Marks Group Wealth Management, Inc

Q4 2024 13F Holdings

  • Location
    minnetonka, MN
  • Num holdings

    286

  • Value ($000)

    $1,015,290

  • Date Filed
    01/29/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$30.64M
3 %

160,867

AAPL
AAPL

APPLE INC

COM
037833100
$25.67M
3 %

102,512

SYK
SYK

STRYKER CORPORATION

COM
863667101
$18.98M
2 %

52,705

V
V

VISA INC

COM CL A
92826C839
$18.49M
2 %

58,499

RSG
RSG

REPUBLIC SVCS INC

COM
760759100
$15.82M
2 %

78,614

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$15.80M
2 %

31,226

ICE
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$15.54M
2 %

104,295

FDS
FDS

FACTSET RESH SYS INC

COM
303075105
$15.16M
2 %

31,565

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.51M
1 %

32,059

META
META

META PLATFORMS INC

CL A
30303M102
$13.37M
1 %

22,841

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