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 101–150 of 332
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRW | SABA CAPITAL INCOME & OPRNT | 186K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 12K | $1M+ | SH |
| PPL | PPL CORP | 35K | $1M+ | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 176K | $1M+ | SH |
| YUM | YUM BRANDS INC | 8K | $1M+ | SH |
| ATRC | ATRICURE INC | 29K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 19K | $1M+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 4K | $1M+ | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 123K | $1M+ | SH |
| BTZ | BLACKROCK CR ALLOCATION INCO | 98K | $1M+ | SH |
| SPSC | SPS COMM INC | 12K | $1M+ | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 73K | $1M+ | SH |
| RELX | RELX PLC | 26K | $1M+ | SH |
| ARGX | ARGENX SE | 1K | $1M+ | SH |
| ACWX | ISHARES TR | 15K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $500K+ | SH |
| PVAL | PUTNAM ETF TRUST | 22K | $500K+ | SH |
| ALC | ALCON AG | 12K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 21K | $500K+ | SH |
| IJR | ISHARES TR | 8K | $500K+ | SH |
| PAGP | PLAINS GP HLDGS L P | 49K | $500K+ | SH |
| TCAF | T ROWE PRICE ETF INC | 24K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| CYTK | CYTOKINETICS INC | 14K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 11K | $500K+ | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 12K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 608 | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $500K+ | SH |
| HEI.A | HEICO CORP NEW | 3K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 2K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 4K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| SUSA | ISHARES TR | 5K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 24K | $500K+ | SH |
| RACE | FERRARI N V | 2K | $500K+ | SH |
| NOBL | PROSHARES TR | 6K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| GIS | GENERAL MLS INC | 14K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 7K | $500K+ | SH |
| PRLB | PROTO LABS INC | 12K | $500K+ | SH |
| MCK | MCKESSON CORP | 742 | $500K+ | SH |
| ECOW | PACER FDS TR | 25K | $500K+ | SH |
| TGT | TARGET CORP | 6K | $500K+ | SH |