Marks Group Wealth Management, Inc

Marks Group Wealth Management, Inc reported 584 holdings worth US$1.15B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Marks Group Wealth Management, Inc reported 584 holdings worth US$1.15B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 28, 2026 (Form 13F).

Holdings
584
Value as reported
US$1.15B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc104KUS$30.1M2.6%
Alphabet Inc (google) Class C83,427US$29.8M2.6%
Nvidia Corporation65,083US$13M1.1%
Microsoft Corp.33,921US$12.7M1.1%
Meta Platforms, Inc.20,439US$11.5M1.0%
Amazon.com, Inc.47,402US$11.3M0.98%
Unitedhealth Group Incorporated23,818US$9.9M0.86%
Republic Services, Inc.40,551US$8.64M0.75%
Ge Aerospace22,482US$8.4M0.73%
Visa Inc.23,658US$8.12M0.71%
Stryker Corporation24,998US$7.87M0.69%
W.w. Grainger, Inc.5,178US$7.04M0.61%
Curtiss-wright Corporation9,281US$7.03M0.61%
Jp Morgan Chase & Co.21,463US$7.03M0.61%
Intercontinental Exchange Inc.55,098US$6.78M0.59%
Emcor Group, Inc.8,136US$6.75M0.59%
Ametek, Inc.26,493US$6.41M0.56%
Rb Global, Inc.54,763US$6.38M0.56%
Tjx Companies, Inc. (the)41,609US$6.3M0.55%
Itt Inc.31,726US$6.27M0.55%
Teledyne Technologies Incorporated9,172US$6.12M0.53%
Texas Roadhouse, Inc.30,822US$5.96M0.52%
Arthur J. Gallagher & Co.25,435US$5.84M0.51%
Ingersoll Rand Inc.67,449US$5.53M0.48%
General Dynamics Corporation15,557US$5.51M0.48%
Primerica, Inc.19,139US$5.44M0.47%
Berkshire Hathaway Inc.10,746US$5.38M0.47%
Donaldson Company, Inc.58,792US$5.28M0.46%
Micron Technology, Inc.4,565US$5.27M0.46%
Caseys General Stores, Inc.6,619US$5.26M0.46%
Air Products And Chemicals, Inc.17,666US$5.18M0.45%
Carlisle Companies Incorporated14,244US$5.17M0.45%
Darden Restaurants, Inc.24,081US$4.96M0.43%
Saia, Inc.11,644US$4.9M0.43%
Oracle Corporation33,279US$4.88M0.42%
Caci International, Inc.10,183US$4.72M0.41%
Taiwan Semiconductor Manufacturing Co., Ltd.9,825US$4.69M0.41%
Dell Technologies Inc.10,597US$4.57M0.40%
Parker-hannifin Corporation4,599US$4.5M0.39%
Franklin Electric Co., Inc.40,481US$4.34M0.38%
Iqvia Holdings, Inc.22,096US$4.27M0.37%
Brown & Brown, Inc.66,209US$4.25M0.37%
Watsco, Inc.9,803US$4.09M0.36%
Graco Inc.53,845US$4.07M0.35%
Deckers Outdoor Corporation40,708US$4.04M0.35%
The Cigna Group14,566US$4.02M0.35%
Fastenal Company83,336US$4M0.35%
Marsh23,922US$3.99M0.35%
Jacobs Solutions Inc.31,128US$3.92M0.34%
Zebra Technologies Corporation14,837US$3.91M0.34%
Salesforce, Inc.24,904US$3.9M0.34%
Roper Technologies, Inc.11,467US$3.88M0.34%
Exxon Mobil Corporation28,007US$3.83M0.33%
Broadcom Inc.9,772US$3.69M0.32%
Aecom52,142US$3.64M0.32%
Factset Research Systems Inc.15,590US$3.59M0.31%
Automatic Data Processing, Inc.15,920US$3.57M0.31%
Fti Consulting, Inc.23,421US$3.49M0.30%
Enbridge Inc.63,786US$3.46M0.30%
Servicenow, Inc.34,242US$3.4M0.30%
Advanced Micro Devices Inc5,842US$3.39M0.30%
Asml Holding Nv1,689US$3.36M0.29%
Boston Scientific Corporation77,236US$3.3M0.29%
Ss&c Technologies Holdings, Inc.52,711US$3.27M0.28%
Tractor Supply Company103KUS$3.26M0.28%
Wells Fargo & Company38,680US$3.2M0.28%
Fiserv, Inc.64,607US$3.17M0.28%
Broadridge Financial Solutions, Inc.22,956US$3.14M0.27%
Monster Beverage Corporation32,496US$3.12M0.27%
Mastercard Incorporated6,046US$3.11M0.27%
International Business Machines Corporation10,971US$3.09M0.27%
U.s. Bancorp49,865US$3.01M0.26%
Leidos Holdings, Inc.29,076US$2.99M0.26%
Centerpoint Energy, Inc (holding Co)65,499US$2.88M0.25%
Gsk Plc54,996US$2.88M0.25%
Brookfield Asset Management Inc63,127US$2.83M0.25%
Caterpillar, Inc.2,400US$2.56M0.22%
Keurig Dr Pepper Inc.76,738US$2.51M0.22%
Coca-cola Company (the)30,165US$2.45M0.21%
Texas Instruments Incorporated8,014US$2.39M0.21%
Amgen Inc.6,591US$2.39M0.21%
Genuine Parts Company20,091US$2.37M0.21%
Nisource Inc49,312US$2.34M0.20%
Becton, Dickinson And Company15,443US$2.34M0.20%
Fair Isaac Corporation1,922US$2.3M0.20%
Cencora, Inc.8,077US$2.29M0.20%
Cintas Corporation13,188US$2.24M0.20%
Centene Corporation34,623US$2.22M0.19%
Entergy Corporation18,506US$2.13M0.19%
Verizon Communications Inc.49,720US$2.11M0.18%
Healthpeak Properties, Inc.93,121US$1.99M0.17%
Uber Technologies, Inc.27,448US$1.98M0.17%
Wec Energy Group, Inc.16,439US$1.92M0.17%
Idexx Laboratories, Inc.3,620US$1.91M0.17%
Danaher Corporation9,960US$1.9M0.17%
American Tower Corporation (reit)11,521US$1.88M0.16%
Blackrock, Inc.1,952US$1.88M0.16%
Equifax, Inc.11,776US$1.87M0.16%
Resmed Inc.9,548US$1.86M0.16%
Waters Corporation4,920US$1.85M0.16%

Every holding of Marks Group Wealth Management, Inc

Source

View original at SEC

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