Marks Group Wealth Management, Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Marks Group Wealth Management, Inc reported 294 stock positions worth $1.1 billion. Its top holding was Alphabet Class C (GOOG) at 3.4% of the portfolio, followed by Apple (AAPL, 2.6%) and Stryker (SYK, 1.8%). Compared with Q2 2025, it opened 14 new positions, sold out of 13, added to 85 and reduced 125. The biggest buy was Unitedhealth (UNH, shares +143%) and the biggest sale Visa Class A (V, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- MINNETONKA, MN
- CIK
- 0001802473
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001802473-25-000008 ↗ filed Nov 10, 2025
Holdings Value
Holdings 294 stocks · $1.1B
| GOOG Alphabet Inc. Class C | 3.43% | 151,704 | $36.9M | Reduce -6.0% |
| AAPL Apple Inc. | 2.59% | 109,612 | $27.9M | Add +7.6% |
| SYK Stryker Corp. | 1.77% | 51,475 | $19.0M | Reduce -3.6% |
| ICE Intercontinental Exchange Inc. | 1.74% | 110,888 | $18.7M | Reduce -5.6% |
| RSG Republic Services Inc. | 1.71% | 80,405 | $18.5M | Reduce -3.5% |
| EFV iShares MSCI Eafe Value ETF | 1.67% | 265,209 | $18.0M | Add +33.3% |
| UNH Unitedhealth Group Inc. | 1.53% | 47,802 | $16.5M | Add +143.1% |
| MSFT Microsoft Corp. | 1.44% | 29,862 | $15.5M | Reduce -6.9% |
| MCO Moody's Corp. | 1.18% | 26,591 | $12.7M | Reduce -6.3% |
| MSCI MSCI Inc. | 1.17% | 22,104 | $12.5M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 1.13% | 16,556 | $12.2M | Reduce -24.4% |
| EME Emcor Group Inc. | 1.11% | 18,431 | $12.0M | Reduce -9.1% |
| NVT Nvent Electric PLC | 1.10% | 120,279 | $11.9M | Reduce -8.8% |
| V Visa Inc. Class A | 1.09% | 34,495 | $11.8M | Reduce -38.0% |
| CW Curtiss-Wright Corp. | 1.09% | 21,579 | $11.7M | Reduce -5.8% |
| IEMG iShares Core MSCI Emerging | 1.09% | 177,599 | $11.7M | Add +29.3% |
| NVDA Nvidia Corp. | 1.00% | 57,877 | $10.8M | Add +146.9% |
| LDOS Leidos Holdings Inc. | 0.99% | 56,626 | $10.7M | Reduce -7.2% |
| ITT Itt Inc. | 0.96% | 57,864 | $10.3M | Reduce -5.7% |
| BDX Becton Dickinson and Co. | 0.96% | 54,924 | $10.3M | Reduce -3.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 70,633 | $10.2M | Reduce -4.8% |
| ETN Eaton Corp. PLC | 0.94% | 27,128 | $10.2M | Reduce -6.0% |
| PH Parker Hannifin Corp. | 0.93% | 13,209 | $10.0M | Reduce -6.3% |
| GD General Dynamics Corp. | 0.93% | 29,249 | $10.0M | Reduce -6.4% |
| CACI Caci International Inc. Class A | 0.91% | 19,627 | $9.8M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 0.89% | 43,591 | $9.6M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.89% | 15,613 | $9.6M | Add +0.0% |
| TDY Teledyne Technologies Inc. | 0.89% | 16,284 | $9.5M | Reduce -5.1% |
| RMD Resmed Inc. | 0.87% | 34,298 | $9.4M | Reduce -4.7% |
| RBA RB Global Inc. | 0.86% | 85,847 | $9.3M | Reduce -5.3% |
| J Jacobs Solutions Inc. | 0.86% | 61,750 | $9.3M | Reduce -6.0% |
| ICLR Icon PLC | 0.86% | 52,744 | $9.2M | Reduce -5.5% |
| IQV Iqvia Holdings Inc. | 0.85% | 48,363 | $9.2M | Reduce -5.5% |
| HON Honeywell International Inc. | 0.85% | 43,433 | $9.1M | Reduce -2.3% |
| SSNC Ss&c Technologies Holdings | 0.84% | 102,362 | $9.1M | Reduce -3.5% |
| PRI Primerica Inc. | 0.83% | 32,185 | $8.9M | Reduce -3.2% |
| AME Ametek Inc. | 0.82% | 47,035 | $8.8M | Reduce -3.1% |
| CRM Salesforce Inc. | 0.82% | 37,280 | $8.8M | Reduce -3.0% |
