Marks Group Wealth Management, Inc
CIK: 0001802473SEC EDGAR →
Portfolio Value
$870K
Holdings
332
As of
Q4 2025
New Positions
14
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 111,373 | $34K | 3.91% |
| 2 | APPLE INC | 116,359 | $31K | 3.56% |
| 3 | ISHARES TR | 349,440 | $24K | 2.76% |
| 4 | MICROSOFT CORP | 39,573 | $18K | 2.07% |
| 5 | META PLATFORMS INC | 25,256 | $16K | 1.84% |
| 6 | REPUBLIC SVCS INC | 79,030 | $16K | 1.84% |
| 7 | NVIDIA CORPORATION | 94,109 | $16K | 1.84% |
| 8 | INTERCONTINENTAL EXCHANGE IN | 96,970 | $15K | 1.72% |
| 9 | ISHARES INC | 225,538 | $15K | 1.72% |
| 10 | UNITEDHEALTH GROUP INC | 47,964 | $15K | 1.72% |
Quarterly Changes
New Positions (49)
$2K · 7K shares
$1K · 9K shares
$1K · 8K shares
$1K · 51K shares
$1K · 44K shares
$1K · 35K shares
$1K · 15K shares
$1K · 8K shares
$1K · 24K shares
$1K · 4K shares
$1K · 30K shares
$0 · 11K shares
$0 · 11K shares
$0 · 24K shares
$0 · 9K shares
$0 · 13K shares
$0 · 10K shares
$0 · 2K shares
$0 · 742 shares
$0 · 4K shares
$0 · 1K shares
$0 · 3K shares
$0 · 724 shares
$0 · 12K shares
$0 · 640 shares
$0 · 8K shares
$0 · 1K shares
$0 · 2K shares
$0 · 22K shares
$0 · 1K shares
$0 · 2K shares
$0 · 25K shares
$0 · 988 shares
$0 · 15K shares
$0 · 5K shares
$0 · 1K shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
$0 · 69K shares
$0 · 3K shares
$0 · 5K shares
$0 · 8K shares
$0 · 24K shares
$0 · 5K shares
$0 · 3K shares
$0 · 10K shares
$0 · 828 shares
$0 · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 96 | $205K | 23.6% |
| Industrials | 44 | $200K | 23.0% |
| Technology | 54 | $178K | 20.5% |
| Healthcare | 34 | $91K | 10.5% |
| Consumer Cyclical | 25 | $67K | 7.7% |
| Communication Services | 11 | $56K | 6.4% |
| Unknown | 25 | $35K | 4.0% |
| Utilities | 12 | $10K | 1.1% |
| Consumer Defensive | 11 | $9K | 1.0% |
| Basic Materials | 8 | $8K | 0.9% |
| Energy | 7 | $7K | 0.8% |
| Real Estate | 5 | $4K | 0.5% |