Marcum Wealth, LLC Purchases in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
9.95K
+ 13.2%
$2.58 - $3.9 $25.7K - $38.8K
85.3K $326K
WEC
Wec Energy Group, Inc.

Utilities
93
+ 1.27%
$92.12 - $108.98 $8.57K - $10.1K
7.42K $808K
JMBS
Janus Detroit Str Tr Henderson

ETFs
897
+ 1.23%
$43.53 - $45.42 $39K - $40.7K
74.1K $3.34M
DFIV
Dimensional ETF Tr

ETFs
68
+ 0.27%
$35.33 - $40.77 $2.4K - $2.77K
25.5K $1.01M
SCHW
Schwab Charles Corp

Financial Services
816
+ 8.59%
$71.24 - $83.64 $58.1K - $68.3K
10.3K $807K
XLV
Select Sector Spdr Fund Health

ETFs
124
+ 1.06%
$137.61 - $149.68 $17.1K - $18.6K
11.8K $1.7M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
5.8K
+ 4.1%
$23.43 - $24.23 $136K - $140K
147K $3.46M
MDT
Medtronic PLC

Healthcare
225
+ 2.92%
$79.84 - $94.5 $18K - $21.3K
7.93K $712K
TTE
Total Energies Se

Energy
1.41K
+ 32.7%
N/A
5.73K $393K
BMY
Bristol Myers Squibb CO

Healthcare
193
+ 1.01%
$53.9 - $63.11 $10.4K - $12.2K
19.3K $1.18M
GTO
Invesco Actively Managed ETF T

ETFs
1.43K
+ 2.57%
$45.9 - $47.37 $65.6K - $67.7K
57.1K $2.67M
UNP
Union Pacific Corp

Industrials
265
+ 9.85%
$225.21 - $254.42 $59.7K - $67.4K
2.95K $697K
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 7.65%
$890.62 - $1076.86 $56.1K - $67.8K
887 $838K
NFLX
Netflix Inc

Communication Services
16
+ 1.0%
$828.4 - $1058.6 $13.3K - $16.9K
1.61K $1.5M
UBER
Uber Technologies, Inc

Technology
344
+ 8.13%
$63.17 - $81.49 $21.7K - $28K
4.58K $333K
UL
Unilever PLC

Consumer Defensive
752
+ 7.18%
$54.72 - $60.29 $41.1K - $45.3K
11.2K $668K
TD
Toronto Dominion Bank

Financial Services
604
+ 11.27%
$53.12 - $61.15 $32.1K - $36.9K
5.96K $357K
AEP
American Electric Power CO Inc

Utilities
101
+ 3.0%
$90.32 - $109.27 $9.12K - $11K
3.47K $378K
NOW
Service Now, Inc.

Technology
308
+ 45.29%
$783.83 - $1170.39 $241K - $360K
988 $786K
ENB
Enbridge Inc

Energy
486
+ 2.33%
$41.54 - $45.45 $20.2K - $22.1K
21.3K $944K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 3.96%
$1187.71 - $1432.58 $9.5K - $11.5K
210 $300K
META
Meta Platforms, Inc.

Communication Services
261
+ 3.74%
$576.36 - $736.67 $150K - $192K
7.24K $4.17M
MMM
3 M CO

Industrials
131
+ 5.98%
$129.7 - $155.12 $17K - $20.3K
2.32K $340K
CRM
Salesforce, Inc.

Technology
1.03K
+ 30.93%
$268.36 - $359.95 $277K - $371K
4.37K $1.17M
NVO
Novo Nordisk A S

Healthcare
1.72K
+ 45.91%
$69.3 - $90.95 $119K - $156K
5.46K $378K
GLD
Spdr Gold Trust

ETFs
39
+ 4.26%
$243.19 - $288.14 $9.48K - $11.2K
954 $274K
SHEL
Shell PLC

Energy
247
+ 7.11%
$62.84 - $73.29 $15.5K - $18.1K
3.72K $270K
EPD
Enterprise Products Partners L.P.

Energy
462
+ 3.89%
$31.75 - $34.14 $14.7K - $15.8K
12.4K $421K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
456
+ 5.99%
$73.78 - $76.59 $33.6K - $34.9K
8.07K $616K
GPC
Genuine Parts CO

Consumer Cyclical
323
+ 9.51%
$115.91 - $129.02 $37.4K - $41.7K
3.72K $443K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
488
+ 6.13%
$66.9 - $71.57 $32.6K - $34.9K
8.45K $591K
PLD
Prologis, Inc.

Real Estate
122
+ 2.29%
$103.59 - $124.04 $12.6K - $15.1K
5.45K $609K
O
Realty Income Corp

Real Estate
390
+ 8.09%
$51.67 - $58.49 $20.2K - $22.8K
5.21K $302K
CMCSA
Comcast Corp

Communication Services
1.71K
+ 5.19%
$33.19 - $38.23 $56.9K - $65.5K
34.7K $1.28M
CTAS
Cintas Corp

Industrials
13
+ 0.86%
$182.09 - $208.14 $2.37K - $2.71K
1.52K $311K
TXN
Texas Instruments Inc

Technology
178
+ 4.42%
N/A
4.21K $818K
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 4.55%
$84.5 - $105.05 $88.9K - $111K
24.2K $2.12M
KLAC
Kla Corp

Technology
23
+ 6.41%
$636.62 - $777.63 $14.6K - $17.9K
382 $259K
EVRG
Evergy, Inc.

Utilities
69
+ 1.79%
$59.9 - $69.52 $4.13K - $4.8K
3.92K $270K
C
Citigroup Inc

Financial Services
403
+ 7.93%
$67.23 - $84.63 $27.1K - $34.1K
5.48K $389K
AON
Aon PLC

Financial Services
20
+ 3.53%
$348.44 - $409.32 $6.97K - $8.19K
587 $234K
PPL
Ppl Corp

Utilities
25
+ 0.32%
$31.68 - $36.11 $792 - $903
7.93K $286K
MU
Micron Technology Inc

Technology
198
+ 4.02%
$86.89 - $109.38 $17.2K - $21.7K
5.12K $444K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.18%
$286.85 - $318.64 $1.15K - $1.27K
2.18K $664K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
322
+ 2.15%
$44.68 - $46.49 $14.4K - $15K
15.3K $707K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
598
+ 5.91%
$11.66 - $14.98 $6.97K - $8.96K
10.7K $146K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
209
+ 3.71%
$69.87 - $75.62 $14.6K - $15.8K
5.84K $426K
SPGI
S&P Global Inc.

Financial Services
14
+ 0.74%
$478.26 - $543.77 $6.7K - $7.61K
1.91K $972K
RELX
Relx PLC

Communication Services
51
+ 1.14%
$45.34 - $51.91 $2.31K - $2.65K
4.52K $227K
Activity Summary
Buys All Purchases 185 New Holdings 29 Increased Positions 156 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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