Marcum Wealth, LLC has filed its 13F form on July 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $988 Million distributed in 387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $176M, Schwab Strategic Tr Us Large C with a value of $85M, Vanguard Ftse Developed Market with a value of $60M, Schwab Strategic Tr Us Small C with a value of $53.5M, and Vanguard Ftse Emerging Mkts Et with a value of $45.6M.
Examining the 13F form we can see an increase of $10.3M in the current position value, from $978M to 988M.
Below you can find more details about Marcum Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$988 Million
ETFs: $732 Million
Technology: $73.5 Million
Financial Services: $44 Million
Industrials: $33.6 Million
Healthcare: $24.2 Million
Consumer Cyclical: $21.8 Million
Communication Services: $16.9 Million
Consumer Defensive: $14.5 Million
Other: $26.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions