Marks Wealth as of Sept. 30, 2023
Portfolio Holdings for Marks Wealth
Marks Wealth holds 5 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Procter & Gamble Company (PG) | 34.4 | $908k | 6.2k | 145.86 | |
Becton, Dickinson and (BDX) | 20.4 | $537k | 2.1k | 258.53 | |
Vaneck Etf Trust Oil Services Etf (OIH) | 18.5 | $487k | 1.4k | 345.04 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 17.5 | $460k | 9.2k | 50.18 | |
Exxon Mobil Corporation (XOM) | 9.2 | $244k | 2.1k | 117.58 |