Marcum Wealth, LLC Portfolio Holdings
Marcum Wealth, LLC
- $988 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 387
- Current Value $988 Million
- Prior Value $978 Million
- Filing
- Period Q2 2024
- Filing Date July 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 25 stocks
- Additional Purchases 174 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks