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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in IGA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,868,100 | 195,408 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,942,678 | 199,864 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,982,650 | 199,864 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,984,649 | 199,864 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||