Marcum Wealth, LLC Reduced Holdings in Q3 2024

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
-514
- 6.08%
$99.35 - $117.71 $51.1K - $60.5K
7.94K $915K
HBAN
Huntington Bancshares Inc

Financial Services
-548
- 1.09%
$12.84 - $15.15 $7.04K - $8.3K
49.9K $733K
IWD
Ishares Russell 1000 Val ETF

ETFs
-167
- 2.38%
$173.36 - $189.8 $29K - $31.7K
6.86K $1.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-138
- 1.18%
$332.02 - $382.76 $45.8K - $52.8K
11.6K $4.35M
TRV
Travelers Companies, Inc.

Financial Services
-65
- 2.16%
$201.87 - $242.35 $13.1K - $15.8K
2.94K $688K
JNJ
Johnson & Johnson

Healthcare
-633
- 5.6%
$145.48 - $167.38 $92.1K - $106K
10.7K $1.73M
LOW
Lowes Companies Inc

Consumer Cyclical
-33
- 1.59%
$213.3 - $270.78 $7.04K - $8.94K
2.04K $551K
T
At&T Inc.

Communication Services
-2.31K
- 4.58%
$18.21 - $22.28 $42.1K - $51.5K
48.1K $1.06M
CEG
Constellation Energy Corp

Utilities
-36
- 1.84%
$167.08 - $262.86 $6.01K - $9.46K
1.92K $498K
CB
Chubb LTD

Financial Services
-52
- 1.38%
$252.51 - $292.2 $13.1K - $15.2K
3.72K $1.07M
CORT
Corcept Therapeutics Inc

Healthcare
-9
- 0.09%
$29.51 - $46.26 $266 - $416
10K $462K
KO
Coca Cola CO

Consumer Defensive
-23
- 0.13%
$62.69 - $73.01 $1.44K - $1.68K
17.8K $1.28M
RTX
Raytheon Technologies Corp

Industrials
-235
- 2.61%
$99.55 - $123.34 $23.4K - $29K
8.76K $1.06M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-23
- 0.41%
$156.14 - $187.2 $3.59K - $4.31K
5.55K $1.03M
ABBV
Abb Vie Inc.

Healthcare
-353
- 3.49%
$163.84 - $199.33 $57.8K - $70.4K
9.75K $1.93M
AMT
American Tower Corp

Real Estate
-76
- 1.35%
$192.27 - $242.73 $14.6K - $18.4K
5.54K $1.29M
UNH
Unitedhealth Group Inc

Healthcare
-259
- 5.3%
$488.01 - $604.18 $126K - $156K
4.63K $2.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-267
- 4.14%
$245.82 - $304.51 $65.6K - $81.3K
6.18K $1.88M
PM
Philip Morris International Inc.

Consumer Defensive
-691
- 4.18%
$101.25 - $127.45 $70K - $88.1K
15.9K $1.92M
BX
Blackstone Inc.

Financial Services
-516
- 4.26%
$120.77 - $159.66 $62.3K - $82.4K
11.6K $1.78M
JPM
Jpmorgan Chase & CO

Financial Services
-54
- 0.16%
$194.9 - $224.8 $10.5K - $12.1K
34.6K $7.28M
ORCL
Oracle Corp

Technology
-501
- 3.69%
$125.9 - $170.35 $63.1K - $85.3K
13.1K $2.23M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.28%
$333.64 - $405.2 $6.01K - $7.29K
6.39K $2.59M
TSLA
Tesla, Inc.

Consumer Cyclical
-198
- 2.69%
$191.76 - $263.26 $38K - $52.1K
7.15K $1.87M
XMPT
Vaneck Cef Muni Income ETF

ETFs
-12.5K
- 1.37%
$21.85 - $23.17 $274K - $290K
903K $20.9M
PH
Parker Hannifin Corp

Industrials
-42
- 0.64%
$501.01 - $635.92 $21K - $26.7K
6.49K $4.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-41K
- 3.1%
$61.11 - $67.85 $2.51M - $2.78M
1.28M $87M
PGR
Progressive Corp

Financial Services
-26
- 0.05%
$209.46 - $259.24 $5.45K - $6.74K
47.5K $12.1M
IEFA
Ishares Tr

ETFs
-2.87K
- 0.47%
$70.09 - $78.74 $201K - $226K
609K $47.5M
VB
Vanguard Small Cap ETF

ETFs
-1.56K
- 0.82%
$214.77 - $237.72 $335K - $371K
188K $44.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-20.2K
- 1.79%
$46.9 - $51.96 $948K - $1.05M
1.11M $57M
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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