Marks Wealth as of March 31, 2023
Portfolio Holdings for Marks Wealth
Marks Wealth holds 7 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Short Treas Bd (SHV) | 70.9 | $7.9M | 72k | 110.50 | |
| Procter & Gamble Company (PG) | 8.9 | $994k | 6.7k | 148.69 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 5.6 | $622k | 12k | 50.32 | |
| Becton, Dickinson and (BDX) | 4.6 | $514k | 2.1k | 247.54 | |
| McDonald's Corporation (MCD) | 4.4 | $492k | 1.8k | 279.61 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 3.5 | $391k | 1.4k | 277.13 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $235k | 2.1k | 109.66 |
