Marks Group Wealth Management, Inc

Q3 2025 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
294
Total value ($000)
$1,076,258
Net value change ($000)
+1,136 (0.1%)
New positions
14
Sold out positions
13
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UNH 10,373 169.1%
GOOGL 8,320 29.1%
NVDA 7,096 191.6%
AAPL 7,009 33.5%
PLTR 6,972 NEW
EFV 5,360 42.4%
AAAU 3,823 102.5%
IEMG 3,462 42.0%
IBKR 3,050 NEW
JBL 2,927 NEW
Top Reduces (Value $000, Stocks/ETFs)
V -7,988 -40.4%
FDS -6,325 -42.3%
ROP -4,283 -36.1%
META -4,008 -24.8%
VRSK -3,664 -100.0%
IXN -3,384 -100.0%
CP -3,340 -100.0%
EXPD -3,253 -92.4%
MORN -2,873 -35.2%
ICE -2,864 -13.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type