Marcum Wealth, LLC Purchases in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
42
+ 2.75%
$283.24 - $338.07 $11.9K - $14.2K
1.57K $463K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.19K
+ 1.45%
$49.78 - $53.19 $59.4K - $63.5K
83.6K $4.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
123
+ 11.41%
$302.31 - $337.54 $37.2K - $41.5K
1.2K $366K
IEF
Ishares Barclays

ETFs
120
+ 4.89%
$91.17 - $95.39 $10.9K - $11.4K
2.57K $244K
MET
Metlife Inc

Financial Services
276
+ 6.43%
$77.7 - $87.0 $21.4K - $24K
4.57K $367K
PPA
Invesco Exchange Traded Fd Tr

ETFs
84
+ 2.52%
$113.59 - $123.29 $9.54K - $10.4K
3.42K $398K
BNDX
Vanguard Total International B

ETFs
433
+ 1.67%
$48.33 - $49.5 $20.9K - $21.4K
26.3K $1.29M
CL
Colgate Palmolive CO

Consumer Defensive
46
+ 1.23%
$85.68 - $97.5 $3.94K - $4.49K
3.77K $353K
INTU
Intuit Inc

Technology
53
+ 4.11%
$555.63 - $630.23 $29.4K - $33.4K
1.34K $825K
RACE
Ferrari N.V.

Consumer Cyclical
21
+ 1.78%
$413.73 - $508.15 $8.69K - $10.7K
1.2K $513K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
180
+ 20.25%
$211.47 - $267.17 $38.1K - $48.1K
1.07K $226K
ABNB
Airbnb, Inc.

Consumer Cyclical
269
+ 14.91%
$119.38 - $161.42 $32.1K - $43.4K
2.07K $247K
XYL
Xylem Inc.

Industrials
16
+ 0.91%
$114.02 - $132.04 $1.82K - $2.11K
1.77K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
699
+ 11.0%
$51.45 - $58.51 $36K - $40.9K
7.05K $365K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
124
+ 0.35%
$39.96 - $43.3 $4.96K - $5.37K
35.5K $1.45M
CTSH
Cognizant Technology Solutions Corp

Technology
31
+ 1.17%
$75.32 - $90.7 $2.33K - $2.81K
2.68K $205K
Workiva Inc
12K
New
N/A
12K $0
Sarepta Therapeutics Inc
1K
+ 8.33%
N/A
13K $0
Innovator Etfs Trust
1.19K
+ 2.1%
N/A
57.8K $0
Shake Shack Inc
11K
New
N/A
11K $0
HEIA
Heico Crp Cl A
1
+ 0.01%
N/A
18.1K $0
Gsk PLC
7
+ 0.07%
N/A
9.37K $0
Ge Vernova Inc
287
+ 32.47%
N/A
1.17K $0
FSCO
Fs Cr Opportunities Corp Com
2.61K
+ 4.81%
N/A
56.7K $0
FISV
Fiserv Inc

Technology
6
+ 0.25%
N/A
2.42K $302K
Coinbase Global Inc
3K
+ 15.79%
N/A
22K $0
Akamai Technologies Inc
14K
New
N/A
14K $0
QUAL
Ishares Msci Usa Quality Facto

ETFs
145
+ 4.9%
$168.16 - $186.21 $24.4K - $27K
3.1K $526K
Itron Inc
5K
+ 29.41%
N/A
22K $0
MTB
M&T Bank Corp

Financial Services
57
+ 4.86%
$170.47 - $201.98 $9.72K - $11.5K
1.23K $220K
Rbb Fund Trust
52.6K
New
N/A
52.6K $0
Lumentum Hldgs Inc
12K
New
N/A
12K $0
Pg&E Corp
13K
New
N/A
13K $0
Ncl Corp LTD
9K
+ 64.29%
N/A
23K $0
Lam Research Corp
3.72K
New
N/A
3.72K $0
Marriott Vacations Worldwide
1K
+ 9.09%
N/A
12K $0
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.12%
$60.46 - $64.42 $665 - $709
8.85K $540K
OKE
Oneok Inc

Energy
108
+ 1.06%
$89.57 - $109.85 $9.67K - $11.9K
10.3K $1.02M
MCO
Moodys Corp

Financial Services
7
+ 1.48%
$437.8 - $527.48 $3.06K - $3.69K
481 $223K
PEG
Public Service Enterprise Group Inc

Utilities
35
+ 1.01%
$78.2 - $90.39 $2.74K - $3.16K
3.5K $288K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.07%
$78.0 - $84.37 $156 - $169
2.95K $233K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 3.76%
$953.54 - $1132.42 $7.63K - $9.06K
221 $218K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
58
+ 5.77%
$221.78 - $273.45 $12.9K - $15.9K
1.06K $241K
JXN
Jackson Financial Inc.

Financial Services
3
+ 0.1%
$79.36 - $97.88 $238 - $294
3.07K $255K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
11
+ 2.22%
$522.96 - $601.18 $5.75K - $6.61K
507 $270K
TDIV
First Trust Nasdaq Technology

ETFs
11
+ 0.39%
$73.39 - $83.95 $807 - $923
2.81K $206K
WDAY
Workday, Inc.

Technology
39
+ 4.04%
$233.53 - $277.82 $9.11K - $10.8K
1.01K $234K
BA
Boeing CO

Industrials
321
+ 2.97%
$148.15 - $186.25 $47.6K - $59.8K
11.1K $1.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
242
+ 5.17%
$92.45 - $106.69 $22.4K - $25.8K
4.92K $455K
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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