Marcum Wealth, LLC Sells in Q1 2025

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-130
- 0.86%
$26.1 - $31.22 $3.39K - $4.06K
15K $428K
D
Dominion Energy, Inc

Utilities
-3
- 0.04%
$52.85 - $57.43 $159 - $172
7.19K $402K
XLE
Energy Sector Spdr

ETFs
-101
- 2.67%
$85.7 - $93.96 $8.66K - $9.49K
3.68K $339K
EOG
Eog Resources Inc

Energy
-33
- 0.85%
$120.54 - $138.05 $3.98K - $4.56K
3.84K $492K
KMB
Kimberly Clark Corp

Consumer Defensive
-34
- 1.66%
$124.46 - $147.4 $4.23K - $5.01K
2.02K $286K
EFV
Msci Eafe Value ETF

ETFs
-1.63K
- 9.81%
$51.88 - $60.73 $84.5K - $98.9K
15K $890K
AZN
Astrazeneca PLC

Healthcare
-361
- 6.05%
$65.37 - $77.96 $23.6K - $28.1K
5.61K $412K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-21
- 0.59%
$75.32 - $84.77 $1.58K - $1.78K
3.55K $292K
MKL
Markel Corp

Financial Services
-3
- 1.57%
$1660.14 - $2059.83 $4.98K - $6.18K
188 $351K
HCA
Hca Healthcare, Inc.

Healthcare
-26
- 3.68%
$296.7 - $345.55 $7.71K - $8.98K
680 $234K
BP
Bp PLC

Energy
-28
- 0.4%
$29.93 - $35.31 $838 - $989
6.97K $235K
AEE
Ameren Corp

Utilities
-2
- 0.07%
$86.87 - $103.67 $174 - $207
2.88K $289K
IBM
International Business Machines Corp

Technology
-1.04K
- 10.23%
$217.4 - $264.74 $225K - $274K
9.09K $2.26M
SONY
Sony Group Corp

Technology
-648
- 5.42%
$19.88 - $25.64 $12.9K - $16.6K
11.3K $287K
WM
Waste Management Inc

Industrials
-82
- 4.38%
$200.54 - $233.78 $16.4K - $19.2K
1.79K $414K
GILD
Gilead Sciences, Inc.

Healthcare
-609
- 11.48%
$89.14 - $117.41 $54.3K - $71.5K
4.7K $526K
CI
Cigna Corp

Healthcare
-92
- 7.15%
$274.49 - $329.0 $25.3K - $30.3K
1.2K $393K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5
- 0.37%
$208.48 - $244.03 $1.04K - $1.22K
1.36K $330K
ETR
Entergy Corp

Utilities
-345
- 4.64%
$75.26 - $87.89 $26K - $30.3K
7.08K $605K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-263
- 1.53%
$87.68 - $94.52 $23.1K - $24.9K
17K $1.57M
MA
Mastercard Inc

Financial Services
-29
- 1.01%
$504.67 - $576.31 $14.6K - $16.7K
2.85K $1.56M
CME
Cme Group Inc.

Financial Services
-159
- 5.97%
$225.82 - $266.54 $35.9K - $42.4K
2.5K $664K
YUM
Yum Brands Inc

Consumer Cyclical
-34
- 1.42%
$123.25 - $162.53 $4.19K - $5.53K
2.36K $371K
MCK
Mckesson Corp

Healthcare
-12
- 1.95%
$566.21 - $672.99 $6.79K - $8.08K
603 $405K
TRV
Travelers Companies, Inc.

Financial Services
-47
- 1.6%
$232.43 - $265.13 $10.9K - $12.5K
2.89K $764K
WELL
Welltower Inc.

Real Estate
-37
- 1.51%
$124.05 - $156.86 $4.59K - $5.8K
2.42K $370K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-79
- 5.96%
$402.49 - $513.76 $31.8K - $40.6K
1.25K $604K
ERJ
Embraer S.A.

Industrials
-495
- 4.7%
$37.11 - $56.4 $18.4K - $27.9K
10K $464K
VEU
Vanguard Ftse All World Ex Us

ETFs
-100
- 0.35%
$56.51 - $62.98 $5.65K - $6.3K
28.8K $1.76M
TMUS
T Mobile Us, Inc.

Communication Services
-97
- 3.49%
$211.3 - $272.83 $20.5K - $26.5K
2.68K $714K
VZ
Verizon Communications Inc

Communication Services
-843
- 3.14%
$37.81 - $46.49 $31.9K - $39.2K
26K $1.18M
ABBV
Abb Vie Inc.

Healthcare
-30
- 0.32%
$169.2 - $216.66 $5.08K - $6.5K
9.41K $1.97M
XOM
Exxon Mobil Corp

Energy
-78
- 0.24%
$105.44 - $118.93 $8.22K - $9.28K
32.9K $3.91M
PM
Philip Morris International Inc.

Consumer Defensive
-228
- 1.44%
$117.15 - $158.79 $26.7K - $36.2K
15.6K $2.48M
IEFA
Ishares Tr

ETFs
-4.67K
- 0.78%
$69.57 - $78.65 $325K - $367K
596K $45.6M
VEA
Vanguard Ftse Developed Market

ETFs
-18.4K
- 1.42%
$47.4 - $52.99 $874K - $977K
1.28M $65.4M
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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