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CIK: 0001802473
Total reported value
$1.1B
$1.1B
293 檔
9.8%
The Q2 2025 SEC filing reveals that Marks Group Wealth Management, Inc held a total portfolio value of $1.1B, covering 293 public equity positions.
During Q2 2025, 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 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.66% | -0.21% | +0.28% | |
| 2 | ICE | Intercontinental Exchange In | Stock-Financials | 2.00% | -0.53% | -1.79% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 1.97% | -0.41% | -0.23% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.94% | -0.10% | -0.71% | |
| 5 | RSG | Republic Services Inc | Stock-Industrials | 1.91% | -0.55% | -2.39% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 1.84% | -0.14% | -2.26% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.50% | -0.19% | -1.75% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.26% | -1.37% | |
| 9 | FDS | Factset Research Systems Inc | Stock-Financials | 1.39% | -0.19% | +1.73% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 1.32% | +0.02% | NEW | |
| 11 | MSCI | Msci Inc | Stock-Financials | 1.23% | +0.04% | +2.37% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.17% | -1.42% | +46.39% | |
| 13 | ROP | Roper Technologies Inc | Stock-Tech | 1.10% | -0.26% | -0.04% | |
| 14 | CW | Curtiss-wright CORP | Stock-Industrials | 1.04% | -0.17% | -17.65% | |
| 15 | EME | Emcor Group Inc | Stock-Industrials | 1.01% | -0.19% | -13.55% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.55% | +1.12% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | -0.80% | EXIT | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 0.96% | -0.14% | -5.63% | |
| 19 | CACI | Caci International Inc -cl A | Stock-Tech | 0.92% | -0.22% | -11.54% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 0.92% | -0.33% | -3.67% | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.92% | -0.64% | +32.43% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 0.91% | -0.39% | -11.04% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 0.91% | -0.01% | +0.34% | |
| 24 | BRO | Brown & Brown Inc | Stock-Financials | 0.91% | -0.18% | +0.91% | |
| 25 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.90% | -0.23% | -5.71% | |
| 26 | NVT | nVent Electric plc | Stock-Industrials | 0.90% | -0.07% | -10.55% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.04% | +1.06% | |
| 28 | ITT | Itt Inc | Stock-Industrials | 0.90% | -0.20% | -3.77% | |
| 29 | RBA | Rb Global Inc | Stock-Industrials | 0.90% | -0.06% | -3.55% | |
| 30 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.89% | -0.35% | -4.70% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 0.88% | -0.21% | -0.23% | |
| 32 | BR | Broadridge Financial Solutio | Stock-Tech | 0.87% | -0.23% | -2.46% | |
| 33 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.87% | -0.32% | +4.55% | |
| 34 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.87% | -0.09% | -4.17% | |
| 35 | RMD | Resmed Inc | Stock-Healthcare | 0.86% | -0.43% | -5.36% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.86% | -0.13% | -3.74% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.86% | -0.12% | -0.13% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.85% | -0.24% | -2.19% | |
| 39 | AON | Aon plc | Stock-Financials | 0.85% | -0.20% | +1.14% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.85% | -0.20% | -1.16% | |
| 41 | PRI | Primerica Inc | Stock-Financials | 0.85% | -0.16% | +2.00% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.18% | -2.21% | |
| 43 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.83% | -0.11% | -0.98% | |
| 44 | CI | THE Cigna Group | Stock-Healthcare | 0.83% | -0.26% | -0.61% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.03% | +449.91% | |
| 46 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.82% | -0.16% | -6.75% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.82% | -0.15% | -0.70% | |
| 48 | AME | Ametek Inc | Stock-Industrials | 0.82% | -0.14% | +0.14% | |
| 49 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.82% | -0.25% | +0.04% | |
| 50 | J | Jacobs Solutions Inc | Stock-Industrials | 0.80% | -0.25% | -0.52% |
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 Q2 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, ICE, SYK) accounted for 9.8% of total reported equity market value during Q2 2025.
During Q2 2025, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (2.7%)、ICE (2.0%)、SYK (2.0%). The largest single position, GOOG, represented 2.7% of total portfolio value.
In Q2 2025, 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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