13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001802473
Total reported value
$1.1B
$1.1B
299 檔
8.0%
As reported in its official Q1 2024 Form 13F filing, Marks Group Wealth Management, Inc's tracked investment portfolio stood at $1.1B with 299 total positions.
During Q1 2024, Marks Group Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, SYK, AAPL) accounted for 8.0% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.53% | -0.21% | +1.12% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 1.94% | -0.41% | +0.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.10% | +1.64% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | -0.14% | +0.70% | |
| 5 | RSG | Republic Services Inc | Stock-Industrials | 1.55% | -0.55% | +1.59% | |
| 6 | ICE | Intercontinental Exchange In | Stock-Financials | 1.55% | -0.53% | +0.59% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.48% | -0.18% | +4.79% | |
| 8 | EME | Emcor Group Inc | Stock-Industrials | 1.35% | -0.19% | -6.24% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.26% | +1.23% | |
| 10 | FDS | Factset Research Systems Inc | Stock-Financials | 1.33% | -0.19% | +2.03% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.19% | +30.79% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 1.12% | +0.02% | NEW | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.55% | +0.78% | |
| 14 | CPRT | Copart Inc | Stock-Industrials | 1.10% | -0.21% | +1.74% | |
| 15 | MSCI | Msci Inc | Stock-Financials | 1.09% | +0.04% | +4.87% | |
| 16 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.03% | -0.09% | -2.68% | |
| 17 | PH | Parker Hannifin CORP | Stock-Industrials | 1.02% | -0.33% | -4.29% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 1.01% | -0.13% | -2.79% | |
| 19 | APH | Amphenol Corp-cl A | Stock-Tech | 1.01% | — | -2.79% | |
| 20 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.01% | -0.16% | -2.31% | |
| 21 | ICLR | ICON Public Limited Company | Stock-Healthcare | 1.01% | -0.54% | EXIT | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | -0.14% | -1.07% | |
| 23 | FISV | Fiserv Inc | Stock-Other | 1.00% | -0.26% | -2.31% | |
| 24 | BRO | Brown & Brown Inc | Stock-Financials | 0.99% | -0.18% | -1.28% | |
| 25 | ITT | Itt Inc | Stock-Industrials | 0.98% | -0.20% | -3.73% | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 0.98% | +0.18% | -3.11% | |
| 27 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.98% | -0.27% | +7.50% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 0.96% | -0.05% | +4.37% | |
| 29 | PRI | Primerica Inc | Stock-Financials | 0.94% | -0.16% | -1.95% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.92% | -0.19% | -0.35% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.91% | -1.42% | +4.46% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.91% | -0.23% | — | |
| 33 | AME | Ametek Inc | Stock-Industrials | 0.90% | -0.14% | -0.97% | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.89% | +0.27% | -1.12% | |
| 35 | J | Jacobs Solutions Inc | Stock-Industrials | 0.89% | -0.25% | -0.70% | |
| 36 | BR | Broadridge Financial Solutio | Stock-Tech | 0.89% | -0.23% | -2.56% | |
| 37 | CACI | Caci International Inc -cl A | Stock-Tech | 0.87% | -0.22% | -0.29% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | -0.24% | -0.78% | |
| 39 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.86% | -0.35% | -1.07% | |
| 40 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.86% | -0.12% | -0.85% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.80% | EXIT | |
| 42 | RBA | Rb Global Inc | Stock-Industrials | 0.85% | -0.06% | -0.58% | |
| 43 | GGG | Graco Inc | Stock-Industrials | 0.85% | -0.33% | -1.15% | |
| 44 | WSO | Watsco Inc | Stock-Industrials | 0.85% | -0.21% | -0.28% | |
| 45 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.84% | -0.26% | +0.01% | |
| 46 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.84% | — | -0.20% | |
| 47 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.83% | -0.22% | +0.06% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.83% | -0.22% | -0.11% | |
| 49 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.82% | -0.23% | +0.00% | |
| 50 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.82% | -0.16% | +0.31% |
According to official SEC Form 13F filings, Marks Group Wealth Management, Inc reported a total U.S. public equity portfolio value of $1.1B across 299 disclosed positions in Q1 2024.
During Q1 2024, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (2.5%)、SYK (1.9%)、AAPL (1.9%). The largest single position, GOOG, represented 2.5% of total portfolio value.
In Q1 2024, Marks Group Wealth Management, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.