| AON Aon PLC Class A | 0.82% | 24,771 | $8.8M | Reduce -3.4% |
| APD Air Products & Chemicals Inc. | 0.82% | 32,351 | $8.8M | Reduce -2.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.82% | 28,429 | $8.8M | Reduce -1.8% |
| BR Broadridge Financial Solutio | 0.81% | 36,804 | $8.8M | Reduce -4.4% |
| SAIA Saia Inc. | 0.81% | 28,955 | $8.7M | Reduce -6.2% |
| TSCO Tractor Supply Company | 0.80% | 151,901 | $8.6M | Reduce -6.0% |
| FDS Factset Research Systems Inc. | 0.80% | 30,096 | $8.6M | Reduce -9.9% |
| STE Steris PLC | 0.80% | 34,791 | $8.6M | Reduce -2.9% |
| SPGI S&P Global Inc. | 0.80% | 17,657 | $8.6M | Reduce -4.6% |
| FELE Franklin Electric Co. Inc. | 0.78% | 88,551 | $8.4M | Reduce -4.6% |
| UNP Union Pacific Corp. | 0.78% | 35,523 | $8.4M | Reduce -2.5% |
| BAM Brookfield Asset Mgmt-A | 0.78% | 146,882 | $8.4M | Reduce -9.3% |
| INTU Intuit Inc. | 0.77% | 12,180 | $8.3M | Reduce -2.5% |
| ADP Automatic Data Processing | 0.77% | 28,246 | $8.3M | Reduce -3.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.77% | 8,685 | $8.3M | Reduce -2.7% |
| DRI Darden Restaurants Inc. | 0.76% | 43,241 | $8.2M | Reduce -2.8% |
| CASY Casey's General Stores Inc. | 0.76% | 14,536 | $8.2M | Reduce -4.6% |
| BRO Brown & Brown Inc. | 0.76% | 86,667 | $8.1M | Reduce -1.4% |
| CPRT Copart Inc. | 0.75% | 179,053 | $8.1M | Reduce -6.9% |
| GGG Graco Inc. | 0.75% | 94,664 | $8.0M | Reduce -2.8% |
| TXRH Texas Roadhouse Inc. | 0.75% | 48,301 | $8.0M | Reduce -2.8% |
| IR Ingersoll-Rand Inc. | 0.74% | 96,722 | $8.0M | Reduce -2.5% |
| FCN Fti Consulting Inc. | 0.73% | 48,410 | $7.8M | Reduce -3.6% |
| CI The Cigna Group | 0.71% | 26,488 | $7.6M | Reduce -1.9% |
| ROP Roper Technologies Inc. | 0.71% | 15,217 | $7.6M | Reduce -27.4% |
| AAAU Goldman Sachs Physical Gold | 0.70% | 198,131 | $7.6M | Add +73.6% |
| CSL Carlisle Cos Inc. | 0.70% | 22,904 | $7.5M | Reduce -3.1% |
| MRSH Marsh & McLennan Cos | 0.70% | 37,237 | $7.5M | Reduce -1.9% |
| WSO Watsco Inc. | 0.69% | 18,407 | $7.4M | Reduce -2.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.69% | 99,715 | $7.4M | Add +6.8% |
| DOX Amdocs Ltd. | 0.69% | 90,280 | $7.4M | Reduce -2.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.68% | 63,985 | $7.3M | Add +32.0% |
| CTAS Cintas Corp. | 0.68% | 35,428 | $7.3M | Reduce -4.5% |
| DECK Deckers Outdoor Corp. | 0.67% | 71,467 | $7.2M | Reduce -2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 38,221 | $7.0M | New |
| FICO Fair Isaac Corp. | 0.63% | 4,498 | $6.7M | Reduce -4.4% |
| PAYC Paycom Software Inc. | 0.61% | 31,404 | $6.5M | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 9,763 | $6.5M | Reduce -0.3% |
| IDXX Idexx Laboratories Inc. | 0.60% | 10,101 | $6.5M | Reduce -15.4% |
| FISV Fiserv Inc. | 0.59% | 49,108 | $6.3M | Reduce -1.7% |
| ACN Accenture PLC Class A | 0.59% | 25,551 | $6.3M | Reduce -2.4% |
| CVCO Cavco Industries Inc. | 0.56% | 10,315 | $6.0M | Reduce -4.6% |
| MNST Monster Beverage Corp. | 0.54% | 86,051 | $5.8M | Add +9.8% |
| MORN Morningstar Inc. | 0.49% | 22,767 | $5.3M | Reduce -12.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 10,237 | $5.1M | Reduce -3.2% |
| NVR NVR Inc. | 0.46% | 610 | $4.9M | Add +1.2% |
| DCI Donaldson Co. Inc. | 0.45% | 58,792 | $4.8M | No change |
| JPM JPMorgan Chase & Co. | 0.44% | 14,912 | $4.7M | Reduce -0.5% |
