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Latest Marks Group Wealth Management, Inc Stock Portfolio

$1.04Billion– No. of Holdings #337

Marks Group Wealth Management, Inc Performance:
2026 Q1: -4.16%YTD: -4.16%2025: 4.83%
Performance for 2026 Q1 is -4.16%, and YTD is -4.16%, and 2025 is 4.83%.

About Marks Group Wealth Management, Inc and 13F Hedge Fund Stock Holdings

Marks Group Wealth Management, Inc is a hedge fund based in Minnetonka, MN. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Marks Group Wealth Management, Inc reported an equity portfolio of $1 Billions as of 31 Mar, 2026.

The top stock holdings of Marks Group Wealth Management, Inc are AAXJ, AAPL, GOOG. The fund has invested 3.2% of it's portfolio in ISHARES TR and 2.7% of portfolio in APPLE INC.

The fund managers got completely rid off MOODYS CORP (MCO), ASTRAZENECA PLC (AZN) and INVESCO EXCHANGE TRADED FD T (CSD) stocks. They significantly reduced their stock positions in MSCI INC (MSCI), S&P GLOBAL INC (SPGI) and WILLIS TOWERS WATSON PLC LTD (WTW). Marks Group Wealth Management, Inc opened new stock positions in BLACKROCK ETF TRUST (BECO), ASTRAZENECA PLC and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), J P MORGAN EXCHANGE TRADED F (BBAX) and FIDELITY COVINGTON TRUST (FBCG).
Marks Group Wealth Management, Inc Equity Portfolio Value
Last Reported on: 05 May, 2026

Marks Group Wealth Management, Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Marks Group Wealth Management, Inc made a return of -4.16% in the last quarter. In trailing 12 months, it's portfolio return was 1.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust5,275,450
blackrock etf trust4,755,530
astrazeneca plc3,637,100
spdr series trust1,717,020
bondbloxx etf trust1,695,810
ishares tr1,485,870
j p morgan exchange traded f1,015,740
ascendis pharma a/s900,739
New stocks bought by Marks Group Wealth Management, Inc

Additions

Ticker% Inc.
spdr series trust2,438
j p morgan exchange traded f1,808
fidelity covington trust1,548
putnam etf trust1,509
pacer fds tr1,371
blackrock etf trust1,186
american centy etf tr1,031
fidelity merrimack str tr932
Additions to existing portfolio by Marks Group Wealth Management, Inc

Reductions

Ticker% Reduced
msci inc-94.29
s&p global inc-87.01
willis towers watson plc ltd-58.95
kkr & co inc-57.19
cavco inds inc del-53.15
abbott laboratories-50.37
gilead sciences inc-36.59
nvr inc-36.47
Marks Group Wealth Management, Inc reduced stake in above stock

Sold off

Ticker$ Sold
astrazeneca plc-3,473,760
relx plc-1,049,750
zai lab ltd-287,144
ishares tr-1,009,970
invesco exchange traded fd t-776,509
moodys corp-5,613,730
mizuho financial group inc-76,816
victory portfolios ii-444,140
Marks Group Wealth Management, Inc got rid off the above stocks

Sector Distribution

Marks Group Wealth Management, Inc has about 34.7% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Utilities
  • Consumer Defensive
Sector%
Others34.7
Industrials19.4
Technology14.4
Healthcare7.7
Financial Services7.6
Consumer Cyclical6.2
Communication Services4.3
Utilities1.8
Consumer Defensive1.3

Market Cap. Distribution

Marks Group Wealth Management, Inc has about 61.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
Category%
LARGE-CAP43.2
UNALLOCATED34.5
MEGA-CAP18.4
MID-CAP3.4

Stocks belong to which Index?

About 52.4% of the stocks held by Marks Group Wealth Management, Inc either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50050.6
Others47.6
RUSSELL 20001.8
Top 5 Winners (%)%
ACLX
arcellx inc
64.8 %
OBE
obsidian energy ltd
54.5 %
FIX
comfort sys usa inc
46.6 %
XOM
exxon mobil corp
40.8 %
CNQ
canadian nat res ltd med ter
36.2 %
Top 5 Winners ($)$
CW
curtiss wright corp
2.0 M
CASY
caseys gen stores inc
1.8 M
EME
emcor group inc
1.7 M
NVT
nvent elec plc
1.4 M
XOM
exxon mobil corp
1.4 M
Top 5 Losers (%)%
SNBR
sleep number corp
-75.6 %
fortrea hldgs inc
-45.4 %
ICLR
icon plc
-38.1 %
CSGP
costar group inc
-37.7 %
SPSC
sps comm inc
-37.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.4 M
CRM
salesforce inc
-3.9 M
ICLR
icon plc
-3.4 M
INTU
intuit
-2.7 M
UNH
unitedhealth group inc
-2.6 M

Marks Group Wealth Management, Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Marks Group Wealth Management, Inc

Marks Group Wealth Management, Inc has 337 stocks in it's portfolio. About 19.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CW was the most profitable stock for Marks Group Wealth Management, Inc last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions