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 (AHT) | 0.9 | $205k | 46k | 4.47 | |
Qualtek Services Class A Com | 0.0 | $10k | 23k | 0.44 |