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Marks Group Wealth Management

Latest statistics and disclosures from Marks Group Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFV, AAPL, GOOG, SPYM, EFG, and represent 11.81% of Marks Group Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$20M), PVAL (+$15M), IVW (+$13M), DYNF (+$13M), JQUA (+$12M), ECOW (+$9.1M), EFG (+$8.5M), EFV (+$7.2M), FDMO (+$6.4M), XLV (+$6.2M).
Started 31 new stock positions in IDEF, SPMB, GLDM, APGE, KYMR, JPIB, HWM, SPOT, HFSI, VXUS.
Reduced shares in these 10 stocks: GOOG (-$9.6M), MCO (-$5.6M), MSCI, CW, RSG, NVT, ICE, EME, NVDA, AstraZeneca.
Sold out of its positions in T, APH, ARES, ARGX, AstraZeneca, CLS, CVLT, DPZ, EXPD, FTV.
Marks Group Wealth Management was a net buyer of stock by $42M.
Marks Group Wealth Management has $1.0B in assets under management (AUM), dropping by -0.70%.
Central Index Key (CIK): 0001802473

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Portfolio Holdings for Marks Group Wealth Management

Marks Group Wealth Management holds 337 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Eafe Value Etf (EFV)	3.2	$33M	+27%	447k	74.35	View chart
Apple (AAPL)	2.7	$28M	-4%	111k	253.79	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$22M	-30%	78k	286.86	View chart
Spdr Series Trust State Street Spd (SPYM)	2.0	$21M	+2438%	273k	76.54	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.7	$18M	+91%	160k	111.37	View chart
Ishares Core Msci Emkt (IEMG)	1.6	$17M	+7%	243k	69.75	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	1.6	$16M	+1509%	349k	46.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$16M	+417%	142k	113.11	View chart
Microsoft Corporation (MSFT)	1.4	$14M	-3%	38k	370.17	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$14M	+1186%	239k	58.18	View chart
Republic Services (RSG)	1.3	$14M	-22%	62k	219.02	View chart
NVIDIA Corporation (NVDA)	1.2	$13M	-21%	74k	174.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.2	$13M	+1808%	208k	61.32	View chart
Meta Platforms Cl A (META)	1.2	$12M	-14%	22k	572.14	View chart
Intercontinental Exchange (ICE)	1.1	$12M	-23%	74k	157.28	View chart
Stryker Corporation (SYK)	1.1	$11M	-21%	35k	328.59	View chart
UnitedHealth (UNH)	1.0	$11M	-16%	40k	270.60	View chart
Amazon (AMZN)	1.0	$11M	-4%	51k	208.27	View chart
Ge Aerospace Com New (GE)	1.0	$10M	-23%	35k	283.77	View chart
Pacer Fds Tr Emrg Mkt Cash (ECOW)	0.9	$9.7M	+1371%	365k	26.67	View chart
salesforce (CRM)	0.9	$9.2M		49k	186.67	View chart
Visa Com Cl A (V)	0.8	$8.8M	-15%	29k	302.24	View chart
Becton, Dickinson and (BDX)	0.8	$8.7M	+20%	55k	157.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$8.5M		14k	597.55	View chart
Honeywell International (HON)	0.8	$8.3M	-9%	37k	226.03	View chart
TJX Companies (TJX)	0.8	$8.2M	-16%	51k	159.70	View chart
Nvent Elec SHS (NVT)	0.8	$8.2M	-31%	69k	118.28	View chart
Curtiss-Wright (CW)	0.8	$8.1M	-36%	12k	681.11	View chart
Wisdomtree Tr Europe Defense F (WDEF)	0.8	$8.1M	+134%	261k	30.94	View chart
Emcor (EME)	0.8	$8.1M	-30%	11k	738.28	View chart
Air Products & Chemicals (APD)	0.8	$8.0M	-8%	28k	290.48	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.8	$7.9M		171k	46.19	View chart
Itt (ITT)	0.8	$7.8M	-18%	41k	190.53	View chart
W.W. Grainger (GWW)	0.7	$7.6M	-11%	7.0k	1090.80	View chart
Eaton Corp SHS (ETN)	0.7	$7.6M	-11%	21k	357.67	View chart
Parker-Hannifin Corporation (PH)	0.7	$7.4M	-27%	8.3k	895.19	View chart
