Marks Group Wealth Management, Inc

CIK
1802473
City
MINNETONKA
State / Country
MN

Top Portfolio Positions

273 positions · $756,475,688 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
110,979 $28,165,360 3.72%
MSFT
Microsoft Corp
Technology
38,065 $14,090,520 1.86%
RSG
Republic Services, Inc.
Industrials
61,498 $13,469,291 1.78%
NVDA
Nvidia Corp
Technology
74,065 $12,916,936 1.71%
META
Meta Platforms, Inc.
Communication Services
21,595 $12,355,146 1.63%
ICE
Intercontinental Exchange, Inc.
Financial Services
74,093 $11,653,346 1.54%
SYK
Stryker Corp
Healthcare
34,733 $11,412,916 1.51%
UNH
Unitedhealth Group Inc
Healthcare
39,870 $10,788,423 1.43%
AMZN
Amazon Com Inc
Consumer Cyclical
50,641 $10,547,000 1.39%
GE
General Electric Co
Industrials
35,106 $9,962,028 1.32%

Holdings in FCN

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Report Date Value (USD) Shares
2026-03-31 $6,565,944 37,144