Marks Wealth as of Dec. 31, 2023
Portfolio Holdings for Marks Wealth
Marks Wealth holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 19.5 | $36M | 309k | 117.13 | |
| Spdr Gold Tr Gold Shs (GLD) | 17.9 | $33M | 174k | 191.17 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 17.4 | $32M | 328k | 98.88 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 17.1 | $32M | 294k | 108.26 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 16.5 | $31M | 318k | 96.39 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 5.2 | $9.6M | 112k | 85.54 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 5.0 | $9.4M | 492k | 19.03 | |
| Procter & Gamble Company (PG) | 0.5 | $912k | 6.2k | 146.54 | |
| Becton, Dickinson and (BDX) | 0.3 | $506k | 2.1k | 243.83 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $437k | 1.4k | 309.52 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $252k | 4.3k | 59.32 | |
| Prosperity Bancshares (PB) | 0.1 | $223k | 3.3k | 67.72 | |
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $221k | 3.6k | 61.53 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $207k | 2.1k | 99.98 |
