Marks Wealth, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationannapolis, MD
- CIK0001838660
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
16 | $272.44M | SHV, SHY, XLF, SPLV | 13F-HR | Apr 29, 2025 | 000166773125000550 | ||
16 | $207.75M | VUG, FDN, XLK, JEPQ | 13F-HR | Jan 17, 2025 | 000166773125000043 | ||
27 | $233.01M | JEPI, XLK, VNQ, VANGUARD WORLD FDS | 13F-HR | Oct 18, 2024 | 000183866024000005 | ||
15 | $226.61M | JEPQ, XLC, SMH, XLK | 13F-HR | Jul 24, 2024 | 000183866024000004 | ||
16 | $264.58M | JEPQ, JEPI, XLC, KRE | 13F-HR | Apr 30, 2024 | 000183866024000003 | ||
14 | $186.06M | IEI, GQ9, TLT, TLH | 13F-HR | Jan 19, 2024 | 000183866024000001 | ||
5 | $2.64M | PG, BDX, OIH, JPST | 13F-HR | Oct 13, 2023 | 000183866023000005 | ||
7 | $96.83M | JEPI, SHV, PG, BDX | 13F-HR | Jul 13, 2023 | 000183866023000004 | ||
7 | $11.15M | SHV, PG, JPST, BDX | 13F-HR | Apr 18, 2023 | 000183866023000003 | ||
11 | $23.93M | SHY, SHV, JPST, PG | 13F-HR | Jan 20, 2023 | 000183866023000001 | ||
8 | $66.62M | SHY, SHV, JPST, PG | 13F-HR | Oct 18, 2022 | 000183866022000005 | ||
16 | $85.10M | SHV, IEI, IEF, JPST | 13F-HR | Jul 19, 2022 | 000183866022000004 | ||
33 | $328.28M | SPDR SER TR, VANGUARD WORLD FDS, VANGUARD WORLD FDS, FLBL | 13F-HR | Apr 18, 2022 | 000183866022000003 | ||
35 | $320.02M | KRE, SPDR SER TR, VANGUARD WORLD FDS, VANGUARD WORLD FDS | 13F-HR | Jan 13, 2022 | 000183866022000002 | ||
32 | $306.11M | VANGUARD WORLD FDS, RSPD, SPDR SER TR, IHI | 13F-HR | Oct 8, 2021 | 000183866021000007 | ||
37 | $296.32M | SMH, OIH, KRE, PAVE | 13F-HR | Jul 13, 2021 | 000183866021000006 | ||
39 | $304.33M | SMH, OIH, JETS, KRE | 13F-HR | Apr 12, 2021 | 000183866021000005 | ||
36 | $288.30M | VANGUARD WORLD FDS, XLY, IEI, SMH | 13F-HR | Mar 23, 2021 | 000183866021000004 |