Marks Group Wealth Management, Inc
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% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,210,467 | 261,440 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,364,051 | 280,669 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,400,538 | 280,669 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,347,211 | 280,669 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,372,471 | 280,669 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,364,051 | 280,669 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,403,345 | 280,669 | Shares | Sole | 2024-10-30 | |
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