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| Happy Holidays!! thanks for using AUM13F!! |
| Marks Wealth LLC
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| CRD # | 310534 |
| SEC # | 801-119442 |
| CIK # | 0001802473, 0001838660 |
| AUM | $383.0 M (2025-04-03) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 410-934-1199 |
| Address | 1 Park Place Annapolis, MD 21401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001802473 0001838660 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 28.6 | ||
| Intercontinentalexchange Group Inc | 21.5 | ||
| Stryker Corp | 21.1 | ||
| Apple Inc | 20.9 | ||
| Republic Services Inc | 20.6 | ||
| VISA Inc | 19.8 | ||
| Facebook Inc | 16.2 | ||
| Microsoft Corp | 15.9 | ||
| Factset Research Systems Inc | 14.9 | ||
| Moodys Corp /DE/ | 14.2 | ||
| MSCI Inc | 13.2 | ||
| Roper Industries Inc | 11.9 | ||
| Curtiss Wright Corp | 11.2 | ||
| Emcor Group Inc | 10.8 | ||
| Salesforce Com Inc | 10.5 | ||
| Honeywell International Inc | 10.4 | ||
| Eaton Corp Ltd | 10.3 | ||
| CACI International Inc /DE/ | 9.9 | ||
| Parker Hannifin Corp | 9.8 | ||
| Becton Dickinson & Co | 9.8 | ||
| Intuit Inc | 9.8 | ||
| McGraw-hill Companies Inc | 9.8 | ||
| Brown & Brown Inc | 9.7 | ||
| Darden Restaurants Inc | 9.7 | ||
| Nvent Electric PLC | 9.7 | ||
| Amazon Com Inc | 9.7 | ||
| ITT Corp | 9.6 | ||
| Ritchie Bros Auctioneers Inc | 9.6 | ||
| SAIC Inc | 9.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 92.7 |
| (b) Individuals (high net worth individuals) | 135 | 290.3 |
| (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 | 974 | 383.0 |
| By Discretionary | ||
| Discretionary | 974 | 383.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 974 | 383.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.0 | |
| Total | 974 | 383.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802473] | |
| 13F-HR | [0001838660] |
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|---|---|---|
|
Stonehearth Capital Management LLC
✚
|
MA | 0.4 |
|
LEGA Z Advisory LLC
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0.4 | |
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in on Capital Advisors LLC
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FL | 0.4 |
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Sierra Investment Management LLC
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CA | 0.4 |
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Curio Wealth LLC
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MD | 0.4 |
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Templeton Financial Services Inc
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AZ | 0.4 |
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Crowley Wealth Management Inc
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|
DE | 0.4 |
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Boltwood Capital Management
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|
CA | 0.4 |
|
Triton Wealth Management PLLC
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AZ | 0.4 |
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Hunter Keith Industries Inc
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|
MN | 0.4 |