Marks Wealth, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$272.4B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHVISHARES TR | 1,410,201 | $155.8B | 57.18% | |
| 2 | SHYISHARES TR | 429,648 | $35.5B | 13.05% | |
| 3 | XLFSELECT SECTOR SPDR TR | 665,891 | $33.2B | 12.17% | |
| 4 | SPLVINVESCO EXCH TRADED FD TR II | 180,830 | $13.5B | 4.96% | |
| 5 | SLVISHARES SILVER TR | 410,641 | $12.7B | 4.67% | |
| 6 | ITA*ISHARES TR | 81,901 | $12.5B | 4.60% | |
| 7 | XLUSELECT SECTOR SPDR TR | 69,495 | $5.5B | 2.01% | |
| 8 | JEPQJ P MORGAN EXCHANGE TRADED F | 24,966 | $1.3B | 0.47% | |
| 9 | UPSUNITED PARCEL SERVICE INC | 6,083 | $669.1M | 0.25% | |
| 10 | BDXBECTON DICKINSON & CO | 2,076 | $475.5M | 0.17% | |
| 11 | JEPIJ P MORGAN EXCHANGE TRADED F | 8,048 | $459.9M | 0.17% | |
| 12 | AMZNAMAZON COM INC | 1,180 | $224.5M | 0.08% | |
| 13 | BABOEING CO | 1,221 | $208.2M | 0.08% | |
| 14 | PYPLPAYPAL HLDGS INC | 3,140 | $204.9M | 0.08% | |
| 15 | OXLCLOXFORD LANE CAP CORP | 31,737 | $149.8M | 0.05% | |
| 16 | PGENPRECIGEN INC | 10,024 | $14.9M | 0.01% |