Marks Group Wealth Management, Inc - Portfolio Stock Holdings
Marks Group Wealth Management, Inc disclosed 371 stock positions in a recent SEC 13F filing. $1,147,979,843 of stock holdings were filed, with the largest holdings including SPYM, IVW, and EFG. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
371Est. Stock Holding Value:
$1,147,979,843Top Stock Holdings By Sector
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Portfolio Stock Holdings - Marks Group Wealth Management, Inc
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