Marks Group Wealth Management, Inc
•CIK: 1802473•Filing: Q4 2025
**Marks Group Wealth Management, Inc.** manages $1.0B across a diversified portfolio of 332 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $34.9M in GOOG and $31.6M in AAPL. Further concentration is evident in core tech names such as MSFT ($19.1M) and NVDA ($17.6M). This allocation profile suggests a focus on established, high-quality growth equities.
Total AUM
$1.0B
QoQ Performance
-3.0%
Positions
305
Top 10 Concentration
21.1%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG3.3%
AAPL3.0%
EFV2.4%
MSFT1.8%
NVDA1.7%
RSG1.6%
META1.6%
UNH1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.6%
Technology17.1%
Financial4.3%
Healthcare3.3%
Industrial3.3%
Consumer1.8%
ETF1.7%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
+103 more exited positions
Changes from Q3 2025
NEW14 new positions
↑76 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023