Marks Group Wealth Management, Inc

Q1 2025 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    298

  • Value ($000)

    $1,039,211

  • Date Filed
    05/01/2025
  • Form type
    13F-HR
  • CIK
    0001802473
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$25.14M
2 %

160,940

AAPL
AAPL

APPLE INC

COM
037833100
$22.79M
2 %

102,595

RSG
RSG

REPUBLIC SVCS INC

COM
760759100
$20.68M
2 %

85,378

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$20.63M
2 %

119,577

V
V

VISA INC

COM CL A
92826C839
$19.96M
2 %

56,953

SYK
SYK

STRYKER CORPORATION

COM
863667101
$19.93M
2 %

53,535

FDS
FDS

FACTSET RESH SYS INC

COM
303075105
$14.93M
1 %

32,850

MCO
MCO

MOODYS CORP

COM
615369105
$13.19M
1 %

28,320

META
META

META PLATFORMS INC

CL A
30303M102
$12.85M
1 %

22,295

MSCI
MSCI

MSCI INC

COM
55354G100
$12.62M
1 %

22,316

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