Oracle Corporation (ORCL)	0.7	$7.4M	+20%	50k	147.11	View chart
Ingersoll Rand (IR)	0.7	$7.3M	-9%	92k	80.12	View chart
Ametek (AME)	0.7	$7.3M	-18%	34k	214.36	View chart
Teledyne Technologies Incorporated (TDY)	0.7	$7.1M	-18%	12k	605.02	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.7	$7.1M	+729%	48k	146.61	View chart
Gra (GGG)	0.7	$7.0M	-2%	83k	84.65	View chart
General Dynamics Corporation (GD)	0.7	$7.0M	-19%	20k	343.22	View chart
Darden Restaurants (DRI)	0.7	$6.9M	-11%	35k	196.04	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.7	$6.8M	+1548%	85k	80.10	View chart
Union Pacific Corporation (UNP)	0.7	$6.8M	-12%	28k	242.62	View chart
Saia (SAIA)	0.6	$6.7M	+32%	19k	351.28	View chart
FTI Consulting (FCN)	0.6	$6.6M	+59%	37k	176.77	View chart
Caci Intl Cl A (CACI)	0.6	$6.5M	-28%	12k	543.85	View chart
Arthur J. Gallagher & Co. (AJG)	0.6	$6.5M	-3%	30k	216.58	View chart
Primerica (PRI)	0.6	$6.5M	-10%	26k	250.48	View chart
Rb Global (RBA)	0.6	$6.4M	-13%	67k	95.85	View chart
Deckers Outdoor Corporation (DECK)	0.6	$6.4M	+9%	64k	100.09	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$6.4M	+14%	194k	32.95	View chart
Texas Roadhouse (TXRH)	0.6	$6.3M	-12%	38k	165.14	View chart
Leidos Holdings (LDOS)	0.6	$6.3M	-16%	41k	155.52	View chart
Carlisle Companies (CSL)	0.6	$6.3M	-9%	19k	333.61	View chart
Cigna Corp (CI)	0.6	$6.3M	+72%	24k	266.75	View chart
Franklin Electric (FELE)	0.6	$6.2M	-13%	68k	92.17	View chart
Alcon Ord Shs (ALC)	0.6	$6.2M	+46%	82k	75.35	View chart
Roper Industries (ROP)	0.6	$6.2M	+111%	18k	353.86	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.1M	+13%	21k	294.16	View chart
ResMed (RMD)	0.6	$6.1M	-11%	27k	224.48	View chart
Jacobs Engineering Group (J)	0.6	$6.1M	-11%	48k	127.28	View chart
Casey's General Stores (CASY)	0.6	$6.1M	-30%	8.4k	727.86	View chart
Marsh & McLennan Companies (MRSH)	0.6	$5.9M		34k	173.45	View chart
Watsco, Incorporated (WSO)	0.6	$5.9M	-3%	16k	363.79	View chart
Steris Shs Usd (STE)	0.6	$5.9M	-13%	27k	221.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$5.7M	-7%	8.8k	650.34	View chart
Brown & Brown (BRO)	0.5	$5.7M	+7%	87k	65.21	View chart
Fiserv (FISV)	0.5	$5.6M	+123%	100k	55.80	View chart
Tractor Supply Company (TSCO)	0.5	$5.6M	-9%	123k	45.30	View chart
Icon SHS (ICLR)	0.5	$5.6M	+10%	50k	110.66	View chart
Ss&c Technologies Holding (SSNC)	0.5	$5.5M	-10%	81k	67.57	View chart
Iqvia Holdings (IQV)	0.5	$5.5M	-21%	32k	170.54	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.5	$5.3M	NEW	161k	32.72	View chart
Broadridge Financial Solutions (BR)	0.5	$5.2M	-3%	32k	162.48	View chart
FactSet Research Systems (FDS)	0.5	$5.2M	+46%	24k	216.99	View chart
Intuit (INTU)	0.5	$5.2M	+3%	12k	432.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$5.1M		80k	64.08	View chart
Automatic Data Processing (ADP)	0.5	$5.1M	-2%	25k	203.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.1M		18k	287.56	View chart
Amdocs SHS (DOX)	0.5	$5.0M	-5%	77k	65.26	View chart
Donaldson Company (DCI)	0.5	$5.0M		59k	84.87	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$4.9M	+8%	25k	198.29	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.8M		28k	169.66	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.5	$4.8M	NEW	116k	41.06	View chart
Palantir Technologies Cl A (PLTR)	0.4	$4.4M	-32%	30k	146.28	View chart
Aon Shs Cl A (AON)	0.4	$4.2M	-34%	13k	322.78	View chart
