Marks Wealth, LLC Portfolio Holdings by Sector
Marks Wealth, LLC
- $272 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SHV SHY XLF SPLV SLV ITA XLU JEPQ 9 stocks |
$270 Million
99.29% of portfolio
|
  8  
|
  1  
|
  6  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$669,069
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$475,529
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$224,507
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$208,242
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$204,885
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
OXLC 1 stocks |
$149,799
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
PGEN 1 stocks |
$14,936
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|