Marks Group Wealth Management, Inc - Portfolio Stock Holdings
Marks Group Wealth Management, Inc disclosed 362 stock positions in a recent SEC 13F filing. $1,028,204,481 of stock holdings were filed, with the largest holdings including EFV, AAPL, and GOOG. This filing represented positions held on March 31, 2026, and was filed on May 5, 2026.We estimate the fund has a total AUM of $2,017,276,019 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
362Est. Stock Holding Value:
$1,028,204,481Top Stock Holdings By Sector
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Portfolio Stock Holdings - Marks Group Wealth Management, Inc
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