Marcum Wealth, LLC Sells in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-405
- 2.25%
$141.15 - $162.53 $57.2K - $65.8K
17.6K $2.54M
CAT
Caterpillar Inc

Industrials
-65
- 2.45%
$360.37 - $416.88 $23.4K - $27.1K
2.58K $937K
CSCO
Cisco Systems, Inc.

Technology
-3.7K
- 17.94%
$52.45 - $60.02 $194K - $222K
16.9K $1M
AMAT
Applied Materials Inc

Technology
-95
- 4.78%
$161.44 - $213.89 $15.3K - $20.3K
1.89K $307K
BNDX
Vanguard Total International B

ETFs
-1.19K
- 4.39%
$48.91 - $50.61 $58.2K - $60.2K
25.9K $1.27M
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.9K
- 14.1%
$48.45 - $52.57 $92.2K - $100K
11.6K $575K
UBER
Uber Technologies, Inc

Technology
-315
- 6.93%
$59.93 - $86.34 $18.9K - $27.2K
4.23K $255K
SHW
Sherwin Williams CO

Basic Materials
-7
- 0.39%
$338.75 - $399.71 $2.37K - $2.8K
1.77K $600K
CEG
Constellation Energy Corp

Utilities
-34
- 1.77%
$224.28 - $285.52 $7.63K - $9.71K
1.88K $423K
UNP
Union Pacific Corp

Industrials
-106
- 3.79%
$223.15 - $249.32 $23.7K - $26.4K
2.69K $613K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-217
- 2.65%
$68.25 - $75.42 $14.8K - $16.4K
7.96K $544K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-463
- 6.06%
$55.45 - $61.08 $25.7K - $28.3K
7.18K $398K
DE
Deere & CO

Industrials
-172
- 22.69%
$389.45 - $466.0 $67K - $80.2K
586 $248K
TD
Toronto Dominion Bank

Financial Services
-170
- 3.08%
$51.56 - $63.8 $8.77K - $10.8K
5.36K $285K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-595
- 14.8%
$71.75 - $75.11 $42.7K - $44.7K
3.43K $246K
XLE
Energy Sector Spdr

ETFs
-536
- 12.43%
$83.32 - $97.27 $44.7K - $52.1K
3.78K $323K
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 1.08%
$244.52 - $284.07 $5.38K - $6.25K
2.02K $497K
LYG
Lloyds Banking Group PLC

Financial Services
-7.6K
- 9.15%
$2.67 - $3.23 $20.3K - $24.5K
75.4K $205K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-324
- 4.08%
$74.5 - $78.37 $24.1K - $25.4K
7.62K $569K
LAMR
Lamar Advertising CO

Real Estate
-46
- 1.24%
$121.37 - $138.11 $5.58K - $6.35K
3.66K $445K
COP
Conocophillips

Energy
-233
- 5.78%
$95.12 - $114.72 $22.2K - $26.7K
3.8K $376K
VHT
Vanguard Health Care ETF

ETFs
-61
- 5.62%
$250.81 - $283.3 $15.3K - $17.3K
1.02K $259K
COST
Costco Wholesale Corp

Consumer Defensive
-80
- 8.85%
$873.59 - $994.69 $69.9K - $79.6K
824 $755K
D
Dominion Energy, Inc

Utilities
-273
- 3.66%
$52.63 - $60.92 $14.4K - $16.6K
7.19K $387K
AEP
American Electric Power CO Inc

Utilities
-50
- 1.46%
$90.91 - $102.21 $4.55K - $5.11K
3.37K $310K
APO
Apollo Global Management, Inc.

Financial Services
-743
- 35.72%
$131.36 - $178.61 $97.6K - $133K
1.34K $220K
KMB
Kimberly Clark Corp

Consumer Defensive
-102
- 4.74%
$130.37 - $146.09 $13.3K - $14.9K
2.05K $268K
SHEL
Shell PLC

Energy
-385
- 9.98%
$60.63 - $70.23 $23.3K - $27K
3.47K $217K
SAP
Sap Se

Technology
-310
- 13.41%
$218.13 - $255.54 $67.6K - $79.2K
2K $492K
F
Ford Motor CO

Consumer Cyclical
-1.74K
- 6.06%
$9.69 - $11.4 $16.8K - $19.8K
27K $266K
XYL
Xylem Inc.

Industrials
-7
- 0.4%
$116.02 - $137.45 $812 - $962
1.75K $203K
SO
Southern CO

Utilities
-82
- 2.83%
$81.5 - $94.15 $6.68K - $7.72K
2.81K $231K
MTB
M&T Bank Corp

Financial Services
-222
- 15.9%
$172.48 - $221.95 $38.3K - $49.3K
1.17K $220K
ETN
Eaton Corp PLC

Industrials
-89
- 1.91%
$326.96 - $377.52 $29.1K - $33.6K
4.58K $1.52M
MSI
Motorola Solutions, Inc.

Technology
-88
- 7.64%
$449.08 - $504.6 $39.5K - $44.4K
1.06K $491K
GLW
Corning Inc

Technology
-923
- 10.98%
$44.11 - $49.76 $40.7K - $45.9K
7.48K $355K
IVW
Ishares S&P 500 Growth ETF

ETFs
-533
- 10.22%
$94.43 - $105.47 $50.3K - $56.2K
4.68K $475K
TXN
Texas Instruments Inc

Technology
-113
- 2.73%
N/A
4.03K $783K
VO
Vanguard Mid Cap ETF

ETFs
-99
- 0.6%
$261.5 - $284.63 $25.9K - $28.2K
16.5K $4.35M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-154
- 2.75%
$70.12 - $75.48 $10.8K - $11.6K
5.45K $384K
FIS
Fidelity National Information Services, Inc.

Technology
-47
- 0.95%
$80.14 - $90.95 $3.77K - $4.27K
4.9K $395K
PM
Philip Morris International Inc.

Consumer Defensive
-9
- 0.06%
$118.38 - $133.06 $1.07K - $1.2K
15.8K $1.91M
ABT
Abbott Laboratories

Healthcare
-108
- 1.9%
$111.93 - $119.39 $12.1K - $12.9K
5.56K $629K
VGT
Vanguard Information Technolog

ETFs
-100
- 7.73%
$571.78 - $647.97 $57.2K - $64.8K
1.19K $742K
SYK
Stryker Corp

Healthcare
-40
- 4.39%
$345.14 - $392.15 $13.8K - $15.7K
872 $313K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 0.15%
$209.89 - $233.24 $420 - $466
1.36K $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-304
- 5.48%
$178.39 - $215.0 $54.2K - $65.4K
5.24K $1.01M
WELL
Welltower Inc.

Real Estate
-75
- 2.96%
$123.11 - $139.3 $9.23K - $10.4K
2.46K $309K
CTVA
Corteva, Inc.

Basic Materials
-61
- 1.25%
$55.21 - $64.13 $3.37K - $3.91K
4.81K $274K
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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