Marcum Wealth, LLC Purchases in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.93K
+ 2.46%
$520.18 - $576.82 $4.12M - $4.57M
330K $190M
VEA
Vanguard Ftse Developed Market

ETFs
31.2K
+ 2.58%
$47.6 - $53.31 $1.49M - $1.67M
1.24M $65.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.4K
+ 8.9%
$105.53 - $118.34 $2.58M - $2.89M
299K $34.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.2K
+ 2.7%
$41.9 - $48.26 $1.18M - $1.36M
1.07M $51.2M
BJUL
Innovator U.S. Equity Buffer E

ETFs
114K
+ 267.71%
$40.26 - $43.68 $4.58M - $4.97M
156K $6.82M
AAPL
Apple Inc.

Technology
674
+ 0.74%
$207.23 - $234.82 $140K - $158K
91.7K $21.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
16.2K
+ 11.96%
$56.52 - $63.23 $917K - $1.03M
152K $9.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.76K
+ 4.91%
$96.25 - $101.98 $747K - $791K
166K $16.8M
VNQ
Vanguard Specialized Funds Van

ETFs
6.11K
+ 12.89%
$82.97 - $98.97 $507K - $605K
53.5K $5.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
823
+ 2.89%
$475.2 - $527.7 $391K - $434K
29.3K $15.4M
IBM
International Business Machines Corp

Technology
1.06K
+ 11.78%
$175.1 - $223.38 $186K - $237K
10.1K $2.23M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.2K
+ 38.4%
$36.06 - $37.66 $585K - $611K
58.5K $2.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
212
+ 2.45%
$405.19 - $478.57 $85.9K - $101K
8.85K $4.07M
META
Meta Platforms, Inc.

Communication Services
225
+ 3.62%
$453.41 - $572.44 $102K - $129K
6.45K $3.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.58K
+ 9.09%
$44.13 - $47.01 $290K - $309K
78.9K $3.68M
VO
Vanguard Mid Cap ETF

ETFs
251
+ 1.54%
$237.84 - $263.83 $59.7K - $66.2K
16.6K $4.37M
XLF
Financial Sector Spdr

ETFs
6.29K
+ 25.44%
$40.84 - $45.74 $257K - $288K
31K $1.41M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
13K
+ 10.12%
$23.89 - $24.58 $309K - $318K
141K $3.46M
AXP
American Express CO

Financial Services
982
+ 35.52%
$225.92 - $271.17 $222K - $266K
3.75K $1.02M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.24K
+ 3.75%
$24.06 - $26.97 $102K - $114K
117K $3.15M
MO
Altria Group, Inc.

Consumer Defensive
1.09K
+ 1.95%
$45.95 - $54.71 $50K - $59.6K
56.8K $2.9M
WMT
Walmart Inc.

Consumer Defensive
297
+ 1.18%
$66.91 - $81.4 $19.9K - $24.2K
25.5K $2.06M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.5K
New
$38.04 - $45.36 $285K - $340K
7.5K $335K
QQQ
Invesco Qqq Trust, Series 1

ETFs
308
+ 1.65%
$434.77 - $502.96 $134K - $155K
19K $9.25M
PAVE
Global X Fds Us Infrastructure

ETFs
7.41K
New
$36.39 - $41.16 $270K - $305K
7.41K $304K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.58K
+ 21.28%
$77.02 - $85.06 $198K - $219K
14.7K $1.24M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.64K
New
$57.22 - $80.08 $208K - $291K
3.64K $283K
HPE
Hewlett Packard Enterprise CO

Technology
13.8K
New
$16.1 - $21.44 $223K - $296K
13.8K $282K
JXN
Jackson Financial Inc.

Financial Services
3.06K
New
$69.1 - $91.97 $211K - $281K
3.06K $278K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.61K
New
$72.18 - $107.33 $188K - $280K
2.61K $276K
BAX
Baxter International Inc

Healthcare
7.2K
New
$32.85 - $40.26 $236K - $290K
7.2K $273K
JPMB
J P Morgan Usd Emerging Market

ETFs
6.3K
New
$38.32 - $40.67 $242K - $256K
6.3K $256K
CBRE
Cbre Group, Inc.

Real Estate
2.06K
New
$85.97 - $124.48 $177K - $257K
2.06K $256K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.74K
New
$60.84 - $67.51 $227K - $252K
3.74K $252K
KJUL
Innovator U.S. Small Cap Power

Technology
7.63K
+ 40.7%
$27.38 - $29.23 $209K - $223K
26.4K $768K
EVRG
Evergy, Inc.

Utilities
3.83K
New
$52.46 - $62.01 $201K - $238K
3.83K $237K
LMT
Lockheed Martin Corp

Industrials
41
+ 2.27%
$460.3 - $584.56 $18.9K - $24K
1.85K $1.08M
BLK
Black Rock Inc.

Financial Services
88
+ 9.38%
$782.27 - $949.51 $68.8K - $83.6K
1.03K $974K
BMY
Bristol Myers Squibb CO

Healthcare
1.31K
+ 8.24%
$39.66 - $51.75 $51.8K - $67.5K
17.1K $886K
BBY
Best Buy CO Inc

Consumer Cyclical
2.21K
New
$80.23 - $103.29 $178K - $229K
2.21K $228K
AVGO
Broadcom Inc.

Technology
18.9K
+ 892.85%
$136.27 - $1745.86 $2.57M - $32.9M
21K $3.62M
WDAY
Workday, Inc.

Technology
925
New
$207.75 - $264.68 $192K - $245K
925 $226K
V
Visa Inc.

Financial Services
356
+ 3.52%
$253.74 - $291.56 $90.3K - $104K
10.5K $2.88M
EMN
Eastman Chemical CO

Basic Materials
2.01K
New
$93.82 - $113.74 $188K - $229K
2.01K $224K
TDIV
First Trust Nasdaq Technology

ETFs
2.78K
New
$70.51 - $81.07 $196K - $225K
2.78K $223K
MCO
Moodys Corp

Financial Services
471
New
$421.49 - $494.67 $199K - $233K
471 $223K
XEL
Xcel Energy Inc

Utilities
3.39K
New
$52.11 - $65.3 $176K - $221K
3.39K $221K
TRP
Tc Energy Corp

Energy
4.62K
New
$37.48 - $47.9 $173K - $221K
4.62K $219K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6K
New
$31.07 - $39.36 $186K - $236K
6K $219K
Activity Summary
Buys All Purchases 198 New Holdings 53 Increased Positions 145 Sells All Sells 182 Reductions 182 Sold out 0 Options Calls 0 Puts 0
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