Marcum Wealth, LLC Incresed Positions in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJAN
Innovator U.S. Equity Buffer E

ETFs
123K
+ 357.71%
$46.03 - $49.45 $5.66M - $6.08M
157K $7.31M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 0.53%
$442.66 - $534.52 $21.2K - $25.7K
9.1K $4.78M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.65K
+ 104.67%
$64.88 - $72.1 $561K - $624K
16.9K $1.11M
JNJ
Johnson & Johnson

Healthcare
1.88K
+ 18.87%
$142.06 - $167.7 $267K - $316K
11.9K $1.97M
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
CVS
Cvs Health Corp

Healthcare
2.63K
+ 30.16%
$44.22 - $68.64 $116K - $181K
11.4K $769K
T
At&T Inc.

Communication Services
1.25K
+ 2.49%
$21.56 - $28.28 $26.9K - $35.2K
51.2K $1.45M
DUK
Duke Energy Corp

Utilities
1.51K
+ 18.65%
$105.87 - $121.97 $159K - $184K
9.57K $1.17M
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
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 4.88%
$279.74 - $321.29 $84.5K - $97K
6.49K $2.03M
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
CB
Chubb LTD

Financial Services
91
+ 2.43%
$257.71 - $301.99 $23.5K - $27.5K
3.84K $1.16M
LYG
Lloyds Banking Group PLC

Financial Services
9.95K
+ 13.2%
$2.58 - $3.9 $25.7K - $38.8K
85.3K $326K
WEC
Wec Energy Group, Inc.

Utilities
93
+ 1.27%
$92.12 - $108.98 $8.57K - $10.1K
7.42K $808K
JMBS
Janus Detroit Str Tr Henderson

ETFs
897
+ 1.23%
$43.53 - $45.42 $39K - $40.7K
74.1K $3.34M
DFIV
Dimensional ETF Tr

ETFs
68
+ 0.27%
$35.33 - $40.77 $2.4K - $2.77K
25.5K $1.01M
SCHW
Schwab Charles Corp

Financial Services
816
+ 8.59%
$71.24 - $83.64 $58.1K - $68.3K
10.3K $807K
XLV
Select Sector Spdr Fund Health

ETFs
124
+ 1.06%
$137.61 - $149.68 $17.1K - $18.6K
11.8K $1.7M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
5.8K
+ 4.1%
$23.43 - $24.23 $136K - $140K
147K $3.46M
MDT
Medtronic PLC

Healthcare
225
+ 2.92%
$79.84 - $94.5 $18K - $21.3K
7.93K $712K
TTE
Total Energies Se

Energy
1.41K
+ 32.7%
N/A
5.73K $393K
BMY
Bristol Myers Squibb CO

Healthcare
193
+ 1.01%
$53.9 - $63.11 $10.4K - $12.2K
19.3K $1.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.51K
+ 5.5%
$36.63 - $37.45 $91.9K - $94K
48.1K $1.77M
GTO
Invesco Actively Managed ETF T

ETFs
1.43K
+ 2.57%
$45.9 - $47.37 $65.6K - $67.7K
57.1K $2.67M
UNP
Union Pacific Corp

Industrials
265
+ 9.85%
$225.21 - $254.42 $59.7K - $67.4K
2.95K $697K
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 7.65%
$890.62 - $1076.86 $56.1K - $67.8K
887 $838K
NFLX
Netflix Inc

Communication Services
16
+ 1.0%
$828.4 - $1058.6 $13.3K - $16.9K
1.61K $1.5M
UBER
Uber Technologies, Inc

Technology
344
+ 8.13%
$63.17 - $81.49 $21.7K - $28K
4.58K $333K
UL
Unilever PLC

Consumer Defensive
752
+ 7.18%
$54.72 - $60.29 $41.1K - $45.3K
11.2K $668K
TD
Toronto Dominion Bank

Financial Services
604
+ 11.27%
$53.12 - $61.15 $32.1K - $36.9K
5.96K $357K
AEP
American Electric Power CO Inc

Utilities
101
+ 3.0%
$90.32 - $109.27 $9.12K - $11K
3.47K $378K
NOW
Service Now, Inc.

Technology
308
+ 45.29%
$783.83 - $1170.39 $241K - $360K
988 $786K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
8
+ 3.96%
$1187.71 - $1432.58 $9.5K - $11.5K
210 $300K
ENB
Enbridge Inc

Energy
486
+ 2.33%
$41.54 - $45.45 $20.2K - $22.1K
21.3K $944K
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
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