Marcum Wealth, LLC Portfolio Holdings
Marcum Wealth, LLC
- $1.06 Billion
- Q3 2024
Marcum Wealth, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 415 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 $190M, Schwab Strategic Tr Us Large C with a value of $87M, Vanguard Ftse Developed Market with a value of $65.7M, Schwab Strategic Tr Us Small C with a value of $57M, and Vanguard Ftse Emerging Mkts Et with a value of $51.2M.
Examining the 13F form we can see an increase of $74.2M in the current position value, from $988M to 1.06B.
Below you can find more details about Marcum Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $787 Million
Technology: $75.7 Million
Financial Services: $49.8 Million
Industrials: $36 Million
Healthcare: $25.4 Million
Consumer Cyclical: $22.9 Million
Communication Services: $17.3 Million
Consumer Defensive: $16.1 Million
Other: $30.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 415
- Current Value $1.06 Billion
- Prior Value $988 Million
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 53 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 182 stocks