Marks Group Wealth Management, Inc

Q1 2026 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
337
Total value ($000)
$1,037,087
Net value change ($000)
-7,318 (-0.7%)
New positions
31
Sold out positions
26
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 20,046 2322.8%
PVAL 15,213 1538.2%
DYNF 12,798 1130.6%
IVW 12,651 374.8%
JQUA 12,051 1751.6%
ECOW 9,120 1507.4%
EFG 8,321 87.3%
EFV 8,241 33.0%
FDMO 6,385 1474.6%
XLV 6,155 685.4%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -12,634 -36.1%
MCO -5,614 -100.0%
MSCI -5,282 -94.6%
MSFT -5,048 -26.4%
UNH -5,046 -31.9%
NVDA -4,634 -26.4%
META -4,316 -25.9%
GE -4,229 -29.8%
SYK -4,072 -26.3%
ICE -4,052 -25.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type