Marks Wealth as of Dec. 31, 2024
Portfolio Holdings for Marks Wealth
Marks Wealth holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 26.1 | $54M | 132k | 410.44 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 16.2 | $34M | 139k | 243.17 | |
| Select Sector Spdr Tr Technology (XLK) | 15.8 | $33M | 141k | 232.52 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 14.1 | $29M | 520k | 56.38 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 13.0 | $27M | 53k | 511.23 | |
| Select Sector Spdr Tr Communication (XLC) | 13.0 | $27M | 279k | 96.81 | |
| Procter & Gamble Company (PG) | 0.5 | $1.0M | 6.2k | 167.65 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.3 | $573k | 8.2k | 70.00 | |
| Becton, Dickinson and (BDX) | 0.2 | $471k | 2.1k | 226.87 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $410k | 7.1k | 57.53 | |
| Netflix (NFLX) | 0.1 | $273k | 306.00 | 891.32 | |
| Paypal Holdings (PYPL) | 0.1 | $268k | 3.1k | 85.35 | |
| Amazon (AMZN) | 0.1 | $259k | 1.2k | 219.39 | |
| Marriott Intl Cl A (MAR) | 0.1 | $228k | 818.00 | 278.94 | |
| Oxford Lane Cap Corp (OXLC) | 0.1 | $109k | 22k | 5.07 | |
| Precigen (PGEN) | 0.0 | $11k | 10k | 1.12 |
