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CIK: 0001802473
Total reported value
$1.1B
$1.1B
293 檔
9.1%
According to the latest 13F quarterly dataset, Marks Group Wealth Management, Inc managed an equity portfolio of $1.1B at the end of Q3 2024, spanning 293 distinct U.S. exchange-listed positions.
During Q3 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, AAPL, SYK) accounted for 9.1% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.59% | -0.21% | +5.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.10% | -0.81% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 1.83% | -0.41% | +3.16% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.70% | -0.18% | -0.35% | |
| 5 | ICE | Intercontinental Exchange In | Stock-Financials | 1.61% | -0.53% | -2.59% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -0.14% | +3.32% | |
| 7 | RSG | Republic Services Inc | Stock-Industrials | 1.52% | -0.55% | +1.60% | |
| 8 | FDS | Factset Research Systems Inc | Stock-Financials | 1.40% | -0.19% | +4.19% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.26% | +2.49% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.19% | -1.04% | |
| 11 | MCO | Moody's CORP | Stock-Financials | 1.25% | +0.02% | NEW | |
| 12 | MSCI | Msci Inc | Stock-Financials | 1.17% | +0.04% | +6.18% | |
| 13 | ROP | Roper Technologies Inc | Stock-Tech | 1.11% | -0.26% | +278.63% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.00% | -0.55% | +5.07% | |
| 15 | EME | Emcor Group Inc | Stock-Industrials | 0.97% | -0.19% | +2.63% | |
| 16 | PH | Parker Hannifin CORP | Stock-Industrials | 0.95% | -0.33% | -0.65% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 0.95% | -0.14% | +11.44% | |
| 18 | FICO | Fair Isaac CORP | Stock-Tech | 0.94% | -0.05% | -17.20% | |
| 19 | BRO | Brown & Brown Inc | Stock-Financials | 0.94% | -0.18% | -4.54% | |
| 20 | CACI | Caci International Inc -cl A | Stock-Tech | 0.94% | -0.22% | -1.16% | |
| 21 | CPRT | Copart Inc | Stock-Industrials | 0.94% | -0.21% | +3.39% | |
| 22 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.93% | -0.16% | +2.12% | |
| 23 | GWW | Ww Grainger Inc | Stock-Industrials | 0.92% | -0.13% | -0.96% | |
| 24 | ALC | Alcon Inc. | Stock-Healthcare | 0.92% | -0.28% | +562.48% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 0.92% | -0.26% | -3.77% | |
| 26 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.92% | -0.09% | +5.95% | |
| 27 | ITT | Itt Inc | Stock-Industrials | 0.91% | -0.20% | +1.45% | |
| 28 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.91% | +0.27% | +0.54% | |
| 29 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.91% | -0.32% | +2.46% | |
| 30 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.90% | -0.35% | +0.72% | |
| 31 | NVT | nVent Electric plc | Stock-Industrials | 0.90% | -0.07% | — | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.19% | -4.06% | |
| 33 | CW | Curtiss-wright CORP | Stock-Industrials | 0.89% | -0.17% | — | |
| 34 | PRI | Primerica Inc | Stock-Financials | 0.89% | -0.16% | -1.98% | |
| 35 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.88% | -0.27% | +598.54% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.87% | -0.80% | EXIT | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.87% | -0.01% | +1.15% | |
| 38 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.87% | -0.23% | +2.49% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | -0.24% | -0.40% | |
| 40 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.87% | -0.54% | EXIT | |
| 41 | WSO | Watsco Inc | Stock-Industrials | 0.85% | -0.21% | +2.67% | |
| 42 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.85% | -0.26% | +2.27% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -1.42% | +149.95% | |
| 44 | SAIA | Saia Inc | Stock-Industrials | 0.85% | -0.21% | — | |
| 45 | BR | Broadridge Financial Solutio | Stock-Tech | 0.84% | -0.23% | +1.52% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.83% | -0.18% | +0.84% | |
| 47 | FCN | Fti Consulting Inc | Stock-Industrials | 0.83% | -0.33% | — | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.82% | -0.12% | -4.73% | |
| 49 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.82% | -0.22% | +4.50% | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.81% | -0.22% | +0.36% |
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 293 disclosed positions in Q3 2024.
During Q3 2024, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (2.6%)、AAPL (2.3%)、SYK (1.8%). The largest single position, GOOG, represented 2.6% of total portfolio value.
In Q3 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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