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Marks Wealth, LLC13F | |
| Marks Wealth, LLC | |
| Last update 2025-04-29 | 16 Stocks (8 new) |
| Value $272.00 Mil | Turnover 99 % |
Marks Wealth, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 1,410,201 | 155,770.8 | New Holding | 57.180 | +57.18% | 0.730 | +0.99% | +2.18% | 20,633.8 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 429,648 | 35,544.8 | New Holding | 13.050 | +13.05% | 0.150 | +0.99% | +2.54% | 23,976.8 | ||
XLF | Financial Select Sector SPDR | 665,891 | 33,168.0 | New Holding | 12.170 | +12.17% | 0.070 | +12.15% | +8.69% | 49,640.7 | ||
SPLV | Invesco S&P 500 Low Volatility ETF | 180,830 | 13,511.6 | +2,107.67% | 4.960 | +4.74% | 0.160 | +2.03% | +4.63% | 7,652.5 | ||
SLV | iShares Silver Trust | 410,641 | 12,725.8 | New Holding | 4.670 | +4.67% | 0.080 | +20.01% | +33.04% | 18,415.6 | ||
ITA |
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
| 81,901 | 12,539.0 | New Holding | 4.600 | +4.60% | 0.200 | +27.40% | +30.91% | 8,340.9 | ||
XLU | Utilities Select Sector SPDR ETF | 69,495 | 5,479.7 | New Holding | 2.010 | +2.01% | 0.030 | +8.78% | +10.47% | 19,167.4 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 24,966 | 1,292.8 | -95.20% | 0.470 | -13.43% | 0.010 | +13.38% | +2.35% | 25,185.0 | ||
UPS | United Parcel Service Inc | 6,083 | 669.1 | New Holding | 0.250 | +0.25% | 0.000 | +6.03% | -17.20% | 85,755.2 | Transportation | |
BDX | Becton Dickinson & Co | 2,076 | 475.5 | 0% | 0.170 | 0% | 0.000 | -12.27% | -21.61% | 50,434.3 | Medical Devices & Instruments |
Marks Wealth, LLC's Historical Top Holdings Breakdowns
Marks Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +57.18% | 110.11 ($110.29) 110.51 | $110.20 | -0.08% | New holding | 1,410,201 | 1,410,201 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Sold Out Sold Out | -26.13% | 369.1 ($404.54) 427.61 | $441.63 | 9.17% | Sold Out | 0 | -132,246 | |
FDN |
First Trust Dow Jones Internet Index Fund
First Trust Dow Jones Internet Index Fund
| 2025-03-31 | Sold Out Sold Out | -16.23% | 221.38 ($246.48) 266.98 | $264.06 | 7.13% | Sold Out | 0 | -138,648 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Sold Out Sold Out | -15.77% | 206.38 ($226.74) 242.18 | $255.85 | 12.84% | Sold Out | 0 | -140,892 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Reduce Reduce | -13.43% | 51.45 ($55.7) 58.51 | $54.36 | -2.41% | Reduce -95.2% | 24,966 | -495,007 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +13.05% | 81.83 ($82.24) 82.73 | $82.45 | 0.26% | New holding | 429,648 | 429,648 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -13.03% | 468.34 ($508.07) 539.52 | $554.20 | 9.08% | Sold Out | 0 | -52,939 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-03-31 | Sold Out Sold Out | -12.98% | 94.84 ($99.87) 105.31 | $106.01 | 6.15% | Sold Out | 0 | -278,547 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | New Buy New Buy | +12.17% | 47.32 ($50.16) 52.19 | $52.16 | 3.99% | New holding | 665,891 | 665,891 | |
SPLV | Invesco S&P 500 Low Volatility ETF | 2025-03-31 | Add Add | +4.74% | 68.32 ($72.22) 75.06 | $72.57 | 0.48% | Add 2107.67% | 180,830 | 172,639 |
Marks Wealth, LLC Total Holding History ($B)
Marks Wealth, LLC's Asset Allocation
Marks Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Marks Wealth, LLC's Hypothetical Growth since 2025-03-31
Marks Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Marks Wealth, LLC's Holdings Heat Map
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Marks Wealth, LLC's Holdings Bubble Chart
Marks Wealth, LLC News
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