Fastenal Company (FAST)	0.4	$3.9M		84k	46.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.9M	-18%	8.1k	479.20	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.4	$3.7M	-29%	84k	44.45	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$3.7M	+4%	11k	337.96	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$3.6M	+932%	80k	45.62	View chart
Astrazeneca Ord (AZN)	0.4	$3.6M	NEW	18k	197.22	View chart
Copart (CPRT)	0.3	$3.6M	-28%	109k	33.20	View chart
Enbridge (ENB)	0.3	$3.5M		64k	54.14	View chart
Starbucks Corporation (SBUX)	0.3	$3.4M	-8%	38k	89.59	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$3.3M	-21%	2.5k	1320.83	View chart
Cintas Corporation (CTAS)	0.3	$3.3M	-33%	19k	169.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.2M	+15%	17k	191.81	View chart
Monster Beverage Corp (MNST)	0.3	$3.2M	-35%	44k	72.46	View chart
Wells Fargo & Company (WFC)	0.3	$3.0M		38k	79.61	View chart
IDEXX Laboratories (IDXX)	0.3	$3.0M	-33%	5.3k	561.89	View chart
GSK Sponsored Adr (GSK)	0.3	$2.9M	+17%	53k	55.19	View chart
Medtronic SHS (MDT)	0.3	$2.8M	+10%	33k	86.65	View chart
Broadcom (AVGO)	0.3	$2.8M	+35%	9.1k	309.51	View chart
Intuitive Surgical Com New (ISRG)	0.3	$2.7M	-20%	5.8k	461.00	View chart
Us Bancorp Com New (USB)	0.3	$2.6M		50k	52.01	View chart
Fair Isaac Corporation (FICO)	0.2	$2.6M	-29%	2.4k	1067.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.6M	+1031%	32k	80.58	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$2.6M		24k	107.62	View chart
CenterPoint Energy (CNP)	0.2	$2.6M	+15%	60k	43.16	View chart
Lamar Advertising Cl A (LAMR)	0.2	$2.6M		20k	126.66	View chart
International Business Machines (IBM)	0.2	$2.5M	-2%	11k	242.39	View chart
Verizon Communications (VZ)	0.2	$2.5M		49k	50.20	View chart
Entergy Corporation (ETR)	0.2	$2.4M	-32%	22k	112.38	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.4M	+9%	4.8k	499.66	View chart
NiSource (NI)	0.2	$2.3M	+14%	50k	46.66	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.3M	-2%	26k	88.16	View chart
Dell Technologies CL C (DELL)	0.2	$2.3M	-28%	14k	164.13	View chart
Coca-Cola Company (KO)	0.2	$2.3M		30k	76.05	View chart
Amgen (AMGN)	0.2	$2.3M	-2%	6.5k	351.88	View chart
Paycom Software (PAYC)	0.2	$2.3M	-29%	19k	121.54	View chart
TransDigm Group Incorporated (TDG)	0.2	$2.2M	-27%	1.9k	1158.96	View chart
Huntington Ingalls Inds (HII)	0.2	$2.2M	-4%	5.8k	379.88	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.2M	-18%	4.4k	491.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$2.2M		3.00	718140.00	View chart
NVR (NVR)	0.2	$2.1M	-36%	324.00	6590.00	View chart
Duke Energy Corp Com New (DUK)	0.2	$2.1M		16k	130.94	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$2.1M	-3%	190k	11.02	View chart
Advanced Micro Devices (AMD)	0.2	$2.1M	+27%	10k	203.43	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.0M	+3%	70k	28.71	View chart
Eli Lilly & Co. (LLY)	0.2	$2.0M	+14%	2.1k	918.93	View chart
Fidelity National Information Services (FIS)	0.2	$2.0M	+70%	42k	46.91	View chart
AmerisourceBergen (COR)	0.2	$2.0M	+29%	6.2k	314.14	View chart
American Tower Reit (AMT)	0.2	$1.9M	-2%	11k	172.58	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.2	$1.9M	-4%	219k	8.66	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.9M	+120%	53k	35.59	View chart
Ing Global Advantage And Premium Opportunity Fund (IGA)	0.2	$1.9M	-2%	195k	9.56	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$1.9M	-17%	28k	67.07	View chart
Wec Energy Group (WEC)	0.2	$1.8M	+3%	16k	115.77	View chart
Keurig Dr Pepper (KDP)	0.2	$1.8M	+187%	70k	26.33	View chart
