Marks Wealth, LLC
Q3 2025 13F Holdings
- Locationannapolis, MD
- Num holdings
24
- Value ($000)
$323,708
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPMO INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | $67.76M | 21 % | 559,697 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $44.31M | 14 % | 157,223 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $34.58M | 11 % | 312,928 | ||
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $29.74M | 9 % | 284,533 | ||
XAR SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 | $28.61M | 9 % | 121,766 | ||
MAGS LISTED FDS TR | ROUNDHILL MAGNIF | 53656G498 | $21.66M | 7 % | 333,999 | ||
AIQ GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | $20.68M | 6 % | 418,750 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $18.11M | 6 % | 237,024 | ||
KBWB INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 | $17.01M | 5 % | 217,459 | ||
XLY SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | $14.21M | 4 % | 59,317 |
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