Marcum Wealth, LLC Reduced Holdings in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-283
- 13.18%
$201.62 - $250.59 $57.1K - $70.9K
1.86K $382K
SAP
Sap Se

Technology
-554
- 27.67%
$241.4 - $293.69 $134K - $163K
1.45K $388K
EMR
Emerson Electric CO

Industrials
-203
- 3.6%
$108.64 - $131.17 $22.1K - $26.6K
5.44K $596K
BAC
Bank Of America Corp

Financial Services
-295
- 0.77%
$39.61 - $47.74 $11.7K - $14.1K
38K $1.59M
USB
Us Bancorp \De\

Financial Services
-863
- 8.08%
$40.92 - $50.9 $35.3K - $43.9K
9.81K $414K
IWD
Ishares Russell 1000 Val ETF

ETFs
-526
- 7.04%
$182.82 - $196.21 $96.2K - $103K
6.94K $1.29M
GM
General Motors CO

Consumer Cyclical
-421
- 3.83%
$45.22 - $54.92 $19K - $23.1K
10.6K $496K
VOT
Vanguard Mid Cap Growth Index

ETFs
-51
- 0.67%
$237.72 - $276.98 $12.1K - $14.1K
7.55K $1.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-644
- 8.07%
$126.11 - $135.06 $81.2K - $87K
7.34K $935K
ADI
Analog Devices Inc

Technology
-276
- 16.37%
$201.56 - $243.82 $55.6K - $67.3K
1.41K $284K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-164
- 2.81%
$196.12 - $229.48 $32.2K - $37.6K
5.67K $1.14M
AMD
Advanced Micro Devices Inc

Technology
-126
- 4.22%
$96.63 - $129.55 $12.2K - $16.3K
2.86K $293K
XLC
Select Sector Spdr Tr Communic

ETFs
-575
- 6.69%
$94.84 - $105.31 $54.5K - $60.6K
8.02K $767K
VBK
Vanguard Small Cap Growth ETF

ETFs
-44
- 2.33%
$247.97 - $296.33 $10.9K - $13K
1.85K $466K
MS
Morgan Stanley

Financial Services
-87
- 1.55%
$111.68 - $141.08 $9.72K - $12.3K
5.51K $643K
GLW
Corning Inc

Technology
-993
- 13.27%
$44.91 - $54.25 $44.6K - $53.9K
6.49K $297K
CDNS
Cadence Design Systems Inc

Technology
-15
- 1.34%
$233.96 - $324.52 $3.51K - $4.87K
1.11K $281K
PEP
Pepsico Inc

Consumer Defensive
-233
- 2.55%
$142.64 - $156.42 $33.2K - $36.4K
8.89K $1.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.36K
- 5.34%
$27.01 - $28.54 $63.8K - $67.4K
41.9K $1.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-224
- 6.12%
$120.29 - $134.6 $26.9K - $30.2K
3.44K $417K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-58
- 5.64%
$497.6 - $606.74 $28.9K - $35.2K
971 $483K
VBR
Vanguard Small Cap Value ETF

ETFs
-168
- 11.48%
$183.02 - $207.75 $30.7K - $34.9K
1.3K $240K
FNB
Fnb Corp

Financial Services
-18
- 0.05%
$13.08 - $15.95 $235 - $287
36.2K $485K
LOW
Lowes Companies Inc

Consumer Cyclical
-82
- 4.07%
$222.66 - $268.42 $18.3K - $22K
1.93K $450K
VTRS
Viatris Inc

Healthcare
-183
- 1.55%
$8.68 - $12.42 $1.59K - $2.27K
11.6K $101K
WFC
Wells Fargo & Company

Financial Services
-968
- 6.29%
$66.78 - $81.42 $64.6K - $78.8K
14.4K $1.04M
PANW
Palo Alto Networks Inc

Technology
-109
- 4.9%
$167.82 - $208.28 $18.3K - $22.7K
2.12K $361K
XLF
Financial Sector Spdr

ETFs
-1.56K
- 4.07%
$47.32 - $52.19 $74K - $81.6K
36.9K $1.81M
LAMR
Lamar Advertising CO

Real Estate
-123
- 3.36%
$110.65 - $132.9 $13.6K - $16.3K
3.54K $402K
PAVE
Global X Fds Us Infrastructure

ETFs
-463
- 6.32%
$37.31 - $43.82 $17.3K - $20.3K
6.87K $258K
MPC
Marathon Petroleum Corp

Energy
-406
- 12.13%
$134.72 - $159.03 $54.7K - $64.6K
2.94K $428K
PG
Procter & Gamble CO

Consumer Defensive
-438
- 3.25%
$158.56 - $176.26 $69.4K - $77.2K
13K $2.22M
TSCO
Tractor Supply CO

Consumer Cyclical
-871
- 14.13%
$51.66 - $57.94 $45K - $50.5K
5.29K $291K
WMB
Williams Companies, Inc.

Energy
-2.35K
- 12.47%
$54.02 - $61.09 $127K - $144K
16.5K $985K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-642
- 3.93%
$76.94 - $78.24 $49.4K - $50.2K
15.7K $1.23M
FIS
Fidelity National Information Services, Inc.

Technology
-24
- 0.49%
$68.12 - $83.42 $1.63K - $2K
4.88K $364K
ET
Energy Transfer LP

Energy
-978
- 7.61%
$17.26 - $21.08 $16.9K - $20.6K
11.9K $220K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 1.29%
$472.29 - $575.13 $3.31K - $4.03K
536 $259K
MSI
Motorola Solutions, Inc.

Technology
-10
- 0.94%
$411.73 - $482.1 $4.12K - $4.82K
1.05K $461K
UNH
Unitedhealth Group Inc

Healthcare
-207
- 4.54%
$461.52 - $548.18 $95.5K - $113K
4.35K $2.28M
AVY
Avery Dennison Corp

Industrials
-49
- 2.69%
$174.58 - $195.91 $8.55K - $9.6K
1.77K $315K
F
Ford Motor CO

Consumer Cyclical
-2.91K
- 10.78%
$9.12 - $10.43 $26.5K - $30.3K
24.1K $241K
IWS
Ishares Russell Midcap Value E

ETFs
-34
- 0.71%
$122.59 - $135.24 $4.17K - $4.6K
4.77K $596K
PRU
Prudential Financial Inc

Financial Services
-40
- 1.42%
$105.04 - $122.33 $4.2K - $4.89K
2.78K $310K
KEY
Keycorp

Financial Services
-231
- 1.39%
$15.15 - $18.3 $3.5K - $4.23K
16.4K $262K
PECO
Phillips Edison & Company, Inc.

Real Estate
-5
- 0.04%
$34.43 - $37.49 $172 - $187
14K $504K
OMC
Omnicom Group Inc.

Communication Services
-139
- 4.54%
$79.43 - $88.34 $11K - $12.3K
2.93K $242K
GD
General Dynamics Corp

Industrials
-97
- 10.22%
$241.94 - $272.58 $23.5K - $26.4K
852 $232K
NEE
Nextera Energy Inc

Utilities
-146
- 1.73%
$66.96 - $76.16 $9.78K - $11.1K
8.27K $586K
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
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