Marks Group Wealth Management, Inc
Top Portfolio Positions
253 positions ·
$792,643,423 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
116,359 | $31,633,356 | 3.99% |
| MSFT |
Microsoft Corp
|
39,573 | $19,138,294 | 2.41% |
| NVDA |
Nvidia Corp
Technology
|
94,109 | $17,551,328 | 2.21% |
| RSG |
Republic Services, Inc.
|
79,030 | $16,748,827 | 2.11% |
| META |
Meta Platforms, Inc.
|
25,256 | $16,671,232 | 2.10% |
| UNH |
Unitedhealth Group Inc
|
47,964 | $15,833,395 | 2.00% |
| ICE |
Intercontinental Exchange, Inc.
|
96,970 | $15,705,260 | 1.98% |
| SYK |
Stryker Corp
|
44,057 | $15,484,713 | 1.95% |
| GE |
General Electric Co
|
46,069 | $14,190,633 | 1.79% |
| CRM |
Salesforce, Inc.
|
49,177 | $13,027,478 | 1.64% |
Portfolio Trend
Holdings in PRLB
Export CSVShares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $609,710 | 12,052 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $602,961 | 12,052 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $482,562 | 12,052 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $422,302 | 12,052 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $471,112 | 12,052 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $353,967 | 12,052 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $381,553 | 12,352 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $441,584 | 12,352 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $481,233 | 12,352 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $326,092 | 12,352 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $431,825 | 12,352 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $409,468 | 12,352 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $315,346 | 12,352 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $449,983 | 12,352 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,919 | 12,352 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $653,420 | 12,352 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $634,275 | 12,352 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $714,751 | 10,732 | Shares | Sole | 2021-11-15 | |
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