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


  • 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
Track This Portfolio

Track Marks Wealth, LLC Portfolio

Follow Marks Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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


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