The Analysis of Marks Wealth, LLC's Holdings


Currently, Marks Wealth, LLC holds 24 types of securities in its portfolio with a total value $323.7M. In the most recent quarter, they have increased their positions in MAGS (+334.0K shares, valued at $21.7M), AIQ (+418.8K shares, valued at $20.7M), GDX (+237.0K shares, valued at $18.1M); decreased their positions in SHV (-168.0K shares, valued at $18.6M), SPYG (-140.7K shares, valued at $14.7M), JEPQ (-8.9K shares, valued at $511.4K); initiated new positions in MAGS (+334.0K shares, valued at $21.7M), AIQ (+418.8K shares, valued at $20.7M), GDX (+237.0K shares, valued at $18.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPMO INVESCO EXCH TRADED FD TR II559.7K shares29.98%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR157.2K shares2.74%2025-09-302025-10-28history
SHV ISHARES TR312.9K shares-34.93%2025-09-302025-10-28history
SPYG SPDR SERIES TRUST284.5K shares-33.09%2025-09-302025-10-28history
XAR SPDR SERIES TRUST121.8K shares8.31%2025-09-302025-10-28history
MAGS LISTED FDS TR334.0K sharesnew addition2025-09-302025-10-28history
AIQ GLOBAL X FDS418.8K sharesnew addition2025-09-302025-10-28history
GDX VANECK ETF TRUST237.0K sharesnew addition2025-09-302025-10-28history
Sponsored
KBWB INVESCO EXCH TRADED FD TR II217.5K sharesnew addition2025-09-302025-10-28history
XLY SELECT SECTOR SPDR TR59.3K sharesnew addition2025-09-302025-10-28history
GLD SPDR GOLD TR34.5K sharesnew addition2025-09-302025-10-28history
URNM SPROTT FDS TR158.5K sharesnew addition2025-09-302025-10-28history
JEPQ J P MORGAN EXCHANGE TRADED F27.3K shares-24.56%2025-09-302025-10-28history
MGV VANGUARD WORLD FD5.2K sharesnew addition2025-09-302025-10-28history
VTV VANGUARD INDEX FDS2.9K sharesnew addition2025-09-302025-10-28history
BILS SPDR SERIES TRUST5.2K shares55.56%2025-09-302025-10-28history
Sponsored
BDX BECTON DICKINSON & CO1.7K shares0.12%2025-09-302025-10-28history
BA BOEING CO1.4K shares0.00%2025-09-302025-10-28history
AMZN AMAZON COM INC1.2K shares0.00%2025-09-302025-10-28history
UPS UNITED PARCEL SERVICE INC2.9K shares-45.24%2025-09-302025-10-28history
MAR MARRIOTT INTL INC NEW818 shares0.00%2025-09-302025-10-28history
PYPL PAYPAL HLDGS INC3.1K shares0.00%2025-09-302025-10-28history
ET ENERGY TRANSFER L P12.0K sharesnew addition2025-09-302025-10-28history
ULTY TIDAL TRUST II15.2K sharesnew addition2025-09-302025-10-28history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available