The Analysis of Marks Wealth, LLC's Holdings
Currently, Marks Wealth, LLC holds 21 types of securities in its portfolio with a total value $298.7M. In the most recent quarter, they have increased their positions in VOX (+212.2K shares, valued at $41.1M), XLF (+670.4K shares, valued at $36.7M), VLUE (+252.8K shares, valued at $34.6M); decreased their positions in SHV (-304.4K shares, valued at $33.5M), XLK (-154.7K shares, valued at $22.3M), AMZN (-200 shares, valued at $46.2K); initiated new positions in VOX (+212.2K shares, valued at $41.1M), XLF (+670.4K shares, valued at $36.7M), VLUE (+252.8K shares, valued at $34.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MAGS LISTED FDS TR661.3K shares98.00%2025-12-312026-02-02
VOX VANGUARD WORLD FD212.2K sharesnew addition2025-12-312026-02-02 XLF SELECT SECTOR SPDR TR670.4K sharesnew addition2025-12-312026-02-02 VLUE ISHARES TR252.8K sharesnew addition2025-12-312026-02-02 VCSH VANGUARD SCOTTSDALE FDS411.2K sharesnew addition2025-12-312026-02-02 XBI SPDR SERIES TRUST236.7K sharesnew addition2025-12-312026-02-02 ILF ISHARES TR679.8K sharesnew addition2025-12-312026-02-02 VWOB VANGUARD WHITEHALL FDS247.7K sharesnew addition2025-12-312026-02-02 VCIT VANGUARD SCOTTSDALE FDS198.8K sharesnew addition2025-12-312026-02-02 AAPL APPLE INC51.0K sharesnew addition2025-12-312026-02-02 OIH VANECK ETF TRUST28.5K sharesnew addition2025-12-312026-02-02 JEPQ J P MORGAN EXCHANGE TRADED F29.1K shares6.70%2025-12-312026-02-02 SHV ISHARES TR8.6K shares-97.26%2025-12-312026-02-02 VCLT VANGUARD SCOTTSDALE FDS6.9K sharesnew addition2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR2.6K shares-98.37%2025-12-312026-02-02 BDX BECTON DICKINSON & CO1.7K shares0.12%2025-12-312026-02-02 BA BOEING CO1.2K shares-14.07%2025-12-312026-02-02 MAR MARRIOTT INTL INC NEW818 shares0.00%2025-12-312026-02-02 AMZN AMAZON COM INC980 shares-16.95%2025-12-312026-02-02 LLY ELI LILLY & CO210 sharesnew addition2025-12-312026-02-02 ET ENERGY TRANSFER L P12.6K shares4.67%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available