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

Currently, Marks Wealth, LLC holds 12 types of securities in its portfolio with a total value $380.1M. In the most recent quarter, they have increased their positions in SHV (+2.1M shares, valued at $237.3M), VCSH (+136.2K shares, valued at $10.8M), VLUE (+52.3K shares, valued at $7.4M); decreased their positions in MAGS (-129.8K shares, valued at $7.5M), ILF (-80.1K shares, valued at $2.8M), JEPQ (-2.4K shares, valued at $131.7K); initiated new positions in BILS (+2.6K shares, valued at $260.4K).

1M P&L

+9.1M+2.34%

3M P&L

+12.3M+3.18%

HY P&L

+22.2M+5.90%

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/A378.9M

99.7%

2Medical Instruments & Supplies271.6K

0.1%

3Lodging267.5K

0.1%

Top Industries by Stock Count

1N/A7 stocks

58.3%

2Internet Retail1 stocks

8.3%

3Medical Instruments & Supplies1 stocks

8.3%

Sponsored

BILS SPDR SERIES TRUST2.6K sharesnew addition2026-03-312026-05-04

BA BOEING CO1.2K shares0.00%2026-03-312026-05-04

ET ENERGY TRANSFER L P12.6K shares0.00%2026-03-312026-05-04

AMZN AMAZON COM INC980 shares0.00%2026-03-312026-05-04

SHV

ISHARES TR

25091.79%

Shares2.2M

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

33.12%

Shares547.4K

Event2026-03-31

Filed2026-05-04

VLUE

ISHARES TR

20.67%

Shares305.0K

Event2026-03-31

Filed2026-05-04

MAGS

LISTED FDS TR

-19.63%

Shares531.5K

Event2026-03-31

Filed2026-05-04

ILF

ISHARES TR

-11.79%

Shares599.7K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

-8.14%

Shares26.8K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

0.12%

Shares1.7K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

0.00%

Shares818

Event2026-03-31

Filed2026-05-04

BILS

SPDR SERIES TRUST

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

BOEING CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.00%

Shares980

Event2026-03-31

Filed2026-05-04

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