Blackrock (BLK)	0.2	$1.8M	+2%	1.9k	961.71	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$1.7M		15k	114.83	View chart
Spdr Series Trust State Street Spd (SPMB)	0.2	$1.7M	NEW	77k	22.39	View chart
Caterpillar (CAT)	0.2	$1.7M	-6%	2.4k	708.46	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$1.7M	NEW	37k	45.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.7M	-22%	3.9k	436.80	View chart
Ptc (PTC)	0.2	$1.7M	+28%	12k	142.49	View chart
Agnico (AEM)	0.2	$1.6M	-6%	7.9k	202.98	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.6M		8.3k	194.14	View chart
Genuine Parts Company (GPC)	0.2	$1.6M		15k	105.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.6M		5.5k	287.20	View chart
Edison International (EIX)	0.2	$1.6M	-4%	22k	73.18	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.2	$1.6M		19k	82.49	View chart
Deere & Company (DE)	0.1	$1.5M	-5%	2.7k	563.33	View chart
Peak (DOC)	0.1	$1.5M		92k	16.43	View chart
First Financial Corporation (THFF)	0.1	$1.5M		24k	63.20	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.5M		56k	26.91	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$1.5M	-11%	72k	20.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.5M	NEW	65k	22.91	View chart
Emerson Electric (EMR)	0.1	$1.5M	+2%	11k	131.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.5M		27k	54.05	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.5M	-5%	85k	17.11	View chart
Micron Technology (MU)	0.1	$1.5M	+12%	4.3k	337.84	View chart
Cavco Industries (CVCO)	0.1	$1.4M	-53%	3.0k	484.33	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$1.4M	+298%	15k	93.29	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$1.4M		80k	16.97	View chart
Waters Corporation (WAT)	0.1	$1.3M	+325%	4.5k	297.80	View chart
SYSCO Corporation (SYY)	0.1	$1.3M		18k	71.33	View chart
Banco Santander Sa Adr (SAN)	0.1	$1.3M	-13%	114k	11.28	View chart
Gabelli Equity Trust (GAB)	0.1	$1.3M	-6%	228k	5.60	View chart
Ameriprise Financial (AMP)	0.1	$1.3M		2.9k	444.40	View chart
Ameren Corporation (AEE)	0.1	$1.3M	-25%	12k	109.92	View chart
Unilever Spon Adr New (UL)	0.1	$1.3M	-7%	22k	56.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.3M	-10%	6.4k	196.19	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	-50%	12k	102.67	View chart
Pimco High Income Com Shs (PHK)	0.1	$1.2M	-6%	261k	4.63	View chart
Rivernorth Opprtunities Fd I (RIV)	0.1	$1.2M	-6%	108k	11.10	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$1.2M		49k	24.28	View chart
Saba Capital Income & Oprnt Shs New (BRW)	0.1	$1.2M	-6%	173k	6.74	View chart
Eversource Energy (ES)	0.1	$1.1M		17k	69.28	View chart
Yum! Brands (YUM)	0.1	$1.1M	-3%	7.3k	155.48	View chart
Hilton Worldwide Holdings (HLT)	0.1	$1.1M	-6%	3.7k	304.08	View chart
Cytokinetics Com New (CYTK)	0.1	$1.1M	+15%	17k	65.91	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	+2%	1.1k	996.02	View chart
Allspring Income Opportunit Inc Oppty Fd (EAD)	0.1	$1.1M	-7%	163k	6.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.0M	-20%	1.6k	653.15	View chart
Natwest Group Spons Adr (NWG)	0.1	$1.0M	-27%	69k	14.90	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$1.0M	NEW	21k	47.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$977k		7.9k	124.31	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$966k	-7%	113k	8.52	View chart
PPL Corporation (PPL)	0.1	$964k	-27%	25k	38.20	View chart
Ge Vernova (GEV)	0.1	$963k		1.1k	873.00	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$958k	-4%	20k	47.72	View chart
