Marks Group Wealth Management, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.04B
Q ending 2026-03-31
Prior quarter
$1.04B
Q ending 2025-12-31
Change
-0.7% QoQ · -0.2% YoY
Positions
337
reported holdings
Largest positions
Top 100 of 337 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | EFV | Shares | $33.2M | 446K |
| Apple Inc | AAPL | Shares | $28.2M | 111K |
| Alphabet Inc | GOOG | Shares | $22.3M | 78K |
| Spdr Series Trust | SPYM | Shares | $20.9M | 273K |
| Ishares Tr | EFG | Shares | $17.9M | 160K |
| Ishares Inc | IEMG | Shares | $16.9M | 243K |
| Putnam Etf Trust | PVAL | Shares | $16.2M | 349K |
| Ishares Tr | IVW | Shares | $16.0M | 142K |
| Microsoft Corp | MSFT | Shares | $14.1M | 38K |
| Blackrock Etf Trust | DYNF | Shares | $13.9M | 239K |
| Republic Svcs Inc | RSG | Shares | $13.5M | 61K |
| Nvidia Corporation | NVDA | Shares | $12.9M | 74K |
| J P Morgan Exchange Traded F | JQUA | Shares | $12.7M | 208K |
| Meta Platforms Inc | META | Shares | $12.4M | 22K |
| Intercontinental Exchange In | ICE | Shares | $11.7M | 74K |
| Stryker Corporation | SYK | Shares | $11.4M | 35K |
| Unitedhealth Group Inc | UNH | Shares | $10.8M | 40K |
| Amazon Com Inc | AMZN | Shares | $10.5M | 51K |
| Ge Aerospace | GE | Shares | $10.0M | 35K |
| Pacer Fds Tr | ECOW | Shares | $9.7M | 365K |
| Salesforce Inc | CRM | Shares | $9.2M | 49K |
| Visa Inc | V | Shares | $8.8M | 29K |
| Becton Dickinson & Co | BDX | Shares | $8.7M | 55K |
| Vanguard Index Fds | VOO | Shares | $8.5M | 14K |
| Honeywell Intl Inc | HONGBP | Shares | $8.3M | 37K |
| Tjx Cos Inc New | TJX | Shares | $8.2M | 51K |
| Nvent Elec Plc | Shares | $8.2M | 69K | |
| Curtiss Wright Corp | CW | Shares | $8.1M | 12K |
| Wisdomtree Tr | WDEF | Shares | $8.1M | 261K |
| Emcor Group Inc | EME | Shares | $8.1M | 11K |
| Air Products And Chemicals I | APD | Shares | $8.0M | 28K |
| Goldman Sachs Physical Gold | AAAU | Shares | $7.9M | 171K |
| Itt Inc | ITT | Shares | $7.8M | 41K |
| Ww Grainger Inc | GWW | Shares | $7.6M | 7K |
| Eaton Corp Plc | Shares | $7.6M | 21K | |
| Parker-Hannifin Corp | PH | Shares | $7.4M | 8K |
| Oracle Corp | ORCL | Shares | $7.4M | 50K |
| Ingersoll Rand Inc | IR | Shares | $7.3M | 92K |
| Ametek Inc | AME | Shares | $7.3M | 34K |
| Teledyne Technologies Inc | TDY | Shares | $7.1M | 12K |
| Select Sector Spdr Tr | XLV | Shares | $7.1M | 48K |
| Graco Inc | GGG | Shares | $7.0M | 83K |
| General Dynamics Corp | GD | Shares | $7.0M | 20K |
| Darden Restaurants Inc | DRI | Shares | $6.9M | 35K |
| Fidelity Covington Trust | FDMO | Shares | $6.8M | 85K |
| Union Pac Corp | UNP | Shares | $6.8M | 28K |
| Saia Inc | SAIA | Shares | $6.7M | 19K |
| Fti Consulting Inc | FCN | Shares | $6.6M | 37K |
| Caci Intl Inc | CACI | Shares | $6.5M | 12K |
| Gallagher Arthur J & Co | AJG | Shares | $6.5M | 30K |
| Primerica Inc | PRI | Shares | $6.5M | 26K |
| Rb Global Inc | RBA | Shares | $6.4M | 67K |
| Deckers Outdoor Corp | DECK | Shares | $6.4M | 64K |
| Blackrock Etf Trust | BAI | Shares | $6.4M | 194K |
| Texas Roadhouse Inc | TXRH | Shares | $6.3M | 38K |
| Leidos Holdings Inc | LDOS | Shares | $6.3M | 41K |
| Carlisle Cos Inc | CSL | Shares | $6.3M | 19K |
| The Cigna Group | CI | Shares | $6.3M | 24K |
| Franklin Elec Inc | FELE | Shares | $6.2M | 68K |
| Alcon Ag | Shares | $6.2M | 82K | |
| Roper Technologies Inc | ROP | Shares | $6.2M | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $6.1M | 21K |
| Resmed Inc | RMD | Shares | $6.1M | 27K |
| Jacobs Solutions Inc | J | Shares | $6.1M | 48K |
| Caseys Gen Stores Inc | CASY | Shares | $6.1M | 8K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $5.9M | 34K |
| Watsco Inc | WSO | Shares | $5.9M | 16K |
| Steris Plc | Shares | $5.9M | 27K | |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.7M | 9K |
| Brown & Brown Inc | BRO | Shares | $5.7M | 87K |
| Fiserv Inc | FISV | Shares | $5.6M | 100K |
| Tractor Supply Co | TSCO | Shares | $5.6M | 123K |
| Icon Plc | Shares | $5.6M | 50K | |
| Ss&C Tech Hldgs | SSNC | Shares | $5.5M | 81K |
| Iqvia Hldgs Inc | IQV | Shares | $5.5M | 32K |
| Blackrock Etf Trust | IDEF | Shares | $5.3M | 161K |
| Broadridge Finl Solutions In | BR | Shares | $5.2M | 32K |
| Factset Resh Sys Inc | FDS | Shares | $5.2M | 24K |
| Intuit | INTU | Shares | $5.2M | 12K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.1M | 80K |
| Automatic Data Processing In | ADP | Shares | $5.1M | 25K |
| Alphabet Inc | GOOGL | Shares | $5.1M | 18K |
| Amdocs Ltd | Shares | $5.0M | 77K | |
| Donaldson Inc | DCI | Shares | $5.0M | 59K |
| Accenture Plc Ireland | Shares | $4.9M | 25K | |
| Exxon Mobil Corp | XOM | Shares | $4.8M | 28K |
| Blackrock Etf Trust | BLCR | Shares | $4.8M | 116K |
| Palantir Technologies Inc | PLTR | Shares | $4.4M | 30K |
| Aon Plc | Shares | $4.2M | 13K | |
| Fastenal Co | FAST | Shares | $3.9M | 84K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.9M | 8K |
| Brookfield Asset Managmt Ltd | BAM | Shares | $3.7M | 84K |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.7M | 11K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.6M | 80K |
| Astrazeneca Plc | Shares | $3.6M | 18K | |
| Copart Inc | CPRT | Shares | $3.6M | 109K |
| Enbridge Inc | ENB | Shares | $3.5M | 64K |
| Starbucks Corp | SBUX | Shares | $3.4M | 38K |
| Asml Hldg Nv | Shares | $3.3M | 3K | |
| Cintas Corp | CTAS | Shares | $3.3M | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.