Marks Wealth, LLC
Q1 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
16
- Value ($000)
$272,439
- Date Filed04/29/2025
- Form type13F-HR
- CIK0001838660
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $155.77M | 57 % | 1,410,201 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $35.54M | 13 % | 429,648 | ||
XLF SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | $33.17M | 12 % | 665,891 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $13.51M | 5 % | 180,830 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $12.73M | 5 % | 410,641 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $12.54M | 5 % | 81,901 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $5.48M | 2 % | 69,495 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $1.29M | 1 % | 24,966 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $669.07K | 0 % | 6,083 | ||
BDX BECTON DICKINSON & CO | COM | 075887109 | $475.53K | 0 % | 2,076 |
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