Marks Group Wealth Management
$1.0B Assets Reported
362 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EFV | ISHARES TR | 446,464 | $33M | 3.2% |
| AAPL | APPLE INC | 110,979 | $28M | 2.7% |
| GOOG | ALPHABET INC | 77,792 | $22M | 2.2% |
| SPYM | SPDR SERIES TRUST | 273,176 | $21M | 2.0% |
| EFG | ISHARES TR | 160,285 | $18M | 1.7% |
| IEMG | ISHARES INC | 242,992 | $17M | 1.6% |
| PVAL | PUTNAM ETF TRUST | 349,180 | $16M | 1.6% |
| IVW | ISHARES TR | 141,683 | $16M | 1.5% |
| MSFT | MICROSOFT CORP | 38,065 | $14M | 1.4% |
| DYNF | BLACKROCK ETF TRUST | 239,427 | $14M | 1.3% |
Track Marks Group Wealth Management's 13F portfolio: $1.0B in reported holdings, 362 positions. Top holdings, AUM, and quarterly changes on SentiSense.