Marks Group Wealth Management, Inc Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$1.0B

Holdings

332

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (332 positions)

#StockSharesValue% PortfolioType
1
GOOGALPHABET INC
111,373$34.0M3.26%
2
AAPLAPPLE INC
116,359$31.0M2.97%
3
EFVISHARES TR
349,440$24.0M2.30%
4
MSFTMICROSOFT CORP
39,573$18.0M1.72%
5
RSGREPUBLIC SVCS INC
79,030$16.0M1.53%
6
METAMETA PLATFORMS INC
25,256$16.0M1.53%
7
NVDANVIDIA CORPORATION
94,109$16.0M1.53%
8
ICEINTERCONTINENTAL EXCHANGE IN
96,970$15.0M1.44%
9
SYKSTRYKER CORPORATION
44,057$15.0M1.44%
10
UNHUNITEDHEALTH GROUP INC
47,964$15.0M1.44%
11
IEMGISHARES INC
225,538$15.0M1.44%
12
GEGE AEROSPACE
46,069$14.0M1.34%
13
CRMSALESFORCE INC
49,177$12.0M1.15%
14
AMZNAMAZON COM INC
52,823$12.0M1.15%
15
VVISA INC
34,244$11.0M1.05%
16
NVTNVENT ELECTRIC PLC
100,918$10.0M0.96%
17
CWCURTISS WRIGHT CORP
18,649$10.0M0.96%
18
PHPARKER-HANNIFIN CORP
11,417$10.0M0.96%
19
TJXTJX COS INC NEW
61,808$9.0M0.86%
20
EMEEMCOR GROUP INC
15,675$9.0M0.86%
21
EFGISHARES TR
83,658$9.0M0.86%
22
IQVIQVIA HLDGS INC
40,995$9.0M0.86%
23
VOOVANGUARD INDEX FDS
14,040$8.0M0.77%
24
ITTITT INC
50,354$8.0M0.77%
25
LDOSLEIDOS HOLDINGS INC
48,657$8.0M0.77%
26
CA8ACACI INTL INC
16,796$8.0M0.77%
27
AMEAMETEK INC
41,800$8.0M0.77%
28
ICLRICON PLC
45,554$8.0M0.77%
29
BDXBECTON DICKINSON & CO
46,083$8.0M0.77%
30
GDGENERAL DYNAMICS CORP
25,304$8.0M0.77%
31
HONHONEYWELL INTL INC
40,694$7.0M0.67%
32
UNPUNION PAC CORP
31,735$7.0M0.67%
33
AJGGALLAGHER ARTHUR J & CO
31,004$7.0M0.67%
34
RBARB GLOBAL INC
77,678$7.0M0.67%
35
STESTERIS PLC
30,777$7.0M0.67%
36
IRINGERSOLL RAND INC
101,320$7.0M0.67%
37
RMERESMED INC
30,639$7.0M0.67%
38
INTUINTUIT
11,554$7.0M0.67%
39
BRBROADRIDGE FINL SOLUTIONS IN
33,179$7.0M0.67%
40
APDAIR PRODS & CHEMS INC
30,334$7.0M0.67%
41
AAAUGOLDMAN SACHS PHYSICAL GOLD
172,223$7.0M0.67%
42
DRIDARDEN RESTAURANTS INC
39,450$7.0M0.67%
43
GWWWW GRAINGER INC
7,889$7.0M0.67%
44
SSNCSS&C TECHNOLOGIES HLDGS INC
91,138$7.0M0.67%
45
ETNEATON CORP PLC
24,071$7.0M0.67%
46
JJACOBS SOLUTIONS INC
54,166$7.0M0.67%
47
FELEFRANKLIN ELEC INC
78,169$7.0M0.67%
48
TXRHTEXAS ROADHOUSE INC
43,735$7.0M0.67%
49
