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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
MSFTMicrosoft Corp
Recent Activity
Exited
0%
$1.163M
2,702 shares@ $430.31 avg price
OIHVaneck Etf Trust
Recent Activity
Exited
0%
$400,599
1,412 shares@ $283.72 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$343,464
600 shares@ $572.44 avg price
XOMExxon Mobil Corp
Recent Activity
Exited
0%
$201,384
1,718 shares@ $117.23 avg price