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The Analysis of Marks Wealth, LLC's Holdings & P&L

Currently, Marks Wealth, LLC holds 19 types of securities in its portfolio with a total value $461.9M. In the most recent quarter, they have increased their positions in VGT (+469.9K shares, valued at $56.2M), VLUE (+236.4K shares, valued at $47.2M), SPMO (+239.3K shares, valued at $38.7M); decreased their positions in SHV (-1.4M shares, valued at $154.7M), N/A (-5.1K shares, valued at $313.5K), BA (-87 shares, valued at $18.8K); initiated new positions in VGT (+469.9K shares, valued at $56.2M), SPMO (+239.3K shares, valued at $38.7M), SOXX (+48.9K shares, valued at $31.3M).

1M P&L

+4.8M+1.08%

3M P&L

+1.4M+0.31%

HY P&L

-234.8M-34.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A459.1M

99.7%

2Lodging303.1K

0.1%

3Medical Instruments & Supplies261.8K

0.1%

Top Industries by Stock Count

1N/A12 stocks

66.7%

2Internet Retail1 stocks

5.6%

3Medical Instruments & Supplies1 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VLUE ISHARES TR541.5K shares77.51%2026-06-302026-07-29

SHV ISHARES TR756.6K shares-64.94%2026-06-302026-07-29

VGT VANGUARD WORLD FD469.9K sharesnew addition2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS569.0K shares3.96%2026-06-302026-07-29

SPMO INVESCO EXCH TRADED FD TR II239.3K sharesnew addition2026-06-302026-07-29

SOXX ISHARES TR48.9K sharesnew addition2026-06-302026-07-29

KBWB INVESCO EXCH TRADED FD TR II336.5K sharesnew addition2026-06-302026-07-29

VIS VANGUARD WORLD FD82.7K sharesnew addition2026-06-302026-07-29

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CIBR FIRST TR EXCHANGE-TRADED FD223.9K sharesnew addition2026-06-302026-07-29

IEMG ISHARES INC173.0K sharesnew addition2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F21.7K shares-19.05%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR2.8K sharesnew addition2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW818 shares0.00%2026-06-302026-07-29

BDX BECTON DICKINSON & CO1.7K shares0.17%2026-06-302026-07-29

VBIL VANGUARD INSTL INDEX FD3.3K sharesnew addition2026-06-302026-07-29

GEV GE VERNOVA INC211 sharesnew addition2026-06-302026-07-29

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BA BOEING CO1.1K shares-7.13%2026-06-302026-07-29

AMZN AMAZON COM INC980 shares0.00%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC1.9K sharesnew addition2026-06-302026-07-29

VLUE

ISHARES TR

77.51%

Shares541.5K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

-64.94%

Shares756.6K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

New

Shares469.9K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

3.96%

Shares569.0K

Event2026-06-30

Filed2026-07-29

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares239.3K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

New

Shares48.9K

Event2026-06-30

Filed2026-07-29

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares336.5K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

New

Shares82.7K

Event2026-06-30

Filed2026-07-29

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares223.9K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

New

Shares173.0K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-19.05%

Shares21.7K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

New

Shares2.8K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

0.00%

Shares818

Event2026-06-30

Filed2026-07-29

BDX

BECTON DICKINSON & CO

0.17%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VBIL

VANGUARD INSTL INDEX FD

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

New

Shares211

Event2026-06-30

Filed2026-07-29

BOEING CO

-7.13%

Shares1.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.00%

Shares980

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Marks Wealth, LLC Institutional Holdings, Portfolio & P&L — TradeFomo