Marks Wealth, LLC Portfolio Holdings

Marks Wealth, LLC

  • $308 Billion
  • Q2 2025

Marks Wealth, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $53.1B, Invesco ETF Tr Ii S&P 500 Mome with a value of $48.4B, Spdr Portfolio with a value of $40.5B, Technology Sector Spdr with a value of $38.8B, and First Tr Fd Dow Jones with a value of $34.1B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $272B to 308B.

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

Portfolio value $308 Billion
ETFs: $292 Billion
Industrials: $828 Million
Consumer Cyclical: $482 Million
Financial Services: $401 Million
Healthcare: $311 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$259 Million 0.08% of portfolio
1,180
Q3 2024 Reduced 14.49%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $308 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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