Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AON holding history

Aon plc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AON overview All 13F holders of AON Full Q2 2026 holdings

Shares (Q2 2026): 7,039
Value: $2.33M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of AON by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,039	$2.33M	0.2%	−5,889−45.6%	Reduced	Holders
Q1 2026	12,928	$4.17M	0.4%	−6,746−34.3%	Reduced	Holders
Q4 2025	19,674	$6.94M	0.7%	−5,097−20.6%	Reduced	Holders
Q3 2025	24,771	$8.83M	0.8%	−859−3.4%	Reduced	Holders
Q2 2025	25,630	$9.14M	0.9%	+290+1.1%	Added	Holders
Q1 2025	25,340	$10.1M	1.0%	+493+2.0%	Added	Holders
Q4 2024	24,847	$8.92M	0.9%	+319+1.3%	Added	Holders
Q3 2024	24,528	$8.49M	0.8%	+992+4.2%	Added	Holders
Q2 2024	23,536	$6.91M	0.7%	+935+4.1%	Added	Holders
Q1 2024	22,601	$7.54M	0.8%	+1,408+6.6%	Added	Holders
Q4 2023	21,193	$6.17M	0.7%	+293+1.4%	Added	Holders
Q3 2023	20,900	$6.78M	0.8%	−154−0.7%	Reduced	Holders
Q2 2023	21,054	$7.27M	0.9%	−146−0.7%	Reduced	Holders
Q1 2023	21,200	$6.68M	0.9%	+3,979+23.1%	Added	Holders
Q4 2022	17,221	$5.17M	0.7%	−67−0.4%	Reduced	Holders
Q3 2022	17,288	$4.63M	0.7%	−9,925−36.5%	Reduced	Holders
Q2 2022	27,213	$7.34M	1.1%	−22,112−44.8%	Reduced	Holders
Q1 2022	49,325	$16.1M	2.0%	+3,904+8.6%	Added	Holders
Q4 2021	45,421	$13.7M	1.7%	−1,498−3.2%	Reduced	Holders
Q3 2021	46,919	$13.4M	1.8%	+22,681+93.6%	Added	Holders
Q2 2021	24,238	$5.79M	0.8%	−26,868−52.6%	Reduced	Holders
Q1 2021	51,106	$11.8M	1.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.