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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Fds Inf Tech Etf (VGT) 18.6 $57M NEW 142k 401.29
Invesco Exchange Traded Fd T S&p500 Eql Dis (RCD) 11.4 $35M +97% 241k 144.20
Spdr Ser Tr S&p Semicndctr (XSD) 11.0 $34M NEW 170k 197.97
Ishares Tr U.s. Med Dvc Etf (IHI) 10.8 $33M NEW 529k 62.78
Spdr Ser Tr S&p Homebuild (XHB) 7.4 $23M -2% 314k 71.76
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 5.2 $16M +3% 314k 50.72
Spdr Ser Tr S&p Oilgas Exp (XOP) 5.0 $15M -43% 158k 96.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 4.9 $15M +41% 297k 50.84
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 4.9 $15M +50% 298k 50.58
Etf Ser Solutions Us Glb Jets (JETS) 4.6 $14M -38% 602k 23.63
Proshares Tr Sht 7-10 Yr Tr (TBX) 3.6 $11M +54% 454k 24.46
Select Sector Spdr Tr Energy (XLE) 3.2 $9.9M NEW 190k 52.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $9.4M +68% 115k 81.94
Global X Fds Us Infr Dev Etf (PAVE) 3.1 $9.3M -61% 368k 25.41

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Apple (AAPL) 0.6 $1.9M 13k 141.48
Procter & Gamble Company (PG) 0.3 $934k 6.7k 139.78
NVIDIA Corporation (NVDA) 0.3 $931k +295% 4.5k 207.26
Vanguard World Fds Health Car Etf (VHT) 0.3 $772k NEW 3.1k 247.04
Ashford Hospitality Tr Com Shs 0.2 $676k -76% 46k 14.73
Becton, Dickinson and (BDX) 0.2 $514k 2.1k 245.93
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $492k -98% 1.9k 256.12
United Parcel Service CL B (UPS) 0.1 $437k NEW 2.4k 182.08
McDonald's Corporation (MCD) 0.1 $424k 1.8k 240.91
First Tr Exchange Traded Tech Alphadex (FXL) 0.1 $366k NEW 3.0k 122.98
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $353k NEW 3.3k 106.97
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $345k NEW 2.9k 119.13
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.1 $340k -98% 1.7k 197.10
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $308k -37% 5.0k 61.44
Draftkings Com Cl A (DKNG) 0.1 $306k +26% 6.4k 48.12
First Tr Exchange Traded Consumr Discre (FXD) 0.1 $280k -3% 4.7k 59.08
Amazon (AMZN) 0.1 $263k 80.00 3287.50
Vanguard World Fds Energy Etf (VDE) 0.1 $217k NEW 2.9k 73.91

Past Filings by Marks Wealth

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