Marks Group Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Marks Group Wealth Management, Inc held in its portfolio 332 assets valued at $1,044,404,654 (i.e. $1.04B).

The most valuable assets in the portfolio included: ALPHABET INC ($34.95M), APPLE INC ($31.63M), and ISHARES TR ($24.95M).

The chart below shows the top 10 valuable assets, and the table below shows the top 332 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Marks Group Wealth Management, Inc Portfolio
ALPHABET INC
APPLE INC
ISHARES TR
MICROSOFT CORP
NVIDIA CORPORATION
REPUBLIC SVCS INC
META PLATFORMS INC
UNITEDHEALTH GROUP INC
INTERCONTINENTAL EXCHANGE IN
STRYKER CORPORATION
Marks Group Wealth Management, Inc - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ALPHABET INC 111373 34948847 CAP STK CL C
APPLE INC 116359 31633247 COM
ISHARES TR 349440 24953510 EAFE VALUE ETF
MICROSOFT CORP 39573 19138422 COM
NVIDIA CORPORATION 94109 17551309 COM
REPUBLIC SVCS INC 79030 16748828 COM
META PLATFORMS INC 25256 16671412 CL A
UNITEDHEALTH GROUP INC 47964 15833503 COM
INTERCONTINENTAL EXCHANGE IN 96970 15705262 COM
STRYKER CORPORATION 44057 15484714 COM
ISHARES INC 225538 15160664 CORE MSCI EMKT
GE AEROSPACE 46069 14190635 COM NEW
SALESFORCE INC 49177 13027479 COM
AMAZON COM INC 52823 12192605 COM
VISA INC 34244 12009538 COM CL A
NVENT ELECTRIC PLC 100918 10290608 SHS
CURTISS WRIGHT CORP 18649 10280634 COM
PARKER-HANNIFIN CORP 11417 10035086 COM
EMCOR GROUP INC 15675 9589808 COM
ISHARES TR 83658 9530319 EAFE GRWTH ETF
TJX COS INC NEW 61808 9494327 COM
IQVIA HLDGS INC 40995 9240683 COM
CACI INTL INC 16796 8949077 CL A
BECTON DICKINSON & CO 46083 8943327 COM
VANGUARD INDEX FDS 14040 8804979 S&P 500 ETF SHS
LEIDOS HOLDINGS INC 48657 8777723 COM
ITT INC 50354 8736922 COM
AMETEK INC 41800 8581958 COM
GENERAL DYNAMICS CORP 25304 8519011 COM
ICON PLC 45554 8300850 SHS
ORACLE CORP 41693 8126365 COM
INGERSOLL RAND INC 101320 8026570 COM
GALLAGHER ARTHUR J & CO 31004 8023526 COM
RB GLOBAL INC 77678 7990736 COM
SS&C TECHNOLOGIES HLDGS INC 91138 7967284 COM
WW GRAINGER INC 7889 7960401 COM
HONEYWELL INTL INC 40694 7939050 COM
PALANTIR TECHNOLOGIES INC 44457 7902232 CL A
STERIS PLC 30777 7802585 SHS USD
EATON CORP PLC 24071 7666854 SHS
INTUIT 11554 7653601 COM
AIR PRODS & CHEMS INC 30334 7493104 COM
FRANKLIN ELEC INC 78169 7467485 COM
PRIMERICA INC 28899 7466346 COM
BROADRIDGE FINL SOLUTIONS IN 33179 7404558 COM
RESMED INC 30639 7380016 COM
TELEDYNE TECHNOLOGIES INC 14447 7378516 COM
UNION PAC CORP 31735 7340941 COM
GOLDMAN SACHS PHYSICAL GOLD 172223 7328089 UNIT
TEXAS ROADHOUSE INC 43735 7260010 COM
DARDEN RESTAURANTS INC 39450 7259589 COM
JACOBS SOLUTIONS INC 54166 7174828 COM
GRACO INC 85105 6976057 COM
AON PLC 19674 6942561 SHS CL A
