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  Name: Marks Wealth LLC
  City: Annapolis
  State: MD
  Zip: 21401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $264,585,000
  Total Value Change : $78,529,000
  Securities Held Change : 2
   
All Securities Held : 16
  New Positions : 9
  Closed Positions : 7
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 1

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 1 New $0.00 $117,408,000 2,164,599 44.37% 117,408,000 2,164,599 2.405    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 2 New $0.00 $41,915,000 724,421 15.84% 41,915,000 724,421 0.08    N/A
   (XLC)1 Year Chart         XLC Communication Services Sele... 3 New $82.53 $27,438,000 336,005 10.37% 27,438,000 336,005 0.019    N/A
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 4 New $151.31 $19,658,000 126,881 7.43% 19,658,000 126,881 0.03    Closed - End Fund - E...
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 6 New $34.07 $14,296,000 452,118 5.4% 14,296,000 452,118 0.105    Closed - End Fund - E...
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 8 New $14.14 $10,986,000 792,036 4.15% 10,986,000 792,036 0.088    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 13 New $185.99 $220,000 1,220 0.08% 220,000 1,220 0    Internet Software & S...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 15 New $63.90 $210,000 3,140 0.08% 210,000 3,140 0    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 16 New $236.00 $206,000 818 0.08% 206,000 818 0    Lodging

      9 Records Found
  1    
Page 1 of 1
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