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 | 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
25 quarters · across all stocks
Holdings in PRI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,488,182 | 25,903 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $7,466,345 | 28,899 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,934,233 | 32,185 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $9,100,622 | 33,254 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,275,961 | 32,601 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $9,054,571 | 33,360 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,284,492 | 35,016 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,451,110 | 35,722 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $8,983,115 | 35,512 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,452,420 | 36,219 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $7,214,455 | 37,186 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,428,458 | 37,563 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $8,214,814 | 47,694 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,946,485 | 48,981 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,123,490 | 49,603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,821,601 | 48,639 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $5,890,511 | 43,053 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,019,372 | 39,273 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,865,900 | 38,182 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,803,852 | 37,899 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,640,072 | 38,155 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,264,251 | 39,306 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,440,971 | 39,252 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $4,739,789 | 40,650 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,630,952 | 41,037 | Shares | Other | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||