Marks Group Wealth Management, Inc Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$1.0T

Holdings

298

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
160,940$25.1B2.42%
2
AAPLAPPLE INC
102,595$22.8B2.19%
3
RSGREPUBLIC SVCS INC
85,378$20.7B1.99%
4
ICEINTERCONTINENTAL EXCHANGE IN
119,577$20.6B1.98%
5
VVISA INC
56,953$20.0B1.92%
6
SYKSTRYKER CORPORATION
53,535$19.9B1.92%
7
FDSFACTSET RESH SYS INC
32,850$14.9B1.44%
8
MCOMOODYS CORP
28,320$13.2B1.27%
9
METAMETA PLATFORMS INC
22,295$12.9B1.24%
10
MSCIMSCI INC
22,316$12.6B1.21%
11
ROPROPER TECHNOLOGIES INC
20,954$12.4B1.19%
12
MSFTMICROSOFT CORP
32,510$12.2B1.17%
13
CPRTCOPART INC
192,754$10.9B1.05%
14
BROBROWN & BROWN INC
87,111$10.8B1.04%
15
CRMSALESFORCE INC
37,995$10.2B0.98%
16
AONAON PLC
25,340$10.1B0.97%
17
UNHUNITEDHEALTH GROUP INC
19,136$10.0B0.96%
18
AJGGALLAGHER ARTHUR J & CO
28,971$10.0B0.96%
19
BDXBECTON DICKINSON & CO
43,129$9.9B0.95%
20
DRIDARDEN RESTAURANTS INC
47,178$9.8B0.94%
21
BRBROADRIDGE FINL SOLUTIONS IN
39,476$9.6B0.92%
22
HONHONEYWELL INTL INC
44,904$9.5B0.91%
23
FISVFISERV INC
42,984$9.5B0.91%
24
RBARB GLOBAL INC
93,979$9.4B0.91%
25
SPGIS&P GLOBAL INC
18,449$9.4B0.90%
26
APDAIR PRODS & CHEMS INC
31,659$9.3B0.90%
27
PRIPRIMERICA INC
32,601$9.3B0.89%
28
TJXTJX COS INC NEW
75,827$9.2B0.89%
29
MRSHMARSH & MCLENNAN COS INC
37,742$9.2B0.89%
30
GWWGRAINGER W W INC
9,274$9.2B0.88%
31
ADPAUTOMATIC DATA PROCESSING IN
29,944$9.1B0.88%
32
WSOWATSCO INC
17,940$9.1B0.88%
33
FICOFAIR ISAAC CORP
4,871$9.0B0.86%
34
CITHE CIGNA GROUP
27,164$8.9B0.86%
35
PHPARKER-HANNIFIN CORP
14,629$8.9B0.86%
36
SSNCSS&C TECHNOLOGIES HLDGS INC
106,062$8.9B0.85%
37
ALCALCON AG
93,199$8.8B0.85%
38
CWCURTISS WRIGHT CORP
27,824$8.8B0.85%
39
EMEEMCOR GROUP INC
23,449$8.7B0.83%
40
TXRHTEXAS ROADHOUSE INC
51,825$8.6B0.83%
41
LDOSLEIDOS HOLDINGS INC
63,990$8.6B0.83%
42
CSLCARLISLE COS INC
25,348$8.6B0.83%
43
INTUINTUIT
14,039$8.6B0.83%
44
GDGENERAL DYNAMICS CORP
31,620$8.6B0.83%
45
TDYTELEDYNE TECHNOLOGIES INC
17,288$8.6B0.83%
46
DOXAMDOCS LTD
93,996$8.6B0.83%
47
CA8ACACI INTL INC
23,416$8.6B0.83%
48
TSCOTRACTOR SUPPLY CO
154,650$8.5B0.82%
49
RMERESMED INC
38,031$8.5B0.82%
50
