Marks Wealth, LLC Portfolio Holdings

Marks Wealth, LLC

  • $324 Billion
  • Q3 2025

Marks Wealth, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Mome with a value of $67.8B, Technology Sector Spdr with a value of $44.3B, Ishares Tr with a value of $34.6B, Spdr Portfolio with a value of $29.7B, and Spdr S&P Aerospace & Defense E with a value of $28.6B.

Examining the 13F form we can see an increase of $15.3B in the current position value, from $308B to 324B.

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

Portfolio value $324 Billion
ETFs: $300 Billion
Industrials: $547 Million
Consumer Cyclical: $472 Million
Healthcare: $322 Million
Financial Services: $211 Million
Energy: $206 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.5B
$322 Million 0.1% of portfolio
1,723
Q3 2025 Added 0.12%
$114B
$307 Million 0.09% of portfolio
1,421
Q2 2025 Added 16.38%
$68.7B
$240 Million 0.07% of portfolio
2,878
Q3 2025 Reduced 45.24%
$92.7B
$213 Million 0.07% of portfolio
818
Q2 2025 New
$71.6B
$211 Million 0.07% of portfolio
3,140
Q3 2024 New
$52.5B
$206 Million 0.06% of portfolio
12,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $324 Billion
  • Prior Value $308 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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