TRACTOR SUPPLY CO 135859 6794308 COM
CARLISLE COS INC 20914 6689552 COM
CASEYS GEN STORES INC 12031 6649654 COM
AUTOMATIC DATA PROCESSING IN 25649 6597692 COM
AMDOCS LTD 81237 6540391 SHS
SPDR S&P 500 ETF TR 9570 6526102 TR UNIT
BROWN & BROWN INC 80601 6423900 COM
MARSH & MCLENNAN COS INC 34037 6314544 COM
BROOKFIELD ASSET MANAGMT LTD 119311 6250704 CL A LMT VTG SHS
ACCENTURE PLC IRELAND 22952 6158012 SHS CLASS A
DECKERS OUTDOOR CORP 58216 6035253 COM
COPART INC 153577 6012539 COM
JPMORGAN CHASE & CO. 18360 5915959 COM
FAIR ISAAC CORP 3423 5786993 COM
WATSCO INC 16720 5633804 COM
BLACKROCK ETF TRUST 169013 5628133 ISHARES A I INNO
MOODYS CORP 10989 5613731 COM
MSCI INC 9728 5581245 COM
ALPHABET INC 17757 5557941 CAP STK CL A
CINTAS CORP 29350 5519854 COM
IDEXX LABS INC 7972 5393297 COM
DONALDSON INC 58792 5212499 COM
MONSTER BEVERAGE CORP NEW 67854 5202366 COM
VANGUARD TAX-MANAGED FDS 80345 5019152 VAN FTSE DEV MKT
BERKSHIRE HATHAWAY INC DEL 9907 4979753 CL B NEW
FACTSET RESH SYS INC 16298 4729517 COM
SAIA INC 14323 4676746 COM
ALCON AG 55983 4412020 ORD SHS
PAYCOM SOFTWARE INC 26508 4224315 COM
INTUITIVE SURGICAL INC 7302 4135560 COM NEW
FTI CONSULTING INC 23288 3978289 COM
CAVCO INDS INC DEL 6378 3767740 COM
THE CIGNA GROUP 13662 3760231 COM
NVR INC 510 3719313 COM
ROPER TECHNOLOGIES INC 8291 3690573 COM
S&P GLOBAL INC 7043 3680601 COM
STARBUCKS CORP 42173 3551392 COM
TRANSDIGM GROUP INC 2670 3550700 COM
ASTRAZENECA PLC 37787 3473759 SPONSORED ADR
WELLS FARGO CO NEW 37075 3455390 COM
ASML HOLDING N V 3192 3414993 N Y REGISTRY SHS
FASTENAL CO 84417 3387654 COM
ISHARES TR 27385 3375475 S&P 500 GRWT ETF
EXXON MOBIL CORP 27925 3360533 COM
WISDOMTREE TR 111625 3238241 EUROPE DEFENSE F
INTERNATIONAL BUSINESS MACHS 10734 3179518 COM
TAIWAN SEMICONDUCTOR MFG LTD 10438 3171957 SPONSORED ADS
THERMO FISHER SCIENTIFIC INC 5398 3127871 COM
ENBRIDGE INC 64890 3103689 COM
FISERV INC 44729 3004447 COM
ENTERGY CORP NEW 32216 2977725 COM
ABBOTT LABS 23764 2977392 COM
ISHARES TR 14443 2868669 MSCI USA QLT FCT
MEDTRONIC PLC 29579 2841359 SHS
INVESCO EXCHANGE TRADED FD T 23892 2720343 S&P 500 GARP ETF
US BANCORP DEL 50842 2712929 COM NEW
LAMAR ADVERTISING CO NEW 20435 2586663 CL A
GUGGENHEIM STRATEGIC OPPORTU 196262 2527855 COM SBI
MASTERCARD INCORPORATED 4367 2493033 CL A
DELL TECHNOLOGIES INC 19584 2465234 CL C
VANGUARD INDEX FDS 4969 2424235 GROWTH ETF
BROADCOM INC 6672 2309179 COM
BERKSHIRE HATHAWAY INC DEL 3 2264400 CL A
GSK PLC 45197 2216461 SPONSORED ADR
ISHARES GOLD TR 27096 2199382 ISHARES NEW
EATON VANCE TAX-MANAGED GLOB 230456 2196246 COM
AMGEN INC 6641 2173666 COM
INTERACTIVE BROKERS GROUP IN 33684 2166218 COM CL A
COCA COLA CO 30433 2127559 COM
SONY GROUP CORP 81534 2087270 SPONSORED ADR
