Marks Group Wealth Management, Inc

13F filer · CIK 0001802473

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$1.15BU.S. long equity reported on 13F

Positions29329 new · 18 closed

Net flow last quarter-$143MBuys minus sells

Top 10 positions weight12.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026293 positions
AAPLApple Inc.	$30.1M	2.62%	0.00%	-6.2%	Q4 2019
GOOGAlphabet Inc.	$22.3M	1.94%	Not reported	-19.0%	Q4 2019
NVDANvidia Corp	$13M	1.13%	0.00%	-12.1%	Q2 2020
MSFTMicrosoft Corp	$12.7M	1.10%	0.00%	-10.9%	Q2 2020
METAMeta Platforms, Inc.	$11.5M	1.00%	Not reported	-5.4%	Q2 2020
AMZNAmazon Com Inc	$11.3M	0.98%	0.00%	-6.4%	Q4 2019
SHLDSears Holdings Corp	$11.2M	0.97%	0.17%	New	Q2 2026
UNHUnitedhealth Group Inc	$9.9M	0.86%	0.00%	-40.3%	Q4 2019
RSGRepublic Services, Inc.	$8.64M	0.75%	0.01%	-34.1%	Q2 2022
GEGeneral Electric Co	$8.4M	0.73%	0.00%	-36.0%	Q3 2021
NVTnVent Electric plc	$8.31M	0.72%	0.03%	-29.0%	Q3 2024
VVisa Inc.	$8.12M	0.71%	0.00%	-18.5%	Q4 2019
SYKStryker Corp	$7.87M	0.69%	0.01%	-28.0%	Q4 2019
GOOGLAlphabet Inc.	$7.56M	0.66%	0.00%	+20.3%	Q2 2020
GWWW.W. Grainger, Inc.	$7.04M	0.61%	0.01%	-26.0%	Q1 2023
CWCurtiss Wright Corp	$7.03M	0.61%	0.03%	-22.0%	Q4 2019
JPMJPMorgan Chase & Co	$7.03M	0.61%	0.00%	+3.2%	Q4 2019
ETNEaton Corp plc	$6.82M	0.59%	0.00%	-24.7%	Q4 2023
ICEIntercontinental Exchange, Inc.	$6.78M	0.59%	0.01%	-25.6%	Q4 2019
AAAUGoldman Sachs Physical Gold ETF	$6.75M	0.59%	0.28%	-0.4%	Q4 2022
EMEEMCOR Group, Inc.	$6.75M	0.59%	0.02%	-25.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$6.57M	0.57%	Not reported	-0.4%	Q4 2019