Canadian Natural Resources (CNQ)	0.1	$956k	-35%	20k	48.73	View chart
Target Corporation (TGT)	0.1	$934k	+25%	7.7k	121.20	View chart
Sap Se Spon Adr (SAP)	0.1	$922k	-28%	5.4k	171.21	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$902k	-8%	89k	10.10	View chart
Ascendis Pharma A/s Sponsored Adr (ASND)	0.1	$901k	NEW	3.9k	228.73	View chart
Cbre Group Cl A (CBRE)	0.1	$895k	+3%	6.6k	135.46	View chart
Johnson & Johnson (JNJ)	0.1	$888k	-2%	3.6k	244.44	View chart
Pgim Short Duration High Yie (ISD)	0.1	$868k	-9%	66k	13.16	View chart
AtriCure (ATRC)	0.1	$827k		29k	28.53	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.1	$819k	NEW	24k	34.72	View chart
Danaher Corporation (DHR)	0.1	$815k	+64%	4.3k	189.60	View chart
Goldman Sachs (GS)	0.1	$793k		937.00	846.43	View chart
Walt Disney Company (DIS)	0.1	$789k	+43%	8.2k	96.38	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$785k		19k	40.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$780k	-16%	1.4k	577.18	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$710k	-5%	1.5k	463.19	View chart
Shell Spon Ads (SHEL)	0.1	$699k	+22%	7.5k	93.00	View chart
Apogee Therapeutics (APGE)	0.1	$694k	NEW	8.2k	84.17	View chart
Proto Labs (PRLB)	0.1	$687k		12k	57.02	View chart
Sea Sponsord Ads (SE)	0.1	$687k	-29%	8.3k	82.81	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$684k		4.4k	154.14	View chart
Markel Corporation (MKL)	0.1	$674k	+18%	352.00	1914.07	View chart
Vulcan Materials Company (VMC)	0.1	$667k		2.5k	272.30	View chart
Ryanair Holdings Sponsored Adr (RYAAY)	0.1	$662k	-5%	12k	57.80	View chart
SPS Commerce (SPSC)	0.1	$659k		12k	55.67	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$658k		22k	30.50	View chart
3M Company (MMM)	0.1	$647k	-17%	4.5k	145.22	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$644k		4.9k	132.10	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$643k	-4%	6.1k	106.01	View chart
O'reilly Automotive (ORLY)	0.1	$637k		6.9k	92.31	View chart
Bentley Sys Com Cl B (BSY)	0.1	$634k	+100%	18k	35.12	View chart
Workday Cl A (WDAY)	0.1	$628k	+82%	4.8k	129.92	View chart
Heico Corp Cl A (HEI.A)	0.1	$619k	-7%	2.9k	211.09	View chart
Xcel Energy (XEL)	0.1	$616k	+7%	7.8k	79.44	View chart
Live Nation Entertainment (LYV)	0.1	$616k	+5%	4.0k	152.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$599k	+191%	1.9k	320.81	View chart
Philip Morris International (PM)	0.1	$588k	+167%	3.6k	165.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$575k	NEW	7.5k	77.11	View chart
Chevron Corporation (CVX)	0.1	$554k	+28%	2.7k	206.90	View chart
Alnylam Pharmaceuticals (ALNY)	0.1	$546k	NEW	1.7k	330.87	View chart
ConocoPhillips (COP)	0.1	$541k	NEW	4.1k	132.00	View chart
General Mills (GIS)	0.1	$536k	+6%	14k	37.22	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$535k		8.1k	66.08	View chart
Proshares Tr Ii Ulsht Bloomb Oil (SCO)	0.1	$528k	NEW	64k	8.32	View chart
Comfort Systems USA (FIX)	0.0	$516k	+3%	374.00	1378.85	View chart
Spotify Technology S A SHS (SPOT)	0.0	$510k	NEW	1.1k	484.91	View chart
Tesla Motors (TSLA)	0.0	$508k	-9%	1.4k	371.75	View chart
Kkr & Co (KKR)	0.0	$508k	-57%	5.5k	92.50	View chart
Willis Towers Watson SHS (WTW)	0.0	$494k	-58%	1.7k	290.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$491k	-20%	1.1k	430.29	View chart
Orix Corp Sponsored Adr (IX)	0.0	$484k	NEW	16k	29.99	View chart
Erasca (ERAS)	0.0	$483k	NEW	30k	16.18	View chart