HUNTINGTON INGALLS INDS INC 6059 2060484 COM
COMCAST CORP NEW 67462 2016439 CL A
BLACKROCK INC 1870 2001535 COM
AMERICAN TOWER CORP NEW 11395 2000620 COM
ELI LILLY & CO 1859 1997365 COM
VERIZON COMMUNICATIONS INC 48775 1986605 COM
CENTERPOINT ENERGY INC 51396 1970523 COM
VOYA GLBL ADV & PREM OPP FD 199864 1942678 COM
DUKE ENERGY CORP NEW 16408 1923182 COM NEW
GENUINE PARTS CO 15019 1846736 COM
SAP SE 7575 1840043 SPON ADR
NISOURCE INC 43606 1820986 COM
ADVANCED MICRO DEVICES INC 7894 1690580 COM
VANGUARD ADMIRAL FDS INC 15188 1685260 SMLLCP 600 IDX
NATWEST GROUP PLC 95436 1670131 SPONS ADR
KKR & CO INC 12831 1635696 COM
FIDELITY NATL INFORMATION SV 24350 1618276 COM
CENCORA INC 4782 1615121 COM
WEC ENERGY GROUP INC 15287 1612167 COM
VANGUARD INDEX FDS 5540 1607903 MID CAP ETF
PTC INC 9168 1597157 COM
PIMCO DYNAMIC INCOME FD 89984 1593617 SHS
UNILEVER PLC 23877 1561556 SPON ADR NEW
AMEREN CORP 15382 1536047 COM
BANCO SANTANDER SA 130657 1532607 ADR
GABELLI EQUITY TR INC 244838 1510650 COM
SEA LTD 11801 1505454 SPONSORD ADS
FIDELITY COVINGTON TRUST 55559 1493982 MSCI RL EST ETF
HSBC HLDGS PLC 18739 1474198 SPON ADR NEW
EMERSON ELEC CO 11054 1467087 COM
CATERPILLAR INC 2552 1461964 COM
VANGUARD INTL EQUITY INDEX F 27160 1460122 FTSE EMR MKT ETF
HEALTHPEAK PROPERTIES INC 90476 1454854 COM
TEXAS INSTRS INC 8293 1438753 COM
AGNICO EAGLE MINES LTD 8470 1435919 COM
FIRST FINANCIAL CORPORATION 23684 1430987 COM
AMERIPRISE FINL INC 2868 1406295 COM
ISHARES TR 2009 1376266 CORE S&P500 ETF
VANGUARD INDEX FDS 7172 1369746 VALUE ETF
INVESCO EXCHANGE TRADED FD T 7145 1368696 S&P500 EQL WGT
PIMCO HIGH INCOME FD 280669 1364051 COM SHS
WILLIS TOWERS WATSON PLC LTD 4141 1360733 SHS
RIVERNORTH OPPORTUNITIES FD 115399 1354784 COM
EDISON INTL 22514 1351290 COM
SYSCO CORP 18133 1336221 COM
DEERE & CO 2829 1317180 COM
SABA CAPITAL INCOME & OPRNT 185636 1301308 SHS NEW
MITSUBISHI UFJ FINL GROUP IN 79673 1263614 SPONSORED ADS
PPL CORP 34758 1217226 COM
ALLSPRING INCOME OPPORTUNIT 176440 1196263 INC OPPTY FD
YUM BRANDS INC 7606 1150636 COM
ATRICURE INC 28973 1146172 COM
BLACKROCK ETF TRUST 18609 1131613 ISHARES US EQUIT
HILTON WORLDWIDE HLDGS INC 3935 1130329 COM
EVERSOURCE ENERGY 16383 1103067 COM
BLACKROCK CORPOR HI YLD FD I 122892 1093739 COM
MICRON TECHNOLOGY INC 3809 1087127 COM
BLACKROCK CR ALLOCATION INCO 97838 1059586 COM
SPS COMM INC 11830 1054408 COM
PGIM HIGH YIELD BOND FUND IN 72725 1052331 COM
RELX PLC 25971 1049748 SPONSORED ADR
CBRE GROUP INC 6398 1028734 CL A
ARGENX SE 1219 1025118 SPONSORED ADR
CANADIAN NAT RES LTD 30228 1023218 COM
ISHARES TR 15045 1009971 MSCI ACWI EX US
INVESCO QQQ TR 1618 993954 UNIT SER 1
PUTNAM ETF TRUST 21695 988641 FOCUSED LAR CAP
