Marks Wealth as of Sept. 30, 2022
Portfolio Holdings for Marks Wealth
Marks Wealth holds 8 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 49.3 | $33M | 404k | 81.21 | |
| Ishares Tr Short Treas Bd (SHV) | 39.6 | $26M | 240k | 110.00 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 7.6 | $5.1M | 101k | 50.16 | |
| Procter & Gamble Company (PG) | 1.3 | $844k | 6.7k | 126.31 | |
| Becton, Dickinson and (BDX) | 0.7 | $463k | 2.1k | 223.03 | |
| McDonald's Corporation (MCD) | 0.6 | $406k | 1.8k | 230.68 | |
| Ashford Hospitality Tr Com Shs (AHT) | 0.5 | $313k | 46k | 6.82 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.5 | $311k | 1.5k | 210.99 |
