StockDriftsStockDriftsTop 50 Marks Group Wealth Management, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFV | ISHARES TR | 3.2% | 446.5K | $33.2M | +27.77%(+97.02K) | $63.62(+23.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.72% | 111.0K | $28.2M | -4.62%(-5.38K) | $141.97(+110.52%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.15% | 77.8K | $22.3M | -30.15%(-33.58K) | $85.65(+365.88%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.02% | 273.2K | $20.9M | +2438.81%(+262.42K) | $78.41(+11.43%) | 2026-03-31 | |
| EFG | ISHARES TR | 1.72% | 160.3K | $17.9M | +91.60%(+76.63K) | $109.79(+10.56%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.63% | 243.0K | $16.9M | +7.74%(+17.45K) | $57.59(+42.48%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 1.56% | 349.2K | $16.2M | +1509.50%(+327.49K) | $45.87(+8.28%) | 2026-03-31 | |
| IVW | ISHARES TR | 1.55% | 141.7K | $16.0M | +417.37%(+114.30K) | $108.40(+26.62%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.36% | 38.1K | $14.1M | -3.81%(-1.51K) | $326.55(+24.09%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.34% | 239.4K | $13.9M | +1186.62%(+220.82K) | $58.43(+13.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.00% | +29.51% |
| Top 20 Holdings Unweighted | +7.54% | +24.37% |
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