Marks Wealth, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr Nasdaq Equit with a value of $89.2B, Select Sector Spdr Tr Communic with a value of $42B, Vaneck ETF Tr Semiconductor Et with a value of $36.6B, Technology Sector Spdr with a value of $15.8B, and Ishares Barclays 10 20 Yr Trea with a value of $13.8B.

Examining the 13F form we can see an decrease of $38B in the current position value, from $265B to 227B.

Below you can find more details about Marks Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $223 Billion
Technology: $1.21 Billion
Consumer Defensive: $1.03 Billion
Communication Services: $509 Million
Healthcare: $485 Million
Consumer Cyclical: $267 Million
Energy: $237 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $227 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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