Marks Wealth

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Marks Wealth

Marks Wealth holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Short Treas Bd (SHV) 43.4 $37M NEW 336k 110.10
Ishares Tr 3 7 Yr Treas Bd (IEI) 21.5 $18M NEW 154k 119.34
Ishares Tr 7-10 Yr Trsy Bd (IEF) 21.4 $18M NEW 178k 102.30
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 6.0 $5.1M -65% 102k 50.09
Apple (AAPL) 2.0 $1.7M 13k 136.75
Procter & Gamble Company (PG) 1.1 $961k 6.7k 143.82
NVIDIA Corporation (NVDA) 0.8 $653k -23% 4.3k 151.51
Becton, Dickinson and (BDX) 0.6 $512k 2.1k 246.63
United Parcel Service CL B (UPS) 0.5 $438k 2.4k 182.50
McDonald's Corporation (MCD) 0.5 $435k 1.8k 247.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $369k -89% 4.8k 76.76
Vaneck Etf Trust Oil Services Etf (OIH) 0.4 $343k 1.5k 232.70
First Tr Exchange Traded Energy Alphadx (FXN) 0.4 $327k NEW 22k 14.75
Ashford Hospitality Tr Com Shs (AHT) 0.3 $274k 46k 5.97

Setup an alert

Marks Wealth will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard World Fds Energy Etf (VDE) 0.3 $232k NEW 2.3k 99.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $210k -2% 3.6k 58.79

Past Filings by Marks Wealth

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