AMEAmetek Inc/	$6.41M	0.56%	0.01%	-22.3%	Q3 2020
RBARB Global Inc.	$6.38M	0.56%	0.03%	-18.2%	Q2 2023
TJXTJX Companies Inc	$6.3M	0.55%	0.00%	-19.1%	Q1 2022
ITTItt Inc.	$6.27M	0.55%	0.04%	-22.8%	Q4 2022
TDYTeledyne Technologies Inc	$6.12M	0.53%	0.02%	-21.8%	Q2 2022
TXRHTexas Roadhouse, Inc.	$5.96M	0.52%	0.05%	-19.8%	Q2 2021
AJGArthur J. Gallagher & Co.	$5.84M	0.51%	0.01%	-15.1%	Q4 2019
IRIngersoll Rand Inc.	$5.53M	0.48%	0.02%	-26.4%	Q4 2019
GDGeneral Dynamics Corp	$5.51M	0.48%	0.01%	-23.7%	Q4 2019
PRIPrimerica, Inc.	$5.44M	0.47%	0.06%	-26.1%	Q4 2019
DCIDONALDSON Co INC	$5.28M	0.46%	0.05%	Not reported	Q4 2021
MUMicron Technology Inc	$5.27M	0.46%	0.00%	+6.1%	Q2 2020
CASYCaseys General Stores Inc	$5.26M	0.46%	0.02%	-20.8%	Q4 2019
APDAir Products & Chemicals, Inc.	$5.18M	0.45%	0.01%	-36.1%	Q4 2019
CSLCarlisle Companies Inc	$5.17M	0.45%	0.04%	-24.4%	Q4 2019
DRIDarden Restaurants Inc	$4.96M	0.43%	0.02%	-31.3%	Q4 2019
SAIASaia Inc	$4.9M	0.43%	0.04%	-38.8%	Q3 2024
ORCLOracle Corp	$4.88M	0.42%	0.00%	-33.5%	Q1 2020
CACICaci International Inc	$4.72M	0.41%	0.05%	-15.2%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.69M	0.41%	0.00%	-10.4%	Q4 2019
DELLDell Technologies Inc.	$4.57M	0.40%	0.00%	-24.3%	Q4 2019
PHParker-Hannifin Corp	$4.5M	0.39%	0.00%	-44.5%	Q4 2021
FELEFranklin Electric Co Inc	$4.34M	0.38%	0.09%	-40.2%	Q2 2022
IQVIqvia Holdings Inc.	$4.27M	0.37%	0.01%	-31.2%	Q4 2019
BROBrown & Brown, Inc.	$4.25M	0.37%	0.02%	-23.9%	Q4 2019
WSOWatsco Inc	$4.09M	0.36%	Not reported	-39.5%	Q4 2019
GGGGraco Inc	$4.07M	0.35%	0.03%	-35.2%	Q1 2023
DECKDeckers Outdoor Corp	$4.04M	0.35%	0.03%	-36.3%	Q4 2023