ORCLORACLE CORP
41,693$7.0M0.67%
50
PLTRPALANTIR TECHNOLOGIES INC
44,457$7.0M0.67%
51
PRIPRIMERICA INC
28,899$7.0M0.67%
52
TDYTELEDYNE TECHNOLOGIES INC
14,447$7.0M0.67%
53
AONAON PLC
19,674$6.0M0.57%
54
BAMBROOKFIELD ASSET MANAGMT LTD
119,311$6.0M0.57%
55
CASYCASEYS GEN STORES INC
12,031$6.0M0.57%
56
GGGGRACO INC
85,105$6.0M0.57%
57
DOXAMDOCS LTD
81,237$6.0M0.57%
58
TSCOTRACTOR SUPPLY CO
135,859$6.0M0.57%
59
MRSHMARSH & MCLENNAN COS INC
34,037$6.0M0.57%
60
ACNACCENTURE PLC IRELAND
22,952$6.0M0.57%
61
DECKDECKERS OUTDOOR CORP
58,216$6.0M0.57%
62
ADPAUTOMATIC DATA PROCESSING IN
25,649$6.0M0.57%
63
SPYSPDR S&P 500 ETF TR
9,570$6.0M0.57%
64
CSLCARLISLE COS INC
20,914$6.0M0.57%
65
BROBROWN & BROWN INC
80,601$5.0M0.48%
66
IDXXIDEXX LABS INC
7,972$5.0M0.48%
67
BAIBLACKROCK ETF TRUST
169,013$5.0M0.48%
68
DCIDONALDSON INC
58,792$5.0M0.48%
69
CPRTCOPART INC
153,577$5.0M0.48%
70
FICOFAIR ISAAC CORP
3,423$5.0M0.48%
71
MSCIMSCI INC
9,728$5.0M0.48%
72
MNSTMONSTER BEVERAGE CORP NEW
67,854$5.0M0.48%
73
JPMJPMORGAN CHASE & CO.
18,360$5.0M0.48%
74
WSOWATSCO INC
16,720$5.0M0.48%
75
CITCINTAS CORP
29,350$5.0M0.48%
76
VEAVANGUARD TAX-MANAGED FDS
80,345$5.0M0.48%
77
MCOMOODYS CORP
10,989$5.0M0.48%
78
PAYCPAYCOM SOFTWARE INC
26,508$4.0M0.38%
79
GOOGLALPHABET INC
17,757$4.0M0.38%
80
BRK/BBERKSHIRE HATHAWAY INC DEL
9,907$4.0M0.38%
81
FDSFACTSET RESH SYS INC
16,298$4.0M0.38%
82
ISRGINTUITIVE SURGICAL INC
7,302$4.0M0.38%
83
SAIASAIA INC
14,323$4.0M0.38%
84
NVRNVR INC
510$3.0M0.29%
85
IVWISHARES TR
27,385$3.0M0.29%
86
ASMLASML HOLDING N V
3,192$3.0M0.29%
87
ENBENBRIDGE INC
64,890$3.0M0.29%
88
SBUXSTARBUCKS CORP
42,173$3.0M0.29%
89
ROPROPER TECHNOLOGIES INC
8,291$3.0M0.29%
90
FASTFASTENAL CO
84,417$3.0M0.29%
91
WDEFWISDOMTREE TR
111,625$3.0M0.29%
92
IBMINTERNATIONAL BUSINESS MACHS
10,734$3.0M0.29%
93
ALCALCON AG
55,983$3.0M0.29%
94
XOMEXXON MOBIL CORP
27,925$3.0M0.29%
95
FCNFTI CONSULTING INC
23,288$3.0M0.29%
96
CITHE CIGNA GROUP
13,662$3.0M0.29%
97
WFCWELLS FARGO CO NEW
37,075$3.0M0.29%
98
CVCOCAVCO INDS INC DEL
6,378$3.0M0.29%
99
LAMRLAMAR ADVERTISING CO NEW
20,435$2.0M0.19%
100
IAU*ISHARES GOLD TR
27,096$2.0M0.19%
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