| BAI Ishrs AI in and Tech Act ETF | 0.42% | 130,842 | $4.5M | Add +75.2% |
| ORCL Oracle Corp. | 0.41% | 15,710 | $4.4M | Add +37.4% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 73,323 | $4.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.39% | 9,305 | $4.2M | Reduce -4.0% |
| CMG Chipotle Mexican Grill Inc. | 0.39% | 105,721 | $4.1M | Reduce -4.1% |
| FAST Fastenal Co. | 0.38% | 82,345 | $4.0M | Reduce -8.6% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 13,364 | $4.0M | Add +10.0% |
| TDG Transdigm Group Inc. | 0.35% | 2,891 | $3.8M | Add +7.3% |
| DELL Dell Technologies -C | 0.35% | 26,292 | $3.7M | Reduce -7.5% |
| IBKR Interactive Brokers Gro Class A | 0.28% | 44,323 | $3.0M | New |
| ADSK Autodesk Inc. | 0.28% | 9,570 | $3.0M | Reduce -7.7% |
| XOM Exxon Mobil Corp. | 0.27% | 26,236 | $3.0M | Add +0.9% |
| GOF Guggenheim Strategic Opport | 0.27% | 196,262 | $2.9M | No change |
| JBL Jabil Inc. | 0.27% | 13,477 | $2.9M | New |
Portfolio Sells Q2 2025 → Q3 2025
| V Visa Inc. Class A | Reduce -38.0% | 1.09% | −0.74 |
| FDS Factset Research Systems Inc. | Reduce -9.9% | 0.80% | −0.59 |
| ROP Roper Technologies Inc. | Reduce -27.4% | 0.71% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -24.4% | 1.13% | −0.37 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.34 |
| IXN iShares Global Tech ETF | Sold out | 0.00% | −0.31 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.31 |
| EXPD Expeditors Intl Wash Inc. | Reduce -93.0% | 0.02% | −0.30 |
| ICE Intercontinental Exchange Inc. | Reduce -5.6% | 1.74% | −0.27 |
| MORN Morningstar Inc. | Reduce -12.4% | 0.49% | −0.27 |
| FISV Fiserv Inc. | Reduce -1.7% | 0.59% | −0.21 |
| SYK Stryker Corp. | Reduce -3.6% | 1.77% | −0.20 |
| RSG Republic Services Inc. | Reduce -3.5% | 1.71% | −0.20 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.1% | 0.39% | −0.19 |
| FICO Fair Isaac Corp. | Reduce -4.4% | 0.63% | −0.17 |
| ROL Rollins Inc. | Sold out | 0.00% | −0.16 |
| CRM Salesforce Inc. | Reduce -3.0% | 0.82% | −0.15 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.15 |
| BRO Brown & Brown Inc. | Reduce -1.4% | 0.76% | −0.15 |
| MCO Moody's Corp. | Reduce -6.3% | 1.18% | −0.15 |
| ACN Accenture PLC Class A | Reduce -2.4% | 0.59% | −0.14 |
| INTU Intuit Inc. | Reduce -2.5% | 0.77% | −0.14 |
| DRI Darden Restaurants Inc. | Reduce -2.8% | 0.76% | −0.14 |
| JMTG Mortgage-Backed Securities | Sold out | 0.00% | −0.14 |
| CPRT Copart Inc. | Reduce -6.9% | 0.75% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -44.8% | 0.24% | −0.12 |
| CSL Carlisle Cos Inc. | Reduce -3.1% | 0.70% | −0.12 |
| CI The Cigna Group | Reduce -1.9% | 0.71% | −0.12 |
| TXRH Texas Roadhouse Inc. | Reduce -2.8% | 0.75% | −0.12 |
| HON Honeywell International Inc. | Reduce -2.3% | 0.85% | −0.11 |
| UPS United Parcel Service Class B | Reduce -71.9% | 0.03% | −0.11 |
| SPGI S&P Global Inc. | Reduce -4.6% | 0.80% | −0.11 |
| IT Gartner Inc. | Reduce -9.2% | 0.15% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -48.9% | 0.09% | −0.10 |
| ISRG Intuitive Surgical Inc. | Reduce -4.0% | 0.39% | −0.10 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.10 |
| TGT Target Corp. | Reduce -64.0% | 0.05% | −0.10 |
| DOX Amdocs Ltd. | Reduce -2.4% | 0.69% | −0.10 |
| GWW WW Grainger Inc. | Reduce -2.7% | 0.77% | −0.09 |
| CTAS Cintas Corp. | Reduce -4.5% | 0.68% | −0.09 |
