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Erica Lewerenz

Marks Group Wealth Management, Inc

Assets Managed
$1.037B
Holdings
337
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-0.7%(2Q avg: -1.83%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marks Group Wealth Management, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 337 positions.

Assets under management

The assets under management (AUM) of Marks Group Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.037B in assets, with a quarterly growth rate of -0.7% and a 2-quarter average growth rate of -1.83%. The portfolio is managed by Erica Lewerenz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 27.77%
3.21%
$33.195M
446,464 shares@ $74.35 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.62%
2.72%
$28.165M
110,979 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -30.15%
2.16%
$22.315M
77,792 shares@ $286.86 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2438.82%
2.02%
$20.909M
273,176 shares@ $76.54 avg price
EFG
Ishares Msci Eafe Growth Etf
Recent Activity
Increased 91.6%
1.73%
$17.851M
160,285 shares@ $111.37 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.74%
1.64%
$16.949M
242,992 shares@ $69.75 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 1509.5%
1.57%
$16.202M
349,180 shares@ $46.4 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 417.38%
1.55%
$16.026M
141,683 shares@ $113.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.81%
1.36%
$14.09M
38,065 shares@ $370.17 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1186.62%
1.35%
$13.93M
239,427 shares@ $58.19 avg price

1-10 of 337