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 $1.04 billion in total holdings as of March 31, 2026.
Marks Group Wealth Management, Inc owns shares of 337 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 18.21% of the portfolio was purchased this quarter.
About 14.11% of the portfolio was sold this quarter.
This quarter, Marks Group Wealth Management, Inc has purchased 332 new stocks and bought additional shares in 103 stocks.
Marks Group Wealth Management, Inc sold shares of 160 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

iShares MSCI EAFE Value ETF: $33,194,598
Apple: $28,165,277
Alphabet: $22,315,341
SPDR Portfolio S&P 500 ETF: $20,908,891
iShares MSCI EAFE Growth ETF: $17,850,940

Largest New Holdings this Quarter

09290C699 - BLACKROCK ETF TRUST: $5,275,446 Holding
09290C855 - BLACKROCK ETF TRUST: $4,755,528 Holding
G0593M107 - AstraZeneca: $3,637,095 Holding
78464A383 - SPDR Portfolio Mortgage Backed Bond ETF: $1,717,022 Holding
09789C812 - BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: $1,695,811 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF: 262,416 shares (about $20.09M)
Putnam Focused Large Cap Value ETF: 327,485 shares (about $15.20M)
iShares S&P 500 Growth ETF: 114,298 shares (about $12.93M)
iShares U.S. Equity Factor Rotation Active ETF: 220,818 shares (about $12.85M)
JPMorgan U.S. Quality Factor ETF: 196,871 shares (about $12.07M)

Largest Sales this Quarter

Alphabet: 33,581 shares (about $9.63M)
MSCI: 9,173 shares (about $4.94M)
Curtiss-Wright: 6,752 shares (about $4.60M)
Republic Services: 17,532 shares (about $3.84M)
nVent Electric: 31,914 shares (about $3.77M)

