Marcum Wealth, LLC New Holdings in Q4 2024

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
333K
New
$50.02 - $51.24 $16.7M - $17.1M
333K $16.7M
GBF
Ishares Tr

ETFs
27.8K
New
$101.93 - $106.84 $2.83M - $2.97M
27.8K $2.84M
DVY
Ishares Tr

ETFs
8.06K
New
$129.55 - $143.41 $1.04M - $1.16M
8.06K $1.06M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.4K
New
$75.1 - $82.99 $783K - $866K
10.4K $788K
VT
Vanguard Total World Stk Index

ETFs
5.01K
New
$117.09 - $123.07 $587K - $617K
5.01K $589K
FTSD
Franklin ETF Tr Liberty Short

ETFs
5.96K
New
$89.95 - $90.89 $536K - $542K
5.96K $538K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.89K
New
$264.18 - $304.19 $499K - $575K
1.89K $529K
UAA
Under Armour, Inc.

Consumer Cyclical
47.8K
New
$8.21 - $11.13 $392K - $532K
47.8K $395K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
886
New
$417.69 - $450.94 $370K - $400K
886 $376K
AOA
Ishares Tr Core Aggressive All

ETFs
4.92K
New
$76.61 - $79.88 $377K - $393K
4.92K $376K
EFG
Msci Eafe Growth ETF

ETFs
3.07K
New
$96.83 - $106.88 $298K - $329K
3.07K $297K
SONY
Sony Group Corp

Technology
12K
New
$17.53 - $96.8 $210K - $1.16M
12K $253K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.95K
New
$80.93 - $85.66 $239K - $253K
2.95K $238K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.8K
New
$125.36 - $147.37 $226K - $266K
1.8K $237K
PLTR
Palantir Technologies Inc.

Technology
3.03K
New
$36.46 - $82.38 $110K - $249K
3.03K $229K
RWR
Spdr Dow Jones Reit ETF

ETFs
2.25K
New
$97.84 - $108.61 $220K - $245K
2.25K $222K
GLD
Spdr Gold Trust

ETFs
915
New
$236.59 - $257.5 $216K - $236K
915 $221K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.56K
New
$129.96 - $144.97 $203K - $226K
1.56K $217K
MPLX
Mplx LP

Energy
4.29K
New
$43.77 - $51.66 $188K - $221K
4.29K $205K
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
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.1K
New
$9.95 - $12.23 $101K - $124K
10.1K $118K
Vishay Intertechnology Inc
13K
New
N/A
13K $0
Southwest Airls CO
14K
New
N/A
14K $0
Spotify Usa Inc
21K
New
N/A
21K $0
Sarepta Therapeutics Inc
12K
New
N/A
12K $0
Blackrock Inc
1.04K
New
N/A
1.04K $0
Bofa Fin LLC
13K
New
N/A
13K $0
Ge Vernova Inc
884
New
N/A
884 $0
Ionis Pharmaceuticals Inc
13K
New
N/A
13K $0
Airbnb Inc
12K
New
N/A
12K $0
Rapid7 Inc
12K
New
N/A
12K $0
Redfin Corp
10K
New
N/A
10K $0
Rivian Automotive Inc
10K
New
N/A
10K $0
Rivian Automotive Inc
13K
New
N/A
13K $0
Wolfspeed Inc
12K
New
N/A
12K $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
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email