• 13F History

Marks Group Wealth Management, Inc

13F Filings History

Latest 13F report
Q4 2024 - Jan 29, 2025
Value $
$1.02B
Signature - Title
Erica Lewerenz - Director of Operations/CCO
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by Marks Group Wealth Management, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marks Group Wealth Management, Inc reported 286 stock holdings with total value $1.02B as of Q4 2024. Top holdings included GOOG, AAPL, SYK, V, and RSG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 286 $1.02B +$22.3M -$34.4M -$12.1M GOOG, AAPL, SYK, V, RSG 13F-HR 1/29/2025, 03:38 PM
Q3 2024 293 $1.05B +$128M -$92M +$35.9M GOOG, AAPL, SYK, UNH, ICE 13F-HR 10/30/2024, 04:17 PM
Q2 2024 288 $949M +$52.7M -$43.1M +$9.6M GOOG, AAPL, SYK, UNH, RSG 13F-HR 8/14/2024, 01:12 PM
Q1 2024 299 $957M +$35M -$35.7M -$712K GOOG, SYK, AAPL, V, RSG 13F-HR 4/29/2024, 11:37 AM
Q4 2023 289 $877M +$50.1M -$68.2M -$18.1M GOOG, AAPL, SYK, V, UNH 13F-HR 2/1/2024, 02:20 PM
Q3 2023 273 $808M +$28.9M -$16.4M +$12.4M GOOG, AAPL, AAAU, SYK, UNH 13F-HR 10/30/2023, 04:20 PM
Q2 2023 275 $841M +$60.9M -$20.9M +$40M GOOG, AAPL, AAAU, SYK, V 13F-HR 7/19/2023, 12:19 PM
Q1 2023 275 $783M +$85.3M -$21.7M +$63.6M GOOG, AAAU, SYK, V, UNH 13F-HR 5/3/2023, 04:12 PM
Q4 2022 276 $732M +$98M -$50.3M +$47.7M GOOG, AAAU, SYK, UNH, AAPL 13F-HR 2/6/2023, 03:00 PM
Q3 2022 269 $657M +$56M -$26.6M +$29.4M IAU, UNH, GOOG, SYK, ICE 13F-HR 11/10/2022, 07:05 PM
Q2 2022 286 $692M +$69.5M -$33M +$36.5M IAU, UNH, GOOG, SYK, FBND 13F-HR 8/9/2022, 11:30 AM
Q1 2022 304 $796M +$109M -$16.1M +$93.3M IAU, AON, GOOG, UNH, SYK 13F-HR 5/10/2022, 03:37 PM
Q4 2021 311 $821M +$105M -$74.7M +$30.8M IAU, IVV, GOOG, UNH, AON Restatement 3/3/2022, 09:57 AM
Q3 2021 293 $739M +$57.8M -$44.3M +$13.4M IAU, IVV, GOOG, AON, META 13F-HR 11/15/2021, 04:19 PM
Q2 2021 269 $728M +$92.3M -$77M +$15.4M IAU, IVV, GOOG, META, CHIQ 13F-HR 8/10/2021, 05:15 PM
Q1 2021 254 $675M +$66.5M -$57M +$9.54M IAUXXXX, GOOG, AON, INFO, META 13F-HR 5/17/2021, 10:58 AM
Q4 2020 255 $640M +$39.5M -$8.43M +$31.1M IAUXXXX, IVV, CHIQ, SYK, AON 13F-HR 2/8/2021, 11:34 AM
Q3 2020 245 $552M +$81.8M -$34.8M +$47M IAUXXXX, IVV, AON, CHIQ, SYK 13F-HR 11/9/2020, 07:34 PM
Q2 2020 236 $490M +$114M -$26.9M +$87M IAUXXXX, AON, UNH, GOOG, V 13F-HR 8/10/2020, 05:01 PM
Q1 2020 220 $387M +$37.3M -$14.9M +$22.5M SSNC, AONXXXX, SYK, MSCI, BR 13F-HR 4/23/2020, 04:15 PM
Q4 2019 236 $508M SSNC, AONXXXX, V, SYK, IQV 13F-HR 2/11/2020, 06:05 PM