -0.5% |
| AON Aon PLC Class A | 0.97% | 25,340 | $10.1M | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.96% | 19,136 | $10.0M | Reduce -38.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.96% | 28,971 | $10.0M | Reduce -3.7% |
| BDX Becton Dickinson and Co. | 0.95% | 43,129 | $9.9M | Add +18.8% |
| DRI Darden Restaurants Inc. | 0.94% | 47,178 | $9.8M | Reduce -6.4% |
| BR Broadridge Financial Solutio | 0.92% | 39,476 | $9.6M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.92% | 44,904 | $9.5M | Add +3.4% |
| FISV Fiserv Inc. | 0.91% | 42,984 | $9.5M | Reduce -14.5% |
| RBA RB Global Inc. | 0.91% | 93,979 | $9.4M | Reduce -5.7% |
| SPGI S&P Global Inc. | 0.90% | 18,449 | $9.4M | Add +2.5% |
| APD Air Products & Chemicals Inc. | 0.90% | 31,659 | $9.3M | Add +2.9% |
| PRI Primerica Inc. | 0.89% | 32,601 | $9.3M | Reduce -2.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.89% | 75,827 | $9.2M | Add +1.5% |
| MRSH Marsh & McLennan Cos | 0.89% | 37,742 | $9.2M | Add +1.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.88% | 9,274 | $9.2M | Add +4.4% |
| ADP Automatic Data Processing | 0.88% | 29,944 | $9.1M | Reduce -0.8% |
| WSO Watsco Inc. | 0.88% | 17,940 | $9.1M | Add +2.4% |
| FICO Fair Isaac Corp. | 0.86% | 4,871 | $9.0M | Reduce -1.5% |
| CI The Cigna Group | 0.86% | 27,164 | $8.9M | Add +23.3% |
| PH Parker Hannifin Corp. | 0.86% | 14,629 | $8.9M | Reduce -2.3% |
| SSNC Ss&c Technologies Holdings | 0.85% | 106,062 | $8.9M | Reduce -4.3% |
| ALC Alcon Inc. filed as ALCON AG | 0.85% | 93,199 | $8.8M | Add +11.7% |
| CW Curtiss-Wright Corp. | 0.85% | 27,824 | $8.8M | Add +3.2% |
| EME Emcor Group Inc. | 0.83% | 23,449 | $8.7M | Add +6.1% |
| TXRH Texas Roadhouse Inc. | 0.83% | 51,825 | $8.6M | Add +0.2% |
| LDOS Leidos Holdings Inc. | 0.83% | 63,990 | $8.6M | Add +14.7% |
| CSL Carlisle Cos Inc. | 0.83% | 25,348 | $8.6M | Add +20.9% |
| INTU Intuit Inc. | 0.83% | 14,039 | $8.6M | New |
| GD General Dynamics Corp. | 0.83% | 31,620 | $8.6M | Add +18.1% |
| TDY Teledyne Technologies Inc. | 0.83% | 17,288 | $8.6M | Reduce -4.4% |
| DOX Amdocs Ltd. | 0.83% | 93,996 | $8.6M | Add +3.5% |
| CACI Caci International Inc. Class A | 0.83% | 23,416 | $8.6M | Add +24.1% |
| TSCO Tractor Supply Company | 0.82% | 154,650 | $8.5M | Add +4.1% |
| RMD Resmed Inc. | 0.82% | 38,031 | $8.5M | New |
| AME Ametek Inc. | 0.80% | 48,482 | $8.3M | Add +1.7% |
| ETN Eaton Corp. PLC | 0.80% | 30,599 | $8.3M | Add +8.1% |
| AMZN Amazon.com Inc. | 0.80% | 43,569 | $8.3M | Add +0.4% |
| ITT Itt Inc. | 0.79% | 63,780 | $8.2M | Add +3.9% |
| STE Steris PLC | 0.79% | 36,197 | $8.2M | Add +7.4% |
| GGG Graco Inc. | 0.78% | 97,344 | $8.1M | Add +4.9% |
| ICLR Icon PLC | 0.78% | 46,311 | $8.1M | Add +44.1% |
| IQV Iqvia Holdings Inc. | 0.78% | 45,915 | $8.1M | Add +33.2% |
| FCN Fti Consulting Inc. | 0.78% | 49,269 | $8.1M | Add +44.4% |
| UNP Union Pacific Corp. | 0.77% | 34,059 | $8.0M | Add +4.0% |
| EFV iShares MSCI Eafe Value ETF | 0.77% | 135,900 | $8.0M | Reduce -15.4% |
| J Jacobs Solutions Inc. | 0.77% | 66,056 | $8.0M | Add +7.6% |
| BAM Brookfield Asset Mgmt-A | 0.76% | 163,513 | $7.9M | Reduce -4.3% |
| IR Ingersoll-Rand Inc. | 0.76% | 98,135 | $7.9M | Add +10.2% |
| ACN Accenture PLC Class A | 0.76% | 25,151 | $7.8M | Add +6.9% |
| MORN Morningstar Inc. | 0.75% | 25,821 | $7.7M | Add +2.2% |
| NVT Nvent Electric PLC | 0.74% | 147,468 | $7.7M | Add +15.4% |
| FELE Franklin Electric Co. Inc. | 0.74% | 82,145 | $7.7M | Add +4.1% |
| CTAS Cintas Corp. | 0.74% | 37,388 | $7.7M | Add +36.1% |
| SAIA Saia Inc. | 0.72% | 21,429 | $7.5M | Add +11.5% |
| PAYC Paycom Software Inc. | 0.69% | 32,837 | $7.2M | Reduce -6.6% |
| DECK Deckers Outdoor Corp. | 0.68% | 62,902 | $7.0M | Add +15.4% |
| CASY Casey's General Stores Inc. | 0.64% | 15,371 | $6.7M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 10,767 | $5.7M | Add +0.4% |
