Marcum Wealth, LLC New Holdings 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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
227K
New
$21.23 - $23.75 $4.83M - $5.4M
227K $4.88M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.8K
New
$22.46 - $23.26 $691K - $716K
30.8K $711K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.9K
New
$18.36 - $20.51 $586K - $654K
31.9K $636K
IGV
Ishares Expanded Tech Software

ETFs
5.54K
New
$88.3 - $107.83 $489K - $597K
5.54K $497K
GLP
Global Partners LP

Energy
6.66K
New
$46.0 - $59.88 $307K - $399K
6.66K $360K
SOXX
Ishares Semiconductor ETF

ETFs
1.6K
New
$188.17 - $235.81 $300K - $376K
1.6K $300K
SNY
Sanofi

Healthcare
5.33K
New
$48.15 - $59.42 $256K - $316K
5.33K $295K
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
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
VICI
Vici Properties Inc.

Real Estate
6.38K
New
$28.21 - $32.68 $180K - $209K
6.38K $208K
NGG
National Grid PLC

Utilities
3.18K
New
$56.13 - $65.61 $178K - $209K
3.18K $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
AES
Aes Corp

Utilities
10.5K
New
$9.93 - $13.23 $104K - $138K
10.5K $130K
Shake Shack Inc
11K
New
N/A
11K $0
Rbb Fund Trust
52.6K
New
N/A
52.6K $0
Pg&E Corp
13K
New
N/A
13K $0
Lumentum Hldgs Inc
12K
New
N/A
12K $0
Lam Research Corp
3.72K
New
N/A
3.72K $0
Akamai Technologies Inc
14K
New
N/A
14K $0
Workiva Inc
12K
New
N/A
12K $0
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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