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
EFV iShares MSCI EAFE Value ETF	$33,194,598	$7,213,734 ▲	27.8%	446,464	3.2%	ETF
AAPL Apple	$28,165,277	$1,365,386 ▼	-4.6%	110,979	2.7%	Computer and Technology
GOOG Alphabet	$22,315,341	$9,633,015 ▼	-30.2%	77,792	2.2%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$20,908,891	$20,085,321 ▲	2,438.8%	273,176	2.0%	ETF
EFG iShares MSCI EAFE Growth ETF	$17,850,940	$8,533,949 ▲	91.6%	160,285	1.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$16,948,692	$1,217,417 ▲	7.7%	242,992	1.6%	ETF
PVAL Putnam Focused Large Cap Value ETF	$16,201,952	$15,195,304 ▲	1,509.5%	349,180	1.6%	ETF
IVW iShares S&P 500 Growth ETF	$16,025,736	$12,928,224 ▲	417.4%	141,683	1.5%	ETF
MSFT Microsoft	$14,090,497	$558,215 ▼	-3.8%	38,065	1.4%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$13,929,863	$12,847,191 ▲	1,186.6%	239,427	1.3%	ETF
RSG Republic Services	$13,469,292	$3,839,859 ▼	-22.2%	61,498	1.3%	Business Services
NVDA NVIDIA	$12,916,918	$3,495,669 ▼	-21.3%	74,065	1.2%	Computer and Technology
JQUA JPMorgan U.S. Quality Factor ETF	$12,739,475	$12,072,129 ▲	1,809.0%	207,754	1.2%	ETF
META Meta Platforms	$12,355,333	$2,094,599 ▼	-14.5%	21,595	1.2%	Computer and Technology
ICE Intercontinental Exchange	$11,653,269	$3,598,070 ▼	-23.6%	74,093	1.1%	Finance
SYK Stryker	$11,412,916	$3,063,773 ▼	-21.2%	34,733	1.1%	Medical
UNH UnitedHealth Group	$10,788,348	$2,190,140 ▼	-16.9%	39,870	1.0%	Medical
AMZN Amazon.com	$10,547,001	$454,445 ▼	-4.1%	50,641	1.0%	Retail/Wholesale
GE GE Aerospace	$9,962,030	$3,110,971 ▼	-23.8%	35,106	1.0%	Aerospace
ECOW Pacer Emerging Markets Cash Cows 100 ETF	$9,724,682	$9,063,639 ▲	1,371.1%	364,630	0.9%	ETF
CRM Salesforce	$9,199,097	$19,227 ▲	0.2%	49,280	0.9%	Computer and Technology
V Visa	$8,772,375	$1,577,365 ▼	-15.2%	29,025	0.8%	Business Services
BDX Becton, Dickinson and Company	$8,717,775	$1,472,145 ▲	20.3%	55,446	0.8%	Medical
VOO Vanguard S&P 500 ETF	$8,460,678	$71,108 ▲	0.8%	14,159	0.8%	ETF
HON Honeywell International	$8,279,170	$918,803 ▼	-10.0%	36,629	0.8%	Multi-Sector Conglomerates
TJX TJX Companies	$8,215,447	$1,655,290 ▼	-16.8%	51,443	0.8%	Retail/Wholesale
NVT nVent Electric	$8,161,823	$3,774,802 ▼	-31.6%	69,004	0.8%	Computer and Technology
CW Curtiss-Wright	$8,102,944	$4,598,729 ▼	-36.2%	11,897	0.8%	Aerospace
WISDOMTREE TR	$8,084,870	$4,631,192 ▲	134.1%	261,308	0.8%	EUROPE DEFENSE F
EME EMCOR Group	$8,056,808	$3,515,671 ▼	-30.4%	10,913	0.8%	Construction
APD Air Products and Chemicals	$8,032,485	$779,080 ▼	-8.8%	27,652	0.8%	Basic Materials
AAAU Goldman Sachs Physical Gold ETF	$7,916,781	$38,199 ▼	-0.5%	171,396	0.8%	Finance
ITT ITT	$7,825,257	$1,768,690 ▼	-18.4%	41,071	0.8%	Multi-Sector Conglomerates
GWW W.W. Grainger	$7,635,557	$969,716 ▼	-11.3%	7,000	0.7%	Industrials
ETN Eaton	$7,602,723	$1,006,853 ▼	-11.7%	21,256	0.7%	Industrials
PH Parker-Hannifin	$7,421,987	$2,798,351 ▼	-27.4%	8,291	0.7%	Industrials
ORCL Oracle	$7,360,831	$1,227,345 ▲	20.0%	50,036	0.7%	Computer and Technology
IR Ingersoll Rand	$7,344,020	$773,717 ▼	-9.5%	91,663	0.7%	Industrials
AME AMETEK	$7,306,729	$1,653,585 ▼	-18.5%	34,086	0.7%	Computer and Technology
TDY Teledyne Technologies	$7,095,103	$1,645,662 ▼	-18.8%	11,727	0.7%	Aerospace
XLV Health Care Select Sector SPDR Fund	$7,053,114	$6,202,923 ▲	729.6%	48,108	0.7%	ETF
GGG Graco	$7,029,442	$174,718 ▼	-2.4%	83,041	0.7%	Industrials
GD General Dynamics	$7,000,745	$1,684,201 ▼	-19.4%	20,397	0.7%	Aerospace
DRI Darden Restaurants	$6,868,359	$865,308 ▼	-11.2%	35,036	0.7%	Retail/Wholesale
FDMO Fidelity Momentum Factor ETF	$6,818,112	$6,404,556 ▲	1,548.7%	85,120	0.7%	ETF
UNP Union Pacific	$6,759,454	$940,161 ▼	-12.2%	27,860	0.7%	Transportation
SAIA Saia	$6,688,371	$1,656,988 ▲	32.9%	19,040	0.6%	Transportation
FCN FTI Consulting	$6,565,945	$2,449,325 ▲	59.5%	37,144	0.6%	Business Services
CACI CACI International	$6,528,887	$2,605,572 ▼	-28.5%	12,005	0.6%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$6,488,530	$226,326 ▼	-3.4%	29,959	0.6%	Finance