| CVCO Cavco Industries Inc. | 0.54% | 10,820 | $5.6M | Reduce -3.6% |
| CMG Chipotle Mexican Grill Inc. | 0.53% | 108,814 | $5.5M | Add +3.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.49% | 50,606 | $5.1M | Reduce -33.7% |
| IDXX Idexx Laboratories Inc. | 0.48% | 11,833 | $5.0M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.48% | 20,250 | $5.0M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.47% | 9,756 | $4.8M | Reduce -12.2% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 9,387 | $4.7M | Add +3.3% |
| MNST Monster Beverage Corp. | 0.45% | 79,814 | $4.7M | Add +2.3% |
| IXN iShares Global Tech ETF | 0.43% | 59,391 | $4.5M | Add +25.9% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 84,518 | $4.3M | Add +1154.7% |
| NVR NVR Inc. | 0.41% | 589 | $4.3M | Add +3.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.39% | 73,521 | $4.1M | Reduce -8.8% |
| IEMG iShares Core MSCI Emerging | 0.38% | 73,888 | $4.0M | Add +134.1% |
| DCI Donaldson Co. Inc. | 0.38% | 58,792 | $3.9M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 7,005 | $3.9M | Add +0.4% |
| TDG Transdigm Group Inc. | 0.36% | 2,698 | $3.7M | Add +3.5% |
| EXPD Expeditors Intl Wash Inc. | 0.36% | 30,762 | $3.7M | Reduce -20.3% |
| XOM Exxon Mobil Corp. | 0.35% | 30,437 | $3.6M | Add +2.5% |
| FAST Fastenal Co. | 0.34% | 46,072 | $3.6M | No change |
| VRSK Verisk Analytics Inc. | 0.34% | 11,811 | $3.5M | Add +2.1% |
| AAAU Goldman Sachs Physical Gold | 0.31% | 102,897 | $3.2M | Add +1.2% |
| MDT Medtronic PLC | 0.30% | 35,053 | $3.1M | Add +1.3% |
| GOF Guggenheim Strategic Opport | 0.29% | 196,262 | $3.1M | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.29% | 41,227 | $3.0M | Reduce -8.3% |
| CP Canadian Pacific Kansas City | 0.28% | 42,189 | $3.0M | Reduce -54.5% |
| IT Gartner Inc. | 0.27% | 6,667 | $2.8M | Add +2.8% |
| SCHX Schwab US Large-Cap ETF | 0.26% | 123,988 | $2.7M | New |
Portfolio Sells Q4 2024 → Q1 2025
| BSX Boston Scientific Corp. | Reduce -95.5% | 0.05% | −0.91 |
| TTC Toro Co. | Sold out | 0.00% | −0.71 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.68 |
| UNH Unitedhealth Group Inc. | Reduce -38.7% | 0.96% | −0.59 |
| CP Canadian Pacific Kansas City | Reduce -54.5% | 0.28% | −0.38 |
| CRM Salesforce Inc. | Reduce -0.5% | 0.98% | −0.28 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -33.7% | 0.49% | −0.24 |
| CHI Calamos Convert Opport & Inc. | Sold out | 0.00% | −0.17 |
| BAM Brookfield Asset Mgmt-A | Reduce -4.3% | 0.76% | −0.15 |
| ISRG Intuitive Surgical Inc. | Reduce -12.2% | 0.47% | −0.11 |
| FICO Fair Isaac Corp. | Reduce -1.5% | 0.86% | −0.10 |
| FISV Fiserv Inc. | Reduce -14.5% | 0.91% | −0.10 |
| DELL Dell Technologies -C | Reduce -8.5% | 0.25% | −0.10 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.08 |
| PH Parker Hannifin Corp. | Reduce -2.3% | 0.86% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 1.24% | −0.08 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.24% | −0.07 |
| EXPD Expeditors Intl Wash Inc. | Reduce -20.3% | 0.36% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -15.4% | 0.77% | −0.06 |
| SMLF iShares US Smallcap Equity F | Sold out | 0.00% | −0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -8.8% | 0.39% | −0.05 |
| ADSK Autodesk Inc. | Reduce -3.0% | 0.26% | −0.05 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.18% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -4.6% | 0.12% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -26.6% | 0.05% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 0.09% | −0.03 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.03 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.4% | 0.11% | −0.03 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.18% | −0.03 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.03 |