Procter & Gamble Company (PG)	0.0	$481k		3.3k	144.44	View chart
Doordash Cl A (DASH)	0.0	$479k	+126%	3.2k	150.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$479k		1.1k	426.40	View chart
Pepsi (PEP)	0.0	$478k		3.1k	155.29	View chart
Martin Marietta Materials (MLM)	0.0	$468k		795.00	588.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$467k	NEW	20k	23.22	View chart
Ufp Industries (UFPI)	0.0	$461k		5.0k	92.12	View chart
MercadoLibre (MELI)	0.0	$453k		262.00	1729.02	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.0	$448k		4.0k	111.06	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.0	$448k		4.0k	111.92	View chart
Us Foods Hldg Corp call (USFD)	0.0	$444k	NEW	4.8k	92.21	View chart
Equifax (EFX)	0.0	$444k	NEW	2.5k	180.06	View chart
United Parcel Svcs CL B (UPS)	0.0	$425k		4.3k	98.39	View chart
Cisco Systems (CSCO)	0.0	$420k		5.4k	77.59	View chart
Home Depot (HD)	0.0	$418k	+2%	1.3k	328.89	View chart
Wal-Mart Stores (WMT)	0.0	$405k	-15%	3.3k	124.28	View chart
Fifth Third Ban (FITB)	0.0	$403k		8.7k	46.46	View chart
Veralto Corp Com Shs (VLTO)	0.0	$402k	+14%	4.5k	88.42	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.0	$398k		10k	39.52	View chart
Motorola Solutions Com New (MSI)	0.0	$395k	-6%	911.00	433.97	View chart
S&p Global (SPGI)	0.0	$389k	-87%	915.00	425.34	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$384k		9.4k	40.83	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$384k		6.0k	63.91	View chart
Vaxcyte (PCVX)	0.0	$381k	NEW	6.6k	58.11	View chart
Waste Connections (WCN)	0.0	$378k	+7%	2.3k	162.44	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$377k		9.3k	40.54	View chart
Spx Corp (SPXC)	0.0	$377k	NEW	1.9k	199.94	View chart
Bank of America Corporation (BAC)	0.0	$374k	+9%	7.7k	48.75	View chart
Arcellx Common Stock (ACLX)	0.0	$365k	-29%	3.2k	114.82	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.0	$350k	+11%	11k	32.21	View chart
Chipotle Mexican Grill (CMG)	0.0	$347k	+11%	11k	32.01	View chart
Charles Schwab Corporation (SCHW)	0.0	$345k		3.7k	93.98	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$340k	-5%	5.6k	61.26	View chart
Apogee Enterprises (APOG)	0.0	$335k		10k	33.54	View chart
Nxp Semiconductors N V (NXPI)	0.0	$335k		1.7k	196.86	View chart
Kymera Therapeutics (KYMR)	0.0	$333k	NEW	4.0k	83.29	View chart
Aurora Innovation Class A Com (AUR)	0.0	$333k	+16%	81k	4.12	View chart
Abbvie (ABBV)	0.0	$326k		1.5k	217.48	View chart
Lpl Financial Holdings (LPLA)	0.0	$326k	+36%	1.1k	300.83	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$319k		13k	24.88	View chart
Haleon Spon Ads (HLN)	0.0	$308k		31k	10.01	View chart
Biontech Se Sponsored Ads (BNTX)	0.0	$307k	+15%	3.5k	88.88	View chart
Merck & Co (MRK)	0.0	$306k		2.5k	120.25	View chart
Msci (MSCI)	0.0	$299k	-94%	555.00	539.01	View chart
Manulife Finl Corp (MFC)	0.0	$298k		8.6k	34.44	View chart
Intel Corporation (INTC)	0.0	$291k	-23%	6.6k	44.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.0	$290k		2.5k	114.91	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$285k	-14%	1.6k	175.66	View chart
McDonald's Corporation (MCD)	0.0	$282k	-24%	908.00	310.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$282k		4.9k	57.20	View chart
Freeport Mcmoran CL B (FCX)	0.0	$280k	-6%	4.8k	58.78	View chart
Credicorp (BAP)	0.0	$279k		822.00	339.19	View chart
Gilead Sciences (GILD)	0.0	$279k	-36%	2.0k	139.35	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$275k	-21%	13k	21.66	View chart
