Marks Wealth, LLC Portfolio Holdings

Marks Wealth, LLC

$208 Billion
Q4 2024

Marks Wealth, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $54.3B, First Tr Fd Dow Jones with a value of $33.7B, Technology Sector Spdr with a value of $32.8B, J P Morgan ETF Tr Nasdaq Equit with a value of $29.3B, and Invesco Qqq Trust, Series 1 with a value of $27.1B.

Examining the 13F form we can see an decrease of $25.3B in the current position value, from $233B to 208B.

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

Portfolio value $208 Billion

ETFs: $205 Billion

Consumer Defensive: $1.04 Billion

Consumer Cyclical: $487 Million

Healthcare: $482 Million

Financial Services: $377 Million

Communication Services: $273 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PG Procter & Gamble CO Consumer Defensive	$382B	$1.04 Billion 0.5% of portfolio	6,222	Q3 2023 Reduced 1.94%
NFLX Netflix Inc Communication Services	$382B	$273 Million 0.13% of portfolio	306	Q2 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$259 Million 0.12% of portfolio	1,180	Q3 2024 Reduced 14.49%

Summary

Portfolio
No. of Stocks 16
Current Value $208 Billion
Prior Value $233 Billion
Filing
Period Q4 2024
Filing Date January 17, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 3 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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