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Home > Institutional Investor > Marks Wealth, Llc > Profile

Instuitional Investor - Marks Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Marks Wealth, Llc
Portfolio Value $298,714,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Listed Fds Tr
 661,332 $43,621,459 14.6%
2.
Vanguard World Fund
 212,223 $41,092,739 13.76%
3.
Sector Spdr Trust
 XLB 670,399 $36,717,753 12.29%
4.
Ishares Trust
 VLUE 252,782 $34,562,883 11.57%
5.
Vanguard Scottsdale Funds
 411,182 $32,783,521 10.97%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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