Q1 2026Reported May 5, 2026281 positions
AAPLApple Inc.	$28.2M	2.72%	0.00%	-4.6%	Q4 2019
GOOGAlphabet Inc.	$22.3M	2.15%	Not reported	-30.2%	Q4 2019
MSFTMicrosoft Corp	$14.1M	1.36%	0.00%	-3.8%	Q2 2020
RSGRepublic Services, Inc.	$13.5M	1.30%	0.02%	-22.2%	Q2 2022
NVDANvidia Corp	$12.9M	1.25%	0.00%	-21.3%	Q2 2020
METAMeta Platforms, Inc.	$12.4M	1.19%	Not reported	-14.5%	Q2 2020
ICEIntercontinental Exchange, Inc.	$11.7M	1.12%	0.01%	-23.6%	Q4 2019
SYKStryker Corp	$11.4M	1.10%	0.01%	-21.2%	Q4 2019
UNHUnitedhealth Group Inc	$10.8M	1.04%	0.00%	-16.9%	Q4 2019
AMZNAmazon Com Inc	$10.5M	1.02%	0.00%	-4.1%	Q4 2019
GEGeneral Electric Co	$9.96M	0.96%	0.00%	-23.8%	Q3 2021
CRMSalesforce, Inc.	$9.2M	0.89%	0.01%	+0.2%	Q4 2019
VVisa Inc.	$8.77M	0.85%	0.00%	-15.2%	Q4 2019
BDXBecton Dickinson & Co	$8.72M	0.84%	0.02%	+20.3%	Q4 2019
HONHoneywell International Inc	$8.28M	0.80%	0.01%	-10.0%	Q4 2019
TJXTJX Companies Inc	$8.22M	0.79%	0.00%	-16.8%	Q1 2022
NVTnVent Electric plc	$8.16M	0.79%	0.04%	-31.6%	Q3 2024
CWCurtiss Wright Corp	$8.1M	0.78%	0.03%	-36.2%	Q4 2019
EMEEMCOR Group, Inc.	$8.06M	0.78%	0.02%	-30.4%	Q1 2023
APDAir Products & Chemicals, Inc.	$8.03M	0.77%	0.01%	-8.8%	Q4 2019
AAAUGoldman Sachs Physical Gold ETF	$7.92M	0.76%	0.28%	-0.5%	Q4 2022
ITTItt Inc.	$7.83M	0.75%	0.05%	-18.4%	Q4 2022
GWWW.W. Grainger, Inc.	$7.64M	0.74%	0.01%	-11.3%	Q1 2023
ETNEaton Corp plc	$7.6M	0.73%	0.01%	-11.7%	Q4 2023
PHParker-Hannifin Corp	$7.42M	0.72%	0.01%	-27.4%	Q4 2021
ORCLOracle Corp	$7.36M	0.71%	0.00%	+20.0%	Q1 2020
IRIngersoll Rand Inc.	$7.34M	0.71%	0.02%	-9.5%	Q4 2019
AMEAmetek Inc/	$7.31M	0.70%	0.01%	-18.5%	Q3 2020
TDYTeledyne Technologies Inc	$7.1M	0.68%	0.03%	-18.8%	Q2 2022
GGGGraco Inc	$7.03M	0.68%	0.05%	-2.4%	Q1 2023
GDGeneral Dynamics Corp	$7M	0.68%	0.01%	-19.4%	Q4 2019
DRIDarden Restaurants Inc	$6.87M	0.66%	0.03%	-11.2%	Q4 2019
UNPUnion Pacific Corp	$6.76M	0.65%	0.00%	-12.2%	Q4 2019
SAIASaia Inc	$6.69M	0.64%	0.07%	+32.9%	Q3 2024
FCNFti Consulting, Inc	$6.57M	0.63%	0.12%	+59.5%	Q3 2020
CACICaci International Inc	$6.53M	0.63%	0.05%	-28.5%	Q2 2020
AJGArthur J. Gallagher & Co.	$6.49M	0.63%	0.01%	-3.4%	Q4 2019
PRIPrimerica, Inc.	$6.49M	0.63%	0.08%	-10.4%	Q4 2019
RBARB Global Inc.	$6.42M	0.62%	0.04%	-13.8%	Q2 2023
DECKDeckers Outdoor Corp	$6.4M	0.62%	0.05%	+9.8%	Q4 2023
TXRHTexas Roadhouse, Inc.	$6.35M	0.61%	0.06%	-12.1%	Q2 2021
LDOSLeidos Holdings, Inc.	$6.32M	0.61%	0.03%	-16.5%	Q1 2021
CSLCarlisle Companies Inc	$6.28M	0.61%	0.05%	-9.9%	Q4 2019
CICigna Group	$6.28M	0.61%	0.01%	+72.3%	Q1 2022
FELEFranklin Electric Co Inc	$6.24M	0.60%	0.15%	-13.4%	Q2 2022
ALCAlcon Inc	$6.19M	0.60%	0.02%	+46.8%	Q1 2021
ROPRoper Technologies Inc	$6.19M	0.60%	0.02%	+111.0%	Q4 2019
JPMJPMorgan Chase & Co	$6.12M	0.59%	0.00%	+13.3%	Q4 2019
RMDResmed Inc	$6.12M	0.59%	0.02%	-11.1%	Q1 2025
JJacobs Solutions Inc.	$6.1M	0.59%	0.04%	-11.5%	Q2 2023

