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CIK: 0001802473
Total reported value
$1.1B
$1.1B
294 檔
10.5%
In Q3 2025, Marks Group Wealth Management, Inc's U.S. equity holdings reached a combined market value of $1.1B, distributed across 294 disclosed stock positions.
In Q3 2025, Marks Group Wealth Management, Inc adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.43% | -0.21% | -6.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.10% | +7.60% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 1.77% | -0.41% | -3.62% | |
| 4 | ICE | Intercontinental Exchange In | Stock-Financials | 1.74% | -0.53% | -5.57% | |
| 5 | RSG | Republic Services Inc | Stock-Industrials | 1.71% | -0.55% | -3.52% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.67% | -1.42% | +33.31% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | -0.18% | +143.14% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.26% | -6.87% | |
| 9 | MCO | Moody's CORP | Stock-Financials | 1.18% | +0.02% | NEW | |
| 10 | MSCI | Msci Inc | Stock-Financials | 1.17% | +0.04% | -3.24% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.19% | -24.42% | |
| 12 | EME | Emcor Group Inc | Stock-Industrials | 1.11% | -0.19% | -9.08% | |
| 13 | NVT | nVent Electric plc | Stock-Industrials | 1.10% | -0.07% | -8.82% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.14% | -38.03% | |
| 15 | CW | Curtiss-wright CORP | Stock-Industrials | 1.09% | -0.17% | -5.82% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.08% | +29.31% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | -0.12% | +146.91% | |
| 18 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.99% | -0.35% | -7.15% | |
| 19 | ITT | Itt Inc | Stock-Industrials | 0.96% | -0.20% | -5.73% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.96% | -0.64% | -3.84% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.24% | -4.77% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 0.94% | -0.14% | -6.05% | |
| 23 | PH | Parker Hannifin CORP | Stock-Industrials | 0.93% | -0.33% | -6.27% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.93% | -0.20% | -6.41% | |
| 25 | CACI | Caci International Inc -cl A | Stock-Tech | 0.91% | -0.22% | -5.25% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.04% | -1.00% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.03% | +0.01% | |
| 28 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.89% | -0.15% | -5.14% | |
| 29 | RMD | Resmed Inc | Stock-Healthcare | 0.87% | -0.43% | -4.71% | |
| 30 | RBA | Rb Global Inc | Stock-Industrials | 0.86% | -0.06% | -5.29% | |
| 31 | J | Jacobs Solutions Inc | Stock-Industrials | 0.86% | -0.25% | -6.03% | |
| 32 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.86% | -0.54% | EXIT | |
| 33 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.85% | -0.16% | -5.47% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.85% | -0.80% | EXIT | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.84% | -0.25% | -3.52% | |
| 36 | PRI | Primerica Inc | Stock-Financials | 0.83% | -0.16% | -3.21% | |
| 37 | AME | Ametek Inc | Stock-Industrials | 0.82% | -0.14% | -3.12% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.55% | -2.97% | |
| 39 | AON | Aon plc | Stock-Financials | 0.82% | -0.20% | -3.35% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.32% | -2.27% | |
| 41 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.82% | -0.12% | -1.75% | |
| 42 | BR | Broadridge Financial Solutio | Stock-Tech | 0.81% | -0.23% | -4.42% | |
| 43 | SAIA | Saia Inc | Stock-Industrials | 0.81% | -0.21% | -6.22% | |
| 44 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.80% | -0.26% | -6.01% | |
| 45 | FDS | Factset Research Systems Inc | Stock-Financials | 0.80% | -0.19% | -9.94% | |
| 46 | STE | STERIS plc | Stock-Healthcare | 0.80% | -0.26% | -2.92% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | -0.01% | -4.61% | |
