Marks Wealth

Latest statistics and disclosures from Marks Wealth's latest quarterly 13F-HR filing:

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Positions held by Marks Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Marks Wealth

Companies in the Marks Wealth portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 11.8 $34M 97k 353.79
Select Sector Spdr Tr Sbi Cons Discr (XLY) 11.6 $34M 209k 160.78
Ishares Tr 3 7 Yr Treas Bd (IEI) 7.4 $21M 161k 132.98
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 7.2 $21M 96k 218.42
Ishares Tr Trans Avg Etf (IYT) 7.2 $21M 95k 220.54
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.8 $20M 235k 82.90
Select Sector Spdr Tr Communication (XLC) 6.6 $19M 281k 67.48
Select Sector Spdr Tr Sbi Materials (XLB) 6.3 $18M 252k 72.39
Etf Ser Solutions Us Glb Jets (JETS) 4.9 $14M 629k 22.38
First Tr Exchange-traded Dj Internt Idx (FDN) 4.8 $14M 66k 212.23
Vanguard World Fds Industrial Etf (VIS) 4.0 $11M 67k 169.99
Spdr Ser Tr Aerospace Def (XAR) 3.9 $11M 97k 114.74
Spdr Ser Tr S&p Homebuild (XHB) 3.6 $10M 180k 57.64
Ishares Tr Tips Bd Etf (TIP) 3.1 $8.9M 69k 127.64

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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $4.5M 32k 138.12
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.4 $4.1M 80k 50.79
Ishares Tr Barclays 7 10 Yr (IEF) 1.3 $3.8M 32k 119.94
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $3.5M 38k 92.86
Apple (AAPL) 0.8 $2.2M 16k 132.69
Amazon (AMZN) 0.6 $1.8M 561.00 3256.68
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $1.8M 26k 67.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $1.7M 11k 159.19
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.5M 8.3k 178.33
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $1.2M 13k 88.57
Procter & Gamble Company (PG) 0.3 $930k 6.7k 139.18
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $659k 2.4k 275.27
NVIDIA Corporation (NVDA) 0.2 $602k 1.2k 522.12
Becton, Dickinson and (BDX) 0.2 $529k 2.1k 250.12
McDonald's Corporation (MCD) 0.1 $378k 1.8k 214.77
Vanguard World Mega Grwth Ind (MGK) 0.1 $352k 1.7k 203.47
First Tr Exchange Traded Consumr Discre (FXD) 0.1 $283k 5.6k 50.96
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $282k 2.5k 111.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $281k 4.1k 69.30
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $271k 1.6k 173.72
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $235k 4.7k 50.20
Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $208k 1.9k 109.76

Past Filings by Marks Wealth

SEC 13F filings are viewable for Marks Wealth going back to 2020