Fund HoldingsMarks Wealth, LLC

Total Portfolio Value
$264.58M
Total Bought
$243.18M
Total Sold
$164.85M
Net Transaction
+$78.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
02,164,599+2,164,5990117,40844.37%+117,408
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0724,421+724,421041,91515.84%+41,915
SELECT SECTOR SPDR TR
ST STR SVC ETF
0336,005+336,005027,43810.37%+27,438
SPDR SER TR
SP O&G EXPL PRO
0126,881+126,881019,6587.43%+19,658
VANECK ETF TRUST
GOLD MINERS ETF
0452,118+452,118014,2965.40%+14,296
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0792,036+792,036010,9864.15%+10,986
ETF SER SOLUTIONS
US GLB JETS
491,680756,387+264,7079,35715,8926.01%+6,535
SELECT SECTOR SPDR TR
ST STR MATER ETF
112,138149,627+37,4899,59213,8995.25%+4,307
AMAZON COM INC(AMZN)01,220+1,22002200.08%+220
PAYPAL HLDGS INC(PYPL)03,140+3,14002100.08%+210
MARRIOTT INTL INC NEW(MAR)0818+81802060.08%+206
PROCTER AND GAMBLE CO(PG)6,2226,22209121,0100.38%+98
VANECK ETF TRUST
OIL SERVICES ETF
1,4121,41204374750.18%+38
EXXON MOBIL CORP2,0732,058-152072390.09%+32
BECTON DICKINSON & CO(BDX)2,0762,07605065140.19%+8
PROSPERITY BANCSHARES INC(PB)3,2993,326+272232190.08%-5
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
3,5910-3,5912210-221
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
4,2510-4,2512520-252
ISHARES TR317,5820-317,58230,6120-30,612
ISHARES TR294,0060-294,00631,8290-31,829
ISHARES TR327,6260-327,62632,3960-32,396
SPDR GOLD TR(GLD)174,1830-174,18333,2990-33,299
ISHARES TR309,1720-309,17236,2130-36,213
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