Marcum Wealth, LLC Sells in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-8.21K
- 1.35%
$70.06 - $77.43 $575K - $636K
601K $42.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-49.9K
- 93.17%
$87.85 - $98.6 $4.38M - $4.92M
3.65K $325K
UPS
United Parcel Service Inc

Industrials
-1.36K
- 1.24%
$122.65 - $138.35 $166K - $187K
108K $13.6M
PGR
Progressive Corp

Financial Services
-38
- 0.08%
$239.6 - $268.88 $9.1K - $10.2K
47.5K $11.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-12.9K
- 22.03%
$36.54 - $37.53 $471K - $484K
45.6K $1.68M
AMGN
Amgen Inc

Healthcare
-804
- 18.06%
$258.78 - $328.31 $208K - $264K
3.65K $950K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-5.74K
- 7.27%
$44.03 - $46.65 $253K - $268K
73.2K $3.23M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.75K
- 37.45%
$55.73 - $66.16 $432K - $513K
12.9K $780K
UNH
Unitedhealth Group Inc

Healthcare
-66
- 1.43%
$485.52 - $625.25 $32K - $41.3K
4.56K $2.31M
AMT
American Tower Corp

Real Estate
-478
- 8.63%
$179.4 - $232.01 $85.8K - $111K
5.06K $927K
XOM
Exxon Mobil Corp

Energy
-63
- 0.19%
$105.51 - $125.37 $6.65K - $7.9K
33K $3.55M
GM
General Motors CO

Consumer Cyclical
-8.69K
- 44.17%
$44.82 - $60.2 $389K - $523K
11K $585K
JNJ
Johnson & Johnson

Healthcare
-696
- 6.52%
$143.34 - $165.86 $99.8K - $115K
9.97K $1.44M
MRK
Merck & Co., Inc.

Healthcare
-267
- 1.45%
$96.31 - $114.76 $25.7K - $30.6K
18.2K $1.81M
PFE
Pfizer Inc

Healthcare
-7.47K
- 21.02%
$24.8 - $30.19 $185K - $225K
28.1K $744K
MOTI
Vaneck Morningstar Internation

ETFs
-7.11K
- 50.52%
$30.26 - $36.09 $215K - $256K
6.96K $210K
IEMG
Ishares Inc

ETFs
-4.83K
- 1.61%
N/A
295K $15.8M
PLD
Prologis, Inc.

Real Estate
-1.13K
- 17.52%
$101.4 - $126.96 $115K - $144K
5.33K $563K
ABBV
Abb Vie Inc.

Healthcare
-313
- 3.21%
$164.99 - $203.87 $51.6K - $63.8K
9.44K $1.68M
TGT
Target Corp

Consumer Defensive
-1.12K
- 24.62%
$121.59 - $160.69 $136K - $180K
3.43K $464K
VZ
Verizon Communications Inc

Communication Services
-2.14K
- 7.36%
$39.6 - $45.21 $84.6K - $96.6K
26.9K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.25K
- 34.15%
$59.25 - $72.99 $133K - $164K
4.34K $259K
AMD
Advanced Micro Devices Inc

Technology
-460
- 13.36%
$118.88 - $172.8 $54.7K - $79.5K
2.98K $360K
CMCSA
Comcast Corp

Communication Services
-1.52K
- 4.4%
$37.39 - $45.14 $56.8K - $68.5K
33K $1.24M
EIX
Edison International

Utilities
-1.84K
- 25.9%
$77.93 - $88.36 $143K - $162K
5.26K $420K
HEI
Heico Corp

Industrials
-39
- 0.51%
$237.06 - $279.02 $9.25K - $10.9K
7.61K $1.81M
AZN
Astrazeneca PLC

Healthcare
-1.49K
- 19.93%
$63.2 - $79.58 $93.9K - $118K
5.97K $391K
KEY
Keycorp

Financial Services
-11K
- 39.72%
$16.21 - $19.97 $178K - $219K
16.7K $285K
NEE
Nextera Energy Inc

Utilities
-689
- 7.56%
$69.77 - $85.43 $48.1K - $58.9K
8.42K $603K
FCX
Freeport Mcmoran Inc

Basic Materials
-325
- 2.56%
$38.08 - $50.82 $12.4K - $16.5K
12.4K $471K
MDT
Medtronic PLC

Healthcare
-944
- 10.92%
$79.61 - $92.24 $75.2K - $87.1K
7.7K $615K
ADBE
Adobe Inc.

Technology
-169
- 14.67%
$437.39 - $552.96 $73.9K - $93.5K
983 $437K
ASML
Asml Holding Nv

Technology
-111
- 21.14%
$658.43 - $872.27 $73.1K - $96.8K
414 $286K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-150
- 0.18%
$51.09 - $55.27 $7.66K - $8.29K
82.4K $4.21M
BP
Bp PLC

Energy
-4.36K
- 38.37%
$28.16 - $33.14 $123K - $144K
7K $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-79
- 7.13%
$501.29 - $612.85 $39.6K - $48.4K
1.03K $535K
MPC
Marathon Petroleum Corp

Energy
-436
- 11.53%
$131.65 - $174.84 $57.4K - $76.2K
3.35K $466K
NKE
Nike, Inc.

Consumer Cyclical
-104
- 0.93%
$73.36 - $89.13 $7.63K - $9.27K
11.1K $837K
NVO
Novo Nordisk A S

Healthcare
-157
- 4.03%
$85.0 - $120.04 $13.3K - $18.8K
3.74K $321K
QCOM
Qualcomm Inc

Technology
-593
- 23.45%
$150.4 - $178.04 $89.2K - $106K
1.94K $297K
NU
Nu Holdings Ltd.

Financial Services
-829
- 2.23%
$10.24 - $15.89 $8.49K - $13.2K
36.4K $377K
O
Realty Income Corp

Real Estate
-1.23K
- 20.28%
$51.76 - $64.71 $63.5K - $79.4K
4.82K $257K
EPD
Enterprise Products Partners L.P.

Energy
-5.15K
- 30.24%
$28.66 - $34.43 $148K - $177K
11.9K $372K
ORCL
Oracle Corp

Technology
-408
- 3.12%
$165.41 - $192.43 $67.5K - $78.5K
12.7K $2.11M
DHR
Danaher Corp

Healthcare
-36
- 1.65%
$226.16 - $274.52 $8.14K - $9.88K
2.15K $492K
PG
Procter & Gamble CO

Consumer Defensive
-213
- 1.56%
$161.05 - $179.7 $34.3K - $38.3K
13.5K $2.26M
GPC
Genuine Parts CO

Consumer Cyclical
-231
- 6.37%
$113.11 - $143.63 $26.1K - $33.2K
3.4K $396K
CI
Cigna Corp

Healthcare
-50
- 3.74%
$265.59 - $358.58 $13.3K - $17.9K
1.29K $355K
WMB
Williams Companies, Inc.

Energy
-5.75K
- 23.39%
$46.37 - $59.74 $267K - $344K
18.8K $1.02M
Activity Summary
Buys All Purchases 222 New Holdings 37 Increased Positions 185 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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