Marks Group Wealth Management, Inc Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$1.1B
Holdings
293
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (293 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TRITHOMSON REUTERS CORP | 3,513 | $706K | 0.07% | |
| 202 | MUFGMITSUBISHI UFJ FINL GROUP IN | 51,436 | $705K | 0.07% | |
| 203 | BF/BBROWN FORMAN CORP | 26,045 | $700K | 0.07% | |
| 204 | ORLYOREILLY AUTOMOTIVE INC | 7,635 | $688K | 0.06% | |
| 205 | SHOPSHOPIFY INC | 5,915 | $681K | 0.06% | |
| 206 | MLB1MERCADOLIBRE INC | 261 | $681K | 0.06% | |
| 207 | FTCFIRST TR EXCHANGE-TRADED ALP | 4,435 | $669K | 0.06% | |
| 208 | KKRKKR & CO INC | 5,036 | $669K | 0.06% | |
| 209 | GSGOLDMAN SACHS GROUP INC | 931 | $658K | 0.06% | |
| 210 | VMCVULCAN MATLS CO | 2,455 | $640K | 0.06% | |
| 211 | MUMICRON TECHNOLOGY INC | 5,192 | $639K | 0.06% | |
| 212 | CEF/USPROTT PHYSICAL GOLD & SILVE | 21,065 | $634K | 0.06% | |
| 213 | SUSAISHARES TR | 4,878 | $618K | 0.06% | |
| 214 | NOBLPROSHARES TR | 6,068 | $611K | 0.06% | |
| 215 | MKLMARKEL GROUP INC | 301 | $600K | 0.06% | |
| 216 | JNJJOHNSON & JOHNSON | 3,930 | $599K | 0.06% | |
| 217 | SCHVSCHWAB STRATEGIC TR | 21,558 | $596K | 0.06% | |
| 218 | GISGENERAL MLS INC | 11,496 | $595K | 0.06% | |
| 219 | IWBISHARES TR | 1,708 | $579K | 0.05% | |
| 220 | GEVGE VERNOVA INC | 983 | $520K | 0.05% | |
| 221 | PGPROCTER AND GAMBLE CO | 3,175 | $505K | 0.05% | |
| 222 | ZLABZAI LAB LTD | 14,253 | $498K | 0.05% | |
| 223 | UFPIUFP INDUSTRIES INC | 5,000 | $496K | 0.05% | |
| 224 | BSXBOSTON SCIENTIFIC CORP | 4,615 | $494K | 0.05% | |
| 225 | XELXCEL ENERGY INC | 7,251 | $493K | 0.05% | |
| 226 | HDHOME DEPOT INC | 1,334 | $488K | 0.05% | |
| 227 | PRLBPROTO LABS INC | 12,052 | $482K | 0.04% | |
| 228 | ETHOAMPLIFY ETF TR | 8,090 | $470K | 0.04% | |
| 229 | IWFISHARES TR | 1,103 | $468K | 0.04% | |
| 230 | CSGPCOSTAR GROUP INC | 5,771 | $463K | 0.04% | |
| 231 | TSLATESLA INC | 1,437 | $455K | 0.04% | |
| 232 | XLVSELECT SECTOR SPDR TR | 3,362 | $453K | 0.04% | |
| 233 | LYVLIVE NATION ENTERTAINMENT IN | 2,979 | $450K | 0.04% | |
| 234 | SHELSHELL PLC | 6,356 | $447K | 0.04% | |
| 235 | UITBVICTORY PORTFOLIOS II | 9,379 | $441K | 0.04% | |
| 236 | BIPCBROOKFIELD INFRASTRUCTURE CO | 10,357 | $430K | 0.04% | |
| 237 | MLMMARTIN MARIETTA MATLS INC | 780 | $427K | 0.04% | |
| 238 | GQ9SPDR GOLD TR | 1,404 | $427K | 0.04% | |
| 239 | HLNHALEON PLC | 40,805 | $423K | 0.04% | |
| 240 | VEEVVEEVA SYS INC | 1,453 | $417K | 0.04% | |
| 241 | MFCMANULIFE FINL CORP | 13,049 | $417K | 0.04% | |
| 242 | CSCOCISCO SYS INC | 6,008 | $416K | 0.04% | |
| 243 | APOGAPOGEE ENTERPRISES INC | 10,000 | $406K | 0.04% | |
| 244 | PEPPEPSICO INC | 3,043 | $401K | 0.04% | |
| 245 | FITBFIFTH THIRD BANCORP | 9,665 | $396K | 0.04% | |
