Managers / Q1 2025 · view latest →
Marks Group Wealth Management, Inc
CIK 0001802473 · 4350 BAKER ROAD, SUITE 245, MINNETONKA, MN, 55343 · 952 582 6100
Reported Value
$1.0B
Q1 2025
Positions
478
Filings on Record
27
2019–present window
Filed
May 1, 2025
original filing
Summary
Marks Group Wealth Management, Inc reported $1.0B in U.S.-listed holdings across 478 positions for Q1 2025.
Its largest position, GOOG, represents 2.4% of the portfolio.
Compared with Q4 2024, the fund opened 26 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.0B | 536 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.0B | 553 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.1B | 481 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 467 | Jul 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.0B | 478 | May 1, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.0B | 445 | Jan 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.0B | 466 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $949M | 475 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $957M | 452 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $877M | 471 | Feb 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $808M | 386 | Oct 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $841M | 390 | Jul 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $783M | 389 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $732.5B | 373 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $657M | 376 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $693M | 403 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $796M | 410 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $541M | 382 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $739M | 367 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $728M | 316 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $675M | 300 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $642M | 345 | Feb 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $554M | 334 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $492M | 324 | Aug 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $387M | 306 | Apr 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $508M | 328 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.