Fund HoldingsMarks Wealth, LLC

Total Portfolio Value
$272.44M
Total Bought
$269.14M
Total Sold
$204.35M
Net Transaction
+$64.79M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR01,410,201+1,410,2010155,77157.18%+155,771
ISHARES TR0429,648+429,648035,54513.05%+35,545
SELECT SECTOR SPDR TR
ST STR FINL ETF
0665,891+665,891033,16812.17%+33,168
INVESCO EXCH TRADED FD TR II8,191180,830+172,63957313,5124.96%+12,938
ISHARES SILVER TR(SLV)0410,641+410,641012,7264.67%+12,726
ISHARES TR081,901+81,901012,5394.60%+12,539
SELECT SECTOR SPDR TR
ST STR UTIL ETF
069,495+69,49505,4802.01%+5,480
UNITED PARCEL SERVICE INC(UPS)06,083+6,08306690.25%+669
BOEING CO(BA)01,221+1,22102080.08%+208
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
7,1328,048+9164104600.17%+50
OXFORD LANE CAP CORP21,56331,737+10,1741091500.05%+40
BECTON DICKINSON & CO(BDX)2,0762,07604714760.17%+5
PRECIGEN INC(PGEN)10,00010,024+2411150.01%+4
AMAZON COM INC(AMZN)1,1801,18002592250.08%-34
PAYPAL HLDGS INC(PYPL)3,1403,14002682050.08%-63
MARRIOTT INTL INC NEW(MAR)8180-8182280-228
NETFLIX INC(NFLX)3060-3062730-273
PROCTER AND GAMBLE CO(PG)6,2220-6,2221,0430-1,043
SELECT SECTOR SPDR TR
ST STR SVC ETF
278,5470-278,54726,9660-26,966
INVESCO QQQ TR52,9390-52,93927,0640-27,064
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
519,97324,966-495,00729,3161,2930.47%-28,023
SELECT SECTOR SPDR TR
ST STR TECHN ETF
140,8920-140,89232,7600-32,760
FIRST TR EXCHANGE-TRADED FD138,6480-138,64833,7150-33,715
VANGUARD INDEX FDS132,2460-132,24654,2790-54,279
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