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Home > Institutional Investor > Marks Wealth, Llc > Profile

Instuitional Investor - Marks Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Marks Wealth, Llc
Portfolio Value $272,439,287
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,410,201 $155,770,779 57.18%
2.
Ishares Trust
 IEF 429,648 $35,544,779 13.05%
3.
Sector Spdr Trust
 XLB 665,891 $33,168,031 12.17%
4.
Invesco Exch Traded Fd Tr Ii - S&P500 LOW VOL
 180,830 $13,511,618 4.96%
5.
Ishares Trust
 SLV 410,641 $12,725,765 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)