Marcum Wealth, LLC Sells in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-60
- 0.75%
$126.68 - $134.74 $7.6K - $8.08K
7.98K $1.02M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-852
- 1.4%
$33.92 - $36.6 $28.9K - $31.2K
60K $2.08M
AIG
American International Group, Inc.

Financial Services
-118
- 2.77%
$70.0 - $79.22 $8.26K - $9.35K
4.14K $301K
PAVE
Global X Fds Us Infrastructure

ETFs
-76
- 1.03%
$40.41 - $45.95 $3.07K - $3.49K
7.33K $296K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-24
- 0.67%
$57.38 - $61.11 $1.38K - $1.47K
3.58K $208K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-7
- 0.78%
$238.25 - $261.28 $1.67K - $1.83K
889 $215K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3
- 0.6%
$563.99 - $620.12 $1.69K - $1.86K
496 $282K
Teladoc Health Inc
-1K
- 5.88%
N/A
16K $0
Dexcom Inc
-1K
- 3.85%
N/A
25K $0
Exact Sciences Corp
-6K
- 35.29%
N/A
11K $0
Wolfspeed Inc
-13K
- 43.33%
N/A
17K $0
HDUS
Lattice Strategies Tr Hartford
-75
- 1.2%
N/A
6.19K $0
Centerpoint Energy Inc
-1K
- 6.67%
N/A
14K $0
Cable One Inc
-1K
- 6.67%
N/A
14K $0
Alliant Energy Corp
-3K
- 21.43%
N/A
11K $0
Array Technologies Inc
-14K
- 53.85%
N/A
12K $0
Snap Inc
-11K
- 42.31%
N/A
15K $0
Ppl Cap Fdg Inc
-2K
- 12.5%
N/A
14K $0
J P Morgan Exchange Traded F
-34
- 0.71%
N/A
4.75K $0
Labcorp Holdings Inc
-24
- 2.31%
N/A
1.02K $0
Pebblebrook Hotel Tr
-1K
- 7.69%
N/A
12K $0
American Wtr Cap Corp
-1K
- 6.67%
N/A
14K $0
Linde PLC
-52
- 3.93%
N/A
1.27K $0
Marriott Vacations Worldwide
-1K
- 8.33%
N/A
11K $0
Neogenomics Inc
-1K
- 4.76%
N/A
20K $0
Invesco Exch Traded Fd Tr Ii
-10
- 0.66%
N/A
1.51K $0
Itron Inc
-5K
- 22.73%
N/A
17K $0
VMC
Vulcan Materials CO

Basic Materials
-17
- 1.99%
$237.95 - $292.31 $4.05K - $4.97K
837 $215K
GILD
Gilead Sciences, Inc.

Healthcare
-448
- 7.79%
$83.95 - $97.9 $37.6K - $43.9K
5.31K $490K
CORT
Corcept Therapeutics Inc

Healthcare
-621
- 6.21%
$44.66 - $60.85 $27.7K - $37.8K
9.38K $472K
PH
Parker Hannifin Corp

Industrials
-23
- 0.35%
$621.74 - $709.46 $14.3K - $16.3K
6.47K $4.12M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-158
- 1.14%
$111.85 - $120.71 $17.7K - $19.1K
13.7K $1.58M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-193
- 7.16%
$127.59 - $153.41 $24.6K - $29.6K
2.5K $360K
TRV
Travelers Companies, Inc.

Financial Services
-4
- 0.14%
$225.97 - $266.66 $904 - $1.07K
2.94K $707K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-16
- 0.27%
$201.32 - $217.44 $3.22K - $3.48K
5.83K $1.21M
ISRG
Intuitive Surgical Inc

Healthcare
-115
- 4.28%
$471.27 - $550.62 $54.2K - $63.3K
2.57K $1.34M
USB
Us Bancorp \De\

Financial Services
-15
- 0.14%
$43.98 - $53.66 $660 - $805
10.7K $510K
AMP
Ameriprise Financial Inc

Financial Services
-16
- 2.86%
$473.15 - $574.01 $7.57K - $9.18K
543 $289K
WMT
Walmart Inc.

Consumer Defensive
-2.41K
- 9.42%
$79.1 - $95.7 $190K - $230K
23.1K $2.09M
MCK
Mckesson Corp

Healthcare
-38
- 5.82%
$482.27 - $628.5 $18.3K - $23.9K
615 $350K
ENB
Enbridge Inc

Energy
-112
- 0.53%
$40.4 - $43.92 $4.52K - $4.92K
20.8K $883K
XLY
Select Sector Spdr Consumer Di

ETFs
-305
- 6.83%
$194.8 - $239.43 $59.4K - $73K
4.16K $933K
IYG
Ishares Tr

ETFs
-62
- 0.97%
$70.24 - $82.34 $4.35K - $5.11K
6.32K $491K
XLC
Select Sector Spdr Tr Communic

ETFs
-167
- 1.91%
$89.66 - $102.16 $15K - $17.1K
8.59K $831K
VONG
Vanguard Russell 1000 Growth E

ETFs
-69
- 0.66%
$95.27 - $107.82 $6.57K - $7.44K
10.4K $1.07M
HBAN
Huntington Bancshares Inc

Financial Services
-624
- 1.25%
$14.18 - $18.2 $8.85K - $11.4K
49.3K $801K
SCHW
Schwab Charles Corp

Financial Services
-206
- 2.12%
$63.31 - $82.85 $13K - $17.1K
9.5K $703K
KMI
Kinder Morgan, Inc.

Energy
-162
- 1.06%
$22.59 - $28.54 $3.66K - $4.62K
15.1K $414K
IYW
Ishares Dj Us Tech ETF

ETFs
-18
- 0.18%
$148.14 - $166.23 $2.67K - $2.99K
10.2K $1.63M
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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