Q4 2025Reported Feb 11, 2026282 positions
GOOGAlphabet Inc.	$34.9M	3.35%	Not reported	-26.6%	Q4 2019
AAPLApple Inc.	$31.6M	3.03%	0.00%	+6.2%	Q4 2019
MSFTMicrosoft Corp	$19.1M	1.83%	0.00%	+32.5%	Q2 2020
NVDANvidia Corp	$17.6M	1.68%	0.00%	+62.6%	Q2 2020
RSGRepublic Services, Inc.	$16.7M	1.60%	0.03%	-1.7%	Q2 2022
METAMeta Platforms, Inc.	$16.7M	1.60%	Not reported	+52.6%	Q2 2020
UNHUnitedhealth Group Inc	$15.8M	1.52%	0.01%	+0.3%	Q4 2019
ICEIntercontinental Exchange, Inc.	$15.7M	1.50%	0.02%	-12.6%	Q4 2019
SYKStryker Corp	$15.5M	1.48%	0.01%	-14.4%	Q4 2019
GEGeneral Electric Co	$14.2M	1.36%	0.00%	+244.7%	Q3 2021
CRMSalesforce, Inc.	$13M	1.25%	0.01%	+31.9%	Q4 2019
AMZNAmazon Com Inc	$12.2M	1.17%	0.00%	+21.2%	Q4 2019
VVisa Inc.	$12M	1.15%	0.00%	-0.7%	Q4 2019
NVTnVent Electric plc	$10.3M	0.99%	0.06%	-16.1%	Q3 2024
CWCurtiss Wright Corp	$10.3M	0.98%	0.05%	-13.6%	Q4 2019
PHParker-Hannifin Corp	$10M	0.96%	0.01%	-13.6%	Q4 2021
EMEEMCOR Group, Inc.	$9.59M	0.92%	0.04%	-15.0%	Q1 2023
TJXTJX Companies Inc	$9.49M	0.91%	0.01%	-12.5%	Q1 2022
IQVIqvia Holdings Inc.	$9.24M	0.88%	0.02%	-15.2%	Q4 2019
CACICaci International Inc	$8.95M	0.86%	0.08%	-14.4%	Q2 2020
BDXBecton Dickinson & Co	$8.94M	0.86%	0.02%	-16.1%	Q4 2019
LDOSLeidos Holdings, Inc.	$8.78M	0.84%	0.04%	-14.1%	Q1 2021
ITTItt Inc.	$8.74M	0.84%	0.06%	-13.0%	Q4 2022
AMEAmetek Inc/	$8.58M	0.82%	0.02%	-11.1%	Q3 2020
GDGeneral Dynamics Corp	$8.52M	0.82%	0.01%	-13.5%	Q4 2019
ICLRIcon PLC	$8.3M	0.79%	0.06%	-13.6%	Q4 2019
ORCLOracle Corp	$8.13M	0.78%	0.00%	+165.4%	Q1 2020
IRIngersoll Rand Inc.	$8.03M	0.77%	0.03%	+4.8%	Q4 2019
AJGArthur J. Gallagher & Co.	$8.02M	0.77%	0.01%	+9.1%	Q4 2019
RBARB Global Inc.	$7.99M	0.77%	0.04%	-9.5%	Q2 2023
SSNCSS&C Technologies Holdings Inc	$7.97M	0.76%	0.04%	-11.0%	Q4 2019
GWWW.W. Grainger, Inc.	$7.96M	0.76%	0.02%	-9.2%	Q1 2023
HONHoneywell International Inc	$7.94M	0.76%	0.01%	-6.3%	Q4 2019
PLTRPalantir Technologies Inc.	$7.9M	0.76%	0.00%	+16.3%	Q3 2025
STESTERIS plc	$7.8M	0.75%	0.03%	-11.5%	Q2 2020
ETNEaton Corp plc	$7.67M	0.73%	0.01%	-11.3%	Q4 2023
INTUIntuit Inc.	$7.65M	0.73%	0.00%	-5.1%	Q4 2021
APDAir Products & Chemicals, Inc.	$7.49M	0.72%	0.01%	-6.2%	Q4 2019
FELEFranklin Electric Co Inc	$7.47M	0.71%	0.18%	-11.7%	Q2 2022
PRIPrimerica, Inc.	$7.47M	0.71%	0.09%	-10.2%	Q4 2019
BRBroadridge Financial Solutions, Inc.	$7.4M	0.71%	0.03%	-9.9%	Q4 2019
RMDResmed Inc	$7.38M	0.71%	0.02%	-10.7%	Q1 2025
TDYTeledyne Technologies Inc	$7.38M	0.71%	0.03%	-11.3%	Q2 2022
UNPUnion Pacific Corp	$7.34M	0.70%	0.01%	-10.7%	Q4 2019
AAAUGoldman Sachs Physical Gold ETF	$7.33M	0.70%	0.29%	-13.1%	Q4 2022
TXRHTexas Roadhouse, Inc.	$7.26M	0.70%	0.07%	-9.5%	Q2 2021
DRIDarden Restaurants Inc	$7.26M	0.70%	0.03%	-8.8%	Q4 2019
JJacobs Solutions Inc.	$7.17M	0.69%	0.05%	-12.3%	Q2 2023
GGGGraco Inc	$6.98M	0.67%	0.05%	-10.1%	Q1 2023
AONAon plc	$6.94M	0.66%	0.01%	-20.6%	Q4 2019

