Marcum Wealth, LLC Purchases in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
25
+ 0.45%
$70.63 - $78.23 $1.77K - $1.96K
5.63K $399K
XLV
Select Sector Spdr Fund Health

ETFs
976
+ 9.13%
$136.28 - $154.74 $133K - $151K
11.7K $1.6M
DUK
Duke Energy Corp

Utilities
132
+ 1.66%
$105.76 - $120.76 $14K - $15.9K
8.07K $869K
OMC
Omnicom Group Inc.

Communication Services
23
+ 0.76%
$85.82 - $105.47 $1.97K - $2.43K
3.07K $263K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
53
+ 2.03%
$82.28 - $117.52 $4.36K - $6.23K
2.66K $225K
KRG
Kite Realty Group Trust

Real Estate
28
+ 0.07%
$24.49 - $27.85 $686 - $780
40.9K $1.03M
DFIV
Dimensional ETF Tr

ETFs
191
+ 0.76%
$34.86 - $37.97 $6.66K - $7.25K
25.4K $901K
AVY
Avery Dennison Corp

Industrials
3
+ 0.16%
$186.26 - $220.48 $559 - $661
1.82K $341K
CVS
Cvs Health Corp

Healthcare
1.28K
+ 17.24%
$43.78 - $67.46 $56.2K - $86.6K
8.72K $391K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.06%
$288.47 - $316.54 $1.15K - $1.27K
6.18K $1.79M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.12K
+ 6.06%
$24.25 - $26.7 $173K - $190K
125K $3.06M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
317
+ 0.22%
$23.79 - $24.6 $7.54K - $7.8K
141K $3.37M
KO
Coca Cola CO

Consumer Defensive
313
+ 1.76%
$61.74 - $71.71 $19.3K - $22.4K
18.1K $1.13M
PEP
Pepsico Inc

Consumer Defensive
37
+ 0.41%
$151.29 - $176.1 $5.6K - $6.52K
9.12K $1.39M
LMT
Lockheed Martin Corp

Industrials
33
+ 1.79%
$479.66 - $614.62 $15.8K - $20.3K
1.88K $914K
LLY
Eli Lilly & CO

Healthcare
209
+ 6.65%
$727.2 - $932.06 $152K - $195K
3.35K $2.59M
XMPT
Vaneck Cef Muni Income ETF

ETFs
43.9K
+ 4.86%
$21.33 - $23.19 $936K - $1.02M
947K $20.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.44M
+ 190.55%
$22.4 - $68.28 $54.7M - $167M
3.72M $86.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
41.8K
+ 3.9%
$44.04 - $49.49 $1.84M - $2.07M
1.11M $49M
SCHA
Schwab Strategic Tr Us Small C

ETFs
986K
+ 89.15%
$25.33 - $51.16 $25M - $50.5M
2.09M $54.1M
VEA
Vanguard Ftse Developed Market

ETFs
50.3K
+ 4.05%
$47.57 - $52.44 $2.4M - $2.64M
1.29M $61.9M
Activity Summary
Buys All Purchases 222 New Holdings 37 Increased Positions 185 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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