Portfolio (Quarterly)
Guide ↗
Marks Wealth, LLC
· CIK 0001838660| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VOX | VANGUARD WORLD FD | — | 212,223 | $41.1M | 13.76% | SOLD |
| 2 | XLF | SELECT SECTOR SPDR TR | — | 670,399 | $36.7M | 12.29% | SOLD |
| 3 | XBI | SPDR SERIES TRUST | — | 236,668 | $28.9M | 9.66% | SOLD |
| 4 | VWOB | VANGUARD WHITEHALL FDS | — | 247,679 | $16.7M | 5.59% | SOLD |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | — | 198,775 | $16.6M | 5.57% | SOLD |
| 6 | AAPL | APPLE INC | Technology | 50,988 | $13.9M | 4.64% | SOLD |
| 7 | OIH | VANECK ETF TRUST | — | 28,546 | $8.1M | 2.72% | SOLD |
| 8 | VCLT | VANGUARD SCOTTSDALE FDS | — | 6,865 | $521K | 0.17% | SOLD |
| 9 | XLK | SELECT SECTOR SPDR TR | — | 2,565 | $369K | 0.12% | SOLD |
| 10 | LLY | ELI LILLY & CO | Healthcare | 210 | $226K | 0.08% | SOLD |
Sector Allocation
Consumer Cyclical
38.4%
Healthcare
22.1%
Industrials
19.8%
Energy
19.7%