Marks Wealth, LLC Purchases and Sells in Q3 2024

Marks Wealth, LLC

$233 Billion
Q3 2024

Top Buys

Incresed Positions

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	59K + 84.8%	$197.34 - $237.68 $11.7M - $14M	129K $29B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	492K New	$54.98 - $59.51 $27.1M - $29.3M	492K $29.3B
VNQ	292K New	$82.97 - $98.97 $24.3M - $28.9M	292K $28.5B
VCR	67.9K New	$291.88 - $341.94 $19.8M - $23.2M	67.9K $23.1B
GLD	62K New	$215.56 - $246.98 $13.4M - $15.3M	62K $15.1B
XLU	182K New	$67.67 - $80.78 $12.3M - $14.7M	182K $14.7B
IEMG	210K New	$53.64 - $53.64 $11.3M - $11.3M	210K $12.1B

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPQ	-1.58M - 98.22%	$49.7 - $56.11 $78.4M - $88.6M	28.5K $1.57B
XLC	-330K - 67.41%	$82.16 - $90.4 $27.1M - $29.9M	160K $14.4B
SMH	-80K - 56.91%	$211.47 - $281.27 $16.9M - $22.5M	60.6K $14.9B
AMZN	-200 - 14.49%	$161.02 - $200.0 $32.2K - $40K	1.18K $220M
XOM	-340 - 16.52%	$109.72 - $119.0 $37.3K - $40.5K	1.72K $201M
TLH	-7.76K - 5.78%	$100.75 - $111.62 $782K - $867K	127K $13.8B

Activity Summary All Purchases 15 New Holdings 14 Increased Positions 1 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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