Marks Group Wealth Management, Inc

Q4 2025 13F-HR Holdings

Location
Minnetonka, MN
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
332
Total value ($000)
$1,044,405
Net value change ($000)
-31,853 (-3.0%)
New positions
49
Sold out positions
11
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GE 10,171 253.0%
EFV 6,965 38.7%
NVDA 6,752 62.5%
META 4,512 37.1%
CRM 4,192 47.4%
GOOGL 4,170 300.4%
AAPL 3,723 13.3%
ORCL 3,708 83.9%
MSFT 3,671 23.7%
IEMG 3,454 29.5%
Top Reduces (Value $000, Stocks/ETFs)
MCO -7,056 -55.7%
MSCI -6,961 -55.5%
MORN -5,282 -100.0%
SPGI -4,913 -57.2%
SAIA -3,991 -46.0%
ROP -3,898 -51.4%
FDS -3,892 -45.1%
CI -3,875 -50.8%
FCN -3,847 -49.2%
CMG -3,783 -91.3%
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