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 151–200 of 332
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CPRT | COPART INC | 15K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| WDAY | WORKDAY INC | 3K | $500K+ | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 4K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| XEL | XCEL ENERGY INC | 7K | $500K+ | SH |
| ETHO | AMPLIFY ETF TR | 8K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 217 | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 13K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 10K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| UFPI | UFP INDUSTRIES INC | 5K | $100K–$500K | SH |
| BRO | BROWN & BROWN INC | 6K | $100K–$500K | SH |
| UITB | VICTORY PORTFOLIOS II | 9K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| FDMO | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| NXTG | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| FTV | FORTIVE CORP | 7K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 9K | $100K–$500K | SH |
| FMX | FOMENTO ECONOMICO MEXICANO S | 4K | $100K–$500K | SH |
| WAT | WATERS CORP | 1K | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 4K | $100K–$500K | SH |
| MSCI | MSCI INC | 662 | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 2K | $100K–$500K | SH |
| APOG | APOGEE ENTERPRISES INC | 10K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 903 | $100K–$500K | SH |
| LVHI | LEGG MASON ETF INVT | 9K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| BSY | BENTLEY SYS INC | 9K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 361 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| RUNN | STRATEGIC TRUST | 10K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| DASH | DOORDASH INC | 1K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 9K | $100K–$500K | SH |
| HLN | HALEON PLC | 30K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 150 | $100K–$500K | SH |
| ACLX | ARCELLX INC | 5K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |