Aurum Wealth Management Group
Latest statistics and disclosures from Marcum Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SCHX, VEA, JAAA, SCHA, and represent 38.89% of Marcum Wealth's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$63M), BJAN (+$5.7M), IVV (+$5.7M), SCHB, IJR, FEGE, PGR, IJH, MSFT, RTX.
- Started 29 new stock positions in KR, SNY, Pg&e Corp, IGV, Lumentum Holdings, Shake Shack, VICI, SCHB, NGG, AES.
- Reduced shares in these 10 stocks: XMPT (-$20M), VWO (-$10M), VGLT (-$9.6M), BJUL (-$5.7M), SCHX, JPM, SPY, VEA, JMUB, IEMG.
- Sold out of its positions in Alliant Energy Corp, APO, Bofa Fin, Bridgebio Pharma, Cable One, Centerpoint Energy, CEG, EXC, FE, FTSD.
- Marcum Wealth was a net buyer of stock by $33M.
- Marcum Wealth has $1.2B in assets under management (AUM), dropping by 0.28%.
- Central Index Key (CIK): 0001784450
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Portfolio Holdings for Marcum Wealth
Marcum Wealth holds 405 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.8 | $194M | +3% | 345k | 561.90 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 6.9 | $80M | -2% | 3.6M | 22.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $65M | 1.3M | 50.83 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.4 | $63M | NEW | 1.2M | 50.71 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.2 | $49M | 2.1M | 23.43 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $46M | +3% | 786k | 58.35 |
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| Ishares Tr Core Msci Eafe (IEFA) | 3.9 | $45M | 596k | 75.65 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.5 | $40M | 182k | 221.75 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $40M | -20% | 886k | 45.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.1 | $36M | +9% | 341k | 104.57 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $23M | +3% | 236k | 98.92 |
|
| Apple (AAPL) | 1.8 | $21M | 95k | 222.13 |
|
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| Microsoft Corporation (MSFT) | 1.8 | $20M | +7% | 54k | 375.39 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.4 | $16M | -5% | 316k | 50.00 |
|
| Progressive Corporation (PGR) | 1.3 | $15M | +13% | 54k | 283.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $15M | 30k | 513.91 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.3 | $15M | -5% | 279k | 53.97 |
|
| United Parcel Service CL B (UPS) | 1.0 | $12M | 109k | 109.99 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $9.2M | 20k | 468.92 |
|
|
| NVIDIA Corporation (NVDA) | 0.8 | $9.1M | 84k | 108.38 |
|
|
| Amazon (AMZN) | 0.7 | $8.0M | +5% | 42k | 190.26 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $7.5M | 20k | 370.81 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.6 | $7.3M | +357% | 157k | 46.63 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $6.9M | 25k | 274.85 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $6.6M | -23% | 27k | 245.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $6.3M | -24% | 11k | 559.40 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $6.1M | 31k | 193.99 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $4.9M | NEW | 227k | 21.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.8M | 9.1k | 532.58 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $4.3M | 17k | 258.62 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $4.3M | 84k | 51.07 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.2M | -2% | 12k | 361.09 |
|
| Meta Platforms Cl A (META) | 0.4 | $4.2M | +3% | 7.2k | 576.37 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.9M | 33k | 118.93 |
|
|
| Parker-Hannifin Corporation (PH) | 0.3 | $3.9M | 6.4k | 607.85 |
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| Heico Corp Cl A (HEI.A) | 0.3 | $3.8M | 18k | 210.97 |
|
|
| Visa Com Cl A (V) | 0.3 | $3.7M | 11k | 350.46 |
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| Altria (MO) | 0.3 | $3.7M | 61k | 60.02 |
|
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.3 | $3.5M | +8% | 135k | 25.84 |
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.3 | $3.5M | +4% | 147k | 23.63 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $3.3M | 74k | 45.20 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.3M | 21k | 154.64 |
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| Broadcom (AVGO) | 0.3 | $3.2M | -3% | 19k | 167.43 |
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| Chevron Corporation (CVX) | 0.3 | $3.0M | 18k | 167.29 |
|
|
| Ishares Tr Gov/cred Bd Etf (GBF) | 0.3 | $2.9M | 28k | 104.14 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.9M | -4% | 18k | 156.23 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.8M | -19% | 16k | 172.74 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 3.4k | 825.91 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $2.7M | -11% | 55k | 49.62 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $2.7M | +2% | 57k | 46.93 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $2.6M | +97% | 20k | 132.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.6M | 13k | 206.48 |
|
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| Philip Morris International (PM) | 0.2 | $2.5M | 16k | 158.73 |
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| Home Depot (HD) | 0.2 | $2.3M | -7% | 6.3k | 366.49 |
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| UnitedHealth (UNH) | 0.2 | $2.3M | -4% | 4.4k | 523.75 |
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| International Business Machines (IBM) | 0.2 | $2.3M | -10% | 9.1k | 248.66 |
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| Procter & Gamble Company (PG) | 0.2 | $2.2M | -3% | 13k | 170.41 |
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| Tesla Motors (TSLA) | 0.2 | $2.1M | +11% | 8.2k | 259.16 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.1M | +4% | 24k | 87.79 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $2.1M | +2% | 58k | 35.74 |
|
| HEICO Corporation (HEI) | 0.2 | $2.0M | 7.6k | 267.19 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $2.0M | +4% | 6.5k | 312.36 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.0M | 60k | 32.99 |
|
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.2 | $2.0M | NEW | 53k | 37.58 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | 9.4k | 209.51 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.0M | +18% | 12k | 165.84 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $1.9M | 38k | 51.49 |
|
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| Goldman Sachs (GS) | 0.2 | $1.9M | -4% | 3.5k | 546.29 |
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| Boeing Company (BA) | 0.2 | $1.9M | +2% | 11k | 170.55 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.8M | 7.5k | 244.64 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.8M | -4% | 37k | 49.81 |
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| Oracle Corporation (ORCL) | 0.2 | $1.8M | 13k | 139.81 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $1.8M | +5% | 48k | 36.81 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $1.7M | 29k | 60.66 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.7M | 12k | 146.01 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.6M | 12k | 139.78 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.6M | 17k | 93.66 |
|
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| Bank of America Corporation (BAC) | 0.1 | $1.6M | 38k | 41.73 |
|
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $1.6M | 26k | 60.48 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.6M | 2.9k | 548.03 |
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| Netflix (NFLX) | 0.1 | $1.5M | 1.6k | 932.53 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.5M | 36k | 41.21 |
|
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.5M | -3% | 13k | 110.08 |
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| At&t (T) | 0.1 | $1.4M | +2% | 51k | 28.28 |
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| Coca-Cola Company (KO) | 0.1 | $1.4M | +8% | 20k | 71.62 |
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| Merck & Co (MRK) | 0.1 | $1.4M | -15% | 15k | 89.76 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.4M | -4% | 9.8k | 140.45 |
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| Pepsi (PEP) | 0.1 | $1.3M | -2% | 8.9k | 149.94 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -7% | 6.9k | 188.16 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.3M | 26k | 48.82 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | +5% | 35k | 36.90 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | 2.6k | 495.27 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.2M | -3% | 16k | 78.28 |
|
| Amgen (AMGN) | 0.1 | $1.2M | +7% | 3.9k | 311.59 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | -3% | 4.4k | 271.83 |
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| American Tower Reit (AMT) | 0.1 | $1.2M | +9% | 5.5k | 217.60 |
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| Verizon Communications (VZ) | 0.1 | $1.2M | -3% | 26k | 45.36 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 19k | 60.99 |
|
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| salesforce (CRM) | 0.1 | $1.2M | +30% | 4.4k | 268.37 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | -5% | 42k | 27.96 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | +18% | 9.6k | 121.98 |
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| Chubb (CB) | 0.1 | $1.2M | +2% | 3.8k | 301.99 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.1M | -2% | 5.7k | 202.13 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +9% | 19k | 61.71 |
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| American Express Company (AXP) | 0.1 | $1.1M | +4% | 4.2k | 269.07 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $1.1M | +104% | 17k | 65.76 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | +5% | 11k | 98.70 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | 8.1k | 134.29 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | +8% | 11k | 98.09 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.0M | -6% | 14k | 71.79 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $1.0M | -84% | 24k | 43.18 |
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| Oneok (OKE) | 0.1 | $1.0M | 10k | 99.22 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $1.0M | 52k | 19.44 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $1.0M | 26k | 39.36 |
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| Williams Companies (WMB) | 0.1 | $986k | -12% | 17k | 59.76 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $978k | 38k | 25.54 |
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| S&p Global (SPGI) | 0.1 | $973k | 1.9k | 508.10 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $962k | 10k | 92.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $946k | -8% | 7.3k | 128.95 |
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| Enbridge (ENB) | 0.1 | $944k | +2% | 21k | 44.31 |
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| Blackrock (BLK) | 0.1 | $932k | -5% | 985.00 | 946.24 |
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| Kite Rlty Group Tr Com New (KRG) | 0.1 | $901k | 40k | 22.37 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $894k | 5.4k | 166.00 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $883k | -9% | 15k | 58.94 |
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| Pfizer (PFE) | 0.1 | $877k | +23% | 35k | 25.34 |
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| PNC Financial Services (PNC) | 0.1 | $848k | -7% | 4.8k | 175.78 |
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| Costco Wholesale Corporation (COST) | 0.1 | $839k | +7% | 887.00 | 945.46 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $837k | 10k | 82.54 |
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| Intuit (INTU) | 0.1 | $825k | +4% | 1.3k | 613.99 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $817k | 9.6k | 85.07 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $816k | 4.1k | 197.46 |
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| Wec Energy Group (WEC) | 0.1 | $808k | 7.4k | 108.98 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $808k | +8% | 10k | 78.28 |
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| TJX Companies (TJX) | 0.1 | $807k | 6.6k | 121.80 |
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| Caterpillar (CAT) | 0.1 | $789k | -7% | 2.4k | 329.82 |
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| Servicenow (NOW) | 0.1 | $787k | +45% | 988.00 | 796.14 |
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| Abbott Laboratories (ABT) | 0.1 | $779k | +5% | 5.9k | 132.65 |
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| Becton, Dickinson and (BDX) | 0.1 | $778k | +30% | 3.4k | 229.06 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $776k | 9.5k | 81.67 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $773k | -6% | 8.0k | 96.45 |
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| CVS Caremark Corporation (CVS) | 0.1 | $769k | +30% | 11k | 67.75 |
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| Nike CL B (NKE) | 0.1 | $766k | +9% | 12k | 63.48 |
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| Travelers Companies (TRV) | 0.1 | $764k | 2.9k | 264.46 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $756k | +4% | 4.2k | 179.68 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $749k | -10% | 1.7k | 446.59 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $741k | 49k | 15.01 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $738k | 26k | 27.97 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $731k | +3% | 2.3k | 312.04 |
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| Ge Aerospace Com New (GE) | 0.1 | $723k | +2% | 3.6k | 200.13 |
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| Metropcs Communications (TMUS) | 0.1 | $715k | -3% | 2.7k | 266.71 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $712k | NEW | 31k | 23.16 |
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| Medtronic SHS (MDT) | 0.1 | $712k | +2% | 7.9k | 89.86 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $708k | +2% | 15k | 46.31 |
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| Union Pacific Corporation (UNP) | 0.1 | $698k | +9% | 3.0k | 236.24 |
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| Honeywell International (HON) | 0.1 | $689k | -20% | 3.3k | 211.75 |
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| Unilever Spon Adr New (UL) | 0.1 | $669k | +7% | 11k | 59.55 |
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| Automatic Data Processing (ADP) | 0.1 | $665k | 2.2k | 305.53 |
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| Cme (CME) | 0.1 | $664k | -5% | 2.5k | 265.29 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $662k | -8% | 12k | 57.14 |
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| Morgan Stanley Com New (MS) | 0.1 | $643k | 5.5k | 116.67 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $642k | 13k | 50.21 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $632k | 526.00 | 1200.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $631k | NEW | 32k | 19.78 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $625k | 6.8k | 91.73 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $618k | +5% | 8.1k | 76.57 |
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| Sherwin-Williams Company (SHW) | 0.1 | $614k | 1.8k | 349.19 |
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| Prologis (PLD) | 0.1 | $610k | +2% | 5.5k | 111.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $608k | -6% | 1.1k | 542.38 |
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| Entergy Corporation (ETR) | 0.1 | $606k | -4% | 7.1k | 85.49 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $605k | -5% | 1.2k | 484.82 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $601k | 4.8k | 125.96 |
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| Emerson Electric (EMR) | 0.1 | $596k | -3% | 5.4k | 109.64 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $595k | +6% | 8.5k | 70.42 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $595k | -21% | 3.7k | 160.54 |
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| Marriott Intl Cl A (MAR) | 0.1 | $587k | -4% | 2.5k | 238.24 |
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| Nextera Energy (NEE) | 0.1 | $587k | 8.3k | 70.89 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $577k | -10% | 2.9k | 199.51 |
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| Linde SHS (LIN) | 0.0 | $554k | -6% | 1.2k | 465.64 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $547k | 8.8k | 61.78 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $542k | 12k | 46.67 |
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| Corcept Therapeutics Incorporated (CORT) | 0.0 | $538k | -49% | 4.7k | 114.22 |
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| Truist Financial Corp equities (TFC) | 0.0 | $537k | 13k | 41.15 |
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| Fiserv (FI) | 0.0 | $534k | 2.4k | 220.83 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $530k | +4% | 3.1k | 170.89 |
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| Lincoln Electric Holdings (LECO) | 0.0 | $530k | -38% | 2.8k | 189.16 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $529k | -9% | 1.0k | 512.16 |
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| Gilead Sciences (GILD) | 0.0 | $526k | -11% | 4.7k | 112.05 |
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| Equinix (EQIX) | 0.0 | $526k | -7% | 645.00 | 815.35 |
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| Ferrari Nv Ord (RACE) | 0.0 | $514k | 1.2k | 427.88 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $512k | 14k | 36.49 |
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| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.0 | $497k | -97% | 23k | 21.63 |
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| General Motors Company (GM) | 0.0 | $497k | -3% | 11k | 47.03 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $493k | NEW | 5.5k | 88.99 |
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| EOG Resources (EOG) | 0.0 | $493k | 3.8k | 128.24 |
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| F.N.B. Corporation (FNB) | 0.0 | $487k | 36k | 13.45 |
