Marcum Wealth, LLC Sells in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
-8
- 1.93%
$662.63 - $776.99 $5.3K - $6.22K
406 $269K
ADSK
Autodesk, Inc.

Technology
-53
- 4.0%
N/A
1.27K $312K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-190
- 2.65%
$54.25 - $57.64 $10.3K - $11K
6.99K $385K
IYG
Ishares Tr

ETFs
-163
- 2.58%
$74.6 - $84.81 $12.2K - $13.8K
6.16K $478K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-221
- 4.06%
$69.15 - $74.69 $15.3K - $16.5K
5.23K $372K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-326
- 3.92%
$48.32 - $51.22 $15.8K - $16.7K
8K $400K
XLP
Consumer Staples Sector Spdr

ETFs
-132
- 1.37%
N/A
9.5K $722K
LHX
L3 Harris Technologies, Inc.

Industrials
-41
- 3.01%
$194.65 - $222.86 $7.98K - $9.14K
1.32K $276K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-206
- 6.01%
$71.17 - $73.66 $14.7K - $15.2K
3.22K $236K
AIG
American International Group, Inc.

Financial Services
-773
- 18.67%
$70.5 - $86.94 $54.5K - $67.2K
3.37K $292K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-106
- 4.49%
$128.74 - $138.67 $13.6K - $14.7K
2.25K $302K
NU
Nu Holdings Ltd.

Financial Services
-264
- 0.73%
$10.12 - $13.95 $2.67K - $3.68K
36.1K $369K
VIG
Vanguard Dividend Appreciation

ETFs
-41
- 0.13%
N/A
31.3K $5.69M
NOC
Northrop Grumman Corp

Industrials
-106
- 9.31%
$433.45 - $513.82 $45.9K - $54.5K
1.03K $528K
TJX
Tjx Companies Inc

Consumer Cyclical
-107
- 1.59%
$112.81 - $126.16 $12.1K - $13.5K
6.63K $807K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-148
- 4.14%
$58.32 - $65.09 $8.63K - $9.63K
3.43K $203K
QCOM
Qualcomm Inc

Technology
-20
- 1.03%
$151.94 - $175.86 $3.04K - $3.52K
1.92K $294K
COP
Conocophillips

Energy
-237
- 6.24%
$88.6 - $105.85 $21K - $25.1K
3.56K $373K
CBRE
Cbre Group, Inc.

Real Estate
-12
- 0.58%
$121.79 - $147.13 $1.46K - $1.77K
2.07K $270K
DE
Deere & CO

Industrials
-59
- 10.07%
$408.57 - $509.27 $24.1K - $30K
527 $247K
PLTR
Palantir Technologies Inc.

Technology
-305
- 10.07%
$64.98 - $124.62 $19.8K - $38K
2.72K $229K
Linde PLC
-81
- 6.38%
N/A
1.19K $0
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20
- 0.29%
$91.45 - $91.75 $1.83K - $1.84K
6.81K $624K
Draftkings Inc New
-4K
- 13.33%
N/A
26K $0
Te Connectivity PLC
-585
- 18.55%
N/A
2.57K $0
Dexcom Inc
-8K
- 32.0%
N/A
17K $0
Digitalocean Hldgs Inc
-1K
- 4.0%
N/A
24K $0
Labcorp Holdings Inc
-18
- 1.77%
N/A
997 $0
J P Morgan Exchange Traded F
-152
- 3.2%
N/A
4.6K $0
Wayfair Inc
-6K
- 31.58%
N/A
13K $0
Array Technologies Inc
-2K
- 16.67%
N/A
10K $0
Blackrock Inc
-59
- 5.65%
N/A
985 $0
Uber Technologies Inc
-9K
- 39.13%
N/A
14K $0
HDUS
Lattice Strategies Tr Hartford
-264
- 4.27%
N/A
5.92K $0
On Semiconductor Corp
-1K
- 4.55%
N/A
21K $0
COF
Capital One Financial Corp

Financial Services
-4
- 0.17%
$163.87 - $209.82 $655 - $839
2.38K $425K
VNQ
Vanguard Specialized Funds Van

ETFs
-9
- 0.25%
$85.55 - $94.34 $770 - $849
3.64K $326K
GNW
Genworth Financial Inc

Financial Services
-111
- 0.55%
$6.44 - $7.42 $715 - $824
20K $141K
SYK
Stryker Corp

Healthcare
-21
- 2.41%
$355.18 - $399.9 $7.46K - $8.4K
851 $316K
ICE
Intercontinental Exchange, Inc.

Financial Services
-393
- 12.81%
$142.8 - $176.36 $56.1K - $69.3K
2.68K $461K
VONV
Vanguard Russell 1000 Value Et

ETFs
-5
- 0.05%
$80.21 - $86.14 $401 - $431
10.1K $829K
XEL
Xcel Energy Inc

Utilities
-102
- 2.82%
$63.37 - $72.1 $6.46K - $7.35K
3.52K $249K
SO
Southern CO

Utilities
-225
- 8.0%
$80.96 - $92.96 $18.2K - $20.9K
2.59K $238K
HLN
Haleon PLC

Healthcare
-808
- 3.27%
$9.02 - $10.67 $7.29K - $8.62K
23.9K $244K
MOTI
Vaneck Morningstar Internation

ETFs
-372
- 5.34%
$29.35 - $35.37 $10.9K - $13.2K
6.59K $220K
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 0.36%
$308.86 - $455.36 $1.24K - $1.82K
1.12K $394K
MPLX
Mplx LP

Energy
-241
- 5.62%
$47.88 - $54.65 $11.5K - $13.2K
4.05K $216K
WTRG
Essential Utilities, Inc.

Utilities
-455
- 4.95%
$33.49 - $40.57 $15.2K - $18.5K
8.73K $345K
SHW
Sherwin Williams CO

Basic Materials
-9
- 0.51%
$330.16 - $365.55 $2.97K - $3.29K
1.76K $613K
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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