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
COF
Capital One Financial Corp

Financial Services
47
+ 2.02%
$145.19 - $192.01 $6.82K - $9.02K
2.38K $424K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.54%
$275.15 - $388.2 $1.65K - $2.33K
1.12K $384K
FISV
Fiserv Inc

Technology
563
+ 30.43%
N/A
2.41K $302K
EQIX
Equinix Inc

Real Estate
36
+ 5.47%
$865.69 - $985.0 $31.2K - $35.5K
694 $654K
MMM
3 M CO

Industrials
634
+ 40.75%
$124.74 - $137.12 $79.1K - $86.9K
2.19K $282K
HPE
Hewlett Packard Enterprise CO

Technology
2.64K
+ 19.12%
$19.31 - $23.95 $51.1K - $63.3K
16.5K $351K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.04K
+ 15.81%
$45.17 - $47.23 $92.3K - $96.5K
15K $678K
XLP
Consumer Staples Sector Spdr

ETFs
892
+ 10.2%
N/A
9.64K $732K
PYPL
Pay Pal Holdings, Inc.

Financial Services
438
+ 12.04%
$77.25 - $91.3 $33.8K - $40K
4.08K $347K
ADP
Automatic Data Processing Inc

Industrials
90
+ 4.32%
$280.08 - $307.97 $25.2K - $27.7K
2.17K $635K
TMUS
T Mobile Us, Inc.

Communication Services
77
+ 2.85%
$206.1 - $246.94 $15.9K - $19K
2.78K $612K
ET
Energy Transfer LP

Energy
561
+ 4.57%
$16.05 - $19.86 $9K - $11.1K
12.8K $251K
MKL
Markel Corp

Financial Services
14
+ 7.91%
$1542.01 - $1785.11 $21.6K - $25K
191 $329K
UL
Unilever PLC

Consumer Defensive
2.09K
+ 24.9%
$56.7 - $64.64 $118K - $135K
10.5K $594K
DLR
Digital Realty Trust, Inc.

Real Estate
161
+ 12.84%
$156.46 - $195.69 $25.2K - $31.5K
1.42K $250K
DFUS
Dimensional ETF Tr U S Equity

ETFs
78
+ 0.3%
$61.52 - $66.5 $4.8K - $5.19K
26K $1.66M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
125
+ 14.2%
$229.83 - $258.46 $28.7K - $32.3K
1.01K $248K
CDNS
Cadence Design Systems Inc

Technology
44
+ 4.08%
$249.1 - $324.54 $11K - $14.3K
1.12K $337K
C
Citigroup Inc

Financial Services
75
+ 1.5%
$61.31 - $72.5 $4.6K - $5.44K
5.08K $357K
ETR
Entergy Corp

Utilities
3.47K
+ 87.74%
$73.19 - $156.4 $254K - $543K
7.43K $563K
MET
Metlife Inc

Financial Services
510
+ 13.47%
$78.15 - $88.25 $39.9K - $45K
4.3K $351K
RACE
Ferrari N.V.

Consumer Cyclical
191
+ 19.33%
$422.83 - $490.34 $80.8K - $93.7K
1.18K $500K
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 106.02%
$181.96 - $405.9 $208K - $465K
2.23K $404K
FDX
Fedex Corp

Industrials
84
+ 7.67%
$260.5 - $305.15 $21.9K - $25.6K
1.18K $331K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
363
+ 6.06%
$53.94 - $58.15 $19.6K - $21.1K
6.35K $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 2.25%
$442.29 - $483.08 $88K - $96.1K
9.05K $4.1M
FNB
Fnb Corp

Financial Services
48
+ 0.13%
$13.56 - $17.29 $651 - $830
36.3K $535K
TTE
Total Energies Se

Energy
355
+ 8.95%
N/A
4.32K $296K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 291.97%
$25.93 - $105.3 $354K - $1.44M
18.4K $511K
WDAY
Workday, Inc.

Technology
41
+ 4.43%
$233.85 - $279.91 $9.59K - $11.5K
966 $249K
SRE
Sempra Energy

Utilities
64
+ 1.49%
$80.81 - $94.77 $5.17K - $6.07K
4.35K $381K
XEL
Xcel Energy Inc

Utilities
236
+ 6.97%
$62.16 - $72.92 $14.7K - $17.2K
3.62K $244K
EOG
Eog Resources Inc

Energy
185
+ 5.01%
$118.22 - $136.54 $21.9K - $25.3K
3.87K $474K
ADSK
Autodesk, Inc.

Technology
77
+ 6.17%
N/A
1.32K $325K
HLN
Haleon PLC

Healthcare
4.07K
+ 19.74%
$9.23 - $10.71 $37.6K - $43.6K
24.7K $236K
VTRS
Viatris Inc

Healthcare
626
+ 5.59%
$11.32 - $13.37 $7.09K - $8.37K
11.8K $147K
INTU
Intuit Inc

Technology
12
+ 0.94%
$602.01 - $706.25 $7.22K - $8.48K
1.29K $811K
CBRE
Cbre Group, Inc.

Real Estate
16
+ 0.78%
$119.22 - $140.71 $1.91K - $2.25K
2.08K $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
22
+ 2.08%
$311.11 - $335.64 $6.84K - $7.38K
1.08K $347K
TFC
Truist Financial Corp

Financial Services
150
+ 1.17%
$41.51 - $48.1 $6.23K - $7.22K
13K $562K
WM
Waste Management Inc

Industrials
120
+ 6.84%
$201.79 - $228.46 $24.2K - $27.4K
1.87K $378K
JCI
Johnson Controls International PLC

Industrials
101
+ 2.63%
$74.23 - $86.6 $7.5K - $8.75K
3.94K $310K
AEE
Ameren Corp

Utilities
74
+ 2.63%
$85.81 - $94.98 $6.35K - $7.03K
2.89K $257K
JEPI
J P Morgan Exchange Traded Fd

ETFs
607
+ 5.03%
$57.53 - $60.83 $34.9K - $36.9K
12.7K $729K
GTO
Invesco Actively Managed ETF T

ETFs
2.41K
+ 4.53%
$46.33 - $48.41 $112K - $117K
55.7K $2.58M
TSCO
Tractor Supply CO

Consumer Cyclical
5.07K
+ 463.01%
$52.59 - $303.74 $267K - $1.54M
6.17K $327K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.5%
$1146.59 - $1270.6 $1.15K - $1.27K
202 $239K
ACN
Accenture PLC

Technology
33
+ 1.48%
$343.9 - $376.86 $11.3K - $12.4K
2.27K $798K
DFAT
Dimensional ETF Tr U S Target

ETFs
116
+ 0.3%
$54.54 - $61.04 $6.33K - $7.08K
38.4K $2.13M
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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