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| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $484k | -2% | 6.2k | 78.55 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $483k | -5% | 971.00 | 497.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $470k | 1.8k | 257.03 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $465k | -2% | 1.8k | 251.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $465k | 19k | 25.04 |
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| Embraer Sponsored Ads (ERJ) | 0.0 | $464k | -4% | 10k | 46.20 |
|
| Air Products & Chemicals (APD) | 0.0 | $464k | +2% | 1.6k | 294.92 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $462k | 1.1k | 437.81 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $461k | -12% | 2.7k | 172.50 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $457k | +5% | 4.9k | 92.83 |
|
| Lowe's Companies (LOW) | 0.0 | $451k | -4% | 1.9k | 233.23 |
|
| Shopify Cl A (SHOP) | 0.0 | $450k | -59% | 4.7k | 95.65 |
|
| Micron Technology (MU) | 0.0 | $445k | +4% | 5.1k | 86.89 |
|
| Genuine Parts Company (GPC) | 0.0 | $443k | +9% | 3.7k | 119.14 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $428k | -12% | 2.9k | 145.69 |
|
| Kinder Morgan (KMI) | 0.0 | $428k | 15k | 28.53 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $428k | 7.3k | 58.96 |
|
|
| Capital One Financial (COF) | 0.0 | $426k | 2.4k | 179.28 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $425k | +44% | 6.3k | 67.85 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $423k | +3% | 5.8k | 72.46 |
|
| Enterprise Products Partners (EPD) | 0.0 | $422k | +3% | 12k | 34.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $419k | -6% | 3.4k | 122.01 |
|
| Booking Holdings (BKNG) | 0.0 | $415k | 90.00 | 4613.97 |
|
|
| Waste Management (WM) | 0.0 | $415k | -4% | 1.8k | 231.45 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $414k | -8% | 9.8k | 42.22 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $412k | -6% | 5.6k | 73.51 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $407k | 6.8k | 59.75 |
|
|
| McKesson Corporation (MCK) | 0.0 | $406k | 603.00 | 672.99 |
|
|
| Dominion Resources (D) | 0.0 | $403k | 7.2k | 56.07 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $402k | -3% | 3.5k | 113.78 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $402k | -3% | 8.0k | 50.23 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $400k | +4% | 57k | 7.05 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $399k | +2% | 3.4k | 116.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $395k | 1.1k | 352.58 |
|
|
| Cigna Corp (CI) | 0.0 | $393k | -7% | 1.2k | 329.00 |
|
| Citigroup Com New (C) | 0.0 | $389k | +7% | 5.5k | 70.99 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $389k | -27% | 1.4k | 268.44 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $385k | -2% | 7.0k | 55.09 |
|
| Danaher Corporation (DHR) | 0.0 | $382k | -13% | 1.9k | 205.00 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $380k | -96% | 6.6k | 57.61 |
|
| American Electric Power Company (AEP) | 0.0 | $379k | +2% | 3.5k | 109.27 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $379k | +45% | 5.5k | 69.44 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $377k | 983.00 | 383.53 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $374k | -4% | 5.2k | 71.56 |
|
| ConocoPhillips (COP) | 0.0 | $374k | -6% | 3.6k | 105.01 |
|
| Yum! Brands (YUM) | 0.0 | $372k | 2.4k | 157.36 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $371k | +32% | 5.7k | 64.69 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $371k | 2.4k | 153.21 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $370k | 36k | 10.24 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $368k | +11% | 1.2k | 306.74 |
|
| MetLife (MET) | 0.0 | $367k | +6% | 4.6k | 80.29 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $365k | +11% | 7.1k | 51.78 |
|
| Target Corporation (TGT) | 0.0 | $365k | 3.5k | 104.37 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $364k | 4.9k | 74.68 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $363k | 9.4k | 38.74 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $363k | -18% | 2.6k | 141.32 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $363k | +3% | 2.7k | 132.23 |
|
| Palo Alto Networks (PANW) | 0.0 | $361k | -4% | 2.1k | 170.64 |
|
| Ge Vernova (GEV) | 0.0 | $358k | +32% | 1.2k | 305.28 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $357k | +11% | 6.0k | 59.94 |
|
| Global Partners Com Units (GLP) | 0.0 | $356k | NEW | 6.7k | 53.38 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $355k | 3.2k | 111.49 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $354k | 3.8k | 93.70 |
