Fund HoldingsMarks Wealth, LLC

Total Portfolio Value
$308.37M
Total Bought
$251.83M
Total Sold
$215.95M
Net Transaction
+$35.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II0430,616+430,616048,43115.71%+48,431
SPDR SERIES TRUST
ST STR P500GRW
0425,227+425,227040,53313.14%+40,533
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0153,025+153,025038,75112.57%+38,751
FIRST TR EXCHANGE-TRADED FD0126,539+126,539034,08111.05%+34,081
SPDR SERIES TRUST
ST STR SP AERO
0112,426+112,426023,7157.69%+23,715
VANECK ETF TRUST
SEMICONDUCTR ETF
068,859+68,859019,2036.23%+19,203
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
0246,900+246,900018,6616.05%+18,661
GLOBAL X FDS
DEFENSE TECH ETF
0230,922+230,922013,9134.51%+13,913
ISHARES TR0371,470+371,470012,8194.16%+12,819
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
24,96636,204+11,2381,2931,9690.64%+677
VANGUARD INDEX FDS0867+86703800.12%+380
SPDR SERIES TRUST
ST STR BL 12 ETF
03,364+3,36403340.11%+334
MARRIOTT INTL INC NEW(MAR)0818+81802230.07%+223
BOEING CO(BA)1,2211,421+2002082980.10%+90
AMAZON COM INC(AMZN)1,1801,18002252590.08%+34
PAYPAL HLDGS INC(PYPL)3,1403,14002052330.08%+28
OXFORD LANE CAP CORP31,73740,012+8,2751501680.05%+18
PRECIGEN INC(PGEN)10,02410,042+1815140.00%-1
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,0488,050+24604580.15%-2
UNITED PARCEL SERVICE INC(UPS)6,0835,256-8276695310.17%-139
BECTON DICKINSON & CO(BDX)2,0761,721-3554762960.10%-179
SELECT SECTOR SPDR TR
ST STR UTIL ETF
69,4950-69,4955,4800-5,480
ISHARES TR81,9010-81,90112,5390-12,539
ISHARES SILVER TR(SLV)410,6410-410,64112,7260-12,726
INVESCO EXCH TRADED FD TR II180,8300-180,83013,5120-13,512
SELECT SECTOR SPDR TR
ST STR FINL ETF
665,8910-665,89133,1680-33,168
ISHARES TR429,6480-429,64835,5450-35,545
ISHARES TR1,410,201480,919-929,282155,77153,10317.22%-102,668
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