S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
66,000% upside on tiny biotech? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
66,000% upside on tiny biotech? (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
66,000% upside on tiny biotech? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
66,000% upside on tiny biotech? (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
66,000% upside on tiny biotech? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
66,000% upside on tiny biotech? (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard
S&P 500   5,087.03
DOW   39,069.11
QQQ   438.07
Top-Rated AMD nears major breakout level
66,000% upside on tiny biotech? (Ad)
Roku stock and the mother of all entry opportunities
AI powerhouse NVIDIA will hit $1000 soon
66,000% upside on tiny biotech? (Ad)
Nvidia, Royal Caribbean rise; Rivian, Etsy fall, Thursday, 2/22/2024
Rivian shares gets discounted; shares can move lower 
66,000% upside on tiny biotech? (Ad)
The Trade Desk: 3 reasons to buy before a new all-time high
Wall Street sees a solid year ahead for homebuilders, though mortgage rates remain a wildcard

Marks Wealth, LLC Top Holdings and 13F Report (2024)

About Marks Wealth, LLC

Investment Activity

  • Marks Wealth, LLC has $186.06 million in total holdings as of December 31, 2023.
  • Marks Wealth, LLC owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 98.89% of the portfolio was purchased this quarter.
  • About 0.25% of the portfolio was sold this quarter.
  • This quarter, Marks Wealth, LLC has purchased 5 new stocks and bought additional shares in 0 stocks.
  • Marks Wealth, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

SPDR Gold Shares
$33,298,564 Holding

Largest Purchases this Quarter

iShares 3-7 Year Treasury Bond ETF
309,172 shares (about $36.21M)
SPDR Gold Shares
174,183 shares (about $33.30M)
iShares 20+ Year Treasury Bond ETF
327,626 shares (about $32.40M)
iShares 10-20 Year Treasury Bond ETF
294,006 shares (about $31.83M)
iShares 7-10 Year Treasury Bond ETF
317,582 shares (about $30.61M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarks Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$36,213,316$36,213,316 New Holding309,17219.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$33,298,564$33,298,564 New Holding174,18317.9%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$32,395,659$32,395,659 New Holding327,62617.4%ETF
iShares 10-20 Year Treasury Bond ETF stock logo
TLH
iShares 10-20 Year Treasury Bond ETF
$31,829,090$31,829,090 New Holding294,00617.1%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$30,611,729$30,611,729 New Holding317,58216.5%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$9,592,285$9,592,285 New Holding112,1385.2%ETF
U.S. Global Jets ETF stock logo
JETS
U.S. Global Jets ETF
$9,356,670$9,356,670 New Holding491,6805.0%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$911,7720.0%6,2220.5%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$506,1910.0%2,0760.3%Medical
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$437,0420.0%1,4120.2%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$252,169$252,169 New Holding4,2510.1%ETF
Prosperity Bancshares, Inc. stock logo
PB
Prosperity Bancshares
$223,418$223,418 New Holding3,2990.1%Finance
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$220,954$220,954 New Holding3,5910.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$207,2590.0%2,0730.1%Oils/Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$460,000 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.