Marks Wealth
Latest statistics and disclosures from Marks Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEI, GLD, TLT, TLH, IEF, and represent 88.33% of Marks Wealth's stock portfolio.
- Added to shares of these 10 stocks: IEI (+$36M), GLD (+$33M), TLT (+$32M), TLH (+$32M), IEF (+$31M), XLB (+$9.6M), JETS (+$9.4M), VGIT, PB, VGLT.
- Started 10 new stock positions in PB, XLB, TLT, IEI, IEF, TLH, VGIT, JETS, VGLT, GLD.
- Reduced shares in these 1 stock: JPST.
- Sold out of its position in JPST.
- Marks Wealth was a net buyer of stock by $184M.
- Marks Wealth has $186M in assets under management (AUM), dropping by 6960.45%.
- Central Index Key (CIK): 0001838660
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Portfolio Holdings for Marks Wealth
Marks Wealth holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 19.5 | $36M | NEW | 309k | 117.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 17.9 | $33M | NEW | 174k | 191.17 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 17.4 | $32M | NEW | 328k | 98.88 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 17.1 | $32M | NEW | 294k | 108.26 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 16.5 | $31M | NEW | 318k | 96.39 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 5.2 | $9.6M | NEW | 112k | 85.54 |
|
| Etf Ser Solutions Us Glb Jets (JETS) | 5.0 | $9.4M | NEW | 492k | 19.03 |
|
| Procter & Gamble Company (PG) | 0.5 | $912k | 6.2k | 146.54 |
|
|
| Becton, Dickinson and (BDX) | 0.3 | $506k | 2.1k | 243.83 |
|
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $437k | 1.4k | 309.52 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $252k | NEW | 4.3k | 59.32 |
|
| Prosperity Bancshares (PB) | 0.1 | $223k | NEW | 3.3k | 67.72 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $221k | NEW | 3.6k | 61.53 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $207k | 2.1k | 99.98 |
|
Past Filings by Marks Wealth
SEC 13F filings are viewable for Marks Wealth going back to 2020
- Marks Wealth 2023 Q4 filed Jan. 19, 2024
- Marks Wealth 2023 Q3 filed Oct. 13, 2023
- Marks Wealth 2023 Q2 filed July 13, 2023
- Marks Wealth 2023 Q1 filed April 18, 2023
- Marks Wealth 2022 Q4 filed Jan. 20, 2023
- Marks Wealth 2022 Q3 filed Oct. 18, 2022
- Marks Wealth 2022 Q2 filed July 19, 2022
- Marks Wealth 2022 Q1 filed April 18, 2022
- Marks Wealth 2021 Q4 filed Jan. 13, 2022
- Marks Wealth 2021 Q3 filed Oct. 8, 2021
- Marks Wealth 2021 Q2 filed July 13, 2021
- Marks Wealth 2021 Q1 filed April 12, 2021
- Marks Wealth 2020 Q4 filed March 23, 2021