Fund Holdings — Marks Wealth, LLC

Total Portfolio Value
$323.71M
Total Bought
$128.06M
Total Sold
$161.13M
Net Transaction
-$33.07M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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LISTED FDS TR
ROUN MA SEVE ETF
0333,999+333,999021,6636.69%+21,663
GLOBAL X FDS
ARTIFICIAL ETF
0418,750+418,750020,6826.39%+20,682
INVESCO EXCH TRADED FD TR II430,616559,697+129,08148,43167,75720.93%+19,326
VANECK ETF TRUST
GOLD MINERS ETF
0237,024+237,024018,1095.59%+18,109
SELECT SECTOR SPDR TR
ST STR DISCR ETF
059,317+59,317014,2154.39%+14,215
SPDR GOLD TR(GLD)034,500+34,500012,2643.79%+12,264
SPROTT FDS TR
URANI MINER ETF
0158,543+158,54309,5812.96%+9,581
SELECT SECTOR SPDR TR
ST STR TECHN ETF
153,025157,223+4,19838,75144,31513.69%+5,564
SPDR SERIES TRUST
ST STR SP AERO
112,426121,766+9,34023,71528,6108.84%+4,895
VANGUARD WORLD FD05,231+5,23107210.22%+721
VANGUARD INDEX FDS02,896+2,89605400.17%+540
ENERGY TRANSFER L P(ET)012,000+12,00002060.06%+206
SPDR SERIES TRUST
ST STR BL 12 ETF
3,3645,233+1,8693345210.16%+186
TIDAL TRUST II015,159+15,1590830.03%+83
BECTON DICKINSON & CO(BDX)1,7211,723+22963220.10%+26
BOEING CO(BA)1,4211,42102983070.09%+9
AMAZON COM INC(AMZN)1,1801,18002592590.08%0
MARRIOTT INTL INC NEW(MAR)81881802232130.07%-10
PRECIGEN INC(PGEN)10,0420-10,042140—-14
PAYPAL HLDGS INC(PYPL)3,1403,14002332110.07%-23
OXFORD LANE CAP CORP40,0120-40,0121680—-168
UNITED PARCEL SERVICE INC(UPS)5,2562,878-2,3785312400.07%-290
VANGUARD INDEX FDS8670-8673800—-380
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
36,20427,313-8,8911,9691,5710.49%-398
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
8,0500-8,0504580—-458
SPDR SERIES TRUST
ST STR P500GRW
425,227284,533-140,69440,53329,7379.19%-10,796
ISHARES TR371,4700-371,47012,8190—-12,819
GLOBAL X FDS
DEFENSE TECH ETF
230,9220-230,92213,9130—-13,913
ISHARES TR480,919312,928-167,99153,10334,57510.68%-18,528
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
246,9000-246,90018,6610—-18,661
VANECK ETF TRUST
SEMICONDUCTR ETF
68,8590-68,85919,2030—-19,203
INVESCO EXCH TRADED FD TR II430,616217,459-213,15748,43117,0075.25%-31,424
FIRST TR EXCHANGE-TRADED FD126,5390-126,53934,0810—-34,081
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Marks Wealth, LLC — 13F Holdings — Q3 2025 | TickerTrail