Q3 2025Reported Nov 10, 2025256 positions
GOOGAlphabet Inc.	$36.9M	3.43%	Not reported	-6.0%	Q4 2019
AAPLApple Inc.	$27.9M	2.59%	0.00%	+7.6%	Q4 2019
SYKStryker Corp	$19M	1.77%	0.01%	-3.6%	Q4 2019
ICEIntercontinental Exchange, Inc.	$18.7M	1.74%	0.02%	-5.6%	Q4 2019
RSGRepublic Services, Inc.	$18.5M	1.71%	0.03%	-3.5%	Q2 2022
UNHUnitedhealth Group Inc	$16.5M	1.53%	0.01%	+143.1%	Q4 2019
MSFTMicrosoft Corp	$15.5M	1.44%	0.00%	-6.9%	Q2 2020
MCOMoodys Corp	$12.7M	1.18%	0.01%	-6.3%	Q4 2019
MSCIMSCI Inc.	$12.5M	1.17%	0.03%	-3.2%	Q4 2019
METAMeta Platforms, Inc.	$12.2M	1.13%	Not reported	-24.4%	Q2 2020
EMEEMCOR Group, Inc.	$12M	1.11%	0.04%	-9.1%	Q1 2023
NVTnVent Electric plc	$11.9M	1.10%	0.07%	-8.8%	Q3 2024
VVisa Inc.	$11.8M	1.09%	0.00%	-38.0%	Q4 2019
CWCurtiss Wright Corp	$11.7M	1.09%	0.06%	-5.8%	Q4 2019
NVDANvidia Corp	$10.8M	1.00%	0.00%	+146.9%	Q2 2020
LDOSLeidos Holdings, Inc.	$10.7M	0.99%	0.04%	-7.2%	Q1 2021
ITTItt Inc.	$10.3M	0.96%	0.07%	-5.7%	Q4 2022
BDXBecton Dickinson & Co	$10.3M	0.96%	0.02%	-3.8%	Q4 2019
TJXTJX Companies Inc	$10.2M	0.95%	0.01%	-4.8%	Q1 2022
ETNEaton Corp plc	$10.2M	0.94%	0.01%	-6.1%	Q4 2023
PHParker-Hannifin Corp	$10M	0.93%	0.01%	-6.3%	Q4 2021
GDGeneral Dynamics Corp	$9.97M	0.93%	0.01%	-6.4%	Q4 2019
CACICaci International Inc	$9.79M	0.91%	0.09%	-5.3%	Q2 2020
AMZNAmazon Com Inc	$9.57M	0.89%	0.00%	-1.0%	Q4 2019
TDYTeledyne Technologies Inc	$9.54M	0.89%	0.03%	-5.1%	Q2 2022
RMDResmed Inc	$9.39M	0.87%	0.02%	-4.7%	Q1 2025
RBARB Global Inc.	$9.3M	0.86%	0.05%	-5.3%	Q2 2023
JJacobs Solutions Inc.	$9.25M	0.86%	0.05%	-6.0%	Q2 2023
ICLRIcon PLC	$9.23M	0.86%	0.07%	-5.5%	Q4 2019
IQVIqvia Holdings Inc.	$9.19M	0.85%	0.03%	-5.5%	Q4 2019
HONHoneywell International Inc	$9.14M	0.85%	0.01%	-2.3%	Q4 2019
SSNCSS&C Technologies Holdings Inc	$9.09M	0.84%	0.04%	-3.5%	Q4 2019
PRIPrimerica, Inc.	$8.93M	0.83%	0.10%	-3.2%	Q4 2019
AMEAmetek Inc/	$8.84M	0.82%	0.02%	-3.1%	Q3 2020
CRMSalesforce, Inc.	$8.84M	0.82%	0.00%	-3.0%	Q4 2019
AONAon plc	$8.83M	0.82%	0.01%	-3.4%	Q4 2019
APDAir Products & Chemicals, Inc.	$8.82M	0.82%	0.01%	-2.3%	Q4 2019
AJGArthur J. Gallagher & Co.	$8.81M	0.82%	0.01%	-1.8%	Q4 2019
BRBroadridge Financial Solutions, Inc.	$8.77M	0.81%	0.03%	-4.4%	Q4 2019
SAIASaia Inc	$8.67M	0.81%	0.11%	-6.2%	Q3 2024
TSCOTractor Supply Co	$8.64M	0.80%	0.03%	-6.0%	Q4 2019
FDSFactset Research Systems Inc	$8.62M	0.80%	0.08%	-9.9%	Q4 2019
STESTERIS plc	$8.61M	0.80%	0.04%	-2.9%	Q2 2020
SPGIS&P Global Inc.	$8.59M	0.80%	0.01%	-4.6%	Q4 2019
FELEFranklin Electric Co Inc	$8.43M	0.78%	0.20%	-4.6%	Q2 2022
UNPUnion Pacific Corp	$8.4M	0.78%	0.01%	-2.5%	Q4 2019
BAMBrookfield Asset Management Ltd.	$8.36M	0.78%	Not reported	-9.3%	Q4 2019
INTUIntuit Inc.	$8.32M	0.77%	0.00%	-2.5%	Q4 2021
ADPAutomatic Data Processing Inc	$8.29M	0.77%	0.01%	-3.5%	Q2 2020
GWWW.W. Grainger, Inc.	$8.28M	0.77%	0.02%	-2.7%	Q1 2023

Premium opens every quarter this fund has filed