| 48 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.78% | -0.22% | -4.62% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | -0.59% | -2.54% | |
| 50 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.78% | -0.11% | -9.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | -6.00% | Trim |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.9% | +33.31% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +146.91% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.8% | +0.01% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.7% | +29.31% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.6% | +143.14% | Add |
| 7 | AAPL | Apple Inc | +0.4% | +7.60% | Add |
| 8 | AAAU | Goldman Sachs Physical Gold | +0.4% | +73.59% | Add |
| 9 | NVT | nVent Electric plc | +0.4% | -8.82% | Trim |
| 10 | EME | Emcor Group Inc | +0.3% | -9.08% | Trim |
| 11 | MSFT | Microsoft CORP | +0.3% | -6.87% | Trim |
| 12 | CW | Curtiss-wright CORP | +0.2% | -5.82% | Trim |
| 13 | ORCL | Oracle CORP | +0.2% | +37.42% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.25% | Add |
| 15 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +32.04% | Add |
| 16 | ITT | Itt Inc | +0.2% | -5.73% | Trim |
| 17 | LDOS | Leidos Holdings Inc | +0.2% | -7.15% | Trim |
| 18 | ETN | Eaton Corporation plc | +0.1% | -6.05% | Trim |
| 19 | UPS | United Parcel Service-cl B | -0.2% | -71.93% | Trim |
| 20 | DRI | Darden Restaurants Inc | -0.2% | -2.79% | Trim |
| 21 | MRSH | Marsh & Mclennan Cos | -0.2% | -1.95% | Trim |
| 22 | WSO | Watsco Inc | -0.2% | -2.47% | Add |
| 23 | TMO | Thermo Fisher Scientific Inc | -0.2% | -44.79% | Trim |
| 24 | FICO | Fair Isaac CORP | -0.2% | -4.40% | Trim |
| 25 | ICE | Intercontinental Exchange In | -0.2% | -5.57% | Trim |
| 26 | MORN | Morningstar Inc | -0.3% | -12.36% | Trim |
| 27 | BRO | Brown & Brown Inc | -0.3% | -1.40% | Trim |
| 28 | RSG | Republic Services Inc | -0.3% | -3.52% | Trim |
| 29 | CPRT | Copart Inc | -0.3% | -6.89% | Trim |
| 30 | FISV | Fiserv Inc | -0.3% | -1.67% | Add |
| 31 | EXPD | Expeditors Intl Wash Inc | -0.3% | -92.96% | Trim |
| 32 | ROP | Roper Technologies Inc | -0.5% | -27.35% | Trim |
| 33 | FDS | Factset Research Systems Inc | -0.6% | -9.94% | Trim |
| 34 | V | Visa Inc-class A Shares | -0.8% | -38.03% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 36 | IXN | Ishares Global Tech ETF | — | EXIT | Sold out |
| 37 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | EXIT | Sold out |
| 39 | VRSK | Verisk Analytics Inc | — | EXIT | Sold out |
| 40 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 41 | CP | Canadian Pacific Kansas City | — | EXIT | Sold out |
| 42 | JBL | Jabil Inc | — | NEW | New buy |
| 43 | WDEF | Wt Europe Defensed Fd | — | NEW | New buy |
| 44 | SCHX | Schwab US Large-cap ETF | — | EXIT | Sold out |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | — | EXIT | Sold out |
| 46 | IGA | Voya Global Advan & Prem Opp | — | NEW | New buy |
| 47 | VIOO | Vanguard S&p Small-cap 600 E | — | NEW | New buy |
| 48 | JKHY | Jack Henry & Associates Inc | — | EXIT | Sold out |
| 49 | ROL | Rollins Inc | — | EXIT | Sold out |
| 50 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
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 294 disclosed positions in Q3 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, SYK) accounted for 10.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PLTR
市值: $7.0M
Top Position Liquidated / Trimmed
IXN
前期市值: $4.5M
During Q3 2025, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (3.4%)、AAPL (2.6%)、SYK (1.8%). The largest single position, GOOG, represented 3.4% of total portfolio value.
In Q3 2025, Marks Group Wealth Management, Inc made 50 total portfolio adjustments, initiating 7 new buys, adding to 12 positions, trimming 22 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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