Marks Group Wealth Management, Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    minnetonka, MN
  • CIK
    0001802473
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

286

$1.02B
GOOG, AAPL, SYK, V
13F-HR
Jan 29, 2025
000180247325000002

293

$1.05B
GOOG, AAPL, SYK, UNH
13F-HR
Oct 30, 2024
000180247324000006

288

$949.40M
GOOG, AAPL, SYK, UNH
13F-HR
Aug 14, 2024
000180247324000004

299

$956.64M
GOOG, SYK, AAPL, V
13F-HR
Apr 29, 2024
000180247324000003

289

$877.46M
GOOG, AAPL, SYK, V
13F-HR
Feb 1, 2024
000180247324000001

273

$807.79M
GOOG, AAPL, AAAU, SYK
13F-HR
Oct 30, 2023
000180247323000006

275

$840.86M
GOOG, AAPL, AAAU, SYK
13F-HR
Jul 19, 2023
000180247323000005

275

$782.64M
GOOG, AAAU, SYK, V
13F-HR
May 3, 2023
000180247323000003

276

$732.48M
GOOG, AAAU, SYK, UNH
13F-HR
Feb 6, 2023
000180247323000002

270

$657.14M
IAU, UNH, GOOG, SYK
13F-HR
Nov 14, 2022
000180247322000005

287

$693.47M
IAU, UNH, GOOG, SYK
13F-HR
Aug 9, 2022
000180247322000003

304

$795.80M
IAU, AON, GOOG, UNH
13F-HR
May 10, 2022
000180247322000001

311

$820.60M
IAU, IVV, GOOG, UNH
RESTATEMENT
Mar 3, 2022
000122107322000023

293

$739.34M
IAU, IVV, GOOG, AON
13F-HR
Nov 15, 2021
000122107321000121

269

$728.39M
IAU, IVV, GOOG, META
13F-HR
Aug 10, 2021
000122107321000089

254

$674.79M
IGT, GOOG, AON, IHS MARKIT LTD
13F-HR
May 17, 2021
000122107321000066

255

$641.80M
IGT, IVV, CHIQ, SYK
13F-HR
Feb 8, 2021
000122107321000015

245

$553.52M
IGT, IVV, AON, CHIQ
13F-HR
Nov 10, 2020
000122107320000152

238

$492.00M
IGT, AON, UNH, GOOG
13F-HR
Aug 10, 2020
000122107320000131

222

$387.14M
SSNC, AON PLC, SYK, MSCI
13F-HR
Apr 23, 2020
000122107320000064

236

$508.35M
SSNC, AON PLC, V, SYK
13F-HR
Feb 12, 2020
000122107320000026
Marks Group Wealth Management, Inc 13F Filings