Marcum Wealth, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $978 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $165M, Schwab Strategic Tr Us Large C with a value of $95.2M, Vanguard Ftse Developed Market with a value of $63.9M, Schwab Strategic Tr Us Small C with a value of $57.2M, and Vanguard Small Cap ETF with a value of $49.7M.

Examining the 13F form we can see an increase of $44.2M in the current position value, from $934M to 978M.

Below you can find more details about Marcum Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $978 Million
ETFs: $730 Million
Technology: $63.7 Million
Financial Services: $43.8 Million
Industrials: $34.5 Million
Healthcare: $23.7 Million
Consumer Cyclical: $22.2 Million
Communication Services: $15.3 Million
Consumer Defensive: $14.7 Million
Other: $28 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $978 Million
  • Prior Value $934 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 49 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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