Marks Wealth, LLC Portfolio Holdings by Sector
Marks Wealth, LLC
- $308 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SHV SPMO SPYG XLK FDN XAR SMH CIBR 13 stocks |
$292 Million
99.31% of portfolio
|
  12  
|
  1  
|
  10  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$530,541
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$297,742
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$296,442
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$258,880
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$233,365
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$223,486
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
OXLC 1 stocks |
$168,052
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
PGEN 1 stocks |
$14,260
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|