Marks Wealth, LLC Top Holdings and 13F Report (2024) About Marks Wealth, LLCInvestment ActivityMarks Wealth, LLC has $207.75 million in total holdings as of June 30, 2024.Marks Wealth, LLC owns shares of 16 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 64.13% of the portfolio was purchased this quarter.About 76.78% of the portfolio was sold this quarter.This quarter, Marks Wealth, LLC has purchased 15 new stocks and bought additional shares in 1 stock.Marks Wealth, LLC sold shares of 3 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $54,279,048First Trust Dow Jones Internet Index Fund $33,715,034Technology Select Sector SPDR Fund $32,760,208JPMorgan Nasdaq Equity Premium Income ETF $29,316,103Invesco QQQ $27,064,005 Largest New Holdings this Quarter Vanguard Growth ETF $54,279,048 HoldingFirst Trust Dow Jones Internet Index Fund $33,715,034 HoldingInvesco QQQ $27,064,005 HoldingInvesco S&P 500 Low Volatility ETF $573,370 HoldingJPMorgan Equity Premium Income ETF $410,304 Holding Largest Purchases this Quarter Vanguard Growth ETF 132,246 shares (about $54.28M)First Trust Dow Jones Internet Index Fund 138,648 shares (about $33.72M)Invesco QQQ 52,939 shares (about $27.06M)Technology Select Sector SPDR Fund 71,270 shares (about $16.57M)Invesco S&P 500 Low Volatility ETF 8,191 shares (about $573.37K) Largest Sales this Quarter JPMorgan Nasdaq Equity Premium Income ETF 1,086,719 shares (about $61.27M)Communication Services Select Sector SPDR Fund 211,413 shares (about $20.47M)Amazon.com 200 shares (about $43.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarks Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$54,279,048$54,279,048 ▲New Holding132,24626.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$33,715,034$33,715,034 ▲New Holding138,64816.2%ETFXLKTechnology Select Sector SPDR Fund$32,760,208$16,571,700 ▲102.4%140,89215.8%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$29,316,103$61,269,270 ▼-67.6%519,97314.1%ETFQQQInvesco QQQ$27,064,005$27,064,005 ▲New Holding52,93913.0%FinanceXLCCommunication Services Select Sector SPDR Fund$26,966,135$20,466,892 ▼-43.1%278,54713.0%ETFPGProcter & Gamble$1,043,1180.0%6,2220.5%Consumer StaplesSPLVInvesco S&P 500 Low Volatility ETF$573,370$573,370 ▲New Holding8,1910.3%ETFBDXBecton, Dickinson and Company$470,9820.0%2,0760.2%MedicalJEPIJPMorgan Equity Premium Income ETF$410,304$410,304 ▲New Holding7,1320.2%ETFNFLXNetflix$272,7440.0%3060.1%Consumer DiscretionaryPYPLPayPal$267,999$267,999 ▲New Holding3,1400.1%Computer and TechnologyAMZNAmazon.com$258,880$43,878 ▼-14.5%1,1800.1%Retail/WholesaleMARMarriott International$228,173$228,173 ▲New Holding8180.1%Consumer DiscretionaryOXLCOxford Lane Capital$109,324$109,324 ▲New Holding21,5630.1%Financial ServicesPGENPrecigen$11,200$11,200 ▲New Holding10,0000.0%MedicalSMHVanEck Semiconductor ETF$0$36,637,996 ▼-100.0%00.0%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$0$13,804,010 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$13,720,651 ▼-100.0%00.0%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$0$11,377,939 ▼-100.0%00.0%ManufacturingMSFTMicrosoft$0$1,207,659 ▼-100.0%00.0%Computer and TechnologyOIHVanEck Oil Services ETF$0$446,446 ▼-100.0%00.0%ETFMETAMeta Platforms$0$302,532 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$236,917 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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