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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

Portfolio Trend

25 quarters · across all stocks

Holdings in THFF

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,496,828 23,684
2025-12-31 $1,430,987 23,684
2025-09-30 $1,336,724 23,684
2025-06-30 $1,283,435 23,684
2025-03-31 $1,160,042 23,684
2024-12-31 $1,093,963 23,684
2024-09-30 $1,065,949 24,309
2024-06-30 $958,216 25,982
2024-03-31 $1,035,178 27,007
2023-12-31 $1,162,111 27,007
2023-09-30 $913,106 27,007
2023-06-30 $876,917 27,007
2023-03-31 $1,012,222 27,007
2022-12-31 $1,244,482 27,007
2022-09-30 $1,220,446 27,007
2022-06-30 $1,201,811 27,007
2022-03-31 $1,168,862 27,007
2021-12-31 $1,223,147 27,007