Universe · entity
Marks Group Wealth Management, Inc
Institutional manager (13F) · CIK 1802473
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $543M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $33M | 446,464 |
| 2 | APPLE INC | $28M | 110,979 |
| 3 | ALPHABET INC | $22M | 77,792 |
| 4 | SPDR SERIES TRUST | $21M | 273,176 |
| 5 | ISHARES TR | $18M | 160,285 |
| 6 | ISHARES INC | $17M | 242,992 |
| 7 | PUTNAM ETF TRUST | $16M | 349,180 |
| 8 | ISHARES TR | $16M | 141,683 |
| 9 | MICROSOFT CORP | $14M | 38,065 |
| 10 | BLACKROCK ETF TRUST | $14M | 239,427 |
| 11 | REPUBLIC SVCS INC | $13M | 61,498 |
| 12 | NVIDIA CORPORATION | $13M | 74,065 |
| 13 | J P MORGAN EXCHANGE TRADED F | $13M | 207,754 |
| 14 | META PLATFORMS INC | $12M | 21,595 |
| 15 | INTERCONTINENTAL EXCHANGE IN | $12M | 74,093 |
| 16 | STRYKER CORPORATION | $11M | 34,733 |
| 17 | UNITEDHEALTH GROUP INC | $11M | 39,870 |
| 18 | AMAZON COM INC | $11M | 50,641 |
| 19 | GE AEROSPACE | $10M | 35,106 |
| 20 | PACER FDS TR | $10M | 364,630 |
| 21 | SALESFORCE INC | $9M | 49,280 |
| 22 | VISA INC | $9M | 29,025 |
| 23 | BECTON DICKINSON & CO | $9M | 55,446 |
| 24 | VANGUARD INDEX FDS | $8M | 14,159 |
| 25 | HONEYWELL INTL INC | $8M | 36,629 |
| 26 | TJX COS INC NEW | $8M | 51,443 |
| 27 | NVENT ELEC PLC | $8M | 69,004 |
| 28 | CURTISS WRIGHT CORP | $8M | 11,897 |
| 29 | WISDOMTREE TR | $8M | 261,308 |
| 30 | EMCOR GROUP INC | $8M | 10,913 |
| 31 | AIR PRODUCTS AND CHEMICALS I | $8M | 27,652 |
| 32 | GOLDMAN SACHS PHYSICAL GOLD | $8M | 171,396 |
| 33 | ITT INC | $8M | 41,071 |
| 34 | WW GRAINGER INC | $8M | 7,000 |
| 35 | EATON CORP PLC | $8M | 21,256 |
| 36 | PARKER-HANNIFIN CORP | $7M | 8,291 |
| 37 | ORACLE CORP | $7M | 50,036 |
| 38 | INGERSOLL RAND INC | $7M | 91,663 |
| 39 | AMETEK INC | $7M | 34,086 |
| 40 | TELEDYNE TECHNOLOGIES INC | $7M | 11,727 |
| 41 | SELECT SECTOR SPDR TR | $7M | 48,108 |
| 42 | GRACO INC | $7M | 83,041 |
| 43 | GENERAL DYNAMICS CORP | $7M | 20,397 |
| 44 | DARDEN RESTAURANTS INC | $7M | 35,036 |
| 45 | FIDELITY COVINGTON TRUST | $7M | 85,120 |
| 46 | UNION PAC CORP | $7M | 27,860 |
| 47 | SAIA INC | $7M | 19,040 |
| 48 | FTI CONSULTING INC | $7M | 37,144 |
| 49 | CACI INTL INC | $7M | 12,005 |
| 50 | GALLAGHER ARTHUR J & CO | $6M | 29,959 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.