Marks Wealth as of Dec. 31, 2022
Portfolio Holdings for Marks Wealth
Marks Wealth holds 11 positions in its portfolio as reported in the December 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) | 33.0 | $7.9M | 97k | 81.17 | |
| Ishares Tr Short Treas Bd (SHV) | 32.9 | $7.9M | 72k | 109.92 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 21.1 | $5.0M | 101k | 50.13 | |
| Procter & Gamble Company (PG) | 4.2 | $1.0M | 6.7k | 151.56 | |
| Becton, Dickinson and (BDX) | 2.2 | $528k | 2.1k | 254.30 | |
| McDonald's Corporation (MCD) | 1.9 | $464k | 1.8k | 263.53 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 1.9 | $448k | 1.5k | 304.05 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $235k | 2.1k | 110.30 | |
| Prosperity Bancshares (PB) | 1.0 | $231k | 3.2k | 72.68 | |
| Ashford Hospitality Tr Com Shs | 0.9 | $205k | 46k | 4.47 | |
| Qualtek Services Class A Com | 0.0 | $10k | 23k | 0.44 |
