Marks Group Wealth Management, Inc Top Holdings and 13F Report (2026)

About Marks Group Wealth Management, Inc

Investment Activity

Marks Group Wealth Management, Inc has $1.15 billion in total holdings as of June 30, 2026.
Marks Group Wealth Management, Inc owns shares of 350 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 23.32% of the portfolio was purchased this quarter.
About 20.48% of the portfolio was sold this quarter.
This quarter, Marks Group Wealth Management, Inc has purchased 337 new stocks and bought additional shares in 105 stocks.
Marks Group Wealth Management, Inc sold shares of 153 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $98,348,529
iShares S&P 500 Growth ETF: $38,631,799
iShares MSCI EAFE Growth ETF: $36,942,786
Apple: $30,119,163
Putnam Focused Large Cap Value ETF: $29,666,478

Largest New Holdings this Quarter

46138E214 - Invesco S&P International Developed Quality ETF: $14,101,589 Holding
09290C764 - BLACKROCK ETF TRUST: $12,991,536 Holding
37960A529 - GLOBAL X FDS: $11,170,846 Holding
989207105 - Zebra Technologies: $3,905,988 Holding
00766T100 - AECOM: $3,639,511 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 845,947 shares (about $74.34M)
iShares S&P 500 Growth ETF: 139,214 shares (about $19.15M)
iShares MSCI EAFE Growth ETF: 136,635 shares (about $17.00M)
BLACKROCK ETF TRUST: 320,662 shares (about $16.91M)
Invesco S&P International Developed Quality ETF: 322,617 shares (about $14.10M)

