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
ZTS
Zoetis Inc.

Healthcare
2
+ 0.15%
$172.58 - $196.48 $345 - $393
1.32K $257K
CL
Colgate Palmolive CO

Consumer Defensive
57
+ 1.68%
$95.54 - $108.77 $5.45K - $6.2K
3.45K $357K
VBR
Vanguard Small Cap Value ETF

ETFs
12
+ 0.83%
$179.99 - $201.6 $2.16K - $2.42K
1.46K $293K
UBER
Uber Technologies, Inc

Technology
173
+ 3.96%
$58.48 - $77.47 $10.1K - $13.4K
4.55K $341K
LHX
L3 Harris Technologies, Inc.

Industrials
16
+ 1.28%
$221.96 - $243.27 $3.55K - $3.89K
1.27K $301K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.72%
$75.63 - $84.89 $1.89K - $2.12K
3.51K $295K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.4%
$523.84 - $572.02 $1.05K - $1.14K
499 $284K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
39
+ 1.15%
$64.83 - $72.82 $2.53K - $2.84K
3.43K $246K
MKL
Markel Corp

Financial Services
12
+ 7.27%
$1494.55 - $1645.69 $17.9K - $19.7K
177 $277K
IEF
Ishares Barclays

ETFs
70
+ 2.96%
$92.67 - $99.14 $6.49K - $6.94K
2.44K $238K
FNB
Fnb Corp

Financial Services
16
+ 0.04%
$13.41 - $15.55 $215 - $249
36.2K $510K
DFAX
Dimensional ETF Tr
19
+ 0.23%
$24.29 - $27.25 $462 - $518
8.39K $226K
BDX
Becton Dickinson & CO

Healthcare
25
+ 2.11%
$221.47 - $242.41 $5.54K - $6.06K
1.21K $291K
VMC
Vulcan Materials CO

Basic Materials
46
+ 5.69%
$231.83 - $274.51 $10.7K - $12.6K
854 $213K
VTRS
Viatris Inc

Healthcare
94
+ 0.85%
$10.32 - $12.13 $970 - $1.14K
11.2K $130K
PRU
Prudential Financial Inc

Financial Services
13
+ 0.47%
$105.53 - $127.32 $1.37K - $1.66K
2.8K $338K
TTE
Total Energies Se

Energy
27
+ 0.69%
$68.61 - $68.61 $1.85K - $1.85K
3.97K $272K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
9
+ 4.66%
$1024.09 - $1201.76 $9.22K - $10.8K
202 $212K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
26
+ 2.21%
$460.0 - $505.78 $12K - $13.2K
1.2K $559K
OPEN
Opendoor Technologies Inc.

Real Estate
39
+ 0.19%
$1.6 - $2.92 $62.4 - $114
20.5K $41K
WM
Waste Management Inc

Industrials
53
+ 3.12%
$196.96 - $223.45 $10.4K - $11.8K
1.75K $364K
Draftkings Inc New
5K
+ 20.83%
N/A
29K $0
Wells Fargo CO New
2
+ 0.61%
N/A
328 $0
Itron Inc
9K
+ 69.23%
N/A
22K $0
Ionis Pharmaceuticals Inc
2K
+ 12.5%
N/A
18K $0
Array Technologies Inc
14K
+ 116.67%
N/A
26K $0
Linde PLC
11
+ 0.84%
N/A
1.32K $0
Ea Series Trust
369
+ 13.1%
N/A
3.19K $0
Wolfspeed Inc
5K
+ 20.0%
N/A
30K $0
Gsk PLC
432
+ 5.18%
N/A
8.78K $0
Snap Inc
12K
+ 85.71%
N/A
26K $0
KLAC
Kla Corp

Technology
15
+ 4.07%
$696.17 - $892.35 $10.4K - $13.4K
384 $297K
FDX
Fedex Corp

Industrials
58
+ 5.59%
$254.64 - $313.52 $14.8K - $18.2K
1.1K $299K
ADBE
Adobe Inc.

Technology
49
+ 4.44%
$508.13 - $586.55 $24.9K - $28.7K
1.15K $596K
HON
Honeywell International Inc

Industrials
33
+ 0.82%
$196.73 - $220.21 $6.49K - $7.27K
4.07K $842K
QCOM
Qualcomm Inc

Technology
200
+ 8.59%
$156.12 - $209.64 $31.2K - $41.9K
2.53K $430K
ASML
Asml Holding Nv

Technology
23
+ 4.58%
$749.82 - $1098.95 $17.2K - $25.3K
525 $437K
NVO
Novo Nordisk A S

Healthcare
104
+ 2.74%
$119.07 - $145.42 $12.4K - $15.1K
3.9K $464K
SCHW
Schwab Charles Corp

Financial Services
114
+ 1.19%
$61.74 - $76.08 $7.04K - $8.67K
9.71K $629K
CRWD
Crowd Strike Holdings, Inc.

Technology
19
+ 1.73%
$217.89 - $392.15 $4.14K - $7.45K
1.12K $313K
BA
Boeing CO

Industrials
1.02K
+ 10.34%
$152.04 - $190.6 $155K - $194K
10.9K $1.65M
GOOG
Alphabet Inc.

Communication Services
430
+ 2.43%
$149.54 - $192.66 $64.3K - $82.8K
18.2K $3.04M
GOOGL
Alphabet Inc.

Communication Services
651
+ 3.09%
$148.65 - $191.18 $96.8K - $124K
21.7K $3.6M
MSFT
Microsoft Corp

Technology
528
+ 1.09%
$395.15 - $467.56 $209K - $247K
48.9K $21M
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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