| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 21.1% |
| PROCTER AND GAMBLE CO | 12 | Q3 2023 | 34.4% |
| BECTON DICKINSON & CO | 12 | Q3 2023 | 20.4% |
| VANECK VECTORS ETF TR | 11 | Q3 2023 | 18.5% |
| MCDONALDS CORP | 10 | Q1 2023 | 4.4% |
| VANGUARD BD INDEX FDS | 7 | Q2 2022 | 6.8% |
| APPLE INC | 7 | Q2 2022 | 2.0% |
| NVIDIA CORPORATION | 7 | Q2 2022 | 0.8% |
| VANECK VECTORS ETF TR | 6 | Q1 2022 | 10.6% |
| AMAZON COM INC | 6 | Q1 2022 | 0.6% |
View Marks Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-13 |
| 13F-HR | 2021-10-08 |
View Marks Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.