Marks Group Wealth Management, Inc Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.1B
Holdings
294
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 151,704 | $36.9M | 3.43% | |
| 2 | AAPLAPPLE INC | 109,612 | $27.9M | 2.59% | |
| 3 | SYKSTRYKER CORPORATION | 51,475 | $19.0M | 1.77% | |
| 4 | ICEINTERCONTINENTAL EXCHANGE IN | 110,888 | $18.7M | 1.74% | |
| 5 | RSGREPUBLIC SVCS INC | 80,405 | $18.5M | 1.71% | |
| 6 | EFVISHARES TR | 265,209 | $18.0M | 1.67% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 47,802 | $16.5M | 1.53% | |
| 8 | MSFTMICROSOFT CORP | 29,862 | $15.5M | 1.44% | |
| 9 | MCOMOODYS CORP | 26,591 | $12.7M | 1.18% | |
| 10 | MSCIMSCI INC | 22,104 | $12.5M | 1.17% | |
| 11 | METAMETA PLATFORMS INC | 16,556 | $12.2M | 1.13% | |
| 12 | EMEEMCOR GROUP INC | 18,431 | $12.0M | 1.11% | |
| 13 | NVTNVENT ELECTRIC PLC | 120,279 | $11.9M | 1.10% | |
| 14 | VVISA INC | 34,495 | $11.8M | 1.09% | |
| 15 | CWCURTISS WRIGHT CORP | 21,579 | $11.7M | 1.09% | |
| 16 | IEMGISHARES INC | 177,599 | $11.7M | 1.09% | |
| 17 | NVDANVIDIA CORPORATION | 57,877 | $10.8M | 1.00% | |
| 18 | LDOSLEIDOS HOLDINGS INC | 56,626 | $10.7M | 0.99% | |
| 19 | ITTITT INC | 57,864 | $10.3M | 0.96% | |
| 20 | BDXBECTON DICKINSON & CO | 54,924 | $10.3M | 0.96% | |
| 21 | TJXTJX COS INC NEW | 70,633 | $10.2M | 0.95% | |
| 22 | ETNEATON CORP PLC | 27,128 | $10.2M | 0.94% | |
| 23 | PHPARKER-HANNIFIN CORP | 13,209 | $10.0M | 0.93% | |
| 24 | GDGENERAL DYNAMICS CORP | 29,249 | $10.0M | 0.93% | |
| 25 | CA8ACACI INTL INC | 19,627 | $9.8M | 0.91% | |
| 26 | AMZNAMAZON COM INC | 43,591 | $9.6M | 0.89% | |
| 27 | VOOVANGUARD INDEX FDS | 15,613 | $9.6M | 0.89% | |
| 28 | TDYTELEDYNE TECHNOLOGIES INC | 16,284 | $9.5M | 0.89% | |
| 29 | RMERESMED INC | 34,298 | $9.4M | 0.87% | |
| 30 | RBARB GLOBAL INC | 85,847 | $9.3M | 0.86% | |
| 31 | JJACOBS SOLUTIONS INC | 61,750 | $9.3M | 0.86% | |
| 32 | ICLRICON PLC | 52,744 | $9.2M | 0.86% | |
| 33 | IQVIQVIA HLDGS INC | 48,363 | $9.2M | 0.85% | |
| 34 | HONHONEYWELL INTL INC | 43,433 | $9.1M | 0.85% | |
| 35 | SSNCSS&C TECHNOLOGIES HLDGS INC | 102,362 | $9.1M | 0.84% | |
| 36 | PRIPRIMERICA INC | 32,185 | $8.9M | 0.83% | |
| 37 | AMEAMETEK INC | 47,035 | $8.8M | 0.82% | |
| 38 | CRMSALESFORCE INC | 37,280 | $8.8M | 0.82% | |
| 39 | AONAON PLC | 24,771 | $8.8M | 0.82% | |
| 40 | APDAIR PRODS & CHEMS INC | 32,351 | $8.8M | 0.82% | |
| 41 | AJGGALLAGHER ARTHUR J & CO | 28,429 | $8.8M | 0.82% | |
| 42 | BRBROADRIDGE FINL SOLUTIONS IN | 36,804 | $8.8M | 0.81% | |
| 43 | SAIASAIA INC | 28,955 | $8.7M | 0.81% | |
| 44 | TSCOTRACTOR SUPPLY CO | 151,901 | $8.6M | 0.80% | |
| 45 | FDSFACTSET RESH SYS INC | 30,096 | $8.6M | 0.80% | |
| 46 | STESTERIS PLC | 34,791 | $8.6M | 0.80% | |
| 47 | SPGIS&P GLOBAL INC | 17,657 | $8.6M | 0.80% | |
| 48 | FELEFRANKLIN ELEC INC | 88,551 | $8.4M | 0.78% | |
| 49 | UNPUNION PAC CORP | 35,523 | $8.4M | 0.78% | |
| 50 | BAMBROOKFIELD ASSET MANAGMT LTD | 146,882 | $8.4M | 0.78% | |