| HDB HDFC Bank Ltd.-ADR | Reduce -64.4% | 0.04% | −0.09 |
| PAYC Paycom Software Inc. | Reduce -2.5% | 0.61% | −0.09 |
| WSO Watsco Inc. | Reduce -2.5% | 0.69% | −0.08 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.08 |
| MRSH Marsh & McLennan Cos | Reduce -1.9% | 0.70% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.07 |
| ADP Automatic Data Processing | Reduce -3.5% | 0.77% | −0.07 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Reduce -75.8% | 0.03% | −0.07 |
| TRI Thomson Reuters Corp. | Sold out | 0.00% | −0.07 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Add +143.1% | 1.53% | +0.96 |
| NVDA Nvidia Corp. | Add +146.9% | 1.00% | +0.66 |
| AAPL Apple Inc. | Add +7.6% | 2.59% | +0.65 |
| PLTR Palantir Technologies Inc. Class A | New | 0.65% | +0.65 |
| EFV iShares MSCI Eafe Value ETF | Add +33.3% | 1.67% | +0.50 |
| AAAU Goldman Sachs Physical Gold | Add +73.6% | 0.70% | +0.35 |
| IEMG iShares Core MSCI Emerging | Add +29.3% | 1.09% | +0.32 |
| IBKR Interactive Brokers Gro Class A | New | 0.28% | +0.28 |
| JBL Jabil Inc. | New | 0.27% | +0.27 |
| WDEF WT Europe Defensed FD | New | 0.26% | +0.26 |
| BAI Ishrs AI in and Tech Act ETF | Add +75.2% | 0.42% | +0.21 |
| ORCL Oracle Corp. | Add +37.4% | 0.41% | +0.18 |
| EFG iShares MSCI Eafe Growth ETF | Add +32.0% | 0.68% | +0.17 |
| DOC Healthpeak Properties Inc. | New | 0.14% | +0.14 |
| SAN Banco Santander SA-Spon ADR | Add +1048.8% | 0.12% | +0.11 |
| GE General Electric | Add +10.0% | 0.37% | +0.08 |
| MNST Monster Beverage Corp. | Add +9.8% | 0.54% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.7% | 0.20% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 0.89% | +0.06 |
| CLS Celestica Inc. | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +21.0% | 0.19% | +0.06 |
| AZN Astrazeneca PLC-Spons ADR | Add +20.6% | 0.25% | +0.06 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.06% | +0.06 |
| UL Unilever PLC | Add +62.2% | 0.14% | +0.05 |
| SE Sea Ltd.-ADR | Add +20.6% | 0.17% | +0.04 |
| ARGX Argenx SE - ADR | Add +16.1% | 0.12% | +0.04 |
| NVR NVR Inc. | Add +1.2% | 0.46% | +0.04 |
| AEM Agnico Eagle Mines Ltd. | Add +95.2% | 0.06% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.13% | +0.04 |
| SONY Sony Group Corp. - SP ADR | Add +7.5% | 0.21% | +0.03 |
| ETR Entergy Corp. | Add +2.6% | 0.25% | +0.03 |
| FIS Fidelity National Info Serv | Add +59.3% | 0.13% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.03% | +0.03 |
| MDT Medtronic PLC | Add +2.3% | 0.26% | +0.03 |
| CAT Caterpillar Inc. | Add +8.2% | 0.10% | +0.03 |
| ENTG Entegris Inc. | New | 0.02% | +0.02 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +16.2% | 0.09% | +0.02 |
| GSK GSK PLC-Spon ADR | Add +3.0% | 0.16% | +0.02 |
| GPC Genuine Parts Co. | Add +0.6% | 0.17% | +0.02 |
| BAP Credicorp Ltd. | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.2% | 0.23% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| IWV iShares Russell 3000 ETF | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +3.5% | 0.06% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +0.8% | 0.18% | +0.02 |
| NWG Natwest Group PLC -Spon ADR | Add +14.9% | 0.12% | +0.02 |
| WFC Wells Fargo & Co. | Add +1.5% | 0.26% | +0.02 |
| USB US Bancorp | Add +1.0% | 0.21% | +0.02 |
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 |