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Home > Institutional Investor > Marks Group Wealth Management, Inc > Profile

Instuitional Investor - Marks Group Wealth Management, Inc

Fund Profile
Filing Period:
Fund Name: Marks Group Wealth Management, Inc
Portfolio Value $877,457,310
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOG 157,238 $22,159,551 2.52%
2.
Apple Inc.
 AAPL 102,457 $19,726,071 2.24%
3.
Stryker Corp
 SYK 51,288 $15,358,705 1.75%
4.
Visa Inc.
 V 56,334 $14,666,616 1.67%
5.
Unitedhealth Group Inc
 UNH 27,403 $14,426,927 1.64%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)