| EMR Emerson Electric Co. | Reduce -4.3% | 0.12% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -7.4% | 0.05% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| GXO Gxo Logistics Inc. | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Reduce -24.9% | 0.15% | −0.02 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.02 |
| PAYC Paycom Software Inc. | Reduce -6.6% | 0.69% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.8% | 0.24% | −0.02 |
| HLN Haleon PLC-ADR | Reduce -23.9% | 0.07% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -13.4% | 0.20% | −0.02 |
| TRI Thomson Reuters Corp. | Reduce -26.2% | 0.06% | −0.02 |
| CRH CRH PLC | Reduce -8.2% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 0.14% | −0.01 |
| ABEV Ambev SA-ADR | Sold out | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -5.3% | 0.07% | −0.01 |
| ERIC Ericsson (lm) Tel-SP ADR | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.1% | 0.06% | −0.01 |
| ARGX Argenx SE - ADR | Reduce -7.0% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| INTU Intuit Inc. | New | 0.83% | +0.83 |
| RMD Resmed Inc. | New | 0.82% | +0.82 |
| ICE Intercontinental Exchange Inc. | Add +14.7% | 1.98% | +0.45 |
| RSG Republic Services Inc. | Add +8.6% | 1.99% | +0.43 |
| VEA Vanguard Ftse Developed ETF | Add +1154.7% | 0.41% | +0.38 |
| SCHX Schwab US Large-Cap ETF | New | 0.26% | +0.26 |
| CI The Cigna Group | Add +23.3% | 0.86% | +0.26 |
| CTAS Cintas Corp. | Add +36.1% | 0.74% | +0.25 |
| IEMG iShares Core MSCI Emerging | Add +134.1% | 0.38% | +0.22 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.22% | +0.22 |
| VWO Vanguard Ftse Emerging Marke | New | 0.16% | +0.16 |
| ALC Alcon Inc. | Add +11.7% | 0.85% | +0.15 |
| VTIP Vanguard Short-Term Tips | New | 0.15% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | New | 0.14% | +0.14 |
| BDX Becton Dickinson and Co. | Add +18.8% | 0.95% | +0.14 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.14% | +0.14 |
| ROP Roper Technologies Inc. | Add +2.1% | 1.19% | +0.14 |
| FCN Fti Consulting Inc. | Add +44.4% | 0.78% | +0.14 |
| GD General Dynamics Corp. | Add +18.1% | 0.83% | +0.13 |
| SEIV Sei Qim US Large Cap Value A | New | 0.13% | +0.13 |
| SEIM Sei Qim US Large Cap Momentu | New | 0.13% | +0.13 |
| SCHP Schwab U.S. Tips ETF | New | 0.13% | +0.13 |
| SPHY SS SPDR P High Yield ETF | New | 0.13% | +0.13 |
| SCHA Schwab US Small-Cap ETF | New | 0.12% | +0.12 |
| ICLR Icon PLC | Add +44.1% | 0.78% | +0.12 |
| IQV Iqvia Holdings Inc. | Add +33.2% | 0.78% | +0.11 |
| MRSH Marsh & McLennan Cos | Add +1.7% | 0.89% | +0.11 |
| STE Steris PLC | Add +7.4% | 0.79% | +0.11 |
| BCI Abrdn Bloomberg All Commodit | New | 0.10% | +0.10 |
| AON Aon PLC Class A | Add +2.0% | 0.97% | +0.09 |
| ACWV iShares MSCI Global Min Vol | New | 0.09% | +0.09 |
| CACI Caci International Inc. Class A | Add +24.1% | 0.83% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 0.55% | +0.07 |
| HII Huntington Ingalls Industrie | Add +137.1% | 0.12% | +0.07 |
| CSL Carlisle Cos Inc. | Add +20.9% | 0.83% | +0.07 |
| SEIQ Sei Qim US Large Cap Quality | New | 0.07% | +0.07 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.07% | +0.07 |
| DOX Amdocs Ltd. | Add +3.5% | 0.83% | +0.07 |
| EMLC Vaneck JPM Em Local Curr BND | New | 0.07% | +0.07 |
| MBB iShares MBS ETF | New | 0.06% | +0.06 |
| MTBA Simplify MBS ETF | New | 0.06% | +0.06 |
| USIG iShares Broad Usd Investment | New | 0.06% | +0.06 |
| WSO Watsco Inc. | Add +2.4% | 0.88% | +0.06 |
| CASY Casey's General Stores Inc. | Add +2.7% | 0.64% | +0.06 |
| RUNN Running Oak Efficient GR ETF | Add +169.0% | 0.09% | +0.05 |
| TT Trane Technologies PLC | New | 0.05% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +42.3% | 0.18% | +0.05 |
| SYK Stryker Corp. | Add +1.6% | 1.92% | +0.05 |
| AAAU Goldman Sachs Physical Gold | Add +1.2% | 0.31% | +0.05 |
| MNST Monster Beverage Corp. | Add +2.3% | 0.45% | +0.05 |
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 |