Marcum Wealth, LLC Incresed Positions in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
714K
+ 1543.75%
$61.68 - $67.87 $44.1M - $48.5M
761K $47.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.9K
+ 622.22%
$567.81 - $607.81 $7.31M - $7.83M
15K $8.76M
IVV
Ishares Core S&P 500 ETF

ETFs
5.44K
+ 1.65%
$570.51 - $610.59 $3.1M - $3.32M
335K $197M
VTI
Vanguard Total Stock Market Et

ETFs
21.4K
+ 578.33%
$280.04 - $302.45 $6M - $6.48M
25.1K $7.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
63.4K
+ 38.31%
$96.64 - $101.23 $6.13M - $6.42M
229K $22.2M
AAPL
Apple Inc.

Technology
2.73K
+ 2.98%
$221.69 - $259.02 $606K - $708K
94.5K $23.7M
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 5.34%
$180.88 - $232.93 $365K - $470K
39.8K $8.74M
JPM
Jpmorgan Chase & CO

Financial Services
628
+ 1.82%
$205.18 - $250.29 $129K - $157K
35.2K $8.43M
NVDA
Nvidia Corp

Technology
282
+ 0.34%
$117.0 - $148.88 $33K - $42K
84.2K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
213
+ 2.98%
$213.65 - $479.86 $45.5K - $102K
7.37K $2.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.4K
+ 4.15%
$113.92 - $127.38 $1.41M - $1.58M
311K $35.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 3.19%
$481.22 - $538.17 $291K - $326K
19.6K $10M
XLK
Technology Sector Spdr

ETFs
2.8K
+ 29.66%
$220.26 - $241.44 $617K - $676K
12.2K $2.84M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 5.82%
$163.08 - $198.16 $172K - $209K
19.2K $3.66M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.01%
$161.86 - $196.66 $486 - $590
21.7K $4.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
460
+ 3.97%
$370.24 - $418.94 $170K - $193K
12K $4.83M
XLF
Financial Sector Spdr

ETFs
7.4K
+ 23.84%
$44.89 - $51.34 $332K - $380K
38.4K $1.86M
VTV
Vanguard Value ETF

ETFs
3.08K
+ 17.87%
$168.32 - $181.87 $518K - $559K
20.3K $3.43M
META
Meta Platforms, Inc.

Communication Services
528
+ 8.19%
$554.08 - $632.68 $293K - $334K
6.98K $4.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.3K
+ 20.66%
$241.48 - $274.89 $314K - $358K
7.6K $1.93M
SHOP
Shopify Inc.

Technology
931
+ 8.73%
$78.14 - $119.49 $72.7K - $111K
11.6K $1.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.53K
+ 121.22%
$66.77 - $71.52 $302K - $324K
8.27K $569K
BDX
Becton Dickinson & CO

Healthcare
1.39K
+ 114.62%
$220.02 - $243.75 $305K - $338K
2.6K $589K
MO
Altria Group, Inc.

Consumer Defensive
3.97K
+ 6.99%
$49.06 - $57.74 $195K - $229K
60.8K $3.18M
CRM
Salesforce, Inc.

Technology
208
+ 6.65%
$270.87 - $367.87 $56.3K - $76.5K
3.34K $1.12M
DIS
Walt Disney CO

Communication Services
795
+ 8.24%
$92.39 - $117.6 $73.5K - $93.5K
10.4K $1.16M
MSFT
Microsoft Corp

Technology
1.57K
+ 3.2%
$406.35 - $454.46 $636K - $712K
50.5K $21.3M
BX
Blackstone Inc.

Financial Services
2
+ 0.02%
$148.45 - $199.05 $297 - $398
11.6K $2M
BAC
Bank Of America Corp

Financial Services
1.33K
+ 3.61%
$39.22 - $47.77 $52.3K - $63.7K
38.3K $1.68M
VGLT
Vanguard Long Term Treasury Et

ETFs
20.7K
+ 13.61%
$55.1 - $61.74 $1.14M - $1.28M
173K $9.55M
BMY
Bristol Myers Squibb CO

Healthcare
1.96K
+ 11.46%
$51.92 - $59.94 $102K - $118K
19.1K $1.08M
AXP
American Express CO

Financial Services
313
+ 8.35%
$267.35 - $305.57 $83.7K - $95.6K
4.06K $1.2M
MS
Morgan Stanley

Financial Services
343
+ 6.52%
$104.42 - $134.99 $35.8K - $46.3K
5.6K $704K
NOW
Service Now, Inc.

Technology
45
+ 7.09%
$867.18 - $1148.42 $39K - $51.7K
680 $720K
EMR
Emerson Electric CO

Industrials
550
+ 10.8%
$108.13 - $134.33 $59.5K - $73.9K
5.64K $699K
CME
Cme Group Inc.

Financial Services
504
+ 23.34%
$221.17 - $246.02 $111K - $124K
2.66K $618K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.69K
+ 6.37%
$49.79 - $51.14 $184K - $189K
61.6K $3.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
920
+ 24.35%
$160.89 - $176.18 $148K - $162K
4.7K $760K
OKE
Oneok Inc

Energy
195
+ 1.96%
$92.28 - $117.05 $18K - $22.8K
10.1K $1.02M
LECO
Lincoln Electric Holdings Inc

Industrials
668
+ 17.12%
$187.47 - $219.94 $125K - $147K
4.57K $856K
TJX
Tjx Companies Inc

Consumer Cyclical
685
+ 11.32%
$112.15 - $127.2 $76.8K - $87.1K
6.74K $813K
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 14.03%
$114.45 - $127.21 $141K - $156K
9.99K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 14.69%
$216.13 - $242.4 $89.5K - $100K
3.23K $714K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.01K
+ 17.36%
$91.29 - $91.8 $92.2K - $92.7K
6.83K $624K
HON
Honeywell International Inc

Industrials
37
+ 0.91%
$202.84 - $236.0 $7.51K - $8.73K
4.11K $928K
IWD
Ishares Russell 1000 Val ETF

ETFs
607
+ 8.85%
$183.23 - $199.79 $111K - $121K
7.47K $1.38M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 3.49%
$4100.99 - $5300.34 $12.3K - $15.9K
89 $442K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.23%
$246.06 - $292.59 $1.48K - $1.76K
2.58K $718K
T
At&T Inc.

Communication Services
1.81K
+ 3.76%
$21.22 - $23.88 $38.4K - $43.2K
50K $1.14M
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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