Morgan Stanley Com New (MS)	0.0	$274k		1.7k	164.57	View chart
Service Corporation International (SCI)	0.0	$270k	+16%	3.3k	82.51	View chart
Entegris (ENTG)	0.0	$266k	-16%	2.3k	117.24	View chart
Marriott Intl Cl A (MAR)	0.0	$266k	-13%	812.00	327.07	View chart
Nice Sponsored Adr (NICE)	0.0	$265k		2.4k	110.26	View chart
American Express Company (AXP)	0.0	$265k	+20%	875.00	302.49	View chart
Gxo Logistics Incorporated Common Stock (GXO)	0.0	$264k		5.1k	51.85	View chart
Nrg Energy Com New (NRG)	0.0	$264k		1.8k	146.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$260k	NEW	5.3k	49.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$257k	NEW	2.3k	112.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$251k		1.9k	132.90	View chart
Tyler Technologies (TYL)	0.0	$249k	-8%	727.00	342.38	View chart
Novartis Sponsored Adr (NVS)	0.0	$247k	-9%	1.6k	152.75	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$247k		1.5k	166.07	View chart
Woodside Energy Group Sponsored Adr (WDS)	0.0	$246k	NEW	10k	23.88	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$246k	NEW	2.6k	92.69	View chart
Netflix (NFLX)	0.0	$239k	-16%	2.5k	96.15	View chart
Citigroup Com New (C)	0.0	$233k		2.1k	113.41	View chart
Marvell Technology (MRVL)	0.0	$231k	-3%	2.3k	99.04	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$229k	+27%	2.7k	85.02	View chart
Lennar Corp Cl A (LEN)	0.0	$226k	+17%	2.6k	86.84	View chart
CoStar (CSGP)	0.0	$220k	-11%	5.5k	40.34	View chart
Howmet Aerospace (HWM)	0.0	$217k	NEW	941.00	230.46	View chart
NetApp (NTAP)	0.0	$216k		2.1k	102.39	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$212k		2.3k	91.37	View chart
Lumentum Hldgs (LITE)	0.0	$211k	NEW	300.00	702.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$208k		583.00	356.56	View chart
Hyatt Hotels Corp Com Cl A (H)	0.0	$206k	NEW	1.4k	143.79	View chart
Boston Scientific Corporation (BSX)	0.0	$203k	+4%	3.2k	62.75	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$202k	NEW	5.7k	35.44	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$202k		545.00	370.68	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$141k		15k	9.42	View chart
Ccc Intelligent Solutions Holdings (CCC)	0.0	$99k	+9%	17k	6.00	View chart
Obsidian Energy (OBE)	0.0	$95k		10k	9.47	View chart
Sleep Number Corp (SNBR)	0.0	$27k	+50%	15k	1.79	View chart

Past Filings by Marks Group Wealth Management

SEC 13F filings are viewable for Marks Group Wealth Management going back to 2019

Marks Group Wealth Management 2026 Q1 filed May 5, 2026
Marks Group Wealth Management 2025 Q4 filed Feb. 11, 2026
Marks Group Wealth Management 2025 Q3 filed Nov. 10, 2025
Marks Group Wealth Management 2025 Q2 filed July 22, 2025
Marks Group Wealth Management 2025 Q1 filed May 1, 2025
Marks Group Wealth Management 2024 Q4 filed Jan. 29, 2025
Marks Group Wealth Management 2024 Q3 filed Oct. 30, 2024
Marks Group Wealth Management 2024 Q2 filed Aug. 14, 2024
Marks Group Wealth Management 2024 Q1 filed April 29, 2024
Marks Group Wealth Management 2023 Q4 filed Feb. 1, 2024
Marks Group Wealth Management 2023 Q3 filed Oct. 30, 2023
Marks Group Wealth Management 2023 Q2 filed July 19, 2023
Marks Group Wealth Management 2023 Q1 filed May 3, 2023
Marks Group Wealth Management 2022 Q4 filed Feb. 6, 2023
Marks Group Wealth Management 2022 Q3 filed Nov. 14, 2022
Marks Group Wealth Management 2022 Q2 filed Aug. 9, 2022

View all past filings

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