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| Name: |
Marks Wealth LLC |
| City: |
Annapolis |
| State: |
MD |
| Zip: |
21401 |
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data |
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| Holdings
Found :
15 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IEI |
iShares Barclays 3-7 Year T... |
1 |
New |
$113.50 |
$36,213,000 |
309,172 |
19.46% |
36,213,000 |
309,172 |
0.264 |
Closed - End Fund - E... |
|
|
GLD |
streetTRACKS Gold Trust |
2 |
New |
$211.87 |
$33,299,000 |
174,183 |
17.9% |
33,299,000 |
174,183 |
0.041 |
Closed - End Fund - E... |
|
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TLT |
iShares Tr Lehman 20+yr Tres |
3 |
New |
$88.22 |
$32,396,000 |
327,626 |
17.41% |
32,396,000 |
327,626 |
0.029 |
Closed - End Fund - E... |
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TLH |
iShares Barclays 10-20 Year... |
4 |
New |
$99.08 |
$31,829,000 |
294,006 |
17.11% |
31,829,000 |
294,006 |
0.313 |
Closed - End Fund - E... |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
5 |
New |
$91.43 |
$30,612,000 |
317,582 |
16.45% |
30,612,000 |
317,582 |
0.114 |
Closed - End Fund - E... |
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XLB |
SPDR Materials Select Sector |
6 |
New |
$88.63 |
$9,592,000 |
112,138 |
5.16% |
9,592,000 |
112,138 |
0.016 |
Closed - End Fund - E... |
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JETS |
US Global Jets ETF |
7 |
New |
$20.10 |
$9,357,000 |
491,680 |
5.03% |
9,357,000 |
491,680 |
0.449 |
N/A |
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PG |
Procter & Gamble Co |
8 |
- |
$163.20 |
$912,000 |
6,222 |
0.49% |
4,000 |
0 |
0 |
Cleaning Products |
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BDX |
Becton Dickinson & Co |
9 |
- |
$234.60 |
$506,000 |
2,076 |
0.27% |
-31,000 |
0 |
0.001 |
Medical Instruments &... |
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OIH |
VANECK Vectors Oil Services... |
10 |
- |
$312.99 |
$437,000 |
1,412 |
0.23% |
-50,000 |
0 |
0.011 |
Closed - End Fund - E... |
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VGIT |
Vanguard Intermediate -Ter |
11 |
New |
$57.19 |
$252,000 |
4,251 |
0.14% |
252,000 |
4,251 |
0 |
Closed - End Fund - Debt |
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PB |
Prosperity Bancshares Inc |
12 |
New |
$61.97 |
$223,000 |
3,299 |
0.12% |
223,000 |
3,299 |
0.004 |
Domestic Regional Banks |
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VGLT |
Vanguard Long-Term Governm |
13 |
New |
$55.56 |
$221,000 |
3,591 |
0.12% |
221,000 |
3,591 |
0.001 |
N/A |
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XOM |
Exxon Mobil Corp |
14 |
- |
$118.27 |
$207,000 |
2,073 |
0.11% |
-37,000 |
0 |
0 |
Integrated Oil & Gas |
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JPST |
Jp Morgan Ultra Short Incom... |
15 |
Closed |
$0.00 |
$0 |
0 |
0% |
-460,000 |
-9,167 |
0 |
N/A |
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