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CIK: 0001802473
Total reported value
$1.1B
$1.1B
288 檔
8.6%
In Q2 2024, Marks Group Wealth Management, Inc's U.S. equity holdings reached a combined market value of $1.1B, distributed across 288 disclosed stock positions.
During Q2 2024, Marks Group Wealth Management, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | -0.21% | -3.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.31% | -0.10% | +0.03% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 1.84% | -0.41% | -0.83% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.64% | -0.18% | +6.61% | |
| 5 | RSG | Republic Services Inc | Stock-Industrials | 1.60% | -0.55% | +0.60% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.58% | -0.14% | +0.71% | |
| 7 | ICE | Intercontinental Exchange In | Stock-Financials | 1.55% | -0.53% | +0.02% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.26% | +0.47% | |
| 9 | FDS | Factset Research Systems Inc | Stock-Financials | 1.31% | -0.19% | +8.90% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.19% | -1.82% | |
| 11 | MCO | Moody's CORP | Stock-Financials | 1.24% | +0.02% | NEW | |
| 12 | DELL | Dell Technologies -c | Stock-Tech | 1.14% | +0.18% | -4.37% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 1.03% | -0.21% | +0.15% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | -0.05% | +15.68% | |
| 15 | MSCI | Msci Inc | Stock-Financials | 1.00% | +0.04% | +5.83% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.55% | +2.16% | |
| 17 | FICO | Fair Isaac CORP | Stock-Tech | 0.96% | -0.05% | -1.00% | |
| 18 | HON | Honeywell International Inc | Stock-Industrials | 0.95% | -0.80% | EXIT | |
| 19 | BRO | Brown & Brown Inc | Stock-Financials | 0.94% | -0.18% | -7.94% | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 0.94% | — | +57.99% | |
| 21 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.93% | -0.09% | -19.26% | |
| 22 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.93% | -0.54% | EXIT | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.92% | +0.27% | -9.36% | |
| 24 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.90% | -0.16% | -14.05% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.24% | -5.29% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | +1.50% | +62.70% | |
| 27 | CACI | Caci International Inc -cl A | Stock-Tech | 0.90% | -0.22% | -9.87% | |
| 28 | GWW | Ww Grainger Inc | Stock-Industrials | 0.89% | -0.13% | -1.55% | |
| 29 | PRI | Primerica Inc | Stock-Financials | 0.89% | -0.16% | +0.59% | |
| 30 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.89% | -0.35% | -8.20% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.89% | -0.14% | -12.21% | |
| 32 | EME | Emcor Group Inc | Stock-Industrials | 0.88% | -0.19% | -37.71% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.88% | -0.19% | +8.37% | |
| 34 | TTC | Toro Co | Stock-Industrials | 0.88% | — | +31.80% | |
| 35 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.88% | -0.12% | -2.61% | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.87% | -0.26% | -6.82% | |
| 37 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.87% | -0.23% | -1.13% | |
| 38 | WSO | Watsco Inc | Stock-Industrials | 0.86% | -0.21% | -5.59% | |
| 39 | RBA | Rb Global Inc | Stock-Industrials | 0.86% | -0.06% | +0.03% | |
| 40 | ITT | Itt Inc | Stock-Industrials | 0.86% | -0.20% | -8.78% | |
| 41 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.85% | -0.26% | -2.59% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.85% | -0.32% | +16.71% | |
| 43 | ADI | Analog Devices Inc | Stock-Tech | 0.85% | — | -8.80% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.85% | -0.33% | -9.08% | |
| 45 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.85% | -0.27% | -16.59% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.84% | -0.22% | -1.25% | |
| 47 | BR | Broadridge Financial Solutio | Stock-Tech | 0.84% | -0.23% | -2.63% | |
| 48 | AME | Ametek Inc | Stock-Industrials | 0.83% | -0.14% | +0.34% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.83% | -0.25% | +1.59% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | -0.01% | +3.13% |
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 288 disclosed positions in Q2 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, AAPL, SYK) accounted for 8.6% of total reported equity market value during Q2 2024.
During Q2 2024, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (3.0%)、AAPL (2.3%)、SYK (1.8%). The largest single position, GOOG, represented 3.0% of total portfolio value.
In Q2 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.
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