PRI Primerica	$6,488,058	$750,424 ▼	-10.4%	25,903	0.6%	Finance
RBA RB Global	$6,418,691	$1,026,745 ▼	-13.8%	66,966	0.6%	Business Services
DECK Deckers Outdoor	$6,397,953	$571,114 ▲	9.8%	63,922	0.6%	Retail/Wholesale
BLACKROCK ETF TRUST	$6,385,908	$816,929 ▲	14.7%	193,806	0.6%	ISHARES A I INNO
TXRH Texas Roadhouse	$6,348,890	$873,414 ▼	-12.1%	38,446	0.6%	Retail/Wholesale
LDOS Leidos	$6,321,693	$1,245,396 ▼	-16.5%	40,649	0.6%	Computer and Technology
CSL Carlisle Companies	$6,283,900	$693,244 ▼	-9.9%	18,836	0.6%	Multi-Sector Conglomerates
CI Cigna Group	$6,278,012	$2,633,644 ▲	72.3%	23,535	0.6%	Medical
FELE Franklin Electric	$6,238,873	$965,938 ▼	-13.4%	67,689	0.6%	Industrials
ALC Alcon	$6,192,790	$1,974,471 ▲	46.8%	82,187	0.6%	Medical
ROPER TECHNOLOGIES INC	$6,191,134	$3,257,281 ▲	111.0%	17,496	0.6%	COM
JPM JPMorgan Chase & Co.	$6,116,763	$715,985 ▲	13.3%	20,794	0.6%	Finance
RMD ResMed	$6,115,172	$762,545 ▼	-11.1%	27,242	0.6%	Medical
J Jacobs Solutions	$6,102,376	$791,801 ▼	-11.5%	47,945	0.6%	Business Services
CASY Casey's General Stores	$6,084,182	$2,672,702 ▼	-30.5%	8,359	0.6%	Retail/Wholesale
MARSH & MCLENNAN COS INC	$5,934,809	$31,048 ▲	0.5%	34,216	0.6%	COM
WSO Watsco	$5,894,853	$187,716 ▼	-3.1%	16,204	0.6%	Construction
STE STERIS	$5,862,156	$943,562 ▼	-13.9%	26,510	0.6%	Medical
SPY SPDR S&P 500 ETF Trust	$5,739,373	$484,514 ▼	-7.8%	8,825	0.6%	Finance
BRO Brown & Brown	$5,671,461	$415,454 ▲	7.9%	86,972	0.5%	Finance
FISERV INC	$5,582,623	$3,086,745 ▲	123.7%	100,047	0.5%	COM
TSCO Tractor Supply	$5,569,363	$585,049 ▼	-9.5%	122,944	0.5%	Retail/Wholesale
ICLR Icon	$5,555,188	$514,232 ▲	10.2%	50,201	0.5%	Medical
SSNC SS&C Technologies	$5,480,873	$677,322 ▼	-11.0%	81,114	0.5%	Computer and Technology
IQV IQVIA	$5,475,571	$1,515,771 ▼	-21.7%	32,107	0.5%	Medical
BLACKROCK ETF TRUST	$5,275,446	$5,275,446 ▲	New Holding	161,230	0.5%	ISHARES DEFENSE
BR Broadridge Financial Solutions	$5,225,194	$165,730 ▼	-3.1%	32,159	0.5%	Computer and Technology
FDS FactSet Research Systems	$5,191,269	$1,654,766 ▲	46.8%	23,924	0.5%	Business Services
INTU Intuit	$5,162,617	$166,899 ▲	3.3%	11,940	0.5%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$5,148,508		0.0%	80,345	0.5%	ETF
ADP Automatic Data Processing	$5,090,319	$121,096 ▼	-2.3%	25,053	0.5%	Computer and Technology
GOOGL Alphabet	$5,057,038	$49,173 ▼	-1.0%	17,586	0.5%	Computer and Technology
DOX Amdocs	$5,003,827	$297,717 ▼	-5.6%	76,675	0.5%	Computer and Technology
DCI Donaldson	$4,989,677		0.0%	58,792	0.5%	Industrials
ACN Accenture	$4,931,542	$380,326 ▲	8.4%	24,870	0.5%	Computer and Technology
XOM ExxonMobil	$4,775,679	$38,003 ▲	0.8%	28,149	0.5%	Energy
BLACKROCK ETF TRUST	$4,755,528	$4,755,528 ▲	New Holding	115,819	0.5%	ISHARES LARGE CA
PALANTIR TECHNOLOGIES INC	$4,398,200	$2,104,969 ▼	-32.4%	30,067	0.4%	CL A
AON AON	$4,172,900	$2,177,474 ▼	-34.3%	12,928	0.4%	Finance
FAST Fastenal	$3,904,235	$12,714 ▼	-0.3%	84,143	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$3,873,374	$874,061 ▼	-18.4%	8,083	0.4%	Finance
BAM Brookfield Asset Management	$3,726,022	$1,577,353 ▼	-29.7%	83,825	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$3,703,696	$176,077 ▲	5.0%	10,959	0.4%	Computer and Technology
FBND Fidelity Total Bond ETF	$3,649,235	$3,295,634 ▲	932.0%	79,992	0.4%	ETF
AZNCF AstraZeneca	$3,637,095	$3,637,095 ▲	New Holding	18,442	0.4%	Medical
CPRT Copart	$3,624,743	$1,474,014 ▼	-28.9%	109,179	0.3%	Business Services
ENB Enbridge	$3,453,482	$59,662 ▼	-1.7%	63,788	0.3%	Energy
SBUX Starbucks	$3,442,550	$335,690 ▼	-8.9%	38,426	0.3%	Retail/Wholesale
ASML ASML	$3,311,320	$904,768 ▼	-21.5%	2,507	0.3%	Computer and Technology
CTAS Cintas	$3,280,470	$1,683,789 ▼	-33.9%	19,395	0.3%	Business Services

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

Advanced Stock Screeners and Research Tools

About MarketBeat

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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