Marks Group Wealth Management, Inc

Q3 2025 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    294

  • Value ($000)

    $1,076,258

  • Date Filed
    11/10/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$36.95 M
3 %

151,704

AAPL
AAPL

APPLE INC

COM
037833100
$27.91 M
3 %

109,612

SYK
SYK

STRYKER CORPORATION

COM
863667101
$19.03 M
2 %

51,475

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$18.68 M
2 %

110,888

RSG
RSG

REPUBLIC SVCS INC

COM
760759100
$18.45 M
2 %

80,405

EFV
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$17.99 M
2 %

265,209

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$16.51 M
2 %

47,802

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$15.47 M
1 %

29,862

MCO
MCO

MOODYS CORP

COM
615369105
$12.67 M
1 %

26,591

MSCI
MSCI

MSCI INC

COM
55354G100
$12.54 M
1 %

22,104

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