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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Increased 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
   (JETS)1 Year Chart         JETS US Global Jets ETF 5 - $21.07 $15,892,000 756,387 6.01% 6,535,000 264,707 0.69    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 7 - $92.03 $13,899,000 149,627 5.25% 4,307,000 37,489 0.022    Closed - End Fund - E...
   (PB)1 Year Chart         PB Prosperity Bancshares Inc 14 - $63.95 $219,000 3,326 0.08% -4,000 27 0.004    Domestic Regional Banks

      3 Records Found
  1    
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