Marks Group Wealth Management, Inc
Annual return '25
+6.1%
SPY '25
+17.7%
Alpha
-11.7ptsvs SPY
Invested
$1B
Holdings
346
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EFV
ISHARES TR
Held since at least Q1 2024
3.2%
02
$AAPL
APPLE INC
Q1 2026: New position (49.4k shares)
2.7%
03
$GOOG
ALPHABET INC
Q1 2026: New position (22.1k shares)
2.2%
04
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
05
$EFG
ISHARES TR
Held since at least Q1 2024
1.7%
06
$IEMG
ISHARES INC
Held since at least Q1 2024
1.6%
07
$PVAL
PUTNAM ETF TRUST
Held since at least Q1 2024
1.6%
08
$IVW
ISHARES TR
Held since at least Q1 2024
1.5%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (18.3k shares)
1.4%
10
$DYNF
BLACKROCK ETF TRUST
Q1 2026: New position (115.6k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.