Marcum Wealth, LLC Purchases in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
714K
+ 1543.75%
$61.68 - $67.87 $44.1M - $48.5M
761K $47.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
333K
New
$50.02 - $51.24 $16.7M - $17.1M
333K $16.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.9K
+ 622.22%
$567.81 - $607.81 $7.31M - $7.83M
15K $8.76M
IVV
Ishares Core S&P 500 ETF

ETFs
5.44K
+ 1.65%
$570.51 - $610.59 $3.1M - $3.32M
335K $197M
VTI
Vanguard Total Stock Market Et

ETFs
21.4K
+ 578.33%
$280.04 - $302.45 $6M - $6.48M
25.1K $7.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
63.4K
+ 38.31%
$96.64 - $101.23 $6.13M - $6.42M
229K $22.2M
GBF
Ishares Tr

ETFs
27.8K
New
$101.93 - $106.84 $2.83M - $2.97M
27.8K $2.84M
AAPL
Apple Inc.

Technology
2.73K
+ 2.98%
$221.69 - $259.02 $606K - $708K
94.5K $23.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 5.34%
$180.88 - $232.93 $365K - $470K
39.8K $8.74M
JPM
Jpmorgan Chase & CO

Financial Services
628
+ 1.82%
$205.18 - $250.29 $129K - $157K
35.2K $8.43M
TSLA
Tesla, Inc.

Consumer Cyclical
213
+ 2.98%
$213.65 - $479.86 $45.5K - $102K
7.37K $2.98M
DVY
Ishares Tr

ETFs
8.06K
New
$129.55 - $143.41 $1.04M - $1.16M
8.06K $1.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.9K
+ 190.02%
$57.29 - $63.1 $1.08M - $1.19M
28.9K $1.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
+ 4.15%
$113.92 - $127.38 $1.41M - $1.58M
311K $35.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.4K
New
$75.1 - $82.99 $783K - $866K
10.4K $788K
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 3.19%
$481.22 - $538.17 $291K - $326K
19.6K $10M
XLK
Technology Sector Spdr

ETFs
2.8K
+ 29.66%
$220.26 - $241.44 $617K - $676K
12.2K $2.84M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 5.82%
$163.08 - $198.16 $172K - $209K
19.2K $3.66M
VT
Vanguard Total World Stk Index

ETFs
5.01K
New
$117.09 - $123.07 $587K - $617K
5.01K $589K
FTSD
Franklin ETF Tr Liberty Short

ETFs
5.96K
New
$89.95 - $90.89 $536K - $542K
5.96K $538K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.89K
New
$264.18 - $304.19 $499K - $575K
1.89K $529K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.01%
$161.86 - $196.66 $486 - $590
21.7K $4.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
460
+ 3.97%
$370.24 - $418.94 $170K - $193K
12K $4.83M
XLF
Financial Sector Spdr

ETFs
7.4K
+ 23.84%
$44.89 - $51.34 $332K - $380K
38.4K $1.86M
VTV
Vanguard Value ETF

ETFs
3.08K
+ 17.87%
$168.32 - $181.87 $518K - $559K
20.3K $3.43M
META
Meta Platforms, Inc.

Communication Services
528
+ 8.19%
$554.08 - $632.68 $293K - $334K
6.98K $4.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.3K
+ 20.66%
$241.48 - $274.89 $314K - $358K
7.6K $1.93M
UAA
Under Armour, Inc.

Consumer Cyclical
47.8K
New
$8.21 - $11.13 $392K - $532K
47.8K $395K
SHOP
Shopify Inc.

Technology
931
+ 8.73%
$78.14 - $119.49 $72.7K - $111K
11.6K $1.23M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
886
New
$417.69 - $450.94 $370K - $400K
886 $376K
AOA
Ishares Tr Core Aggressive All

ETFs
4.92K
New
$76.61 - $79.88 $377K - $393K
4.92K $376K
IAU
Ishares Gold Trust

ETFs
7.25K
New
$48.37 - $52.65 $351K - $382K
7.25K $358K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.53K
+ 121.22%
$66.77 - $71.52 $302K - $324K
8.27K $569K
BDX
Becton Dickinson & CO

Healthcare
1.39K
+ 114.62%
$220.02 - $243.75 $305K - $338K
2.6K $589K
EFG
Msci Eafe Growth ETF

ETFs
3.07K
New
$96.83 - $106.88 $298K - $329K
3.07K $297K
MO
Altria Group, Inc.

Consumer Defensive
3.97K
+ 6.99%
$49.06 - $57.74 $195K - $229K
60.8K $3.18M
CRM
Salesforce, Inc.

Technology
208
+ 6.65%
$270.87 - $367.87 $56.3K - $76.5K
3.34K $1.12M
SONY
Sony Group Corp

Technology
12K
New
$17.53 - $96.8 $210K - $1.16M
12K $253K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.95K
New
$80.93 - $85.66 $239K - $253K
2.95K $238K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.8K
New
$125.36 - $147.37 $226K - $266K
1.8K $237K
DIS
Walt Disney CO

Communication Services
795
+ 8.24%
$92.39 - $117.6 $73.5K - $93.5K
10.4K $1.16M
MSFT
Microsoft Corp

Technology
1.57K
+ 3.2%
$406.35 - $454.46 $636K - $712K
50.5K $21.3M
PLTR
Palantir Technologies Inc.

Technology
3.03K
New
$36.46 - $82.38 $110K - $249K
3.03K $229K
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$148.45 - $199.05 $297 - $398
11.6K $2M
RWR
Spdr Dow Jones Reit ETF

ETFs
2.25K
New
$97.84 - $108.61 $220K - $245K
2.25K $222K
GLD
Spdr Gold Trust

ETFs
915
New
$236.59 - $257.5 $216K - $236K
915 $221K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.56K
New
$129.96 - $144.97 $203K - $226K
1.56K $217K
BAC
Bank Of America Corp

Financial Services
1.33K
+ 3.61%
$39.22 - $47.77 $52.3K - $63.7K
38.3K $1.68M
MPLX
Mplx LP

Energy
4.29K
New
$43.77 - $51.66 $188K - $221K
4.29K $205K
Activity Summary
Buys All Purchases 222 New Holdings 37 Increased Positions 185 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email