Marks Group Wealth Management, Inc
CIK
1802473
City
MINNETONKA
State / Country
MN
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 EXG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,899,051 | 219,290 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,196,245 | 230,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,097,149 | 230,456 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,016,490 | 230,456 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,875,911 | 230,456 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,882,825 | 230,456 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,009,576 | 230,456 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,940,398 | 229,633 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,822,992 | 223,406 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,724,694 | 223,406 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,646,502 | 223,406 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,769,375 | 223,406 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,744,800 | 223,406 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,727,575 | 228,818 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,688,829 | 232,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,802,582 | 233,798 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,255,264 | 232,262 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,481,212 | 232,541 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $2,324,193 | 232,652 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,373,050 | 232,652 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,165,746 | 232,876 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,046,198 | 233,318 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,719,001 | 233,560 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,723,672 | 233,560 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,490,112 | 233,560 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||