Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Marks Group Wealth Management, Inc (CIK 1802473) reported $1.04B across 337 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFV ($33.2M, 3.20%), AAPL ($28.2M, 2.72%), GOOG ($22.3M, 2.15%), SPLG ($20.9M, 2.02%), EFG ($17.9M, 1.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFV | ISHARES TR | $33.2M | 3.20% | 446,464 | Added |
| 2 | AAPL | APPLE INC | $28.2M | 2.72% | 110,979 | Trimmed |
| 3 | GOOG | ALPHABET INC | $22.3M | 2.15% | 77,792 | Trimmed |
| 4 | SPLG | SPDR SERIES TRUST | $20.9M | 2.02% | 273,176 | Added |
| 5 | EFG | ISHARES TR | $17.9M | 1.72% | 160,285 | Added |
| 6 | IEMG | ISHARES INC | $16.9M | 1.63% | 242,992 | Added |
| 7 | PVAL | PUTNAM ETF TRUST | $16.2M | 1.56% | 349,180 | Added |
| 8 | IVW | ISHARES TR | $16.0M | 1.55% | 141,683 | Added |
| 9 | MSFT | MICROSOFT CORP | $14.1M | 1.36% | 38,065 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $13.9M | 1.34% | 239,427 | Added |
| 11 | RSG | REPUBLIC SVCS INC | $13.5M | 1.30% | 61,498 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $12.9M | 1.25% | 74,065 | Trimmed |
| 13 | JQUA | J P MORGAN EXCHANGE TRADED F | $12.7M | 1.23% | 207,754 | Added |
| 14 | META | META PLATFORMS INC | $12.4M | 1.19% | 21,595 | Trimmed |
| 15 | ICE | INTERCONTINENTAL EXCHANGE IN | $11.7M | 1.12% | 74,093 | Trimmed |
| 16 | SYK | STRYKER CORPORATION | $11.4M | 1.10% | 34,733 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $10.8M | 1.04% | 39,870 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $10.5M | 1.02% | 50,641 | Trimmed |
| 19 | GE | GE AEROSPACE | $10.0M | 0.96% | 35,106 | Trimmed |
| 20 | ECOW | PACER FDS TR | $9.7M | 0.94% | 364,630 | Added |
| 21 | CRM | SALESFORCE INC | $9.2M | 0.89% | 49,280 | Added |
| 22 | V | VISA INC | $8.8M | 0.85% | 29,025 | Trimmed |
| 23 | BDX | BECTON DICKINSON & CO | $8.7M | 0.84% | 55,446 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $8.5M | 0.82% | 14,159 | Added |
| 25 | HON | HONEYWELL INTL INC | $8.3M | 0.80% | 36,629 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31