Marks Wealth, LLC - Portfolio overview

Marks Wealth, LLC has 27 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 36.99%
2. SPMO - INVESCO EXCH TRADED FD TR II, 10.52%
3. XLK - SELECT SECTOR SPDR TR, 6.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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