MW

Marks Wealth, LLC

13F
Marks Wealth, LLC
Last update 2025-01-17 16 Stocks (3 new)
Value $208.00 Mil Turnover 76 %
Countries:
Top Holdings: VUG(26.13%)FDN(16.23%)XLK(15.77%)JEPQ(14.11%)QQQ(13.03%)
Summary Stock Picks Current Portfolio
Marks Wealth, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
132,246
54,279.1
New Holding
26.130
+26.13%
0.040
-9.89%
-6.57%
161,207.3
 
FDN 		First Trust Dow Jones Internet Index Fund
138,648
33,715.0
New Holding
16.230
+16.23%
0.520
-7.26%
-4.13%
6,539.3
 
XLK 		Technology Select Sector SPDR ETF
140,892
32,760.2
+9.50%
15.770
+1.37%
0.050
-11.15%
-8.03%
66,764.0
 
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF
519,973
29,316.1
+1,722.68%
14.110
+13.34%
0.150
-6.31%
-4.17%
19,836.7
 
QQQ 		INVESCO QQQ Trust
52,939
27,064.0
New Holding
13.030
+13.03%
0.010
-8.29%
-4.99%
305,513.2
 
XLC 		Communication Services Select Sector SPDR Fund
278,547
26,966.1
+74.43%
12.980
+5.54%
0.130
+0.47%
+2.78%
21,126.8
 
PG 		Procter & Gamble Co
6,222
1,043.1
0%
0.500
0%
0.000
-1.70%
-0.22%
389,855.1
Consumer Packaged Goods
SPLV 		Invesco S&P 500 Low Volatility ETF
8,191
573.4
0%
0.280
0%
0.010
+4.55%
+5.67%
7,614.5
 
BDX 		Becton Dickinson & Co
2,076
471.0
0%
0.230
0%
0.000
+0.20%
+0.75%
65,336.2
Medical Devices & Instruments
JEPI 		JPMorgan Equity Premium Income ETF
7,132
410.3
-98.55%
0.200
-12.39%
0.000
-0.72%
+0.88%
37,028.7
 

Marks Wealth, LLC's Historical Top Holdings Breakdowns

Marks Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2024-12-31New Buy
+26.13%
●
379 ($403.46) 428.11
$383.49
-4.95%
New holding
132,246
132,246
FDN 		First Trust Dow Jones Internet Index Fund2024-12-31New Buy
+16.23%
●
210.96 ($234.07) 257.24
$233.13
-0.40%
New holding
138,648
138,648
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2024-12-31Add
+13.34%
●
53.94 ($56.17) 58.15
$53.15
-5.38%
Add 1722.68%
519,973
491,445
QQQ 		INVESCO QQQ Trust2024-12-31New Buy
+13.03%
●
481.59 ($506.19) 538.17
$484.98
-4.19%
New holding
52,939
52,939
JEPI 		JPMorgan Equity Premium Income ETF2024-12-31Reduce
-12.39%
●
57.53 ($59.38) 60.83
$57.40
-3.33%
Reduce -98.55%
7,132
-484,952
VNQ 		Vanguard Real Estate Index Fund ETF2024-12-31Sold Out
-12.22%
●
87.85 ($94.45) 98.6
$89.92
-4.79%
Sold Out
0
-292,321
VCR 		Vanguard Consumer Discretionary ETF2024-12-31Sold Out
-9.92%
●
328.51 ($361.3) 401.37
$336.74
-6.80%
Sold Out
0
-67,876
GLD 		SPDR Gold Shares ETF2024-12-31Sold Out
-6.47%
●
236.59 ($245.74) 257.5
$278.18
13.20%
Sold Out
0
-62,024
SMH 		VanEck Vectors Semiconductor ETF2024-12-31Sold Out
-6.38%
●
238.25 ($248.25) 261.28
$220.50
-11.18%
Sold Out
0
-60,560
XLU 		Utilities Select Sector SPDR ETF2024-12-31Sold Out
-6.32%
●
74.89 ($79.33) 82.93
$77.37
-2.47%
Sold Out
0
-182,258

Marks Wealth, LLC Total Holding History ($B)

To

Marks Wealth, LLC's Asset Allocation

To

Marks Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Marks Wealth, LLC's Hypothetical Growth since 2024-12-31

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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