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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Million 0.05% of portfolio
21,563
Q4 2024 Added 114.88%

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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