Marks Wealth as of June 30, 2023
Portfolio Holdings for Marks Wealth
Marks Wealth holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 89.2 | $86M | 1.6M | 55.33 | |
| Ishares Tr Short Treas Bd (SHV) | 8.1 | $7.9M | 71k | 110.45 | |
| Procter & Gamble Company (PG) | 1.0 | $963k | 6.3k | 151.74 | |
| Becton, Dickinson and (BDX) | 0.6 | $548k | 2.1k | 264.01 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $460k | 9.2k | 50.14 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.4 | $406k | 1.4k | 287.60 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $222k | 2.1k | 107.25 |
