Marcum Wealth, LLC Purchases in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Rivian Automotive Inc
10K
New
N/A
10K $0
Wolfspeed Inc
12K
New
N/A
12K $0
Ionis Pharmaceuticals Inc
13K
New
N/A
13K $0
On Semiconductor Corp
12K
+ 120.0%
N/A
22K $0
Wells Fargo CO New
198
+ 60.37%
N/A
526 $0
Wayfair Inc
5K
+ 35.71%
N/A
19K $0
Rapid7 Inc
12K
New
N/A
12K $0
CTSH
Cognizant Technology Solutions Corp

Technology
14
+ 0.53%
$74.37 - $82.32 $1.04K - $1.15K
2.65K $203K
Redfin Corp
10K
New
N/A
10K $0
Ncl Corp LTD
2K
+ 16.67%
N/A
14K $0
SYY
Sysco Corp

Consumer Defensive
46
+ 1.43%
$73.63 - $81.77 $3.39K - $3.76K
3.27K $250K
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 2.55%
$285.5 - $335.62 $10.8K - $12.8K
1.53K $443K
IBM
International Business Machines Corp

Technology
52
+ 0.52%
$204.9 - $238.04 $10.7K - $12.4K
10.1K $2.23M
PECO
Phillips Edison & Company, Inc.

Real Estate
17
+ 0.12%
$35.96 - $39.8 $611 - $677
14K $526K
GE
General Electric CO

Industrials
391
+ 12.44%
$159.95 - $194.23 $62.5K - $75.9K
3.54K $589K
PPL
Ppl Corp

Utilities
61
+ 0.78%
$31.47 - $35.0 $1.92K - $2.14K
7.91K $256K
TDIV
First Trust Nasdaq Technology

ETFs
15
+ 0.54%
$78.03 - $82.13 $1.17K - $1.23K
2.8K $219K
PRU
Prudential Financial Inc

Financial Services
22
+ 0.79%
$114.59 - $129.52 $2.52K - $2.85K
2.82K $334K
WEC
Wec Energy Group, Inc.

Utilities
98
+ 1.36%
$92.94 - $101.82 $9.11K - $9.98K
7.32K $688K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.05%
$131.76 - $143.99 $132 - $144
2.14K $281K
RELX
Relx PLC

Communication Services
3
+ 0.07%
$44.45 - $48.63 $133 - $146
4.47K $202K
YUM
Yum Brands Inc

Consumer Cyclical
13
+ 0.55%
$130.36 - $139.54 $1.69K - $1.81K
2.4K $321K
JXN
Jackson Financial Inc.

Financial Services
14
+ 0.46%
$84.91 - $113.74 $1.19K - $1.59K
3.07K $267K
IEF
Ishares Barclays

ETFs
19
+ 0.78%
$92.08 - $98.18 $1.75K - $1.87K
2.45K $226K
PEG
Public Service Enterprise Group Inc

Utilities
41
+ 1.2%
$81.87 - $94.51 $3.36K - $3.87K
3.47K $292K
SBUX
Starbucks Corp

Consumer Cyclical
521
+ 5.46%
$87.44 - $102.5 $45.6K - $53.4K
10.1K $916K
LHX
L3 Harris Technologies, Inc.

Industrials
94
+ 7.42%
$208.94 - $264.22 $19.6K - $24.8K
1.36K $286K
DFAX
Dimensional ETF Tr
27
+ 0.32%
$24.76 - $27.04 $669 - $730
8.42K $209K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
41
+ 1.77%
$131.66 - $144.0 $5.4K - $5.9K
2.36K $311K
CL
Colgate Palmolive CO

Consumer Defensive
282
+ 8.18%
$90.22 - $102.31 $25.4K - $28.9K
3.73K $338K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
267
+ 1.57%
$88.59 - $94.57 $23.7K - $25.3K
17.2K $1.53M
WTRG
Essential Utilities, Inc.

Utilities
56
+ 0.61%
$36.18 - $40.55 $2.03K - $2.27K
9.19K $333K
NOC
Northrop Grumman Corp

Industrials
90
+ 8.59%
$466.52 - $543.88 $42K - $48.9K
1.14K $534K
VONV
Vanguard Russell 1000 Value Et

ETFs
20
+ 0.2%
$80.87 - $87.69 $1.62K - $1.75K
10.2K $824K
FE
Firstenergy Corp

Utilities
350
+ 4.38%
$39.14 - $44.52 $13.7K - $15.6K
8.35K $332K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
132
+ 0.37%
$40.38 - $44.35 $5.33K - $5.85K
35.4K $1.45M
IGLB
Ishares 10+ Year Investment Gr

ETFs
209
+ 2.58%
$49.36 - $53.72 $10.3K - $11.2K
8.32K $411K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
56
+ 1.59%
$75.65 - $83.47 $4.24K - $4.67K
3.57K $271K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
122
+ 10.13%
$396.64 - $516.74 $48.4K - $63K
1.33K $533K
SPGI
S&P Global Inc.

Financial Services
14
+ 0.74%
$480.36 - $529.17 $6.73K - $7.41K
1.9K $946K
ADI
Analog Devices Inc

Technology
3
+ 0.18%
$206.35 - $236.48 $619 - $709
1.69K $358K
CTAS
Cintas Corp

Industrials
22
+ 1.48%
$182.7 - $226.47 $4.02K - $4.98K
1.5K $274K
ICE
Intercontinental Exchange, Inc.

Financial Services
22
+ 0.72%
$148.29 - $166.93 $3.26K - $3.67K
3.07K $457K
ZTS
Zoetis Inc.

Healthcare
69
+ 5.24%
$162.24 - $194.42 $11.2K - $13.4K
1.39K $225K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.6K
+ 201.36%
$26.93 - $84.95 $796K - $2.51M
44.3K $1.21M
GD
General Dynamics Corp

Industrials
5
+ 0.53%
$260.28 - $314.03 $1.3K - $1.57K
949 $250K
CB
Chubb LTD

Financial Services
29
+ 0.78%
$271.57 - $301.89 $7.88K - $8.75K
3.75K $1.04M
EFV
Msci Eafe Value ETF

ETFs
787
+ 4.98%
$51.78 - $57.15 $40.8K - $45K
16.6K $871K
HCA
Hca Healthcare, Inc.

Healthcare
90
+ 14.61%
$297.52 - $415.61 $26.8K - $37.4K
706 $211K
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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