Largest Sales this Quarter

iShares MSCI EAFE Value ETF: 179,192 shares (about $13.72M)
Health Care Select Sector SPDR Fund: 44,800 shares (about $7.11M)
Union Pacific: 25,265 shares (about $6.87M)
UnitedHealth Group: 16,052 shares (about $6.67M)
Becton, Dickinson and Company: 40,003 shares (about $6.05M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$98,348,529	$74,341,822 â–²	309.7%	1,119,123	8.6%	ETF
IVW iShares S&P 500 Growth ETF	$38,631,799	$19,146,119 â–²	98.3%	280,897	3.4%	ETF
EFG iShares MSCI EAFE Growth ETF	$36,942,786	$17,000,127 â–²	85.2%	296,920	3.2%	ETF
AAPL Apple	$30,119,163	$1,993,688 â–¼	-6.2%	104,089	2.6%	Technology
PVAL Putnam Focused Large Cap Value ETF	$29,666,478	$11,875,772 â–²	66.8%	582,267	2.6%	ETF
BLACKROCK ETF TRUST	$27,122,726	$16,905,284 â–²	165.5%	514,468	2.4%	ISHA I IN TE ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$24,757,613	$8,474,182 â–²	52.0%	364,029	2.2%	ETF
GOOG Alphabet	$22,256,963	$5,229,284 â–¼	-19.0%	62,992	1.9%	Communication Services
EFV iShares MSCI EAFE Value ETF	$20,459,634	$13,717,122 â–¼	-40.1%	267,272	1.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$19,664,559	$464,898 â–¼	-2.3%	237,380	1.7%	ETF
FDMO Fidelity Momentum Factor ETF	$16,997,115	$8,606,837 â–²	102.6%	172,437	1.5%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$16,254,615	$1,238,156 â–²	8.2%	224,884	1.4%	ETF
IDHQ Invesco S&P International Developed Quality ETF	$14,101,589	$14,101,589 â–²	New Holding	322,617	1.2%	ETF
BLACKROCK ETF TRUST	$13,204,672	$7,370,880 â–²	126.3%	262,154	1.2%	ISHA LA CORE ETF
NVDA NVIDIA	$13,022,497	$1,797,214 â–¼	-12.1%	65,083	1.1%	Technology
BLACKROCK ETF TRUST	$12,991,536	$12,991,536 â–²	New Holding	354,960	1.1%	ISHA IN CTRY ETF
ECOW Pacer Emerging Markets Cash Cows 100 ETF	$12,780,647	$3,109,940 â–²	32.2%	481,889	1.1%	ETF
MSFT Microsoft	$12,653,079	$1,545,779 â–¼	-10.9%	33,921	1.1%	Technology
META Meta Platforms	$11,513,287	$651,175 â–¼	-5.4%	20,439	1.0%	Communication Services
AMZN Amazon.com	$11,297,792	$771,983 â–¼	-6.4%	47,402	1.0%	Consumer Discretionary
GLOBAL X FDS	$11,170,846	$11,170,846 â–²	New Holding	187,085	1.0%	DEFENSE TECH ETF
UNH UnitedHealth Group	$9,899,605	$6,671,780 â–¼	-40.3%	23,818	0.9%	Healthcare
VOO Vanguard S&P 500 ETF	$9,761,078	$36,401 â–²	0.4%	14,212	0.9%	ETF
RSG Republic Services	$8,640,608	$4,463,387 â–¼	-34.1%	40,551	0.8%	Industrials
GE GE Aerospace	$8,402,198	$4,717,968 â–¼	-36.0%	22,482	0.7%	Industrials
NVT nVent Electric	$8,309,533	$3,394,235 â–¼	-29.0%	48,992	0.7%	Industrials
V Visa	$8,116,834	$1,841,366 â–¼	-18.5%	23,658	0.7%	Finance
SYK Stryker	$7,870,371	$3,064,968 â–¼	-28.0%	24,998	0.7%	Healthcare
GOOGL Alphabet	$7,557,314	$1,272,596 â–²	20.2%	21,147	0.7%	Communication Services
GWW W.W. Grainger	$7,044,546	$2,478,788 â–¼	-26.0%	5,178	0.6%	Industrials
CW Curtiss-Wright	$7,032,770	$1,982,300 â–¼	-22.0%	9,281	0.6%	Industrials
JPM JPMorgan Chase & Co.	$7,025,484	$218,984 â–²	3.2%	21,463	0.6%	Finance
ETN Eaton	$6,824,738	$2,232,869 â–¼	-24.7%	16,016	0.6%	Industrials
ICE Intercontinental Exchange	$6,783,115	$2,338,475 â–¼	-25.6%	55,098	0.6%	Finance
AAAU Goldman Sachs Physical Gold ETF	$6,752,027	$30,113 â–¼	-0.4%	170,635	0.6%	ETF
EME EMCOR Group	$6,751,904	$2,304,577 â–¼	-25.4%	8,136	0.6%	Industrials
SPY SPDR S&P 500 ETF Trust	$6,567,235	$23,150 â–¼	-0.4%	8,794	0.6%	ETF
AVEM Avantis Emerging Markets Equity ETF	$6,561,513	$3,479,526 â–²	112.9%	68,002	0.6%	ETF
AME AMETEK	$6,409,716	$1,837,050 â–¼	-22.3%	26,493	0.6%	Technology
RBA RB Global	$6,377,152	$1,421,039 â–¼	-18.2%	54,763	0.6%	Industrials
TJX TJX Companies	$6,303,764	$1,489,851 â–¼	-19.1%	41,609	0.5%	Consumer Discretionary
ITT ITT	$6,274,134	$1,848,067 â–¼	-22.8%	31,726	0.5%	Industrials
TDY Teledyne Technologies	$6,116,807	$1,703,930 â–¼	-21.8%	9,172	0.5%	Technology
TXRH Texas Roadhouse	$5,955,735	$1,473,186 â–¼	-19.8%	30,822	0.5%	Consumer Discretionary
AJG Arthur J. Gallagher & Co.	$5,839,123	$1,038,576 â–¼	-15.1%	25,435	0.5%	Finance
WISDOMTREE TR	$5,554,999	$1,549,966 â–¼	-21.8%	204,303	0.5%	EUROP DEFEN FD
IR Ingersoll Rand	$5,530,144	$1,985,306 â–¼	-26.4%	67,449	0.5%	Industrials
GD General Dynamics	$5,510,939	$1,714,530 â–¼	-23.7%	15,557	0.5%	Industrials
PRI Primerica	$5,439,304	$1,922,329 â–¼	-26.1%	19,139	0.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$5,319,953	$404,629 â–¼	-7.1%	74,666	0.5%	ETF