| 51 | INTUINTUIT | 12,180 | $8.3M | 0.77% | |
| 52 | ADPAUTOMATIC DATA PROCESSING IN | 28,246 | $8.3M | 0.77% | |
| 53 | GWWGRAINGER W W INC | 8,685 | $8.3M | 0.77% | |
| 54 | DRIDARDEN RESTAURANTS INC | 43,241 | $8.2M | 0.76% | |
| 55 | CASYCASEYS GEN STORES INC | 14,536 | $8.2M | 0.76% | |
| 56 | BROBROWN & BROWN INC | 86,667 | $8.1M | 0.76% | |
| 57 | CPRTCOPART INC | 179,053 | $8.1M | 0.75% | |
| 58 | GGGGRACO INC | 94,664 | $8.0M | 0.75% | |
| 59 | TXRHTEXAS ROADHOUSE INC | 48,301 | $8.0M | 0.75% | |
| 60 | IRINGERSOLL RAND INC | 96,722 | $8.0M | 0.74% | |
| 61 | FCNFTI CONSULTING INC | 48,410 | $7.8M | 0.73% | |
| 62 | CITHE CIGNA GROUP | 26,488 | $7.6M | 0.71% | |
| 63 | ROPROPER TECHNOLOGIES INC | 15,217 | $7.6M | 0.71% | |
| 64 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 198,131 | $7.6M | 0.70% | |
| 65 | CSLCARLISLE COS INC | 22,904 | $7.5M | 0.70% | |
| 66 | MRSHMARSH & MCLENNAN COS INC | 37,237 | $7.5M | 0.70% | |
| 67 | WSOWATSCO INC | 18,407 | $7.4M | 0.69% | |
| 68 | ALCALCON AG | 99,715 | $7.4M | 0.69% | |
| 69 | DOXAMDOCS LTD | 90,280 | $7.4M | 0.69% | |
| 70 | EFGISHARES TR | 63,985 | $7.3M | 0.68% | |
| 71 | CITCINTAS CORP | 35,428 | $7.3M | 0.68% | |
| 72 | DECKDECKERS OUTDOOR CORP | 71,467 | $7.2M | 0.67% | |
| 73 | PLTRPALANTIR TECHNOLOGIES INC | 38,221 | $7.0M | 0.65% | |
| 74 | FICOFAIR ISAAC CORP | 4,498 | $6.7M | 0.63% | |
| 75 | PAYCPAYCOM SOFTWARE INC | 31,404 | $6.5M | 0.61% | |
| 76 | SPYSPDR S&P 500 ETF TR | 9,763 | $6.5M | 0.60% | |
| 77 | IDXXIDEXX LABS INC | 10,101 | $6.5M | 0.60% | |
| 78 | FISVFISERV INC | 49,108 | $6.3M | 0.59% | |
| 79 | ACNACCENTURE PLC IRELAND | 25,551 | $6.3M | 0.59% | |
| 80 | CVCOCAVCO INDS INC DEL | 10,315 | $6.0M | 0.56% | |
| 81 | MNSTMONSTER BEVERAGE CORP NEW | 86,051 | $5.8M | 0.54% | |
| 82 | MORNMORNINGSTAR INC | 22,767 | $5.3M | 0.49% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,237 | $5.1M | 0.48% | |
| 84 | NVRNVR INC | 610 | $4.9M | 0.46% | |
| 85 | DCIDONALDSON INC | 58,792 | $4.8M | 0.45% | |
| 86 | JPMJPMORGAN CHASE & CO. | 14,912 | $4.7M | 0.44% | |
| 87 | BAIBLACKROCK ETF TRUST | 130,842 | $4.5M | 0.42% | |
| 88 | ORCLORACLE CORP | 15,710 | $4.4M | 0.41% | |
| 89 | VEAVANGUARD TAX-MANAGED FDS | 73,323 | $4.4M | 0.41% | |
| 90 | ISRGINTUITIVE SURGICAL INC | 9,305 | $4.2M | 0.39% | |
| 91 | CMGCHIPOTLE MEXICAN GRILL INC | 105,721 | $4.1M | 0.38% | |
| 92 | FASTFASTENAL CO | 82,345 | $4.0M | 0.38% | |
| 93 | GEGE AEROSPACE | 13,364 | $4.0M | 0.37% | |
| 94 | T7DTRANSDIGM GROUP INC | 2,891 | $3.8M | 0.35% | |
| 95 | DELLDELL TECHNOLOGIES INC | 26,292 | $3.7M | 0.35% | |
| 96 | IBKRINTERACTIVE BROKERS GROUP IN | 44,323 | $3.0M | 0.28% | |
| 97 | ADSKAUTODESK INC | 9,570 | $3.0M | 0.28% | |
| 98 | XOMEXXON MOBIL CORP | 26,236 | $3.0M | 0.27% | |
| 99 | GOFGUGGENHEIM STRATEGIC OPPORTU | 196,262 | $2.9M | 0.27% | |
| 100 | JBLJABIL INC | 13,477 | $2.9M | 0.27% |
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