Marcum Wealth, LLC Purchases in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
54
+ 0.21%
$56.04 - $62.2 $3.03K - $3.36K
25.9K $1.61M
DEO
Diageo PLC

Consumer Defensive
410
+ 19.73%
$120.02 - $140.77 $49.2K - $57.7K
2.49K $349K
MS
Morgan Stanley

Financial Services
505
+ 10.63%
$92.07 - $106.96 $46.5K - $54K
5.26K $547K
UNP
Union Pacific Corp

Industrials
118
+ 4.41%
$221.78 - $256.09 $26.2K - $30.2K
2.8K $688K
CRM
Salesforce, Inc.

Technology
114
+ 3.78%
$238.42 - $276.53 $27.2K - $31.5K
3.13K $856K
PEP
Pepsico Inc

Consumer Defensive
189
+ 2.12%
$161.9 - $179.3 $30.6K - $33.9K
9.09K $1.54M
MET
Metlife Inc

Financial Services
405
+ 11.98%
$67.96 - $82.48 $27.5K - $33.4K
3.79K $312K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
331
+ 0.58%
$49.93 - $51.15 $16.5K - $16.9K
57.9K $2.96M
NOW
Service Now, Inc.

Technology
3
+ 0.47%
$730.87 - $937.36 $2.19K - $2.81K
635 $567K
IEMG
Ishares Inc

ETFs
703
+ 0.23%
$53.64 - $53.64 $37.7K - $37.7K
300K $16.1M
GLW
Corning Inc

Technology
387
+ 4.83%
$37.76 - $46.2 $14.6K - $17.9K
8.41K $379K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 1.36%
$247.34 - $300.11 $4.95K - $6K
1.49K $444K
TGT
Target Corp

Consumer Defensive
188
+ 4.31%
$133.47 - $159.25 $25.1K - $29.9K
4.55K $709K
FIS
Fidelity National Information Services, Inc.

Technology
281
+ 6.02%
$72.8 - $85.04 $20.5K - $23.9K
4.95K $414K
AMGN
Amgen Inc

Healthcare
64
+ 1.46%
$309.38 - $337.38 $19.8K - $21.6K
4.45K $1.43M
DFIV
Dimensional ETF Tr

ETFs
118
+ 0.47%
$34.66 - $38.38 $4.09K - $4.53K
25.2K $960K
AMD
Advanced Micro Devices Inc

Technology
307
+ 9.79%
$128.67 - $183.96 $39.5K - $56.5K
3.44K $565K
PANW
Palo Alto Networks Inc

Technology
159
+ 17.26%
$294.18 - $368.01 $46.8K - $58.5K
1.08K $369K
VEU
Vanguard Ftse All World Ex Us

ETFs
161
+ 1.64%
$56.47 - $63.69 $9.09K - $10.3K
9.96K $627K
SRE
Sempra Energy

Utilities
265
+ 6.59%
$74.97 - $84.04 $19.9K - $22.3K
4.28K $358K
HLN
Haleon PLC

Healthcare
370
+ 1.83%
$8.32 - $10.7 $3.08K - $3.96K
20.6K $218K
JCI
Johnson Controls International PLC

Industrials
119
+ 3.2%
$65.52 - $77.61 $7.8K - $9.24K
3.84K $297K
CTAS
Cintas Corp

Industrials
1.12K
+ 303.81%
$201.38 - $819.83 $225K - $914K
1.48K $305K
NU
Nu Holdings Ltd.

Financial Services
903
+ 2.49%
$10.71 - $15.14 $9.67K - $13.7K
37.2K $508K
HII
Huntington Ingalls Industries, Inc.

Industrials
85
+ 9.39%
$241.93 - $282.86 $20.6K - $24K
990 $261K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.67%
$801.83 - $917.05 $4.81K - $5.5K
904 $801K
MTB
M&T Bank Corp

Financial Services
7
+ 0.5%
$146.49 - $179.85 $1.03K - $1.26K
1.4K $248K
DFAS
Dimensional ETF Tr U S Small C

ETFs
17
+ 0.25%
$59.25 - $65.33 $1.01K - $1.11K
6.77K $439K
EOG
Eog Resources Inc

Energy
356
+ 10.68%
$117.9 - $132.65 $42K - $47.2K
3.69K $453K
LYG
Lloyds Banking Group PLC

Financial Services
206
+ 0.25%
$2.73 - $3.17 $562 - $653
83K $258K
COF
Capital One Financial Corp

Financial Services
37
+ 1.61%
$131.42 - $153.05 $4.86K - $5.66K
2.33K $349K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.15%
$172.58 - $196.48 $345 - $393
1.32K $257K
CL
Colgate Palmolive CO

Consumer Defensive
57
+ 1.68%
$95.54 - $108.77 $5.45K - $6.2K
3.45K $357K
VBR
Vanguard Small Cap Value ETF

ETFs
12
+ 0.83%
$179.99 - $201.6 $2.16K - $2.42K
1.46K $293K
UBER
Uber Technologies, Inc

Technology
173
+ 3.96%
$58.48 - $77.47 $10.1K - $13.4K
4.55K $341K
LHX
L3 Harris Technologies, Inc.

Industrials
16
+ 1.28%
$221.96 - $243.27 $3.55K - $3.89K
1.27K $301K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.72%
$75.63 - $84.89 $1.89K - $2.12K
3.51K $295K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.4%
$523.84 - $572.02 $1.05K - $1.14K
499 $284K
MKL
Markel Corp

Financial Services
12
+ 7.27%
$1494.55 - $1645.69 $17.9K - $19.7K
177 $277K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
39
+ 1.15%
$64.83 - $72.82 $2.53K - $2.84K
3.43K $246K
ADSK
Autodesk, Inc.

Technology
77
+ 6.58%
$245.83 - $245.83 $18.9K - $18.9K
1.25K $306K
IEF
Ishares Barclays

ETFs
70
+ 2.96%
$92.67 - $99.14 $6.49K - $6.94K
2.44K $238K
FNB
Fnb Corp

Financial Services
16
+ 0.04%
$13.41 - $15.55 $215 - $249
36.2K $510K
BDX
Becton Dickinson & CO

Healthcare
25
+ 2.11%
$221.47 - $242.41 $5.54K - $6.06K
1.21K $291K
DFAX
Dimensional ETF Tr
19
+ 0.23%
$24.29 - $27.25 $462 - $518
8.39K $226K
VMC
Vulcan Materials CO

Basic Materials
46
+ 5.69%
$231.83 - $274.51 $10.7K - $12.6K
854 $213K
PRU
Prudential Financial Inc

Financial Services
13
+ 0.47%
$105.53 - $127.32 $1.37K - $1.66K
2.8K $338K
VTRS
Viatris Inc

Healthcare
94
+ 0.85%
$10.32 - $12.13 $970 - $1.14K
11.2K $130K
NMTC
Neuroone Medical Technologies Corp

Healthcare
12K
New
$0.66 - $1.07 $7.92K - $12.8K
12K $11K
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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