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Charles Marks

@Marks Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$207.747MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NFLXNetflix Inc
Recent Activity
0.14%
$272,744
306 shares@ $891.33 avg price
PYPLPaypal Hldgs Inc
Recent Activity
0.13%
$267,999
3,140 shares@ $85.35 avg price
AMZNAmazon Com Inc
Recent Activity
0.13%
$258,880
1,180 shares@ $219.39 avg price
MARMarriott Intl Inc New
Recent Activity
0.11%
$228,173
818 shares@ $278.95 avg price
OXLCOxford Lane Cap Corp
Recent Activity
Increased 114.88%
0.06%
$109,324
21,563 shares@ $5.07 avg price
PGENPrecigen Inc
Recent Activity
0.01%
$11,200
10,000 shares@ $1.12 avg price