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CIK: 0001802473
Total reported value
$1.1B
$1.1B
286 檔
9.5%
During the Q4 2024 filing period, Marks Group Wealth Management, Inc (CIK: 0001802473) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 286 reported positions.
During Q4 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 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.02% | -0.21% | -0.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.53% | -0.10% | -0.79% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 1.87% | -0.41% | -0.44% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 1.82% | -0.14% | -0.89% | |
| 5 | RSG | Republic Services Inc | Stock-Industrials | 1.56% | -0.55% | -0.88% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | -0.18% | +2.36% | |
| 7 | ICE | Intercontinental Exchange In | Stock-Financials | 1.53% | -0.53% | -0.58% | |
| 8 | FDS | Factset Research Systems Inc | Stock-Financials | 1.49% | -0.19% | -0.80% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.26% | +2.16% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.19% | -1.23% | |
| 11 | MCO | Moody's CORP | Stock-Financials | 1.30% | +0.02% | NEW | |
| 12 | MSCI | Msci Inc | Stock-Financials | 1.27% | +0.04% | +2.85% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.26% | -0.55% | +0.26% | |
| 14 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.09% | -0.27% | -5.98% | |
| 15 | CPRT | Copart Inc | Stock-Industrials | 1.07% | -0.21% | +1.18% | |
| 16 | ROP | Roper Technologies Inc | Stock-Tech | 1.05% | -0.26% | -1.80% | |
| 17 | FISV | Fiserv Inc | Stock-Other | 1.02% | -0.26% | -6.17% | |
| 18 | EME | Emcor Group Inc | Stock-Industrials | 0.99% | -0.19% | -6.37% | |
| 19 | FICO | Fair Isaac CORP | Stock-Tech | 0.97% | -0.05% | -2.93% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 0.97% | -0.80% | EXIT | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.96% | +0.27% | -4.10% | |
| 22 | CW | Curtiss-wright CORP | Stock-Industrials | 0.94% | -0.17% | -4.89% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.94% | -0.33% | -5.17% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.04% | +0.49% | |
| 25 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.93% | -0.23% | -2.76% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.93% | -0.14% | -5.35% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 0.92% | -0.13% | -4.49% | |
| 28 | BRO | Brown & Brown Inc | Stock-Financials | 0.92% | -0.18% | -4.08% | |
| 29 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.92% | -0.09% | -4.95% | |
| 30 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.91% | -0.11% | -0.53% | |
| 31 | PRI | Primerica Inc | Stock-Financials | 0.89% | -0.16% | -4.73% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.89% | -0.24% | -3.28% | |
| 33 | RBA | Rb Global Inc | Stock-Industrials | 0.89% | -0.06% | -3.81% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 0.88% | -0.23% | -3.52% | |
| 35 | SPGI | S&p Global Inc | Stock-Financials | 0.88% | -0.01% | +2.03% | |
| 36 | AON | Aon plc | Stock-Financials | 0.88% | -0.20% | +1.30% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.88% | -0.32% | -3.84% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.87% | -0.18% | -3.92% | |
| 39 | ITT | Itt Inc | Stock-Industrials | 0.86% | -0.20% | -4.18% | |
| 40 | SAIA | Saia Inc | Stock-Industrials | 0.86% | -0.21% | -5.40% | |
| 41 | NVT | nVent Electric plc | Stock-Industrials | 0.86% | -0.07% | -5.23% | |
| 42 | AME | Ametek Inc | Stock-Industrials | 0.85% | -0.14% | -3.71% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.84% | -0.12% | -1.55% | |
| 44 | MORN | Morningstar Inc | Stock-Financials | 0.84% | — | +0.68% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.83% | -1.42% | +3.70% | |
| 46 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.83% | -0.25% | -3.17% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.83% | -0.15% | -3.94% | |
| 48 | WSO | Watsco Inc | Stock-Industrials | 0.82% | -0.21% | -3.53% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.82% | -0.19% | -10.78% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.81% | -0.64% | +11.35% |
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 286 disclosed positions in Q4 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 9.5% of total reported equity market value during Q4 2024.
During Q4 2024, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (3.0%)、AAPL (2.5%)、SYK (1.9%). The largest single position, GOOG, represented 3.0% of total portfolio value.
In Q4 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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