Marcum Wealth, LLC Incresed Positions in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
261
+ 3.74%
$576.36 - $736.67 $150K - $192K
7.24K $4.17M
MMM
3 M CO

Industrials
131
+ 5.98%
$129.7 - $155.12 $17K - $20.3K
2.32K $340K
CRM
Salesforce, Inc.

Technology
1.03K
+ 30.93%
$268.36 - $359.95 $277K - $371K
4.37K $1.17M
NVO
Novo Nordisk A S

Healthcare
1.72K
+ 45.91%
$69.3 - $90.95 $119K - $156K
5.46K $378K
SHEL
Shell PLC

Energy
247
+ 7.11%
$62.84 - $73.29 $15.5K - $18.1K
3.72K $270K
GLD
Spdr Gold Trust

ETFs
39
+ 4.26%
$243.19 - $288.14 $9.48K - $11.2K
954 $274K
EPD
Enterprise Products Partners L.P.

Energy
462
+ 3.89%
$31.75 - $34.14 $14.7K - $15.8K
12.4K $421K
GPC
Genuine Parts CO

Consumer Cyclical
323
+ 9.51%
$115.91 - $129.02 $37.4K - $41.7K
3.72K $443K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
488
+ 6.13%
$66.9 - $71.57 $32.6K - $34.9K
8.45K $591K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
456
+ 5.99%
$73.78 - $76.59 $33.6K - $34.9K
8.07K $616K
O
Realty Income Corp

Real Estate
390
+ 8.09%
$51.67 - $58.49 $20.2K - $22.8K
5.21K $302K
CMCSA
Comcast Corp

Communication Services
1.71K
+ 5.19%
$33.19 - $38.23 $56.9K - $65.5K
34.7K $1.28M
CTAS
Cintas Corp

Industrials
13
+ 0.86%
$182.09 - $208.14 $2.37K - $2.71K
1.52K $311K
TXN
Texas Instruments Inc

Technology
178
+ 4.42%
N/A
4.21K $818K
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 4.55%
$84.5 - $105.05 $88.9K - $111K
24.2K $2.12M
EVRG
Evergy, Inc.

Utilities
69
+ 1.79%
$59.9 - $69.52 $4.13K - $4.8K
3.92K $270K
KLAC
Kla Corp

Technology
23
+ 6.41%
$636.62 - $777.63 $14.6K - $17.9K
382 $259K
C
Citigroup Inc

Financial Services
403
+ 7.93%
$67.23 - $84.63 $27.1K - $34.1K
5.48K $389K
AON
Aon PLC

Financial Services
20
+ 3.53%
$348.44 - $409.32 $6.97K - $8.19K
587 $234K
MU
Micron Technology Inc

Technology
198
+ 4.02%
$86.89 - $109.38 $17.2K - $21.7K
5.12K $444K
PPL
Ppl Corp

Utilities
25
+ 0.32%
$31.68 - $36.11 $792 - $903
7.93K $286K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.18%
$286.85 - $318.64 $1.15K - $1.27K
2.18K $664K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
322
+ 2.15%
$44.68 - $46.49 $14.4K - $15K
15.3K $707K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
598
+ 5.91%
$11.66 - $14.98 $6.97K - $8.96K
10.7K $146K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
209
+ 3.71%
$69.87 - $75.62 $14.6K - $15.8K
5.84K $426K
SPGI
S&P Global Inc.

Financial Services
14
+ 0.74%
$478.26 - $543.77 $6.7K - $7.61K
1.91K $972K
RELX
Relx PLC

Communication Services
51
+ 1.14%
$45.34 - $51.91 $2.31K - $2.65K
4.52K $227K
APD
Air Products & Chemicals, Inc.

Basic Materials
42
+ 2.75%
$283.24 - $338.07 $11.9K - $14.2K
1.57K $463K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.19K
+ 1.45%
$49.78 - $53.19 $59.4K - $63.5K
83.6K $4.23M
IWB
Ishares Tr Russell 1000 ETF

ETFs
123
+ 11.41%
$302.31 - $337.54 $37.2K - $41.5K
1.2K $366K
IEF
Ishares Barclays

ETFs
120
+ 4.89%
$91.17 - $95.39 $10.9K - $11.4K
2.57K $244K
PPA
Invesco Exchange Traded Fd Tr

ETFs
84
+ 2.52%
$113.59 - $123.29 $9.54K - $10.4K
3.42K $398K
MET
Metlife Inc

Financial Services
276
+ 6.43%
$77.7 - $87.0 $21.4K - $24K
4.57K $367K
BNDX
Vanguard Total International B

ETFs
433
+ 1.67%
$48.33 - $49.5 $20.9K - $21.4K
26.3K $1.29M
CL
Colgate Palmolive CO

Consumer Defensive
46
+ 1.23%
$85.68 - $97.5 $3.94K - $4.49K
3.77K $353K
INTU
Intuit Inc

Technology
53
+ 4.11%
$555.63 - $630.23 $29.4K - $33.4K
1.34K $825K
DFAX
Dimensional ETF Tr
7
+ 0.08%
$24.45 - $27.2 $171 - $190
8.42K $222K
RACE
Ferrari N.V.

Consumer Cyclical
21
+ 1.78%
$413.73 - $508.15 $8.69K - $10.7K
1.2K $513K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
180
+ 20.25%
$211.47 - $267.17 $38.1K - $48.1K
1.07K $226K
ABNB
Airbnb, Inc.

Consumer Cyclical
269
+ 14.91%
$119.38 - $161.42 $32.1K - $43.4K
2.07K $247K
XYL
Xylem Inc.

Industrials
16
+ 0.91%
$114.02 - $132.04 $1.82K - $2.11K
1.77K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
699
+ 11.0%
$51.45 - $58.51 $36K - $40.9K
7.05K $365K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
124
+ 0.35%
$39.96 - $43.3 $4.96K - $5.37K
35.5K $1.45M
CTSH
Cognizant Technology Solutions Corp

Technology
31
+ 1.17%
$75.32 - $90.7 $2.33K - $2.81K
2.68K $205K
Coinbase Global Inc
3K
+ 15.79%
N/A
22K $0
FSCO
Fs Cr Opportunities Corp Com
2.61K
+ 4.81%
N/A
56.7K $0
Innovator Etfs Trust
1.19K
+ 2.1%
N/A
57.8K $0
Ge Vernova Inc
287
+ 32.47%
N/A
1.17K $0
Sarepta Therapeutics Inc
1K
+ 8.33%
N/A
13K $0
Activity Summary
Buys All Purchases 185 New Holdings 29 Increased Positions 156 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email