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
ENB
Enbridge Inc

Energy
761
+ 3.77%
$35.27 - $41.18 $26.8K - $31.3K
20.9K $850K
EIX
Edison International

Utilities
294
+ 4.32%
$71.19 - $87.72 $20.9K - $25.8K
7.1K $618K
GE
General Electric CO

Industrials
222
+ 7.6%
$156.66 - $189.66 $34.8K - $42.1K
3.14K $592K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
112
+ 0.18%
$31.05 - $34.29 $3.48K - $3.84K
60.8K $2.09M
XLP
Consumer Staples Sector Spdr

ETFs
1.72K
+ 24.46%
$76.04 - $76.04 $131K - $131K
8.74K $664K
AMZN
Amazon Com Inc

Consumer Cyclical
1.99K
+ 5.55%
$161.02 - $200.0 $320K - $398K
37.8K $7.05M
XLY
Select Sector Spdr Consumer Di

ETFs
186
+ 4.34%
$170.05 - $200.86 $31.6K - $37.4K
4.47K $895K
ERJ
Embraer S.A.

Industrials
537
+ 5.37%
$25.9 - $36.95 $13.9K - $19.8K
10.5K $372K
NFLX
Netflix Inc

Communication Services
82
+ 5.29%
$598.55 - $722.26 $49.1K - $59.2K
1.63K $1.16M
OKE
Oneok Inc

Energy
176
+ 1.8%
$78.62 - $95.27 $13.8K - $16.8K
9.95K $906K
FCX
Freeport Mcmoran Inc

Basic Materials
1.71K
+ 15.53%
$39.52 - $51.92 $67.5K - $88.7K
12.7K $634K
ICE
Intercontinental Exchange, Inc.

Financial Services
196
+ 6.88%
$136.93 - $162.81 $26.8K - $31.9K
3.05K $489K
ETR
Entergy Corp

Utilities
2
+ 0.05%
$104.75 - $131.61 $210 - $263
3.96K $520K
TMUS
T Mobile Us, Inc.

Communication Services
74
+ 2.82%
$175.14 - $206.36 $13K - $15.3K
2.7K $556K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
130
+ 0.37%
$38.51 - $41.69 $5.01K - $5.42K
35.2K $1.47M
O
Realty Income Corp

Real Estate
503
+ 9.07%
$52.36 - $63.42 $26.3K - $31.9K
6.05K $383K
RACE
Ferrari N.V.

Consumer Cyclical
74
+ 8.1%
$405.92 - $496.79 $30K - $36.8K
988 $464K
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
IEMG
Ishares Inc

ETFs
703
+ 0.23%
$53.64 - $53.64 $37.7K - $37.7K
300K $16.1M
NOW
Service Now, Inc.

Technology
3
+ 0.47%
$730.87 - $937.36 $2.19K - $2.81K
635 $567K
GLW
Corning Inc

Technology
387
+ 4.83%
$37.76 - $46.2 $14.6K - $17.9K
8.41K $379K
WELL
Welltower Inc.

Real Estate
75
+ 3.05%
$104.0 - $129.74 $7.8K - $9.73K
2.53K $323K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 1.36%
$247.34 - $300.11 $4.95K - $6K
1.49K $444K
AMGN
Amgen Inc

Healthcare
64
+ 1.46%
$309.38 - $337.38 $19.8K - $21.6K
4.45K $1.43M
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
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
MTB
M&T Bank Corp

Financial Services
7
+ 0.5%
$146.49 - $179.85 $1.03K - $1.26K
1.4K $248K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.67%
$801.83 - $917.05 $4.81K - $5.5K
904 $801K
EOG
Eog Resources Inc

Energy
356
+ 10.68%
$117.9 - $132.65 $42K - $47.2K
3.69K $453K
DFAS
Dimensional ETF Tr U S Small C

ETFs
17
+ 0.25%
$59.25 - $65.33 $1.01K - $1.11K
6.77K $439K
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
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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