Marks Group Wealth Management, Inc

RIA/Wealth

Marks Group Wealth Management, Inc is a RIA/Wealth based in Minnetonka, MN led by Bennett Eldon Marks, reporting $2.0B in AUM as of Q3 2025 with GOOG as the largest holding (3% allocation).

CEOBennett Eldon Marks

Portfolio Value: $1.1B
Positions: 292
Top Holding: GOOG at 3.46%
Last Reported: Q3 2025

Address4350 Baker Road, Suite 245, Minnetonka, MN, 55343, United States

Top Holdings

Largest long holdings in Marks Group Wealth Management, Inc's portfolio (18.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$36.9M	3.46%	-$2.4M Sold	0.00% 151.7K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$27.9M	2.61%	+$2.0M Bought	0.00% 109.6K shares	Q4 2019 Held for 5y 11m
3 Stryker SYK	Medical - Devices Healthcare	$19.0M	1.78%	-$715.7K Sold	0.01% 51.5K shares	Q4 2019 Held for 5y 11m
4 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$18.7M	1.75%	-$1.1M Sold	0.02% 110.9K shares	Q4 2019 Held for 5y 11m
5 Republic Services RSG	Waste Management Industrials	$18.5M	1.73%	-$672.8K Sold	0.03% 80.4K shares	Q2 2022 Held for 3y 5m
6 EFV iShares MSCI EAFE Value EFV	ETF ETF	$18.0M	1.68%	+$4.5M Bought	— 265.2K shares	Q2 2021 Held for 4y 5m
7 UnitedHealth Group UNH	Medical - Healthcare Plans Healthcare	$16.5M	1.54%	+$9.7M Bought	0.01% 47.8K shares	Q4 2019 Held for 5y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$15.5M	1.45%	-$1.1M Sold	0.00% 29.9K shares	Q2 2020 Held for 5y 5m
9 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$12.7M	1.19%	-$844.8K Sold	0.01% 26.6K shares	Q4 2019 Held for 5y 11m
10 MSCI MSCI	Financial - Data & Stock Exchanges Financial Services	$12.5M	1.17%	-$419.9K Sold	0.03% 22.1K shares	Q4 2019 Held for 5y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Marks Group Wealth Management, Inc's latest filing

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GthenC

Market Value

$1.1B

Prior: $1.1B

Q/Q Change

-0.24%

-$2.6M

Net Flows % of MV

-2.46%

Turnover Ratio

6.26%

New Purchases

9 stocks

$13.6M

Added To

83 stocks

+$39.9M

Sold Out Of

13 stocks

$18.5M

Reduced Holdings

125 stocks

-$61.3M

Increased Positions

Position	Shares Δ	Change
1 Palantir Technologies Inc. PLTR	New	0 → 38.2K +$7.0M
2 Jabil JBL	New	0 → 13.5K +$2.9M
3 Healthpeak Properties DOC	New	0 → 79.6K +$1.5M
4 Celestica CLS	New	0 → 2.7K +$669.9K
5 HSBC HSBC Holdings HSBC	New	0 → 8.7K +$620.2K

Decreased Positions

Position	Shares Δ	Change
1 Verisk Analytics, Inc. VRSK	Sold	11.8K → 0 −$3.7M
2 iShares Global Tech IXN	Sold	36.6K → 0 −$3.4M
3 Canadian Pacific Kansas City CP	Sold	42.1K → 0 −$3.3M
4 Rollins ROL	Sold	29.6K → 0 −$1.7M
5 Henry (Jack) & Associates JKHY	Sold	9.1K → 0 −$1.6M