Marks Group Wealth Management, Inc
Top Portfolio Positions
274 positions ·
$760,349,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
110,979 | $28,165,360 | 3.70% | |
| MSFT |
Microsoft Corp
Technology
|
38,065 | $14,090,520 | 1.85% | |
| RSG |
Republic Services, Inc.
Industrials
|
61,498 | $13,469,291 | 1.77% | |
| NVDA |
Nvidia Corp
Technology
|
74,065 | $12,916,936 | 1.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
21,595 | $12,355,146 | 1.62% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
74,093 | $11,653,346 | 1.53% | |
| SYK |
Stryker Corp
Healthcare
|
34,733 | $11,412,916 | 1.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
39,870 | $10,788,423 | 1.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
50,641 | $10,547,000 | 1.39% | |
| GE |
General Electric Co
Industrials
|
35,106 | $9,962,028 | 1.31% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,916,781 | 171,396 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,328,087 | 172,223 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,552,753 | 198,131 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,730,095 | 114,140 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,177,459 | 102,897 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,636,489 | 101,638 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,958,153 | 113,644 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,618,192 | 113,785 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,948,023 | 134,062 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,710,162 | 132,656 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $14,175,949 | 774,219 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $15,748,117 | 827,107 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $15,912,429 | 813,935 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $13,869,675 | 766,704 | Shares | Sole | 2023-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||