AMEAMETEK INC
48,482$8.3B0.80%
51
ETNEATON CORP PLC
30,599$8.3B0.80%
52
AMZNAMAZON COM INC
43,569$8.3B0.80%
53
ITTITT INC
63,780$8.2B0.79%
54
STESTERIS PLC
36,197$8.2B0.79%
55
GGGGRACO INC
97,344$8.1B0.78%
56
ICLRICON PLC
46,311$8.1B0.78%
57
IQVIQVIA HLDGS INC
45,915$8.1B0.78%
58
FCNFTI CONSULTING INC
49,269$8.1B0.78%
59
UNPUNION PAC CORP
34,059$8.0B0.77%
60
EFVISHARES TR
135,900$8.0B0.77%
61
JJACOBS SOLUTIONS INC
66,056$8.0B0.77%
62
BAMBROOKFIELD ASSET MANAGMT LTD
163,513$7.9B0.76%
63
IRINGERSOLL RAND INC
98,135$7.9B0.76%
64
ACNACCENTURE PLC IRELAND
25,151$7.8B0.76%
65
MORNMORNINGSTAR INC
25,821$7.7B0.75%
66
NVTNVENT ELECTRIC PLC
147,468$7.7B0.74%
67
FELEFRANKLIN ELEC INC
82,145$7.7B0.74%
68
CITCINTAS CORP
37,388$7.7B0.74%
69
SAIASAIA INC
21,429$7.5B0.72%
70
PAYCPAYCOM SOFTWARE INC
32,837$7.2B0.69%
71
DECKDECKERS OUTDOOR CORP
62,902$7.0B0.68%
72
CASYCASEYS GEN STORES INC
15,371$6.7B0.64%
73
BRK/BBERKSHIRE HATHAWAY INC DEL
10,767$5.7B0.55%
74
CVCOCAVCO INDS INC DEL
10,820$5.6B0.54%
75
CMGCHIPOTLE MEXICAN GRILL INC
108,814$5.5B0.53%
76
EFGISHARES TR
50,606$5.1B0.49%
77
IDXXIDEXX LABS INC
11,833$5.0B0.48%
78
JPMJPMORGAN CHASE & CO.
20,250$5.0B0.48%
79
ISRGINTUITIVE SURGICAL INC
9,756$4.8B0.46%
80
TMOTHERMO FISHER SCIENTIFIC INC
9,387$4.7B0.45%
81
MNSTMONSTER BEVERAGE CORP NEW
79,814$4.7B0.45%
82
IXNISHARES TR
59,391$4.5B0.43%
83
VEAVANGUARD TAX-MANAGED FDS
84,518$4.3B0.41%
84
NVRNVR INC
589$4.3B0.41%
85
EMXCISHARES INC
73,521$4.1B0.39%
86
IEMGISHARES INC
73,888$4.0B0.38%
87
DCIDONALDSON INC
58,792$3.9B0.38%
88
SPYSPDR S&P 500 ETF TR
7,005$3.9B0.38%
89
T7DTRANSDIGM GROUP INC
2,698$3.7B0.36%
90
EXPDEXPEDITORS INTL WASH INC
30,762$3.7B0.36%
91
XOMEXXON MOBIL CORP
30,437$3.6B0.35%
92
FASTFASTENAL CO
46,072$3.6B0.34%
93
VRSKVERISK ANALYTICS INC
11,811$3.5B0.34%
94
AAAUGOLDMAN SACHS PHYSICAL GOLD
102,897$3.2B0.31%
95
MDTMEDTRONIC PLC
35,053$3.1B0.30%
96
GOFGUGGENHEIM STRATEGIC OPPORTU
196,262$3.1B0.29%
97
AZNASTRAZENECA PLC
41,227$3.0B0.29%
98
CPCANADIAN PACIFIC KANSAS CITY
42,189$3.0B0.29%
99
ITGARTNER INC
6,667$2.8B0.27%
100
SCHXSCHWAB STRATEGIC TR
123,988$2.7B0.26%
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