DCI Donaldson	$5,277,758		0.0%	58,792	0.5%	Industrials
MU Micron Technology	$5,269,334	$302,424 â–²	6.1%	4,565	0.5%	Technology
CASY Casey's General Stores	$5,260,715	$1,382,935 â–¼	-20.8%	6,619	0.5%	Consumer Staples
APD Air Products and Chemicals	$5,179,318	$2,927,696 â–¼	-36.1%	17,666	0.5%	Materials
CSL Carlisle Companies	$5,167,011	$1,665,748 â–¼	-24.4%	14,244	0.5%	Industrials
DRI Darden Restaurants	$4,960,927	$2,256,840 â–¼	-31.3%	24,081	0.4%	Consumer Discretionary
SAIA Saia	$4,903,987	$3,114,899 â–¼	-38.8%	11,644	0.4%	Industrials
ORCL Oracle	$4,876,973	$2,455,706 â–¼	-33.5%	33,279	0.4%	Technology
CACI CACI International	$4,717,377	$844,060 â–¼	-15.2%	10,183	0.4%	Industrials
TSM Taiwan Semiconductor Manufacturing	$4,691,922	$541,541 â–¼	-10.3%	9,825	0.4%	Technology
DELL Dell Technologies	$4,572,182	$1,465,238 â–¼	-24.3%	10,597	0.4%	Technology
PH Parker-Hannifin	$4,498,374	$3,611,219 â–¼	-44.5%	4,599	0.4%	Industrials
FELE Franklin Electric	$4,339,159	$2,916,426 â–¼	-40.2%	40,481	0.4%	Industrials
IQV IQVIA	$4,269,390	$1,934,326 â–¼	-31.2%	22,096	0.4%	Healthcare
BRO Brown & Brown	$4,247,307	$1,331,946 â–¼	-23.9%	66,209	0.4%	Finance
WSO Watsco	$4,085,204	$2,667,489 â–¼	-39.5%	9,803	0.4%	Industrials
GGG Graco	$4,071,221	$2,207,510 â–¼	-35.2%	53,845	0.4%	Industrials
DECK Deckers Outdoor	$4,041,897	$2,304,918 â–¼	-36.3%	40,708	0.4%	Consumer Discretionary
CI Cigna Group	$4,015,622	$2,472,615 â–¼	-38.1%	14,566	0.3%	Healthcare
FAST Fastenal	$4,002,628	$38,760 â–¼	-1.0%	83,336	0.3%	Industrials
MARSH & MCLENNAN COS INC	$3,987,080	$1,715,701 â–¼	-30.1%	23,922	0.3%	COM
J Jacobs Solutions	$3,922,128	$2,118,942 â–¼	-35.1%	31,128	0.3%	Industrials
ZBRA Zebra Technologies	$3,905,988	$3,905,988 â–²	New Holding	14,837	0.3%	Technology
CRM Salesforce	$3,901,461	$3,818,745 â–¼	-49.5%	24,904	0.3%	Technology
ROPER TECHNOLOGIES INC	$3,880,318	$2,040,153 â–¼	-34.5%	11,467	0.3%	COM
XOM ExxonMobil	$3,829,134	$19,414 â–¼	-0.5%	28,007	0.3%	Energy
AVGO Broadcom	$3,691,400	$266,693 â–²	7.8%	9,772	0.3%	Technology
ACM AECOM	$3,639,511	$3,639,511 â–²	New Holding	52,142	0.3%	Industrials
ALC Alcon	$3,624,541	$1,890,207 â–¼	-34.3%	54,017	0.3%	Healthcare
FDS FactSet Research Systems	$3,586,947	$1,917,487 â–¼	-34.8%	15,590	0.3%	Finance
ADP Automatic Data Processing	$3,565,284	$2,045,335 â–¼	-36.5%	15,920	0.3%	Industrials
STE STERIS	$3,561,792	$2,020,419 â–¼	-36.2%	16,915	0.3%	Healthcare
QUAL iShares MSCI USA Quality Factor ETF	$3,558,935	$112,568 â–¼	-3.1%	16,219	0.3%	ETF
FBND Fidelity Total Bond ETF	$3,541,783	$97,030 â–¼	-2.7%	77,859	0.3%	ETF
FCN FTI Consulting	$3,489,963	$2,044,864 â–¼	-36.9%	23,421	0.3%	Industrials
ENB Enbridge	$3,457,839	$108 â–¼	0.0%	63,786	0.3%	Energy
NOW ServiceNow	$3,399,546	$3,399,546 â–²	New Holding	34,242	0.3%	Technology
AMD Advanced Micro Devices	$3,393,676	$2,472,934 â–¼	-42.2%	5,842	0.3%	Technology
ASML ASML	$3,360,164	$1,627,362 â–¼	-32.6%	1,689	0.3%	Technology
ACN Accenture	$3,340,846	$246,018 â–²	7.9%	26,847	0.3%	Technology
BSX Boston Scientific	$3,296,432	$3,158,533 â–²	2,290.5%	77,236	0.3%	Healthcare
SSNC SS&C Technologies	$3,270,718	$1,762,406 â–¼	-35.0%	52,711	0.3%	Industrials
TSCO Tractor Supply	$3,258,517	$627,743 â–¼	-16.2%	103,085	0.3%	Consumer Discretionary
WFC Wells Fargo & Company	$3,196,515	$90,987 â–²	2.9%	38,680	0.3%	Finance
FISERV INC	$3,168,973	$1,738,332 â–¼	-35.4%	64,607	0.3%	COM
BR Broadridge Financial Solutions	$3,143,824	$1,260,351 â–¼	-28.6%	22,956	0.3%	Industrials
BRK.B Berkshire Hathaway	$3,130,439	$914,212 â–¼	-22.6%	6,256	0.3%	Finance
MNST Monster Beverage	$3,123,516	$1,104,707 â–¼	-26.1%	32,496	0.3%	Consumer Staples
MA Mastercard	$3,105,226	$650,731 â–²	26.5%	6,046	0.3%	Finance
IBM International Business Machines	$3,085,155	$130,200 â–²	4.4%	10,971	0.3%	Technology

Showing largest 100 holdings. View all holdings.

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Marks Group Wealth Management, Inc Top Holdings and 13F Report (2026)

About Marks Group Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Marks Group Wealth Management, Inc Top Holdings and 13F Report (2026)

About Marks Group Wealth Management, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarks Group Wealth Management, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools