Marks Wealth, LLC Portfolio Holdings
Marks Wealth, LLC
- $233 Billion
- Q3 2024
Marks Wealth, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $29.3B, Technology Sector Spdr with a value of $29B, Vanguard Specialized Funds Van with a value of $28.5B, Vanguard Consumer Discretionar with a value of $23.1B, and Spdr Gold Trust with a value of $15.1B.
Examining the 13F form we can see an increase of $6.4B in the current position value, from $227B to 233B.
Below you can find more details about Marks Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$233 Billion
ETFs: $229 Billion
Technology: $1.16 Billion
Consumer Defensive: $1.08 Billion
Communication Services: $561 Million
Healthcare: $510 Million
Consumer Cyclical: $423 Million
Financial Services: $298 Million
Energy: $201 Million
Other: $0