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 201–250 of 332
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RWL | INVESCO EXCH TRADED FD TR II | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 929 | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 2K | $100K–$500K | SH |
| ZLAB | ZAI LAB LTD | 16K | $100K–$500K | SH |
| BNTX | BIONTECH SE | 3K | $100K–$500K | SH |
| TYL | TYLER TECHNOLOGIES INC | 609 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| NICE | NICE LTD | 2K | $100K–$500K | SH |
| GXO | GXO LOGISTICS INCORPORATED | 5K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| AUR | AURORA INNOVATION INC | 69K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| IFRA | ISHARES TR | 5K | $100K–$500K | SH |
| FTRE | FORTREA HLDGS INC | 15K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 687 | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 705 | $100K–$500K | SH |
| CVLT | COMMVAULT SYS INC | 2K | $100K–$500K | SH |
| DPZ | DOMINOS PIZZA INC | 579 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 1K | $100K–$500K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 4K | $100K–$500K | SH |
| NTAP | NETAPP INC | 2K | $100K–$500K | SH |
| ENTG | ENTEGRIS INC | 3K | $100K–$500K | SH |
| SCI | SERVICE CORP INTL | 3K | $100K–$500K | SH |
| IWB | ISHARES TR | 583 | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 640 | $100K–$500K | SH |
| ITA | ISHARES TR | 988 | $100K–$500K | SH |
| IWV | ISHARES TR | 545 | $100K–$500K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 5K | $100K–$500K | SH |
| EFAV | ISHARES TR | 2K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 617 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 1K | $100K–$500K | SH |
| AME | AMETEK INC | 771 | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 3K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 727 | $100K–$500K | SH |
| MCO | MOODYS CORP | 290 | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 705 | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 521 | $100K–$500K | SH |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 15K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 380 | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 460 | $100K–$500K | SH |
| CTAS | CINTAS CORP | 543 | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 177 | $50K–$100K | SH |
| PAYC | PAYCOM SOFTWARE INC | 552 | $50K–$100K | SH |
| SNBR | SLEEP NUMBER CORP | 10K | $50K–$100K | SH |