Marks Group Wealth Management, Inc

Q2 2025 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    293

  • Value ($000)

    $1,075,122

  • Date Filed
    07/22/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$28.63M
3 %

161,386

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$21.55M
2 %

117,434

SYK
SYK

STRYKER CORPORATION

COM
863667101
$21.13M
2 %

53,411

AAPL
AAPL

APPLE INC

COM
037833100
$20.90M
2 %

101,871

RSG
RSG

REPUBLIC SVCS INC

COM
760759100
$20.55M
2 %

83,337

V
V

VISA INC

COM CL A
92826C839
$19.76M
2 %

55,664

META
META

META PLATFORMS INC

CL A
30303M102
$16.17M
2 %

21,904

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.95M
2 %

32,065

FDS
FDS

FACTSET RESH SYS INC

COM
303075105
$14.95M
1 %

33,418

MCO
MCO

MOODYS CORP

COM
615369105
$14.23M
1 %

28,364

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