Marcum Wealth, LLC New Holdings in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.5K
New
$38.04 - $45.36 $285K - $340K
7.5K $335K
PAVE
Global X Fds Us Infrastructure

ETFs
7.41K
New
$36.39 - $41.16 $270K - $305K
7.41K $304K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.64K
New
$57.22 - $80.08 $208K - $291K
3.64K $283K
HPE
Hewlett Packard Enterprise CO

Technology
13.8K
New
$16.1 - $21.44 $223K - $296K
13.8K $282K
JXN
Jackson Financial Inc.

Financial Services
3.06K
New
$69.1 - $91.97 $211K - $281K
3.06K $278K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.61K
New
$72.18 - $107.33 $188K - $280K
2.61K $276K
BAX
Baxter International Inc

Healthcare
7.2K
New
$32.85 - $40.26 $236K - $290K
7.2K $273K
JPMB
J P Morgan Usd Emerging Market

ETFs
6.3K
New
$38.32 - $40.67 $242K - $256K
6.3K $256K
CBRE
Cbre Group, Inc.

Real Estate
2.06K
New
$85.97 - $124.48 $177K - $257K
2.06K $256K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.74K
New
$60.84 - $67.51 $227K - $252K
3.74K $252K
BBY
Best Buy CO Inc

Consumer Cyclical
2.21K
New
$80.23 - $103.29 $178K - $229K
2.21K $228K
WDAY
Workday, Inc.

Technology
925
New
$207.75 - $264.68 $192K - $245K
925 $226K
EMN
Eastman Chemical CO

Basic Materials
2.01K
New
$93.82 - $113.74 $188K - $229K
2.01K $224K
TDIV
First Trust Nasdaq Technology

ETFs
2.78K
New
$70.51 - $81.07 $196K - $225K
2.78K $223K
MCO
Moodys Corp

Financial Services
471
New
$421.49 - $494.67 $199K - $233K
471 $223K
XEL
Xcel Energy Inc

Utilities
3.39K
New
$52.11 - $65.3 $176K - $221K
3.39K $221K
TRP
Tc Energy Corp

Energy
4.62K
New
$37.48 - $47.9 $173K - $221K
4.62K $219K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6K
New
$31.07 - $39.36 $186K - $236K
6K $219K
CCI
Crown Castle International Corp

Real Estate
1.84K
New
$95.29 - $120.24 $176K - $222K
1.84K $218K
VICI
Vici Properties Inc.

Real Estate
6.5K
New
$27.64 - $34.08 $180K - $221K
6.5K $216K
MMM
3 M CO

Industrials
1.56K
New
$99.69 - $139.42 $155K - $217K
1.56K $212K
VST
Vistra Corp.

Utilities
1.78K
New
$69.0 - $119.06 $123K - $212K
1.78K $211K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.01K
New
$25.38 - $26.27 $203K - $210K
8.01K $210K
CARR
Carrier Global Corp

Industrials
2.62K
New
$61.9 - $80.88 $162K - $212K
2.62K $210K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.78K
New
$98.71 - $117.61 $176K - $209K
1.78K $209K
NGG
National Grid PLC

Utilities
3K
New
$57.14 - $70.48 $171K - $211K
3K $208K
PSA
Public Storage

Real Estate
570
New
$283.13 - $365.01 $161K - $208K
570 $207K
CTSH
Cognizant Technology Solutions Corp

Technology
2.64K
New
$66.89 - $77.87 $176K - $205K
2.64K $203K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
880
New
$201.82 - $234.36 $178K - $206K
880 $202K
DLR
Digital Realty Trust, Inc.

Real Estate
1.25K
New
$144.47 - $162.98 $181K - $204K
1.25K $202K
HOLX
Hologic Inc

Healthcare
2.48K
New
$73.48 - $83.64 $182K - $208K
2.48K $202K
NMTC
Neuroone Medical Technologies Corp

Healthcare
12K
New
$0.66 - $1.07 $7.92K - $12.8K
12K $11K
Labcorp Holdings Inc
1.04K
New
N/A
1.04K $0
Invesco Exch Traded Fd Tr Ii
1.52K
New
N/A
1.52K $0
Sunnova Energy Intl Inc.
12K
New
N/A
12K $0
Bloom Energy Corp
12K
New
N/A
12K $0
Te Connectivity PLC
3.09K
New
N/A
3.09K $0
Centerpoint Energy Inc
15K
New
N/A
15K $0
Coinbase Global Inc
19K
New
N/A
19K $0
Wayfair Inc
14K
New
N/A
14K $0
Confluent Inc
10K
New
N/A
10K $0
Air Trans Svcs Group Inc
10K
New
N/A
10K $0
Six Flags Entertainment Corp
13K
New
N/A
13K $0
Ncl Corp LTD
12K
New
N/A
12K $0
Cable One Inc
15K
New
N/A
15K $0
Bridgebio Pharma Inc
11K
New
N/A
11K $0
Pebblebrook Hotel Tr
13K
New
N/A
13K $0
Penn Entertainment Inc
11K
New
N/A
11K $0
J P Morgan Exchange Traded F
4.78K
New
N/A
4.78K $0
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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