|
|
| Markel Corporation (MKL) | 0.0 | $352k | 188.00 | 1869.61 |
|
|
| Essential Utils (WTRG) | 0.0 | $345k | -4% | 8.7k | 39.53 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $344k | -2% | 3.7k | 93.45 |
|
| 3M Company (MMM) | 0.0 | $341k | +5% | 2.3k | 146.86 |
|
| Uber Technologies (UBER) | 0.0 | $333k | +8% | 4.6k | 72.86 |
|
| Autodesk (ADSK) | 0.0 | $333k | -4% | 1.3k | 261.80 |
|
| Sempra Energy (SRE) | 0.0 | $332k | +7% | 4.7k | 71.36 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $331k | 1.4k | 244.03 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $330k | 3.6k | 90.54 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $326k | +13% | 85k | 3.82 |
|
| Lattice Strategies Tr Hartford Discipl (HDUS) | 0.0 | $321k | -4% | 5.9k | 54.13 |
|
| Stryker Corporation (SYK) | 0.0 | $317k | -2% | 851.00 | 372.25 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $316k | -2% | 1.8k | 177.97 |
|
| Cintas Corporation (CTAS) | 0.0 | $312k | 1.5k | 205.53 |
|
|
| Prudential Financial (PRU) | 0.0 | $310k | 2.8k | 111.69 |
|
|
| Under Armour Cl A (UAA) | 0.0 | $308k | +3% | 49k | 6.25 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $308k | 12k | 26.71 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $306k | -4% | 2.3k | 135.68 |
|
| Realty Income (O) | 0.0 | $302k | +8% | 5.2k | 58.01 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $301k | -4% | 3.8k | 80.11 |
|
| Corteva (CTVA) | 0.0 | $301k | 4.8k | 62.93 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $301k | +3% | 210.00 | 1432.58 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $300k | NEW | 1.6k | 188.17 |
|
| Corning Incorporated (GLW) | 0.0 | $297k | -13% | 6.5k | 45.78 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $295k | NEW | 5.3k | 55.46 |
|
| Qualcomm (QCOM) | 0.0 | $294k | 1.9k | 153.61 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $294k | -4% | 2.9k | 102.74 |
|
| American Intl Group Com New (AIG) | 0.0 | $293k | -18% | 3.4k | 86.95 |
|
| Tractor Supply Company (TSCO) | 0.0 | $292k | -14% | 5.3k | 55.10 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $290k | 3.5k | 81.69 |
|
|
| Ameren Corporation (AEE) | 0.0 | $290k | 2.9k | 100.40 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $288k | 3.5k | 82.29 |
|
|
| Applied Materials (AMAT) | 0.0 | $288k | +4% | 2.0k | 145.12 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $287k | -5% | 11k | 25.39 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $287k | 2.0k | 142.22 |
|
|
| PPL Corporation (PPL) | 0.0 | $286k | 7.9k | 36.11 |
|
|
| Analog Devices (ADI) | 0.0 | $284k | -16% | 1.4k | 201.67 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.0 | $284k | -3% | 4.6k | 61.86 |
|
| Cadence Design Systems (CDNS) | 0.0 | $282k | 1.1k | 254.33 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $281k | 2.1k | 131.06 |
|
|
| Edison International (EIX) | 0.0 | $280k | -9% | 4.7k | 58.92 |
|
| L3harris Technologies (LHX) | 0.0 | $276k | -3% | 1.3k | 209.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $275k | +4% | 954.00 | 288.14 |
|
| Shell Spon Ads (SHEL) | 0.0 | $273k | +7% | 3.7k | 73.28 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $273k | -68% | 3.3k | 81.73 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $271k | 1.0k | 264.73 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $271k | NEW | 3.7k | 72.70 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $271k | +2% | 507.00 | 533.48 |
|
| Evergy (EVRG) | 0.0 | $270k | 3.9k | 68.95 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $270k | 2.1k | 130.78 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $269k | 406.00 | 662.63 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $266k | 1.0k | 253.86 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $263k | -43% | 7.0k | 37.86 |
|
| Key (KEY) | 0.0 | $263k | 16k | 15.99 |
|
|
| Intel Corporation (INTC) | 0.0 | $262k | NEW | 12k | 22.71 |
|
| Kla Corp Com New (KLAC) | 0.0 | $260k | +6% | 382.00 | 679.80 |
|
| Ameriprise Financial (AMP) | 0.0 | $260k | 536.00 | 484.11 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $259k | -6% | 6.9k | 37.73 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $258k | 3.1k | 83.78 |
|
|
| Xcel Energy (XEL) | 0.0 | $249k | -2% | 3.5k | 70.79 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $249k | NEW | 2.4k | 104.79 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $248k | 4.8k | 51.45 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $248k | +14% | 2.1k | 119.46 |
|
| Deere & Company (DE) | 0.0 | $247k | -10% | 527.00 | 469.35 |
|
