Marks Wealth, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $265 Billion distributed in 16 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 $117B, J P Morgan Exchange Traded Fd with a value of $41.9B, Select Sector Spdr Tr Communic with a value of $27.4B, Spdr Ser Tr Oil & Gas Explorat with a value of $19.7B, and ETF Ser Solutions U S Global J with a value of $15.9B.

Examining the 13F form we can see an increase of $78.5B in the current position value, from $186B to 265B.

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

Portfolio value $265 Billion
ETFs: $262 Billion
Consumer Defensive: $1.01 Billion
Healthcare: $514 Million
Financial Services: $429 Million
Consumer Cyclical: $426 Million
Energy: $239 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $265 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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