CIK 1802473
Marks Group Wealth Management, Inc
Institutional 13F holdings & portfolio
Holdings
332
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 332
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FISV | FISERV INC | 45K | $1M+ | SH |
| QUAL | ISHARES TR | 14K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 24K | $1M+ | SH |
| USB | US BANCORP DEL | 51K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 20K | $1M+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 196K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 27K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 11K | $1M+ | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 230K | $1M+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 6K | $1M+ | SH |
| ABT | ABBOTT LABS | 16K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| IGA | VOYA GLBL ADV & PREM OPP FD | 200K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 21K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 16K | $1M+ | SH |
| NI | NISOURCE INC | 43K | $1M+ | SH |
| SAP | SAP SE | 7K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 15K | $1M+ | SH |
| KKR | KKR & CO INC | 13K | $1M+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 90K | $1M+ | SH |
| UL | UNILEVER PLC | 24K | $1M+ | SH |
| AEE | AMEREN CORP | 15K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| SAN | BANCO SANTANDER SA | 130K | $1M+ | SH |
| GAB | GABELLI EQUITY TR INC | 245K | $1M+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 56K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 6K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 7K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 27K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 11K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 18K | $1M+ | SH |
| THFF | FIRST FINANCIAL CORPORATION | 24K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 3K | $1M+ | SH |
| COR | CENCORA INC | 4K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 7K | $1M+ | SH |
| PHK | PIMCO HIGH INCOME FD | 281K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 4K | $1M+ | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 115K | $1M+ | SH |
| EIX | EDISON INTL | 22K | $1M+ | SH |
| SYY | SYSCO CORP | 18K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 16K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |