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CIK: 0001802473
Total reported value
$1.1B
$1.1B
298 檔
9.5%
At the close of Q1 2025, Marks Group Wealth Management, Inc disclosed equity holdings valued at approximately $1.1B, spread across 298 reported holdings.
In Q1 2025, Marks Group Wealth Management, Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.42% | -0.21% | +0.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.10% | +0.08% | |
| 3 | RSG | Republic Services Inc | Stock-Industrials | 1.99% | -0.55% | +8.60% | |
| 4 | ICE | Intercontinental Exchange In | Stock-Financials | 1.98% | -0.53% | +14.65% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 1.92% | -0.14% | -2.64% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 1.92% | -0.41% | +1.57% | |
| 7 | FDS | Factset Research Systems Inc | Stock-Financials | 1.44% | -0.19% | +4.07% | |
| 8 | MCO | Moody's CORP | Stock-Financials | 1.27% | +0.02% | NEW | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.19% | -2.39% | |
| 10 | MSCI | Msci Inc | Stock-Financials | 1.21% | +0.04% | +3.49% | |
| 11 | ROP | Roper Technologies Inc | Stock-Tech | 1.19% | -0.26% | +2.06% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.26% | +1.41% | |
| 13 | CPRT | Copart Inc | Stock-Industrials | 1.05% | -0.21% | +1.61% | |
| 14 | BRO | Brown & Brown Inc | Stock-Financials | 1.04% | -0.18% | -4.80% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.98% | -0.55% | -0.54% | |
| 16 | AON | Aon plc | Stock-Financials | 0.97% | -0.20% | +1.98% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | -0.18% | -38.72% | |
| 18 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.96% | -0.12% | -3.67% | |
| 19 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.95% | -0.64% | +18.79% | |
| 20 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.94% | -0.23% | -6.43% | |
| 21 | BR | Broadridge Financial Solutio | Stock-Tech | 0.92% | -0.23% | -0.47% | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.80% | EXIT | |
| 23 | FISV | Fiserv Inc | Stock-Other | 0.91% | -0.26% | -14.51% | |
| 24 | RBA | Rb Global Inc | Stock-Industrials | 0.91% | -0.06% | -5.70% | |
| 25 | SPGI | S&p Global Inc | Stock-Financials | 0.90% | -0.01% | +2.51% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.90% | -0.32% | +2.90% | |
| 27 | PRI | Primerica Inc | Stock-Financials | 0.89% | -0.16% | -2.28% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.89% | -0.24% | +1.53% | |
| 29 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.89% | -0.22% | +1.66% | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.88% | -0.13% | +4.38% | |
| 31 | ADP | Automatic Data Processing | Stock-Tech | 0.88% | -0.18% | -0.82% | |
| 32 | WSO | Watsco Inc | Stock-Industrials | 0.88% | -0.21% | +2.36% | |
| 33 | FICO | Fair Isaac CORP | Stock-Tech | 0.86% | -0.05% | -1.46% | |
| 34 | CI | THE Cigna Group | Stock-Healthcare | 0.86% | -0.26% | +23.34% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | -0.33% | -2.29% | |
| 36 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.85% | -0.25% | -4.31% | |
| 37 | ALC | Alcon Inc. | Stock-Healthcare | 0.85% | -0.28% | +11.65% | |
| 38 | CW | Curtiss-wright CORP | Stock-Industrials | 0.85% | -0.17% | +3.23% | |
| 39 | EME | Emcor Group Inc | Stock-Industrials | 0.83% | -0.19% | +6.07% | |
| 40 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.83% | -0.09% | +0.24% | |
| 41 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.83% | -0.35% | +14.67% | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.83% | -0.16% | +20.85% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.83% | -0.39% | — | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.83% | -0.20% | +18.06% | |
| 45 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.83% | -0.15% | -4.41% | |
| 46 | DOX | Amdocs Limited | Stock-Tech | 0.83% | -0.24% | +3.48% | |
| 47 | CACI | Caci International Inc -cl A | Stock-Tech | 0.83% | -0.22% | +24.09% | |
| 48 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.82% | -0.26% | +4.10% | |
| 49 | RMD | Resmed Inc | Stock-Healthcare | 0.82% | -0.43% | — | |
| 50 | AME | Ametek Inc | Stock-Industrials | 0.80% | -0.14% | +1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | RSG | Republic Services Inc | — | NEW | New buy |
| 4 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | SYK | Stryker CORP | — | NEW | New buy |
| 7 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 8 | MCO | Moody's CORP | — | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 10 | MSCI | Msci Inc | — | NEW | New buy |
| 11 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | CPRT | Copart Inc | — | NEW | New buy |
| 14 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | AON | Aon plc | — | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 18 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 19 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 20 | DRI | Darden Restaurants Inc | — | NEW | New buy |
| 21 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 22 | HON | Honeywell International Inc | — | NEW | New buy |
| 23 | FISV | Fiserv Inc | — | NEW | New buy |
| 24 | RBA | Rb Global Inc | — | NEW | New buy |
| 25 | SPGI | S&p Global Inc | — | NEW | New buy |
| 26 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 27 | PRI | Primerica Inc | — | NEW | New buy |
| 28 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 29 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 30 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 31 | ADP | Automatic Data Processing | — | NEW | New buy |
| 32 | WSO | Watsco Inc | — | NEW | New buy |
| 33 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 34 | CI | THE Cigna Group | — | NEW | New buy |
| 35 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 36 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 37 | ALC | Alcon Inc. | — | NEW | New buy |
| 38 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 39 | EME | Emcor Group Inc | — | NEW | New buy |
| 40 | TXRH | Texas Roadhouse Inc | — | NEW | New buy |
| 41 | LDOS | Leidos Holdings Inc | — | NEW | New buy |
| 42 | CSL | Carlisle Cos Inc | — | NEW | New buy |
| 43 | INTU | Intuit Inc | — | NEW | New buy |
| 44 | GD | General Dynamics CORP | — | NEW | New buy |
| 45 | TDY | Teledyne Technologies Inc | — | NEW | New buy |
| 46 | DOX | Amdocs Limited | — | NEW | New buy |
| 47 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 48 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 49 | RMD | Resmed Inc | — | NEW | New buy |
| 50 | AME | Ametek Inc | — | NEW | New buy |
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 298 disclosed positions in Q1 2025.
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, RSG) accounted for 9.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
GOOG
市值: $25.1M
During Q1 2025, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (2.4%)、AAPL (2.2%)、RSG (2.0%). The largest single position, GOOG, represented 2.4% of total portfolio value.
In Q1 2025, Marks Group Wealth Management, Inc made 50 total portfolio adjustments, initiating 50 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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