Marcum Wealth, LLC Portfolio Holdings
Marcum Wealth, LLC
- $1.14 Billion
- Q4 2024
Marcum Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 407 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 $197M, Schwab Strategic Tr Us Large C with a value of $86.3M, Vanguard Ftse Developed Market with a value of $61.9M, Schwab Strategic Tr Us Small C with a value of $54.1M, and Vanguard Ftse Emerging Mkts Et with a value of $49M.
Examining the 13F form we can see an increase of $78M in the current position value, from $1.06B to 1.14B.
Below you can find more details about Marcum Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $866 Million
Technology: $80.5 Million
Financial Services: $51.2 Million
Industrials: $34.3 Million
Consumer Cyclical: $24.9 Million
Healthcare: $21.2 Million
Communication Services: $19 Million
Consumer Defensive: $14.9 Million
Other: $26.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 407
- Current Value $1.14 Billion
- Prior Value $1.06 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 37 stocks
- Additional Purchases 185 stocks
- Sold out of 0 stocks
- Reduced holdings in 161 stocks