Marcum Wealth, LLC Reduced Holdings in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XMPT
Vaneck Cef Muni Income ETF

ETFs
-924K
- 97.57%
$21.43 - $22.4 $19.8M - $20.7M
23K $494K
VGLT
Vanguard Long Term Treasury Et

ETFs
-166K
- 96.18%
$53.99 - $58.43 $8.96M - $9.7M
6.6K $377K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-226K
- 20.29%
$42.5 - $46.71 $9.59M - $10.5M
886K $40.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-105K
- 2.83%
$21.75 - $24.28 $2.29M - $2.56M
3.62M $79.5M
BJUL
Innovator U.S. Equity Buffer E

ETFs
-132K
- 84.64%
$42.65 - $46.09 $5.63M - $6.09M
24K $1.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-20.4K
- 0.98%
$23.16 - $27.04 $473K - $552K
2.07M $48.7M
VB
Vanguard Small Cap ETF

ETFs
-1.94K
- 1.05%
$217.89 - $252.64 $423K - $491K
182K $40.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.65K
- 24.44%
$551.42 - $612.93 $2.01M - $2.24M
11.3K $6.32M
NVDA
Nvidia Corp

Technology
-640
- 0.76%
$106.98 - $149.43 $68.5K - $95.6K
83.6K $9.06M
JPM
Jpmorgan Chase & CO

Financial Services
-8.42K
- 23.94%
$225.19 - $279.95 $1.9M - $2.36M
26.8K $6.56M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-17.6K
- 5.28%
$49.69 - $50.76 $875K - $894K
316K $15.8M
IEMG
Ishares Inc

ETFs
-16.2K
- 5.47%
N/A
279K $15M
VUG
Vanguard Growth ETF

ETFs
-113
- 0.55%
$369.1 - $427.61 $41.7K - $48.3K
20.3K $7.52M
GOOGL
Alphabet Inc.

Communication Services
-380
- 1.75%
$154.33 - $206.19 $58.6K - $78.4K
21.3K $3.29M
GOOG
Alphabet Inc.

Communication Services
-908
- 4.73%
$156.06 - $207.71 $142K - $189K
18.3K $2.86M
SHOP
Shopify Inc.

Technology
-6.89K
- 59.41%
$90.59 - $129.31 $624K - $891K
4.71K $455K
VTV
Vanguard Value ETF

ETFs
-4.03K
- 19.86%
$167.73 - $179.21 $675K - $722K
16.3K $2.78M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-333
- 2.77%
$360.07 - $417.26 $120K - $139K
11.7K $4.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.1K
- 68.03%
$74.85 - $84.89 $531K - $602K
3.34K $275K
MRK
Merck & Co., Inc.

Healthcare
-2.76K
- 15.19%
$83.01 - $101.02 $229K - $279K
15.4K $1.38M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.07K
- 11.49%
$49.25 - $50.66 $348K - $358K
54.5K $2.7M
HD
Home Depot, Inc.

Consumer Cyclical
-496
- 7.28%
$347.25 - $424.87 $172K - $211K
6.32K $2.31M
LECO
Lincoln Electric Holdings Inc

Industrials
-1.77K
- 38.72%
$180.51 - $216.81 $319K - $384K
2.8K $529K
ETN
Eaton Corp PLC

Industrials
-155
- 3.39%
$271.83 - $371.23 $42.1K - $57.5K
4.42K $1.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-421
- 4.12%
$140.44 - $166.79 $59.1K - $70.2K
9.79K $1.38M
HON
Honeywell International Inc

Industrials
-859
- 20.9%
$202.75 - $226.52 $174K - $195K
3.25K $688K
PH
Parker Hannifin Corp

Industrials
-62
- 0.96%
$591.65 - $707.05 $36.7K - $43.8K
6.41K $3.9M
CORT
Corcept Therapeutics Inc

Healthcare
-4.67K
- 49.77%
$49.85 - $114.22 $233K - $533K
4.71K $257K
FCX
Freeport Mcmoran Inc

Basic Materials
-5.43K
- 43.83%
$34.5 - $43.01 $187K - $233K
6.96K $263K
DFAT
Dimensional ETF Tr U S Target

ETFs
-683
- 1.78%
$50.44 - $58.1 $34.5K - $39.7K
37.7K $1.94M
GS
Goldman Sachs Group Inc

Financial Services
-169
- 4.56%
$524.81 - $672.19 $88.7K - $114K
3.54K $1.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-87
- 1.59%
$165.25 - $224.62 $14.4K - $19.5K
5.39K $894K
HPE
Hewlett Packard Enterprise CO

Technology
-5.49K
- 33.34%
$14.77 - $24.42 $81.1K - $134K
11K $169K
VOE
Vanguard Mid Cap Value Index F

ETFs
-994
- 21.15%
$156.61 - $168.02 $156K - $167K
3.71K $589K
LMT
Lockheed Martin Corp

Industrials
-205
- 10.9%
$423.19 - $506.29 $86.8K - $104K
1.68K $748K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-418
- 7.97%
$168.84 - $202.89 $70.6K - $84.8K
4.83K $848K
CAT
Caterpillar Inc

Industrials
-192
- 7.43%
$326.75 - $407.63 $62.7K - $78.3K
2.39K $788K
EIX
Edison International

Utilities
-516
- 9.81%
$50.06 - $80.01 $25.8K - $41.3K
4.75K $279K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-158
- 1.22%
$47.79 - $59.89 $7.55K - $9.46K
12.8K $642K
IWM
Ishares Russell 2000 ETF

ETFs
-343
- 10.61%
$198.1 - $229.79 $67.9K - $78.8K
2.89K $579K
VGT
Vanguard Information Technolog

ETFs
-74
- 6.2%
$543.24 - $646.34 $40.2K - $47.8K
1.12K $608K
KRG
Kite Realty Group Trust

Real Estate
-593
- 1.45%
$21.24 - $25.05 $12.6K - $14.9K
40.3K $897K
MAR
Marriott International Inc

Consumer Cyclical
-111
- 4.31%
$237.01 - $304.45 $26.3K - $33.8K
2.46K $586K
EQIX
Equinix Inc

Real Estate
-49
- 7.06%
$803.0 - $959.97 $39.3K - $47K
645 $525K
FDX
Fedex Corp

Industrials
-349
- 29.6%
$230.33 - $281.53 $80.4K - $98.3K
830 $202K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-429
- 3.14%
$108.02 - $120.45 $46.3K - $51.7K
13.2K $1.45M
XLY
Select Sector Spdr Consumer Di

ETFs
-29
- 0.7%
$192.6 - $233.2 $5.59K - $6.76K
4.13K $814K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-455
- 11.16%
$65.15 - $91.81 $29.6K - $41.8K
3.62K $236K
VONG
Vanguard Russell 1000 Growth E

ETFs
-6
- 0.06%
$92.71 - $107.38 $556 - $644
10.4K $960K
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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