Marks Wealth, LLC
Q2 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
22
- Value ($000)
$308,375
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $53.10M | 17 % | 480,919 | ||
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $48.43M | 16 % | 430,616 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $40.53M | 13 % | 425,227 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $38.75M | 13 % | 153,025 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $34.08M | 11 % | 126,539 | ||
XAR SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 | $23.72M | 8 % | 112,426 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $19.20M | 6 % | 68,859 | ||
CIBR FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 | $18.66M | 6 % | 246,900 | ||
SHLD GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | $13.91M | 5 % | 230,922 | ||
IDV* ISHARES TR | INTL SEL DIV ETF | 464288448 | $12.82M | 4 % | 371,470 |
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