Long-term investor
Marks Group Wealth Management, Inc. @marksgroupwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802473).
Record
- Tracked since 2025-06-30 (434 days), 195 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +1.4% · 1 year +3.3% · all +3.3%
- Max drawdown -5.1% · Sharpe -0.20 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 8.6% · long · since 2025-12-31
- IVW · 3.4% · long · since 2025-06-30
- EFG · 3.2% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- PVAL · 2.6% · long · since 2025-12-31
- BAI · 2.4% · long · since 2025-06-30
- DYNF · 2.2% · long · since 2025-06-30
- GOOG · 1.9% · long · since 2025-06-30
- EFV · 1.8% · long · since 2025-06-30
- IEMG · 1.7% · long · since 2025-06-30
- FDMO · 1.5% · long · since 2025-12-31
- JQUA · 1.4% · long · since 2025-12-31