Marcum Wealth, LLC Portfolio Holdings
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
Marcum Wealth, LLC has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.14 Billion distributed in 405 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $193M, Schwab Strategic Tr Us Large C with a value of $79.5M, Vanguard Ftse Developed Market with a value of $65.4M, Janus Detroit Str Tr Janus Hen with a value of $62.4M, and Schwab Strategic Tr Us Small C with a value of $48.7M.
Examining the 13F form we can see an decrease of $818K in the current position value, from $1.14B to 1.14B.
Below you can find more details about Marcum Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $870 Million
Technology: $72.3 Million
Financial Services: $53.3 Million
Industrials: $33.7 Million
Healthcare: $23.4 Million
Consumer Cyclical: $23.2 Million
Communication Services: $18 Million
Consumer Defensive: $16.6 Million
Other: $27.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 405
- Current Value $1.14 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q1 2025
- Filing Date April 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 29 stocks
- Additional Purchases 156 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks