Charles Marks

@Marks Wealth, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$207.747M

Total holdings16

Assets growth rate-10.84%

Assets growth rate (2-Q avg)-4%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marks Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Marks Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 207.747M in assets, with a quarterly growth rate of -10.84% and a 2-quarter average growth rate of -4%. The portfolio is managed by Charles Marks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUGVanguard Index Fds Recent Activity New Position	26.13%	$54.279M 132,246 shares@ $410.44 avg price	New Position
FDNFirst Tr Exchange-traded Fd Recent Activity New Position	16.23%	$33.715M 138,648 shares@ $243.17 avg price	New Position
QQQInvesco Qqq Tr Recent Activity New Position	13.03%	$27.064M 52,939 shares@ $511.24 avg price	New Position