Marks Wealth, LLC Portfolio Holdings

Marks Wealth, LLC

$272 Billion
Q1 2025

Marks Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $272 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $156B, Ishares Barclays 1 3 Year Trea with a value of $35.5B, Financial Sector Spdr with a value of $33.2B, Invesco ETF Tr Ii S&P 500 Low with a value of $13.5B, and I Shares Silver Trust with a value of $12.7B.

Examining the 13F form we can see an increase of $64.7B in the current position value, from $208B to 272B.

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

Portfolio value $272 Billion

ETFs: $270 Billion

Industrials: $877 Million

Healthcare: $490 Million

Financial Services: $355 Million

Consumer Cyclical: $225 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SHV Ishares Tr ETFs	$0	$156 Billion 57.18% of portfolio	1,410,201	Q1 2025 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$35.5 Billion 13.05% of portfolio	429,648	Q1 2025 New
XLF Financial Sector Spdr ETFs	$0	$33.2 Billion 12.17% of portfolio	665,891	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$13.5 Billion 4.96% of portfolio	180,830	Q1 2025 Added 2,107.67%
SLV I Shares Silver Trust ETFs	$17.5B	$12.7 Billion 4.67% of portfolio	410,641	Q1 2025 New
ITA Ishares Tr ETFs	$0	$12.5 Billion 4.6% of portfolio	81,901	Q1 2025 New
XLU Utilities Sector Spdr ETFs	$0	$5.48 Billion 2.01% of portfolio	69,495	Q1 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.29 Billion 0.47% of portfolio	24,966	Q1 2025 Reduced 95.2%
UPS United Parcel Service Inc Industrials	$74.7B	$669 Million 0.25% of portfolio	6,083	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$460 Million 0.17% of portfolio	8,048	Q1 2025 Added 12.84%
BDX Becton Dickinson & CO Healthcare	$49.7B	$476 Million 0.17% of portfolio	2,076	Q2 2022 Reduced 0.67%
PYPL Pay Pal Holdings, Inc. Financial Services	$86.5B	$205 Million 0.08% of portfolio	3,140	Q3 2024 New
BA Boeing CO Industrials	$129B	$208 Million 0.08% of portfolio	1,221	Q1 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.22T	$225 Million 0.08% of portfolio	1,180	Q3 2024 Reduced 14.49%
OXLC Oxford Lane Capital Corp. Financial Services	$0	$150 Million 0.05% of portfolio	31,737	Q1 2025 Added 47.18%
PGEN Precigen, Inc. Healthcare	$308M	$14.9 Million 0.01% of portfolio	10,024	Q1 2025 Added 0.24%

Summary

Portfolio
No. of Stocks 16
Current Value $272 Billion
Prior Value $208 Billion
Filing
Period Q1 2025
Filing Date April 29, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 8 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marks Wealth, LLC with notifications on news.

Account