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| Marks Wealth LLC
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| |
|---|---|
| CRD # | 310534 |
| SEC # | 801-119442 |
| CIK # | 0001838660, 0001802473 |
| AUM | $382.7 MM (2024-05-21) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 410-934-1199 |
| Address | 1 Park Place Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 28.3 | |
| AAPL | 2,382,844.0 | 21.9 | |
| SYK | 74,798.9 | 17.5 | |
| UNH | 477,004.0 | 15.6 | |
| RSG | 40,405.6 | 15.2 | |
| V | 419,260.5 | 15.0 | |
| ICE | 54,012.3 | 14.7 | |
| MSFT | 1,918,222.4 | 13.7 | |
| FDS | 14,249.1 | 12.5 | |
| META | 434,852.0 | 11.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 88.4 |
| (b) Individuals (high net worth individuals) | 137 | 294.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 947 | 382.7 |
| By Discretionary | ||
| Discretionary | 947 | 382.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 947 | 382.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.7 | |
| Total | 947 | 382.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
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