Marks Group Wealth Management, Inc - Portfolio overview

Marks Group Wealth Management, Inc has 368 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. EFV - ISHARES TR, 4.66%
2. AAPL - APPLE INC, 3.27%
3. GOOG - ALPHABET INC, 3.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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