| 246 | NXTGFIRST TR EXCHANGE-TRADED FD | 4,000 | $389K | 0.04% | |
| 247 | WMTWALMART INC | 3,954 | $385K | 0.04% | |
| 248 | RUNNSTRATEGIC TRUST | 11,385 | $385K | 0.04% | |
| 249 | MSIMOTOROLA SOLUTIONS INC | 888 | $372K | 0.03% | |
| 250 | NXPINXP SEMICONDUCTORS N V | 1,700 | $371K | 0.03% | |
| 251 | HELOJ P MORGAN EXCHANGE TRADED F | 5,839 | $365K | 0.03% | |
| 252 | XLRESELECT SECTOR SPDR TR | 8,596 | $356K | 0.03% | |
| 253 | LLYELI LILLY & CO | 455 | $354K | 0.03% | |
| 254 | TYLTYLER TECHNOLOGIES INC | 597 | $353K | 0.03% | |
| 255 | FMXFOMENTO ECONOMICO MEXICANO S | 3,420 | $352K | 0.03% | |
| 256 | MCDMCDONALDS CORP | 1,199 | $350K | 0.03% | |
| 257 | SCHWSCHWAB CHARLES CORP | 3,755 | $341K | 0.03% | |
| 258 | CVLTCOMMVAULT SYS INC | 1,931 | $336K | 0.03% | |
| 259 | NFLXNETFLIX INC | 238 | $318K | 0.03% | |
| 260 | LVHILEGG MASON ETF INVT | 9,310 | $303K | 0.03% | |
| 261 | NRANRG ENERGY INC | 1,807 | $290K | 0.03% | |
| 262 | BACBANK AMERICA CORP | 6,088 | $287K | 0.03% | |
| 263 | ACGLARCH CAP GROUP LTD | 3,007 | $273K | 0.03% | |
| 264 | ABBVABBVIE INC | 1,477 | $273K | 0.03% | |
| 265 | DPZDOMINOS PIZZA INC | 607 | $273K | 0.03% | |
| 266 | CVXCHEVRON CORP NEW | 1,877 | $268K | 0.02% | |
| 267 | RWLINVESCO EXCH TRADED FD TR II | 2,520 | $262K | 0.02% | |
| 268 | MARMARRIOTT INTL INC NEW | 941 | $256K | 0.02% | |
| 269 | BHPBHP GROUP LTD | 5,340 | $255K | 0.02% | |
| 270 | ARESARES MANAGEMENT CORPORATION | 1,447 | $249K | 0.02% | |
| 271 | NTESNETEASE INC | 1,853 | $248K | 0.02% | |
| 272 | LPLALPL FINL HLDGS INC | 651 | $243K | 0.02% | |
| 273 | GXOGXO LOGISTICS INCORPORATED | 5,000 | $243K | 0.02% | |
| 274 | IFRAISHARES TR | 4,924 | $242K | 0.02% | |
| 275 | ADBEADOBE INC | 623 | $240K | 0.02% | |
| 276 | XLKSELECT SECTOR SPDR TR | 945 | $239K | 0.02% | |
| 277 | LENLENNAR CORP | 2,163 | $238K | 0.02% | |
| 278 | FWONALIBERTY MEDIA CORP DEL | 2,264 | $236K | 0.02% | |
| 279 | DWDMORGAN STANLEY | 1,649 | $231K | 0.02% | |
| 280 | AEMAGNICO EAGLE MINES LTD | 1,926 | $228K | 0.02% | |
| 281 | XLESELECT SECTOR SPDR TR | 2,677 | $227K | 0.02% | |
| 282 | NTAPNETAPP INC | 2,110 | $224K | 0.02% | |
| 283 | FCXFREEPORT-MCMORAN INC | 5,117 | $220K | 0.02% | |
| 284 | MRKMERCK & CO INC | 2,713 | $213K | 0.02% | |
| 285 | RIORIO TINTO PLC | 3,652 | $213K | 0.02% | |
| 286 | ICLNISHARES TR | 15,710 | $205K | 0.02% | |
| 287 | DYNFBLACKROCK ETF TRUST | 3,725 | $202K | 0.02% | |
| 288 | ABGCENCORA INC | 669 | $200K | 0.02% | |
| 289 | MRVLMARVELL TECHNOLOGY INC | 2,597 | $200K | 0.02% | |
| 290 | FTREFORTREA HLDGS INC | 25,000 | $123K | 0.01% | |
| 291 | MFGMIZUHO FINANCIAL GROUP INC | 21,681 | $120K | 0.01% | |
| 292 | CCCCCC INTELLIGENT SOLUTIONS HL | 12,486 | $117K | 0.01% | |
| 293 | SANBANCO SANTANDER S.A. | 10,792 | $89K | 0.01% |
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