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CIK: 0001838660
Total reported value
$461.9M
$461.9M
16 檔
48.1%
According to the latest 13F quarterly dataset, Marks Wealth, LLC managed an equity portfolio of $461.9M at the end of Q1 2024, spanning 16 distinct U.S. exchange-listed positions.
During Q1 2024, Marks Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 44.37% | -0.10% | — | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 15.84% | — | — | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 10.37% | — | — | |
| 4 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 7.43% | — | — | |
| 5 | JETS | US Global Jets ETF | ETF-Other | 6.01% | — | +53.84% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 5.40% | — | — | |
| 7 | XLB | Ss Materials Select Sector | ETF-Other | 5.25% | — | +33.43% | |
| 8 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 4.15% | — | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | — | — | |
| 10 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.19% | -0.01% | — | |
| 11 | OIH | Vaneck Oil Services ETF | ETF-Other | 0.18% | — | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | — | -0.72% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 14 | PB | Prosperity Bancshares Inc | Stock-Financials | 0.08% | — | +0.82% | |
| 15 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.08% | — | — | |
| 16 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.08% | — | — |
According to official SEC Form 13F filings, Marks Wealth, LLC reported a total U.S. public equity portfolio value of $461.9M across 16 disclosed positions in Q1 2024.
During Q1 2024, Marks Wealth, LLC's top holdings by market value included JEPQ (44.4%)、JEPI (15.8%)、XLC (10.4%). The largest single position, JEPQ, represented 44.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPQ, JEPI, XLC) accounted for 48.1% of total reported equity market value during Q1 2024.
In Q1 2024, Marks Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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