Marks Group Wealth Management, Inc
Q2 2026 13F filing
Updated 44 days ago584 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG SPDR SERIES TRUST | $98.1M | 1.12M | 8.55% | Added(+308.8%) |
| 2 | E ETHA ISHARES TR | $38.6M | 280.4K | 3.36% | Added(+97.9%) |
| 3 | E ETHA ISHARES TR | $36.9M | 296.6K | 3.21% | Added(+85.0%) |
| 4 | P PPT PUTNAM ETF TRUST | $29.6M | 581.1K | 2.58% | Added(+66.4%) |
| 5 | E ETHA BLACKROCK ETF TRUST | $27.1M | 513.7K | 2.36% | Added(+165.0%) |
| 6 | A AAPL APPLE INC | $25.1M | 86.7K | 2.18% | Added(+352.8%) |
| 7 | E ETHA BLACKROCK ETF TRUST | $24.7M | 362.8K | 2.15% | Added(+51.5%) |
| 8 | G GOOGN ALPHABET INC | $22.1M | 62.6K | 1.93% | Trimmed(-19.2%) |
| 9 | E ETHA ISHARES TR | $20.4M | 267.0K | 1.78% | Trimmed(-40.2%) |
| 10 | E ETHA ISHARES INC | $19.7M | 237.4K | 1.71% | Trimmed(-2.3%) |
| 11 | ? N/A FIDELITY COVINGTON TRUST | $17M | 172.4K | 1.48% | Added(+102.5%) |
| 12 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $16.2M | 224.8K | 1.42% | Added(+8.2%) |
| 13 | ? N/A INVESCO EXCH TRADED FD TR II | $14.1M | 322.6K | 1.23% | — |
| 14 | E ETHA BLACKROCK ETF TRUST | $13.2M | 261.6K | 1.15% | Added(+125.9%) |
| 15 | E ETHA BLACKROCK ETF TRUST | $13M | 354.2K | 1.13% | — |
| 16 | ? N/A PACER FDS TR | $12.7M | 480.5K | 1.11% | Added(+31.8%) |
| 17 | ? N/A GLOBAL X FDS | $11.1M | 186.7K | 0.97% | — |
| 18 | V VGES VANGUARD INDEX FDS | $9.8M | 14.2K | 0.85% | Added(+0.4%) |
| 19 | U UNH UNITEDHEALTH GROUP INC | $9M | 21.7K | 0.79% | Trimmed(-36.6%) |
| 20 | R RSG REPUBLIC SVCS INC | $8.6M | 40.3K | 0.75% | Added(+21701.1%) |
| 21 | N NVT NVENT ELEC PLC | $8.3M | 48.9K | 0.72% | Trimmed(-28.9%) |
| 22 | S SYK STRYKER CORPORATION | $7.8M | 24.9K | 0.68% | Added(+22711.9%) |
| 23 | G GE GE AEROSPACE | $7.7M | 20.5K | 0.67% | Added(+544.1%) |
| 24 | N NVDA NVIDIA CORPORATION | $7.4M | 37.0K | 0.65% | Added(+45.0%) |
| 25 | M MSFT MICROSOFT CORP | $7.3M | 19.6K | 0.64% | Trimmed(-12.6%) |
| 26 | M META META PLATFORMS INC | $7.2M | 12.8K | 0.63% | Added(+135.3%) |
| 27 | G GWW WW GRAINGER INC | $7M | 5.2K | 0.61% | Trimmed(-25.9%) |
| 28 | C CW CURTISS WRIGHT CORP | $7M | 9.3K | 0.61% | Trimmed(-21.9%) |
| 29 | E ETN EATON CORP PLC | $6.8M | 16.0K | 0.59% | Added(+16697.9%) |
| 30 | A AAAU GOLDMAN SACHS PHYSICAL GOLD | $6.8M | 170.6K | 0.59% | Trimmed(-0.4%) |
| 31 | I ICE INTERCONTINENTAL EXCHANGE IN | $6.7M | 54.8K | 0.59% | Trimmed(-25.8%) |
| 32 | E EME EMCOR GROUP INC | $6.7M | 8.1K | 0.59% | Added(+25287.5%) |
| 33 | V V VISA INC | $6.6M | 19.3K | 0.58% | Trimmed(-22.9%) |
| 34 | S SPY STATE STR SPDR S&P 500 ETF T | $6.6M | 8.8K | 0.57% | New Position |
| 35 | ? N/A AMERICAN CENTY ETF TR | $6.6M | 68.0K | 0.57% | Added(+112.8%) |
| 36 | R RBA RB GLOBAL INC | $6.4M | 54.6K | 0.55% | Trimmed(-18.1%) |
| 37 | T TJX TJX COS INC NEW | $6.3M | 41.5K | 0.55% | Added(+18583.3%) |
| 38 | ? N/A ITT INC | $6.3M | 31.7K | 0.55% | Added(+24834.7%) |
| 39 | A AME AMETEK INC | $6.2M | 25.8K | 0.54% | Trimmed(-22.6%) |
| 40 | T TDY TELEDYNE TECHNOLOGIES INC | $6.1M | 9.2K | 0.53% | Added(+23986.8%) |
| 41 | T TXRH TEXAS ROADHOUSE INC | $5.9M | 30.8K | 0.52% | Trimmed(-19.8%) |
| 42 | A AMZN AMAZON COM INC | $5.7M | 24.0K | 0.50% | Added(+0.5%) |
| 43 | N NVDA NVIDIA CORPORATION | $5.6M | 28.1K | 0.49% | Added(+9.9%) |
| 44 | A AMZN AMAZON COM INC | $5.6M | 23.4K | 0.49% | Trimmed(-2.0%) |
| 45 | B BTCW WISDOMTREE TR | $5.6M | 204.3K | 0.48% | Trimmed(-21.8%) |
| 46 | G GOOGN ALPHABET INC | $5.5M | 15.4K | 0.48% | Added(+32.3%) |
| 47 | G GD GENERAL DYNAMICS CORP | $5.5M | 15.5K | 0.48% | Added(+26206.8%) |
| 48 | P PRI PRIMERICA INC | $5.4M | 19.1K | 0.47% | Trimmed(-26.0%) |
| 49 | M MSFT MICROSOFT CORP | $5.3M | 14.3K | 0.47% | Trimmed(-36.0%) |
| 50 | V VGES VANGUARD TAX-MANAGED FDS | $5.3M | 74.7K | 0.46% | Trimmed(-7.1%) |