SPROTT ASSET MANAGEMENT LP 21065 964777 PHYSICAL GOLD AN
ISHARES TR 7863 944964 CORE S&P SCP ETF
PLAINS GP HLDGS L P 49305 943697 LTD PARTNR INT A
CYTOKINETICS INC 14566 925524 COM NEW
CHECK POINT SOFTWARE TECH LT 4981 924275 ORD
T ROWE PRICE ETF INC 24003 917388 CAP APPRECIATION
COSTCO WHSL CORP NEW 1058 912211 COM
SELECT SECTOR SPDR TR 5799 897685 STATE STREET HEA
BROOKFIELD CORP 19385 889578 CL A LTD VT SH
RYANAIR HOLDINGS PLC 12087 872561 SPONSORED ADR
3M CO 5433 869838 COM
SPDR SERIES TRUST 10760 863167 STATE STREET SPD
GOLDMAN SACHS GROUP INC 935 821809 COM
CELESTICA INC 2731 807311 COM
HEICO CORP NEW 3177 801970 CL A
SPDR DOW JONES INDL AVERAGE 1623 779965 UT SER 1
INVESCO EXCHANGE TRADED FD T 13099 776509 S&P 500 TOP 50
JOHNSON & JOHNSON 3732 772338 COM
FERRARI N V 2047 756489 COM
GE VERNOVA INC 1100 718927 COM
FIRST TR EXCHANGE-TRADED ALP 4435 709051 COM SHS
VULCAN MATLS CO 2451 699074 COM
J P MORGAN EXCHANGE TRADED F 10883 687588 US QUALTY FCTR
TESLA INC 1512 679976 COM
ISHARES TR 4878 679725 ESG OPTIMIZED
KEURIG DR PEPPER INC 24252 679299 COM
LINDE PLC 1571 669858 SHS
PROSHARES TR 6384 664353 S&P 500 DV ARIST
SHOPIFY INC 4104 660621 CL A SUB VTG SHS
AMPHENOL CORP NEW 4819 651239 CL A
DISNEY WALT CO 5686 646896 COM
MARKEL GROUP INC 297 638446 COM
SCHWAB STRATEGIC TR 21558 638332 US LCAP VA ETF
GENERAL MLS INC 13572 631099 COM
OREILLY AUTOMOTIVE INC 6904 629714 COM
PROTO LABS INC 12052 609711 COM
MCKESSON CORP 742 608655 COM
PACER FDS TR 24786 604868 EMRG MKT CASH
TARGET CORP 6155 601651 COM
DANAHER CORPORATION 2608 597023 COM
SPDR GOLD TR 1441 571083 GOLD SHS
WORKDAY INC 2654 570026 CL A
LIVE NATION ENTERTAINMENT IN 3817 543923 COM
XCEL ENERGY INC 7220 533270 COM
ISHARES TR 1123 531516 RUS 1000 GRW ETF
AMPLIFY ETF TR 8090 528277 AMPLIFY ETHO CLI
MERCADOLIBRE INC 258 519679 COM
MARTIN MARIETTA MATLS INC 805 501242 COM
PROCTER AND GAMBLE CO 3288 471150 COM
HDFC BANK LTD 12798 467638 SPONSORED ADS
BROOKFIELD INFRASTRUCTURE CO 10064 456906 COM SUB VTG A
UFP INDUSTRIES INC 5000 455250 COM
SHELL PLC 6159 452593 SPON ADS
PEPSICO INC 3135 449866 COM
VICTORY PORTFOLIOS II 9379 444140 CORE INTERMEDIAT
FIDELITY COVINGTON TRUST 5163 433485 MOMENTUM FACTR
FIRST TR EXCHANGE-TRADED FD 4000 431060 INDXX NEXTG ETF
WALMART INC 3855 429486 COM
UNITED PARCEL SERVICE INC 4319 428438 CL B
HOME DEPOT INC 1241 427059 COM
VEEVA SYS INC 1894 422798 CL A COM
CISCO SYS INC 5408 416578 COM
COSTAR GROUP INC 6187 416014 COM
FOMENTO ECONOMICO MEXICANO S 4052 409536 SPON ADR UNITS
FORTIVE CORP 7416 409437 COM
FIFTH THIRD BANCORP 8665 405609 COM
LOCKHEED MARTIN CORP 828 400479 COM
WATERS CORP 1053 399961 COM
J P MORGAN EXCHANGE TRADED F 6006 398979 HEDGED EQUITY LA
VERALTO CORP 3963 395428 COM SHS
GILEAD SCIENCES INC 3154 387122 COM
