Marks Wealth, LLC Portfolio Holdings by Sector
Marks Wealth, LLC
- $208 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG FDN XLK JEPQ QQQ XLC SPLV JEPI 8 stocks |
$205 Million
98.72% of portfolio
|
  6  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
$1.04 Million
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$470,982
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$272,744
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL 1 stocks |
$267,999
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$258,880
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$228,173
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
OXLC 1 stocks |
$109,324
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
PGEN 1 stocks |
$11,200
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|