Marcum Wealth, LLC Incresed Positions in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
7.93K
+ 2.46%
$520.18 - $576.82 $4.12M - $4.57M
330K $190M
VEA
Vanguard Ftse Developed Market

ETFs
31.2K
+ 2.58%
$47.6 - $53.31 $1.49M - $1.67M
1.24M $65.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.4K
+ 8.9%
$105.53 - $118.34 $2.58M - $2.89M
299K $34.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.2K
+ 2.7%
$41.9 - $48.26 $1.18M - $1.36M
1.07M $51.2M
BJUL
Innovator U.S. Equity Buffer E

ETFs
114K
+ 267.71%
$40.26 - $43.68 $4.58M - $4.97M
156K $6.82M
AAPL
Apple Inc.

Technology
674
+ 0.74%
$207.23 - $234.82 $140K - $158K
91.7K $21.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
16.2K
+ 11.96%
$56.52 - $63.23 $917K - $1.03M
152K $9.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.76K
+ 4.91%
$96.25 - $101.98 $747K - $791K
166K $16.8M
VNQ
Vanguard Specialized Funds Van

ETFs
6.11K
+ 12.89%
$82.97 - $98.97 $507K - $605K
53.5K $5.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
823
+ 2.89%
$475.2 - $527.7 $391K - $434K
29.3K $15.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.2K
+ 38.4%
$36.06 - $37.66 $585K - $611K
58.5K $2.2M
IBM
International Business Machines Corp

Technology
1.06K
+ 11.78%
$175.1 - $223.38 $186K - $237K
10.1K $2.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
212
+ 2.45%
$405.19 - $478.57 $85.9K - $101K
8.85K $4.07M
META
Meta Platforms, Inc.

Communication Services
225
+ 3.62%
$453.41 - $572.44 $102K - $129K
6.45K $3.69M
JMBS
Janus Detroit Str Tr Henderson

ETFs
6.58K
+ 9.09%
$44.13 - $47.01 $290K - $309K
78.9K $3.68M
VO
Vanguard Mid Cap ETF

ETFs
251
+ 1.54%
$237.84 - $263.83 $59.7K - $66.2K
16.6K $4.37M
XLF
Financial Sector Spdr

ETFs
6.29K
+ 25.44%
$40.84 - $45.74 $257K - $288K
31K $1.41M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
13K
+ 10.12%
$23.89 - $24.58 $309K - $318K
141K $3.46M
AXP
American Express CO

Financial Services
982
+ 35.52%
$225.92 - $271.17 $222K - $266K
3.75K $1.02M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.24K
+ 3.75%
$24.06 - $26.97 $102K - $114K
117K $3.15M
MO
Altria Group, Inc.

Consumer Defensive
1.09K
+ 1.95%
$45.95 - $54.71 $50K - $59.6K
56.8K $2.9M
WMT
Walmart Inc.

Consumer Defensive
297
+ 1.18%
$66.91 - $81.4 $19.9K - $24.2K
25.5K $2.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
308
+ 1.65%
$434.77 - $502.96 $134K - $155K
19K $9.25M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.58K
+ 21.28%
$77.02 - $85.06 $198K - $219K
14.7K $1.24M
KJUL
Innovator U.S. Small Cap Power

Technology
7.63K
+ 40.7%
$27.38 - $29.23 $209K - $223K
26.4K $768K
BLK
Black Rock Inc.

Financial Services
88
+ 9.38%
$782.27 - $949.51 $68.8K - $83.6K
1.03K $974K
LMT
Lockheed Martin Corp

Industrials
41
+ 2.27%
$460.3 - $584.56 $18.9K - $24K
1.85K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
1.31K
+ 8.24%
$39.66 - $51.75 $51.8K - $67.5K
17.1K $886K
AVGO
Broadcom Inc.

Technology
18.9K
+ 892.85%
$136.27 - $1745.86 $2.57M - $32.9M
21K $3.62M
V
Visa Inc.

Financial Services
356
+ 3.52%
$253.74 - $291.56 $90.3K - $104K
10.5K $2.88M
PLD
Prologis, Inc.

Real Estate
1.02K
+ 18.74%
$111.95 - $132.43 $114K - $135K
6.46K $815K
GTO
Invesco Actively Managed ETF T

ETFs
2.04K
+ 3.99%
$46.22 - $48.77 $94.4K - $99.6K
53.3K $2.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.13K
+ 24.24%
$147.95 - $191.05 $166K - $215K
5.77K $1M
SBUX
Starbucks Corp

Consumer Cyclical
28
+ 0.29%
$72.51 - $98.6 $2.03K - $2.76K
9.54K $929K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 1.29%
$459.02 - $510.25 $22.5K - $25K
3.83K $1.9M
ACN
Accenture PLC

Technology
239
+ 11.97%
$295.44 - $355.81 $70.6K - $85K
2.24K $790K
KRG
Kite Realty Group Trust

Real Estate
571
+ 1.42%
$21.76 - $26.86 $12.4K - $15.3K
40.9K $1.09M
CAT
Caterpillar Inc

Industrials
87
+ 3.4%
$316.8 - $391.12 $27.6K - $34K
2.65K $1.04M
MA
Mastercard Inc

Financial Services
54
+ 1.89%
$429.6 - $500.99 $23.2K - $27.1K
2.91K $1.44M
WEC
Wec Energy Group, Inc.

Utilities
607
+ 9.17%
$77.68 - $96.19 $47.2K - $58.4K
7.23K $694K
GILD
Gilead Sciences, Inc.

Healthcare
1.21K
+ 26.58%
$66.59 - $83.99 $80.4K - $101K
5.75K $482K
LLY
Eli Lilly & CO

Healthcare
247
+ 8.53%
$772.14 - $960.02 $191K - $237K
3.14K $2.79M
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.08%
$294.65 - $384.0 $5.6K - $7.3K
1.77K $676K
SHOP
Shopify Inc.

Technology
22
+ 0.21%
$52.26 - $80.75 $1.15K - $1.78K
10.7K $854K
DFAT
Dimensional ETF Tr U S Target

ETFs
110
+ 0.29%
$51.0 - $57.07 $5.61K - $6.28K
38.2K $2.13M
NKE
Nike, Inc.

Consumer Cyclical
20
+ 0.18%
$71.09 - $89.44 $1.42K - $1.79K
11.2K $986K
PG
Procter & Gamble CO

Consumer Defensive
158
+ 1.17%
$160.76 - $177.82 $25.4K - $28.1K
13.7K $2.37M
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 1.09%
$416.14 - $494.01 $12.1K - $14.3K
2.69K $1.32M
XOM
Exxon Mobil Corp

Energy
562
+ 1.73%
$109.72 - $119.0 $61.7K - $66.9K
33K $3.87M
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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