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CIK: 0001802473
Total reported value
$1.1B
$1.1B
332 檔
11.2%
At the close of Q4 2025, Marks Group Wealth Management, Inc disclosed equity holdings valued at approximately $1.1B, spread across 332 reported holdings.
In Q4 2025, Marks Group Wealth Management, Inc adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | -0.21% | -26.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.03% | -0.10% | +6.16% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.39% | -1.42% | +31.76% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.26% | +32.52% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | -0.12% | +62.60% | |
| 6 | RSG | Republic Services Inc | Stock-Industrials | 1.60% | -0.55% | -1.71% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.60% | -0.19% | +52.55% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | -0.18% | +0.34% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 1.50% | -0.53% | -12.55% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 1.48% | -0.41% | -14.41% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.45% | +0.08% | +26.99% | |
| 12 | GE | General Electric | Stock-Industrials | 1.36% | -0.23% | +244.72% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.55% | +31.91% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.04% | +21.18% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | -0.14% | -0.73% | |
| 16 | NVT | nVent Electric plc | Stock-Industrials | 0.99% | -0.07% | -16.10% | |
| 17 | CW | Curtiss-wright CORP | Stock-Industrials | 0.98% | -0.17% | -13.58% | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 0.96% | -0.33% | -13.57% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 0.92% | -0.19% | -14.95% | |
| 20 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.91% | +1.50% | +30.75% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.24% | -12.49% | |
| 22 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.88% | -0.16% | -15.23% | |
| 23 | CACI | Caci International Inc -cl A | Stock-Tech | 0.86% | -0.22% | -14.42% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.86% | -0.64% | -16.10% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.03% | -10.07% | |
| 26 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.84% | -0.35% | -14.07% | |
| 27 | ITT | Itt Inc | Stock-Industrials | 0.84% | -0.20% | -12.98% | |
| 28 | AME | Ametek Inc | Stock-Industrials | 0.82% | -0.14% | -11.13% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.82% | -0.20% | -13.49% | |
| 30 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.79% | -0.54% | EXIT | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.29% | +165.39% | |
| 32 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.77% | -0.23% | +4.75% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.77% | -0.12% | +9.06% | |
| 34 | RBA | Rb Global Inc | Stock-Industrials | 0.77% | -0.06% | -9.52% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 0.76% | -0.25% | -10.96% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.76% | -0.13% | -9.17% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.76% | -0.80% | EXIT | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.27% | +16.32% | |
| 39 | STE | STERIS plc | Stock-Healthcare | 0.75% | -0.26% | -11.54% | |
| 40 | ETN | Eaton Corporation plc | Stock-Industrials | 0.73% | -0.14% | -11.27% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.73% | -0.39% | -5.14% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | -0.32% | -6.23% | |
| 43 | FELE | Franklin Electric Co Inc | Stock-Industrials | 0.71% | -0.22% | -11.72% | |
| 44 | PRI | Primerica Inc | Stock-Financials | 0.71% | -0.16% | -10.21% | |
| 45 | BR | Broadridge Financial Solutio | Stock-Tech | 0.71% | -0.23% | -9.85% | |
| 46 | RMD | Resmed Inc | Stock-Healthcare | 0.71% | -0.43% | -10.67% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.71% | -0.15% | -11.28% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | -0.59% | -10.66% | |
| 49 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.70% | -0.17% | -13.08% | |
| 50 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 0.70% | -0.09% | -9.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GE | General Electric | +1% | +244.72% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.7% | +31.76% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +62.60% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.5% | +52.55% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +6.16% | Add |
| 6 | CRM | Salesforce Inc | +0.4% | +31.91% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +211.09% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +32.52% | Add |
| 9 | ORCL | Oracle CORP | +0.4% | +165.39% | Add |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +26.99% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +21.18% | Add |
| 12 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +30.75% | Add |
| 13 | ABT | Abbott Laboratories | +0.2% | +196.20% | Add |
| 14 | GOOG | Alphabet Inc-cl C | -0.1% | -26.59% | Trim |
| 15 | RSG | Republic Services Inc | -0.1% | -1.71% | Trim |
| 16 | BRO | Brown & Brown Inc | -0.1% | -7.00% | Trim |
| 17 | LDOS | Leidos Holdings Inc | -0.2% | -14.07% | Trim |
| 18 | TSCO | Tractor Supply Company | -0.2% | -10.56% | Trim |
| 19 | WSO | Watsco Inc | -0.2% | -9.16% | Trim |
| 20 | CTAS | Cintas CORP | -0.2% | -17.16% | Trim |
| 21 | RMD | Resmed Inc | -0.2% | -10.67% | Trim |
| 22 | AON | Aon plc | -0.2% | -20.58% | Trim |
| 23 | J | Jacobs Solutions Inc | -0.2% | -12.28% | Trim |
| 24 | CPRT | Copart Inc | -0.2% | -14.23% | Trim |
| 25 | TDY | Teledyne Technologies Inc | -0.2% | -11.28% | Trim |
| 26 | BAM | Brookfield Asset Mgmt-a | -0.2% | -18.77% | Trim |
| 27 | EME | Emcor Group Inc | -0.2% | -14.95% | Trim |
| 28 | CVCO | Cavco Industries Inc | -0.2% | -38.17% | Trim |
| 29 | ETN | Eaton Corporation plc | -0.2% | -11.27% | Trim |
| 30 | PAYC | Paycom Software Inc | -0.2% | -15.59% | Trim |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -12.55% | Trim |
| 32 | ALC | Alcon Inc. | -0.3% | -43.86% | Trim |
| 33 | SYK | Stryker CORP | -0.3% | -14.41% | Trim |
| 34 | FISV | Fiserv Inc | -0.3% | -8.92% | Trim |
| 35 | FDS | Factset Research Systems Inc | -0.4% | -45.85% | Trim |
| 36 | CI | THE Cigna Group | -0.4% | -48.42% | Trim |
| 37 | FCN | Fti Consulting Inc | -0.4% | -51.89% | Trim |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.4% | -90.79% | Trim |
| 39 | SAIA | Saia Inc | -0.4% | -50.53% | Trim |
| 40 | ROP | Roper Technologies Inc | -0.4% | -45.51% | Trim |
| 41 | SPGI | S&p Global Inc | -0.5% | -60.11% | Trim |
| 42 | MCO | Moody's CORP | -0.6% | -58.67% | Trim |
| 43 | MSCI | Msci Inc | -0.6% | -55.99% | Trim |
| 44 | MORN | Morningstar Inc | — | EXIT | Sold out |
| 45 | ADSK | Autodesk Inc | — | EXIT | Sold out |
| 46 | JBL | Jabil Inc | — | EXIT | Sold out |
| 47 | AVGO | Broadcom Inc | — | NEW | New buy |
| 48 | POOL | Pool CORP | — | EXIT | Sold out |
| 49 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 50 | NI | Nisource 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 332 disclosed positions in Q4 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, EFV) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $2.3M
Top Position Liquidated / Trimmed
MORN
前期市值: $5.3M
During Q4 2025, Marks Group Wealth Management, Inc's top holdings by market value included GOOG (3.4%)、AAPL (3.0%)、EFV (2.4%). The largest single position, GOOG, represented 3.4% of total portfolio value.
In Q4 2025, Marks Group Wealth Management, Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 30 holdings, and fully liquidating 4 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.
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