Marks Wealth, LLC
Q4 2024 13F Holdings
- Locationannapolis, MD
- Num holdings
16
- Value ($000)
$207,747
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001838660
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $54.28M | 26 % | 132,246 | ||
FDN FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | $33.72M | 16 % | 138,648 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $32.76M | 16 % | 140,892 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $29.32M | 14 % | 519,973 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.06M | 13 % | 52,939 | ||
XLC SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | $26.97M | 13 % | 278,547 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $1.04M | 1 % | 6,222 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $573.37K | 0 % | 8,191 | ||
BDX BECTON DICKINSON & CO | COM | 075887109 | $470.98K | 0 % | 2,076 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $410.30K | 0 % | 7,132 |
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