Notify me when Marks Group Wealth Management, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 332 | $1,044,404,654 | +$120,085,805 | -$149,713,398 | -$29,627,593 | GOOG, AAPL, EFV, MSFT, NVDA | 13F-HR | 11 Feb 2026, 11:52 |
| Q3 2025 | 294 | $1,076,257,538 | +$62,047,783 | -$81,114,144 | -$19,066,361 | GOOG, AAPL, SYK, ICE, RSG | 13F-HR | 10 Nov 2025, 14:04 |
| Q2 2025 | 293 | $1,075,122,375 | +$52,398,653 | -$60,717,723 | -$8,319,070 | GOOG, ICE, SYK, AAPL, RSG | 13F-HR | 22 Jul 2025, 15:39 |
| Q1 2025 | 298 | $1,039,211,455 | +$91,287,841 | -$56,885,361 | +$34,402,480 | GOOG, AAPL, RSG, ICE, V | 13F-HR | 01 May 2025, 15:02 |
| Q4 2024 | 286 | $1,015,289,922 | +$22,329,921 | -$34,449,924 | -$12,120,003 | GOOG, AAPL, SYK, V, RSG | 13F-HR | 29 Jan 2025, 15:38 |
| Q3 2024 | 293 | $1,047,495,783 | +$127,863,606 | -$91,996,103 | +$35,867,503 | GOOG, AAPL, SYK, UNH, ICE | 13F-HR | 30 Oct 2024, 16:17 |
| Q2 2024 | 288 | $949,397,498 | +$52,694,175 | -$43,096,778 | +$9,597,397 | GOOG, AAPL, SYK, UNH, RSG | 13F-HR | 14 Aug 2024, 13:12 |
| Q1 2024 | 299 | $956,638,101 | +$35,027,136 | -$35,739,367 | -$712,231 | GOOG, SYK, AAPL, V, RSG | 13F-HR | 29 Apr 2024, 11:37 |
| Q4 2023 | 289 | $877,457,310 | +$50,077,101 | -$68,218,340 | -$18,141,239 | GOOG, AAPL, SYK, V, UNH | 13F-HR | 01 Feb 2024, 14:20 |
| Q3 2023 | 273 | $807,785,638 | +$28,865,650 | -$25,472,353 | +$3,393,297 | GOOG, AAPL, AAAU, SYK, UNH | 13F-HR | 30 Oct 2023, 16:20 |
| Q2 2023 | 275 | $840,855,400 | +$60,871,216 | -$47,882,385 | +$12,988,831 | GOOG, AAPL, AAAU, SYK, V | 13F-HR | 19 Jul 2023, 12:19 |
| Q1 2023 | 275 | $782,642,137 | +$85,298,375 | -$70,972,427 | +$14,325,948 | GOOG, AAAU, SYK, V, UNH | 13F-HR | 03 May 2023, 16:12 |
| Q4 2022 | 276 | $732,483,068 | +$97,996,738 | -$81,409,140 | +$16,587,598 | GOOG, AAAU, SYK, UNH, AAPL | 13F-HR | 06 Feb 2023, 16:00 |
| Q3 2022 | 269 | $657,139,000 | +$55,979,605 | -$47,595,319 | +$8,384,286 | IAU, UNH, GOOG, SYK, ICE | 13F-HR | 10 Nov 2022, 20:05 |
| Q2 2022 | 288 | $693,467,000 | +$69,531,182 | -$63,447,716 | +$6,083,466 | IAU, UNH, GOOG, SYK, FBND | 13F-HR | 09 Aug 2022, 11:30 |
| Q1 2022 | 304 | $795,798,000 | +$109,467,208 | -$81,119,186 | +$28,348,022 | IAU, AON, GOOG, UNH, SYK | 13F-HR | 10 May 2022, 15:37 |
| Q4 2021 | 311 | $820,596,000 | +$105,494,582 | -$83,648,561 | +$21,846,021 | IAU, IVV, GOOG, UNH, AON | Restatement | 03 Mar 2022, 10:57 |
| Q3 2021 | 293 | $739,344,000 | +$57,773,261 | -$44,346,390 | +$13,426,871 | IAU, IVV, GOOG, AON, META | 13F-HR | 15 Nov 2021, 16:19 |
| Q2 2021 | 269 | $728,393,000 | +$92,316,199 | -$76,958,911 | +$15,357,288 | IAU, IVV, GOOG, META, CHIQ | 13F-HR | 10 Aug 2021, 17:15 |
| Q1 2021 | 254 | $674,786,000 | +$66,495,613 | -$56,959,504 | +$9,536,109 | IAU, GOOG, AON, INFO, META | 13F-HR | 17 May 2021, 10:58 |
| Q4 2020 | 255 | $641,803,000 | +$39,546,227 | -$18,581,361 | +$20,964,866 | IAU, IVV, CHIQ, SYK, AON | 13F-HR | 08 Feb 2021, 12:34 |
| Q3 2020 | 245 | $553,522,000 | +$81,769,435 | -$50,952,855 | +$30,816,580 | IAU, IVV, AON, CHIQ, SYK | 13F-HR | 09 Nov 2020, 20:34 |
| Q2 2020 | 238 | $491,362,000 | +$115,086,828 | -$77,905,144 | +$37,181,684 | IAU, AON, UNH, GOOG, V | 13F-HR | 10 Aug 2020, 17:01 |
| Q1 2020 | 224 | $387,139,000 | +$37,415,916 | -$47,347,629 | -$9,931,713 | SSNC, AON, SYK, MSCI, BR | 13F-HR | 23 Apr 2020, 16:15 |
| Q4 2019 | 236 | $508,354,000 | $0 | $0 | $0 | SSNC, AON, V, SYK, IQV | 13F-HR | 11 Feb 2020, 19:05 |