BANK AMERICA CORP 7025 386375 COM
SELECT SECTOR SPDR TR 9406 379532 STATE STREET REA
WASTE CONNECTIONS INC 2164 379479 COM
BANCO BILBAO VIZCAYA ARGENTA 16147 376386 SPONSORED ADR
MOTOROLA SOLUTIONS INC 977 374504 COM NEW
SCHWAB CHARLES CORP 3719 371565 COM
MCDONALDS CORP 1208 369201 COM
NXP SEMICONDUCTORS N V 1700 369002 COM
APOGEE ENTERPRISES INC 10000 364100 COM
CHIPOTLE MEXICAN GRILL INC 9740 360380 COM
TYLER TECHNOLOGIES INC 791 359075 COM
FIDELITY MERRIMACK STR TR 7751 356856 TOTAL BD ETF
BENTLEY SYS INC 8998 343409 COM CL B
ABBVIE INC 1501 342963 COM
LEGG MASON ETF INVT 9310 342794 FRANKLIN INTL LW
COMFORT SYS USA INC 361 336712 COM
STRATEGIC TRUST 9738 324672 RUNNING GWTH ETF
DOORDASH INC 1407 318657 CL A
INTEL CORP 8629 318410 COM
MANULIFE FINL CORP 8749 317425 COM
CHEVRON CORP NEW 2079 316854 COM
HALEON PLC 31137 314795 SPON ADS
EXPEDITORS INTL WASH INC 1985 295785 COM
ARCELLX INC 4524 294965 COMMON STOCK
BOSTON SCIENTIFIC CORP 3092 294822 COM
MORGAN STANLEY 1658 294305 COM NEW
RIO TINTO PLC 3654 292422 SPONSORED ADR
MARRIOTT INTL INC NEW 941 291936 CL A
INVESCO EXCH TRADED FD TR II 2520 288540 S&P 500 REVENUE
NRG ENERGY INC 1807 287747 COM NEW
ZAI LAB LTD 16278 287144 ADR
BIONTECH SE 2978 283506 SPONSORED ADS
LPL FINL HLDGS INC 793 283236 COM
NETFLIX INC 2983 279686 COM
NICE LTD 2424 274009 SPONSORED ADR
SELECT SECTOR SPDR TR 1890 272103 STATE STREET TEC
GXO LOGISTICS INCORPORATED 5100 268464 COMMON STOCK
MERCK & CO INC 2546 267992 COM
AMERICAN EXPRESS CO 724 267844 COM
AURORA INNOVATION INC 69054 265167 CLASS A COM
SELECT SECTOR SPDR TR 5882 262988 STATE STREET ENE
FREEPORT-MCMORAN INC 5113 259689 CL B
ISHARES TR 4924 259101 US INFRASTRUC
FORTREA HLDGS INC 15000 258750 COMMON STOCK
NOVARTIS AG 1796 247615 SPONSORED ADR
NETEASE INC 1798 247441 SPONSORED ADS
ARES MANAGEMENT CORPORATION 1522 246001 CL A COM STK
CITIGROUP INC 2083 243065 COM NEW
COMMVAULT SYS INC 1931 242070 COM
DOMINOS PIZZA INC 579 241339 COM
CREDICORP LTD 824 236488 COM
C H ROBINSON WORLDWIDE INC 1471 236478 COM NEW
ENTEGRIS INC 2713 228570 COM
LENNAR CORP 2213 227497 CL A
NETAPP INC 2110 225960 COM
SERVICE CORP INTL 2812 219252 COM
ISHARES TR 583 217716 RUS 1000 ETF
AMERICAN CENTY ETF TR 2822 217350 AVANTIS EMGMKT
VANGUARD INDEX FDS 640 214573 TOTAL STK MKT
PHILIP MORRIS INTL INC 1327 212853 COM
ISHARES TR 988 212114 US AER DEF ETF
ISHARES TR 545 210833 RUSSELL 3000 ETF
LIBERTY MEDIA CORP DEL 2110 207856 COM LBTY ONE S C
MARVELL TECHNOLOGY INC 2410 204835 COM
AT&T INC 8141 202223 COM
ISHARES TR 2322 200273 MSCI EAFE MIN VL
CCC INTELLIGENT SOLUTIONS HL 15137 120339 COM
SLEEP NUMBER CORP 10000 84600 COM
MIZUHO FINANCIAL GROUP INC 10494 76816 SPONSORED ADR
OBSIDIAN ENERGY LTD 10000 61300 COM