Marcum Wealth, LLC Purchases in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
92
+ 4.86%
$145.06 - $195.51 $13.3K - $18K
1.98K $287K
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.1%
$80.08 - $92.93 $240 - $279
2.97K $240K
TFC
Truist Financial Corp

Financial Services
92
+ 0.71%
$39.48 - $48.15 $3.63K - $4.43K
13.1K $537K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.12%
$4295.4 - $5141.88 $4.3K - $5.14K
90 $414K
DFAS
Dimensional ETF Tr U S Small C

ETFs
15
+ 0.22%
$58.81 - $68.2 $882 - $1.02K
6.8K $406K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$82.81 - $92.93 $497 - $558
9.61K $813K
USXF
Ishares Esg Advanced Msci Usa

Technology
24
+ 0.21%
$46.38 - $52.65 $1.11K - $1.26K
11.6K $539K
DLR
Digital Realty Trust, Inc.

Real Estate
43
+ 3.04%
$142.1 - $183.56 $6.11K - $7.89K
1.46K $208K
SCHG
Schwab Strategic Tr Us Large C

ETFs
208
+ 1.13%
$24.91 - $29.02 $5.18K - $6.04K
18.6K $464K
SRE
Sempra Energy

Utilities
305
+ 7.01%
$67.85 - $87.67 $20.7K - $26.7K
4.65K $332K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 0.31%
$476.63 - $610.45 $3.81K - $4.88K
2.58K $1.28M
AXP
American Express CO

Financial Services
173
+ 4.26%
$255.39 - $325.87 $44.2K - $56.4K
4.23K $1.14M
ACN
Accenture PLC

Technology
74
+ 3.26%
$300.91 - $398.25 $22.3K - $29.5K
2.34K $731K
NKE
Nike, Inc.

Consumer Cyclical
1K
+ 9.07%
$63.29 - $81.72 $63.5K - $82K
12.1K $765K
DIS
Walt Disney CO

Communication Services
603
+ 5.78%
$96.87 - $114.0 $58.4K - $68.7K
11K $1.09M
UAA
Under Armour, Inc.

Consumer Cyclical
1.45K
+ 3.04%
$6.25 - $8.66 $9.06K - $12.6K
49.2K $310K
DFUS
Dimensional ETF Tr U S Equity

ETFs
49
+ 0.19%
$59.61 - $66.71 $2.92K - $3.27K
26K $1.57M
VO
Vanguard Mid Cap ETF

ETFs
88
+ 0.53%
$251.87 - $277.95 $22.2K - $24.5K
16.5K $4.25M
TGT
Target Corp

Consumer Defensive
61
+ 1.78%
$103.65 - $142.5 $6.32K - $8.69K
3.49K $364K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
102
+ 0.17%
$32.42 - $36.13 $3.31K - $3.69K
60.1K $1.97M
XLK
Technology Sector Spdr

ETFs
240
+ 1.96%
$206.38 - $242.18 $49.5K - $58.1K
12.5K $2.57M
ORCL
Oracle Corp

Technology
88
+ 0.69%
$139.81 - $186.47 $12.3K - $16.4K
12.8K $1.78M
BX
Blackstone Inc.

Financial Services
20
+ 0.17%
$136.53 - $186.74 $2.73K - $3.73K
11.6K $1.63M
VTI
Vanguard Total Stock Market Et

ETFs
104
+ 0.41%
$271.18 - $303.12 $28.2K - $31.5K
25.2K $6.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
29.8K
+ 9.59%
$102.49 - $119.96 $3.06M - $3.58M
341K $35.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
476
+ 1.64%
$507.05 - $563.67 $241K - $268K
29.5K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2K
+ 5.02%
$190.26 - $242.06 $380K - $484K
41.8K $7.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 0.49%
$468.34 - $539.52 $44.5K - $51.3K
19.7K $9.22M
TSLA
Tesla, Inc.

Consumer Cyclical
868
+ 11.78%
$222.15 - $428.22 $193K - $372K
8.24K $2.13M
MSFT
Microsoft Corp

Technology
3.85K
+ 7.63%
$375.39 - $447.2 $1.45M - $1.72M
54.3K $20.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.3K
+ 3.32%
$57.21 - $65.8 $1.45M - $1.66M
786K $45.7M
UPS
United Parcel Service Inc

Industrials
685
+ 0.64%
$109.66 - $136.26 $75.1K - $93.3K
109K $11.9M
AAPL
Apple Inc.

Technology
740
+ 0.78%
$209.68 - $247.1 $155K - $183K
95.2K $21.1M
IVV
Ishares Core S&P 500 ETF

ETFs
10.1K
+ 3.03%
$554.06 - $615.85 $5.62M - $6.25M
345K $193M
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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