Marcum Wealth, LLC Purchases in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
1.84K
New
$95.29 - $120.24 $176K - $222K
1.84K $218K
VICI
Vici Properties Inc.

Real Estate
6.5K
New
$27.64 - $34.08 $180K - $221K
6.5K $216K
MMM
3 M CO

Industrials
1.56K
New
$99.69 - $139.42 $155K - $217K
1.56K $212K
VST
Vistra Corp.

Utilities
1.78K
New
$69.0 - $119.06 $123K - $212K
1.78K $211K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.01K
New
$25.38 - $26.27 $203K - $210K
8.01K $210K
CARR
Carrier Global Corp

Industrials
2.62K
New
$61.9 - $80.88 $162K - $212K
2.62K $210K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.78K
New
$98.71 - $117.61 $176K - $209K
1.78K $209K
NGG
National Grid PLC

Utilities
3K
New
$57.14 - $70.48 $171K - $211K
3K $208K
PSA
Public Storage

Real Estate
570
New
$283.13 - $365.01 $161K - $208K
570 $207K
PLD
Prologis, Inc.

Real Estate
1.02K
+ 18.74%
$111.95 - $132.43 $114K - $135K
6.46K $815K
DLR
Digital Realty Trust, Inc.

Real Estate
1.25K
New
$144.47 - $162.98 $181K - $204K
1.25K $202K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
880
New
$201.82 - $234.36 $178K - $206K
880 $202K
HOLX
Hologic Inc

Healthcare
2.48K
New
$73.48 - $83.64 $182K - $208K
2.48K $202K
GTO
Invesco Actively Managed ETF T

ETFs
2.04K
+ 3.99%
$46.22 - $48.77 $94.4K - $99.6K
53.3K $2.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
+ 24.24%
$147.95 - $191.05 $166K - $215K
5.77K $1M
SBUX
Starbucks Corp

Consumer Cyclical
28
+ 0.29%
$72.51 - $98.6 $2.03K - $2.76K
9.54K $929K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 1.29%
$459.02 - $510.25 $22.5K - $25K
3.83K $1.9M
ACN
Accenture PLC

Technology
239
+ 11.97%
$295.44 - $355.81 $70.6K - $85K
2.24K $790K
KRG
Kite Realty Group Trust

Real Estate
571
+ 1.42%
$21.76 - $26.86 $12.4K - $15.3K
40.9K $1.09M
CAT
Caterpillar Inc

Industrials
87
+ 3.4%
$316.8 - $391.12 $27.6K - $34K
2.65K $1.04M
MA
Mastercard Inc

Financial Services
54
+ 1.89%
$429.6 - $500.99 $23.2K - $27.1K
2.91K $1.44M
WEC
Wec Energy Group, Inc.

Utilities
607
+ 9.17%
$77.68 - $96.19 $47.2K - $58.4K
7.23K $694K
GILD
Gilead Sciences, Inc.

Healthcare
1.21K
+ 26.58%
$66.59 - $83.99 $80.4K - $101K
5.75K $482K
LLY
Eli Lilly & CO

Healthcare
247
+ 8.53%
$772.14 - $960.02 $191K - $237K
3.14K $2.79M
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.08%
$294.65 - $384.0 $5.6K - $7.3K
1.77K $676K
SHOP
Shopify Inc.

Technology
22
+ 0.21%
$52.26 - $80.75 $1.15K - $1.78K
10.7K $854K
DFAT
Dimensional ETF Tr U S Target

ETFs
110
+ 0.29%
$51.0 - $57.07 $5.61K - $6.28K
38.2K $2.13M
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.18%
$71.09 - $89.44 $1.42K - $1.79K
11.2K $986K
PG
Procter & Gamble CO

Consumer Defensive
158
+ 1.17%
$160.76 - $177.82 $25.4K - $28.1K
13.7K $2.37M
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 1.09%
$416.14 - $494.01 $12.1K - $14.3K
2.69K $1.32M
XOM
Exxon Mobil Corp

Energy
562
+ 1.73%
$109.72 - $119.0 $61.7K - $66.9K
33K $3.87M
ENB
Enbridge Inc

Energy
761
+ 3.77%
$35.27 - $41.18 $26.8K - $31.3K
20.9K $850K
EIX
Edison International

Utilities
294
+ 4.32%
$71.19 - $87.72 $20.9K - $25.8K
7.1K $618K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
112
+ 0.18%
$31.05 - $34.29 $3.48K - $3.84K
60.8K $2.09M
GE
General Electric CO

Industrials
222
+ 7.6%
$156.66 - $189.66 $34.8K - $42.1K
3.14K $592K
XLP
Consumer Staples Sector Spdr

ETFs
1.72K
+ 24.46%
$76.04 - $76.04 $131K - $131K
8.74K $664K
AMZN
Amazon Com Inc

Consumer Cyclical
1.99K
+ 5.55%
$161.02 - $200.0 $320K - $398K
37.8K $7.05M
XLY
Select Sector Spdr Consumer Di

ETFs
186
+ 4.34%
$170.05 - $200.86 $31.6K - $37.4K
4.47K $895K
ERJ
Embraer S.A.

Industrials
537
+ 5.37%
$25.9 - $36.95 $13.9K - $19.8K
10.5K $372K
NFLX
Netflix Inc

Communication Services
82
+ 5.29%
$598.55 - $722.26 $49.1K - $59.2K
1.63K $1.16M
OKE
Oneok Inc

Energy
176
+ 1.8%
$78.62 - $95.27 $13.8K - $16.8K
9.95K $906K
ABT
Abbott Laboratories

Healthcare
407
+ 7.73%
$100.07 - $118.13 $40.7K - $48.1K
5.67K $646K
FCX
Freeport Mcmoran Inc

Basic Materials
1.71K
+ 15.53%
$39.52 - $51.92 $67.5K - $88.7K
12.7K $634K
ICE
Intercontinental Exchange, Inc.

Financial Services
196
+ 6.88%
$136.93 - $162.81 $26.8K - $31.9K
3.05K $489K
ETR
Entergy Corp

Utilities
2
+ 0.05%
$104.75 - $131.61 $210 - $263
3.96K $520K
TMUS
T Mobile Us, Inc.

Communication Services
74
+ 2.82%
$175.14 - $206.36 $13K - $15.3K
2.7K $556K
O
Realty Income Corp

Real Estate
503
+ 9.07%
$52.36 - $63.42 $26.3K - $31.9K
6.05K $383K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
130
+ 0.37%
$38.51 - $41.69 $5.01K - $5.42K
35.2K $1.47M
RACE
Ferrari N.V.

Consumer Cyclical
74
+ 8.1%
$405.92 - $496.79 $30K - $36.8K
988 $464K
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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