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 March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 9.5 $29M +24% 119k 243.55
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 7.9 $24M NEW 126k 191.14
Etf Ser Solutions Us Glb Jets (JETS) 7.9 $24M +41% 889k 26.91
Spdr Ser Tr S&p Homebuild (XHB) 7.0 $21M +69% 304k 70.37
Global X Fds Us Infr Dev Etf (PAVE) 6.3 $19M NEW 761k 25.06
Select Sector Spdr Tr Sbi Materials (XLB) 6.2 $19M -4% 240k 78.80
Ishares Tr U.s. Fin Svc Etf (IYG) 6.2 $19M NEW 110k 171.27
Spdr Ser Tr S&p Oilgas Exp (XOP) 5.5 $17M NEW 206k 81.34
Invesco Exchange Traded Fd T S&p500 Eql Dis (RCD) 5.5 $17M NEW 119k 141.05
Select Sector Spdr Tr Sbi Cons Discr (XLY) 4.7 $14M -59% 85k 168.07
Ishares Tr Trans Avg Etf (IYT) 4.6 $14M -42% 55k 257.63
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 4.0 $12M +202% 242k 50.75
Ishares Tr Fltg Rate Nt Etf (FLOT) 3.4 $10M NEW 204k 50.78
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.4 $10M NEW 202k 51.06

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Vanguard World Fds Industrial Etf (VIS) 3.3 $9.9M -21% 53k 189.27
Proshares Tr Sht 7-10 Yr Tr (TBX) 2.6 $7.8M NEW 309k 25.24
Spdr Ser Tr Aerospace Def (XAR) 2.4 $7.2M -41% 57k 125.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $5.3M -72% 65k 82.18
Proshares Tr Shrt 20+yr Tre (TBF) 1.7 $5.2M NEW 287k 18.12
Ishares Tr Tips Bd Etf (TIP) 1.7 $5.2M -40% 41k 125.50
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $5.0M -85% 14k 358.46
Apple (AAPL) 0.6 $1.7M -15% 14k 122.12
Draftkings Com Cl A (DKNG) 0.3 $950k NEW 16k 61.35
Procter & Gamble Company (PG) 0.3 $905k 6.7k 135.44
NVIDIA Corporation (NVDA) 0.2 $606k 1.1k 533.92
Amazon (AMZN) 0.2 $560k -67% 181.00 3093.92
Becton, Dickinson and (BDX) 0.2 $514k 2.1k 243.03
McDonald's Corporation (MCD) 0.1 $394k 1.8k 223.86
Aphria Inc foreign (APHA) 0.1 $367k NEW 20k 18.35
First Tr Exchange Traded Indls Prod Dur (FXR) 0.1 $353k +32% 6.2k 56.71
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $333k NEW 5.4k 61.43
Vanguard World Fds Materials Etf (VAW) 0.1 $301k NEW 1.7k 172.79
First Tr Exchange Traded Energy Alphadx (FXN) 0.1 $283k NEW 28k 10.11
First Tr Exchange Traded Consumr Discre (FXD) 0.1 $281k -13% 4.8k 58.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $278k NEW 3.4k 82.52
Nio Spon Ads (NIO) 0.1 $253k NEW 6.5k 38.92
First Tr Exchange Traded Materials Alph (FXZ) 0.1 $253k NEW 4.6k 55.23
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $222k NEW 4.3k 51.48
Amc Entmt Hldgs Cl A Com (AMC) 0.0 $102k NEW 10k 10.20

Past Filings by Marks Wealth

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