Marcum Wealth, LLC Purchases in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGLT
Vanguard Long Term Treasury Et

ETFs
20.7K
+ 13.61%
$55.1 - $61.74 $1.14M - $1.28M
173K $9.55M
AON
Aon PLC

Financial Services
567
New
$344.14 - $393.31 $195K - $223K
567 $203K
SPG
Simon Property Group Inc

Real Estate
1.18K
New
$167.23 - $183.84 $197K - $217K
1.18K $203K
BMY
Bristol Myers Squibb CO

Healthcare
1.96K
+ 11.46%
$51.92 - $59.94 $102K - $118K
19.1K $1.08M
AXP
American Express CO

Financial Services
313
+ 8.35%
$267.35 - $305.57 $83.7K - $95.6K
4.06K $1.2M
MS
Morgan Stanley

Financial Services
343
+ 6.52%
$104.42 - $134.99 $35.8K - $46.3K
5.6K $704K
NOW
Service Now, Inc.

Technology
45
+ 7.09%
$867.18 - $1148.42 $39K - $51.7K
680 $720K
EMR
Emerson Electric CO

Industrials
550
+ 10.8%
$108.13 - $134.33 $59.5K - $73.9K
5.64K $699K
CME
Cme Group Inc.

Financial Services
504
+ 23.34%
$221.17 - $246.02 $111K - $124K
2.66K $618K
VOE
Vanguard Mid Cap Value Index F

ETFs
920
+ 24.35%
$160.89 - $176.18 $148K - $162K
4.7K $760K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.1K
New
$9.95 - $12.23 $101K - $124K
10.1K $118K
OKE
Oneok Inc

Energy
195
+ 1.96%
$92.28 - $117.05 $18K - $22.8K
10.1K $1.02M
LECO
Lincoln Electric Holdings Inc

Industrials
668
+ 17.12%
$187.47 - $219.94 $125K - $147K
4.57K $856K
TJX
Tjx Companies Inc

Consumer Cyclical
685
+ 11.32%
$112.15 - $127.2 $76.8K - $87.1K
6.74K $813K
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 14.03%
$114.45 - $127.21 $141K - $156K
9.99K $1.16M
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 14.69%
$216.13 - $242.4 $89.5K - $100K
3.23K $714K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.01K
+ 17.36%
$91.29 - $91.8 $92.2K - $92.7K
6.83K $624K
HON
Honeywell International Inc

Industrials
37
+ 0.91%
$202.84 - $236.0 $7.51K - $8.73K
4.11K $928K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 3.49%
$4100.99 - $5300.34 $12.3K - $15.9K
89 $442K
IWD
Ishares Russell 1000 Val ETF

ETFs
607
+ 8.85%
$183.23 - $199.79 $111K - $121K
7.47K $1.38M
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.23%
$246.06 - $292.59 $1.48K - $1.76K
2.58K $718K
T
At&T Inc.

Communication Services
1.81K
+ 3.76%
$21.22 - $23.88 $38.4K - $43.2K
50K $1.14M
COF
Capital One Financial Corp

Financial Services
47
+ 2.02%
$145.19 - $192.01 $6.82K - $9.02K
2.38K $424K
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.54%
$275.15 - $388.2 $1.65K - $2.33K
1.12K $384K
FISV
Fiserv Inc

Technology
563
+ 30.43%
N/A
2.41K $302K
MMM
3 M CO

Industrials
634
+ 40.75%
$124.74 - $137.12 $79.1K - $86.9K
2.19K $282K
EQIX
Equinix Inc

Real Estate
36
+ 5.47%
$865.69 - $985.0 $31.2K - $35.5K
694 $654K
HPE
Hewlett Packard Enterprise CO

Technology
2.64K
+ 19.12%
$19.31 - $23.95 $51.1K - $63.3K
16.5K $351K
XLP
Consumer Staples Sector Spdr

ETFs
892
+ 10.2%
N/A
9.64K $732K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.04K
+ 15.81%
$45.17 - $47.23 $92.3K - $96.5K
15K $678K
PYPL
Pay Pal Holdings, Inc.

Financial Services
438
+ 12.04%
$77.25 - $91.3 $33.8K - $40K
4.08K $347K
ADP
Automatic Data Processing Inc

Industrials
90
+ 4.32%
$280.08 - $307.97 $25.2K - $27.7K
2.17K $635K
HD
Home Depot, Inc.

Consumer Cyclical
419
+ 6.55%
$385.02 - $431.37 $161K - $181K
6.81K $2.65M
TMUS
T Mobile Us, Inc.

Communication Services
77
+ 2.85%
$206.1 - $246.94 $15.9K - $19K
2.78K $612K
ET
Energy Transfer LP

Energy
561
+ 4.57%
$16.05 - $19.86 $9K - $11.1K
12.8K $251K
MKL
Markel Corp

Financial Services
14
+ 7.91%
$1542.01 - $1785.11 $21.6K - $25K
191 $329K
UL
Unilever PLC

Consumer Defensive
2.09K
+ 24.9%
$56.7 - $64.64 $118K - $135K
10.5K $594K
DLR
Digital Realty Trust, Inc.

Real Estate
161
+ 12.84%
$156.46 - $195.69 $25.2K - $31.5K
1.42K $250K
DFUS
Dimensional ETF Tr U S Equity

ETFs
78
+ 0.3%
$61.52 - $66.5 $4.8K - $5.19K
26K $1.66M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
125
+ 14.2%
$229.83 - $258.46 $28.7K - $32.3K
1.01K $248K
CDNS
Cadence Design Systems Inc

Technology
44
+ 4.08%
$249.1 - $324.54 $11K - $14.3K
1.12K $337K
C
Citigroup Inc

Financial Services
75
+ 1.5%
$61.31 - $72.5 $4.6K - $5.44K
5.08K $357K
ETR
Entergy Corp

Utilities
3.47K
+ 87.74%
$73.19 - $156.4 $254K - $543K
7.43K $563K
MET
Metlife Inc

Financial Services
510
+ 13.47%
$78.15 - $88.25 $39.9K - $45K
4.3K $351K
RACE
Ferrari N.V.

Consumer Cyclical
191
+ 19.33%
$422.83 - $490.34 $80.8K - $93.7K
1.18K $500K
PANW
Palo Alto Networks Inc

Technology
1.15K
+ 106.02%
$181.96 - $405.9 $208K - $465K
2.23K $404K
FDX
Fedex Corp

Industrials
84
+ 7.67%
$260.5 - $305.15 $21.9K - $25.6K
1.18K $331K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
363
+ 6.06%
$53.94 - $58.15 $19.6K - $21.1K
6.35K $358K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
199
+ 2.25%
$442.29 - $483.08 $88K - $96.1K
9.05K $4.1M
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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