Marks Group Wealth Management, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Marks Group Wealth Management, Inc disclosed 336 stock positions valued at approximately $1.15B as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 336
- Portfolio Value
- $1.15B
Holdings by Sector
Marks Group Wealth Management, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 8.57% | 1,119,123 | +845,947 | +309.67% | $98,348,529 |
| ISHARES TR | IVW | Other | 3.37% | 280,897 | +139,214 | +98.26% | $38,631,799 |
| ISHARES TR | EFG | Other | 3.22% | 296,920 | +136,635 | +85.25% | $36,942,786 |
| APPLE INC | AAPL | Technology | 2.62% | 104,089 | -6,890 | -6.21% | $30,119,163 |
| PUTNAM ETF TRUST | PVAL | Other | 2.58% | 582,267 | +233,087 | +66.75% | $29,666,478 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.16% | 364,029 | +124,602 | +52.04% | $24,757,613 |
| ALPHABET INC | GOOG | Communication Services | 1.94% | 62,992 | -14,800 | -19.03% | $22,256,963 |
| ISHARES TR | EFV | Other | 1.78% | 267,272 | -179,192 | -40.14% | $20,459,634 |
| ISHARES INC | IEMG | Other | 1.71% | 237,380 | -5,612 | -2.31% | $19,664,559 |
| FIDELITY COVINGTON TRUST | FDMO | Other | 1.48% | 172,437 | +87,317 | +102.58% | $16,997,115 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 1.42% | 224,884 | +17,130 | +8.25% | $16,254,615 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 1.23% | 322,617 | +322,617 | +100.00% | $14,101,589 |
| NVIDIA CORPORATION | NVDA | Technology | 1.13% | 65,083 | -8,982 | -12.13% | $13,022,497 |
| PACER FDS TR | ECOW | Other | 1.11% | 481,889 | +117,259 | +32.16% | $12,780,647 |
| MICROSOFT CORP | MSFT | Technology | 1.10% | 33,921 | -4,144 | -10.89% | $12,653,079 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 20,439 | -1,156 | -5.35% | $11,513,287 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.98% | 47,402 | -3,239 | -6.40% | $11,297,792 |
| GLOBAL X FDS | SHLD | Other | 0.97% | 187,085 | +187,085 | +100.00% | $11,170,846 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.86% | 23,818 | -16,052 | -40.26% | $9,899,605 |
| VANGUARD INDEX FDS | VOO | Other | 0.85% | 14,212 | +53 | +0.37% | $9,761,078 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.75% | 40,551 | -20,947 | -34.06% | $8,640,608 |
| GE AEROSPACE | GE | Industrials | 0.73% | 22,482 | -12,624 | -35.96% | $8,402,198 |
| NVENT ELEC PLC | NVT | Other | 0.72% | 48,992 | -20,012 | -29.00% | $8,309,533 |
| VISA INC | V | Financial Services | 0.71% | 23,658 | -5,367 | -18.49% | $8,116,834 |
| STRYKER CORPORATION | SYK | Healthcare | 0.69% | 24,998 | -9,735 | -28.03% | $7,870,371 |
| ALPHABET INC | GOOGL | Communication Services | 0.66% | 21,147 | +3,561 | +20.25% | $7,557,314 |
| WW GRAINGER INC | GWW | Industrials | 0.61% | 5,178 | -1,822 | -26.03% | $7,044,546 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.61% | 9,281 | -2,616 | -21.99% | $7,032,770 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.61% | 21,463 | +669 | +3.22% | $7,025,484 |
| EATON CORP PLC | ETN | Other | 0.59% | 16,016 | -5,240 | -24.65% | $6,824,738 |
Showing 30 of 336 holdings in the latest reporting period.