Marcum Wealth, LLC Purchases in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.23M
New
$50.48 - $51.04 $62.2M - $62.9M
1.23M $62.4M
BJAN
Innovator U.S. Equity Buffer E

ETFs
123K
+ 357.71%
$46.03 - $49.45 $5.66M - $6.08M
157K $7.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
227K
New
$21.23 - $23.75 $4.83M - $5.4M
227K $4.88M
PGR
Progressive Corp

Financial Services
6.43K
+ 13.54%
$235.61 - $291.22 $1.51M - $1.87M
53.9K $15.3M
RTX
Raytheon Technologies Corp

Industrials
9.75K
+ 97.57%
$114.1 - $135.66 $1.11M - $1.32M
19.7K $2.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.3K
+ 3.19%
$95.85 - $99.25 $700K - $724K
236K $23.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.8K
New
$22.46 - $23.26 $691K - $716K
30.8K $711K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 0.53%
$442.66 - $534.52 $21.2K - $25.7K
9.1K $4.78M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.9K
New
$18.36 - $20.51 $586K - $654K
31.9K $636K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.65K
+ 104.67%
$64.88 - $72.1 $561K - $624K
16.9K $1.11M
IGV
Ishares Expanded Tech Software

ETFs
5.54K
New
$88.3 - $107.83 $489K - $597K
5.54K $497K
MO
Altria Group, Inc.

Consumer Defensive
89
+ 0.15%
$50.81 - $60.02 $4.52K - $5.34K
60.9K $3.65M
DFIS
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 8.13%
$23.92 - $26.89 $242K - $272K
135K $3.52M
CVX
Chevron Corp

Energy
266
+ 1.52%
$146.71 - $167.97 $39K - $44.7K
17.8K $2.98M
V
Visa Inc.

Financial Services
92
+ 0.89%
$306.92 - $362.71 $28.2K - $33.4K
10.5K $3.67M
CVS
Cvs Health Corp

Healthcare
2.63K
+ 30.16%
$44.22 - $68.64 $116K - $181K
11.4K $769K
GLP
Global Partners LP

Energy
6.66K
New
$46.0 - $59.88 $307K - $399K
6.66K $360K
T
At&T Inc.

Communication Services
1.25K
+ 2.49%
$21.56 - $28.28 $26.9K - $35.2K
51.2K $1.45M
SOXX
Ishares Semiconductor ETF

ETFs
1.6K
New
$188.17 - $235.81 $300K - $376K
1.6K $300K
DUK
Duke Energy Corp

Utilities
1.51K
+ 18.65%
$105.87 - $121.97 $159K - $184K
9.57K $1.17M
SNY
Sanofi

Healthcare
5.33K
New
$48.15 - $59.42 $256K - $316K
5.33K $295K
KO
Coca Cola CO

Consumer Defensive
1.54K
+ 8.52%
$60.81 - $72.32 $93.7K - $111K
19.6K $1.41M
AMT
American Tower Corp

Real Estate
459
+ 9.07%
$173.46 - $217.6 $79.6K - $99.9K
5.52K $1.2M
AMGN
Amgen Inc

Healthcare
265
+ 7.26%
$258.59 - $327.36 $68.5K - $86.8K
3.91K $1.22M
INTC
Intel Corp

Technology
11.5K
New
$19.1 - $27.39 $220K - $316K
11.5K $261K
DEO
Diageo PLC

Consumer Defensive
2.38K
New
$104.79 - $126.12 $249K - $300K
2.38K $249K
CAH
Cardinal Health Inc

Healthcare
1.71K
New
$118.02 - $137.77 $202K - $236K
1.71K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 4.88%
$279.74 - $321.29 $84.5K - $97K
6.49K $2.03M
JPMB
J P Morgan Usd Emerging Market

ETFs
6.02K
New
$37.79 - $39.03 $227K - $235K
6.02K $231K
SNPS
Synopsys Inc

Technology
519
New
$428.58 - $551.54 $222K - $286K
519 $222K
AZO
Autozone Inc

Consumer Cyclical
58
New
$3193.96 - $3828.11 $185K - $222K
58 $221K
KR
Kroger CO

Consumer Defensive
3.18K
New
$58.36 - $67.72 $185K - $215K
3.18K $215K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.05K
New
$159.75 - $208.61 $167K - $219K
1.05K $213K
ELV
Elevance Health, Inc.

Healthcare
492
New
$365.9 - $436.25 $180K - $215K
492 $212K
NGG
National Grid PLC

Utilities
3.18K
New
$56.13 - $65.61 $178K - $209K
3.18K $208K
VICI
Vici Properties Inc.

Real Estate
6.38K
New
$28.21 - $32.68 $180K - $209K
6.38K $208K
PAYX
Paychex Inc

Industrials
1.33K
New
$136.06 - $154.52 $182K - $206K
1.33K $205K
VRSK
Verisk Analytics, Inc.

Industrials
679
New
$268.63 - $301.33 $182K - $205K
679 $202K
LLY
Eli Lilly & CO

Healthcare
22
+ 0.66%
$725.72 - $929.72 $16K - $20.5K
3.38K $2.79M
BDX
Becton Dickinson & CO

Healthcare
796
+ 30.63%
$222.79 - $249.08 $177K - $198K
3.4K $777K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.92K
+ 44.29%
$56.12 - $68.15 $108K - $131K
6.26K $424K
SBUX
Starbucks Corp

Consumer Cyclical
875
+ 8.7%
$91.75 - $115.81 $80.3K - $101K
10.9K $1.07M
ABT
Abbott Laboratories

Healthcare
306
+ 5.5%
$111.1 - $140.22 $34K - $42.9K
5.87K $778K
CSCO
Cisco Systems, Inc.

Technology
1.63K
+ 9.62%
$58.74 - $64.87 $95.7K - $106K
18.6K $1.15M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
86
+ 3.23%
$80.53 - $147.57 $6.93K - $12.7K
2.75K $362K
GE
General Electric CO

Industrials
79
+ 2.23%
$168.59 - $212.13 $13.3K - $16.8K
3.61K $723K
PFE
Pfizer Inc

Healthcare
6.54K
+ 23.28%
$25.01 - $27.13 $163K - $177K
34.6K $876K
AES
Aes Corp

Utilities
10.5K
New
$9.93 - $13.23 $104K - $138K
10.5K $130K
CB
Chubb LTD

Financial Services
91
+ 2.43%
$257.71 - $301.99 $23.5K - $27.5K
3.84K $1.16M
Activity Summary
Buys All Purchases 185 New Holdings 29 Increased Positions 156 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email