Marcum Wealth, LLC Purchases in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNB
Fnb Corp

Financial Services
48
+ 0.13%
$13.56 - $17.29 $651 - $830
36.3K $535K
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 291.97%
$25.93 - $105.3 $354K - $1.44M
18.4K $511K
TTE
Total Energies Se

Energy
355
+ 8.95%
N/A
4.32K $296K
XEL
Xcel Energy Inc

Utilities
236
+ 6.97%
$62.16 - $72.92 $14.7K - $17.2K
3.62K $244K
SRE
Sempra Energy

Utilities
64
+ 1.49%
$80.81 - $94.77 $5.17K - $6.07K
4.35K $381K
WDAY
Workday, Inc.

Technology
41
+ 4.43%
$233.85 - $279.91 $9.59K - $11.5K
966 $249K
EOG
Eog Resources Inc

Energy
185
+ 5.01%
$118.22 - $136.54 $21.9K - $25.3K
3.87K $474K
ADSK
Autodesk, Inc.

Technology
77
+ 6.17%
N/A
1.32K $325K
HLN
Haleon PLC

Healthcare
4.07K
+ 19.74%
$9.23 - $10.71 $37.6K - $43.6K
24.7K $236K
INTU
Intuit Inc

Technology
12
+ 0.94%
$602.01 - $706.25 $7.22K - $8.48K
1.29K $811K
CBRE
Cbre Group, Inc.

Real Estate
16
+ 0.78%
$119.22 - $140.71 $1.91K - $2.25K
2.08K $272K
IWB
Ishares Tr Russell 1000 ETF

ETFs
22
+ 2.08%
$311.11 - $335.64 $6.84K - $7.38K
1.08K $347K
TFC
Truist Financial Corp

Financial Services
150
+ 1.17%
$41.51 - $48.1 $6.23K - $7.22K
13K $562K
WM
Waste Management Inc

Industrials
120
+ 6.84%
$201.79 - $228.46 $24.2K - $27.4K
1.87K $378K
JCI
Johnson Controls International PLC

Industrials
101
+ 2.63%
$74.23 - $86.6 $7.5K - $8.75K
3.94K $310K
AEE
Ameren Corp

Utilities
74
+ 2.63%
$85.81 - $94.98 $6.35K - $7.03K
2.89K $257K
JEPI
J P Morgan Exchange Traded Fd

ETFs
607
+ 5.03%
$57.53 - $60.83 $34.9K - $36.9K
12.7K $729K
GTO
Invesco Actively Managed ETF T

ETFs
2.41K
+ 4.53%
$46.33 - $48.41 $112K - $117K
55.7K $2.58M
TSCO
Tractor Supply CO

Consumer Cyclical
5.07K
+ 463.01%
$52.59 - $303.74 $267K - $1.54M
6.17K $327K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.5%
$1146.59 - $1270.6 $1.15K - $1.27K
202 $239K
ACN
Accenture PLC

Technology
33
+ 1.48%
$343.9 - $376.86 $11.3K - $12.4K
2.27K $798K
DFAT
Dimensional ETF Tr U S Target

ETFs
116
+ 0.3%
$54.54 - $61.04 $6.33K - $7.08K
38.4K $2.13M
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 0.11%
N/A
31.3K $5.7M
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.95%
$1023.06 - $1220.93 $2.05K - $2.44K
213 $224K
EXC
Exelon Corp

Utilities
627
+ 9.72%
$36.22 - $40.97 $22.7K - $25.7K
7.08K $266K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
420
+ 5.24%
$25.3 - $26.31 $10.6K - $11.1K
8.43K $215K
GNW
Genworth Financial Inc

Financial Services
83
+ 0.41%
$6.52 - $7.82 $541 - $649
20.1K $140K
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.06%
$87.25 - $95.52 $524 - $573
9.6K $848K
DFAS
Dimensional ETF Tr U S Small C

ETFs
19
+ 0.28%
$63.58 - $71.15 $1.21K - $1.35K
6.79K $441K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
305
+ 1.9%
$77.02 - $78.58 $23.5K - $24K
16.3K $1.26M
MCO
Moodys Corp

Financial Services
3
+ 0.64%
$454.04 - $500.88 $1.36K - $1.5K
474 $224K
Spotify Usa Inc
21K
New
N/A
21K $0
Innovator Etfs Trust
264
+ 0.47%
N/A
56.6K $0
Sarepta Therapeutics Inc
12K
New
N/A
12K $0
Ge Vernova Inc
884
New
N/A
884 $0
Confluent Inc
2K
+ 20.0%
N/A
12K $0
EVRG
Evergy, Inc.

Utilities
20
+ 0.52%
$59.06 - $65.0 $1.18K - $1.3K
3.85K $237K
Gsk PLC
591
+ 6.74%
N/A
9.37K $0
Six Flags Entertainment Corp
6
+ 0.05%
N/A
13K $0
Uber Technologies Inc
6K
+ 35.29%
N/A
23K $0
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.1%
$87.42 - $98.06 $262 - $294
2.96K $264K
Southwest Airls CO
14K
New
N/A
14K $0
Blackrock Inc
1.04K
New
N/A
1.04K $0
Bofa Fin LLC
13K
New
N/A
13K $0
Ea Series Trust
323
+ 0.63%
N/A
51.7K $0
Te Connectivity PLC
61
+ 1.97%
N/A
3.15K $0
Draftkings Inc New
1K
+ 3.45%
N/A
30K $0
Vishay Intertechnology Inc
13K
New
N/A
13K $0
Rivian Automotive Inc
13K
New
N/A
13K $0
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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