List of top 200 securities held by Marks Group Wealth Management Inc:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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Quarter: 2026Q3
Report Date Time: 2026-11-05 13:02:40
Total Holdings: 355
Assets Under Management (AUM) :
$1,143,516,416 ($1.14B)
Reporting Manager: Erica Lewerenz
Address:
4350 BAKER ROAD, SUITE 245
MINNETONKA, MN 55343
Since : total money flow = , gains and losses =
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