| Haleon Spon Ads (HLN) | 0.0 | $246k | -3% | 24k | 10.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $246k | +4% | 2.6k | 95.37 |
|
| Omni (OMC) | 0.0 | $243k | -4% | 2.9k | 82.90 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $242k | +5% | 1.1k | 227.55 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $241k | -11% | 1.3k | 186.29 |
|
| Ford Motor Company (F) | 0.0 | $241k | -10% | 24k | 10.03 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $239k | 3.0k | 80.66 |
|
|
| Southern Company (SO) | 0.0 | $238k | -7% | 2.6k | 91.95 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $237k | -6% | 3.2k | 73.45 |
|
| Paypal Holdings (PYPL) | 0.0 | $236k | -11% | 3.6k | 65.25 |
|
| Cardinal Health (CAH) | 0.0 | $236k | NEW | 1.7k | 137.77 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $236k | 3.0k | 79.86 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $236k | 7.0k | 33.79 |
|
|
| Hca Holdings (HCA) | 0.0 | $235k | -3% | 680.00 | 345.55 |
|
| Workday Cl A (WDAY) | 0.0 | $235k | +4% | 1.0k | 233.53 |
|
| Aon Shs Cl A (AON) | 0.0 | $234k | +3% | 587.00 | 399.09 |
|
| General Dynamics Corporation (GD) | 0.0 | $232k | -10% | 852.00 | 272.58 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $232k | 997.00 | 232.74 |
|
|
| J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $232k | NEW | 6.0k | 38.55 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $230k | -10% | 2.7k | 84.40 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $228k | 4.5k | 50.41 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $226k | +20% | 1.1k | 211.47 |
|
| Moody's Corporation (MCO) | 0.0 | $224k | 481.00 | 465.69 |
|
|
| Synopsys (SNPS) | 0.0 | $223k | NEW | 519.00 | 428.85 |
|
| AutoZone (AZO) | 0.0 | $221k | NEW | 58.00 | 3812.78 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $221k | 8.4k | 26.20 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $221k | -7% | 12k | 18.59 |
|
| M&T Bank Corporation (MTB) | 0.0 | $220k | +4% | 1.2k | 178.75 |
|
| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.0 | $219k | -5% | 6.6k | 33.27 |
|
| W.W. Grainger (GWW) | 0.0 | $218k | +3% | 221.00 | 987.83 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $217k | -5% | 4.0k | 53.52 |
|
| Kroger (KR) | 0.0 | $215k | NEW | 3.2k | 67.69 |
|
| Anthem (ELV) | 0.0 | $214k | NEW | 492.00 | 434.96 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $214k | NEW | 1.0k | 203.95 |
|
| Xylem (XYL) | 0.0 | $211k | 1.8k | 119.46 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $209k | +3% | 1.5k | 143.29 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $209k | 1.0k | 200.77 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $209k | NEW | 3.2k | 65.61 |
|
| Vici Pptys (VICI) | 0.0 | $208k | NEW | 6.4k | 32.62 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $207k | 2.8k | 73.61 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $206k | -4% | 3.4k | 60.19 |
|
| Paychex (PAYX) | 0.0 | $206k | NEW | 1.3k | 154.28 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $205k | 2.7k | 76.50 |
|
|
| FedEx Corporation (FDX) | 0.0 | $202k | -29% | 830.00 | 243.78 |
|
| Verisk Analytics (VRSK) | 0.0 | $202k | NEW | 679.00 | 297.62 |
|
| Tcg Bdc (CGBD) | 0.0 | $183k | 11k | 16.18 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $169k | -33% | 11k | 15.43 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $146k | +5% | 11k | 13.63 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $142k | 20k | 7.09 |
|
|
| AES Corporation (AES) | 0.0 | $130k | NEW | 11k | 12.42 |
|
| Viatris (VTRS) | 0.0 | $102k | 12k | 8.71 |
|
|
| Denison Mines Corp (DNN) | 0.0 | $65k | 50k | 1.30 |
|
|
| Draftkings Note 3/1 (Principal) | 0.0 | $23k | -13% | 26k | 0.87 |
|
| Itron Note 3/1 (Principal) | 0.0 | $23k | +29% | 22k | 1.03 |
|
| Ncl Corp Note 1.125% 2/1 (Principal) | 0.0 | $22k | +64% | 23k | 0.97 |
|
| Digitalocean Hldgs Note 12/0 (Principal) | 0.0 | $22k | -4% | 24k | 0.93 |
|
| Coinbase Global Note 0.500% 6/0 (Principal) | 0.0 | $22k | +15% | 22k | 0.98 |
|
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.0 | $18k | -4% | 21k | 0.86 |
|
| Neogenomics Note 0.250% 1/1 (Principal) | 0.0 | $17k | 20k | 0.86 |
|
|
| Dexcom Note 0.375% 5/1 (Principal) | 0.0 | $15k | -32% | 17k | 0.89 |
|
| Uber Technologies Note 12/1 (Principal) | 0.0 | $15k | -39% | 14k | 1.06 |
|
| Teladoc Health Note 1.250% 6/0 (Principal) | 0.0 | $15k | 16k | 0.92 |
|
|
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.0 | $14k | 14k | 1.02 |
|
|
| Pg&e Corp Note 4.250%12/0 (Principal) | 0.0 | $14k | NEW | 13k | 1.06 |
|
| Akamai Technologies Note 1.125% 2/1 (Principal) | 0.0 | $13k | NEW | 14k | 0.95 |
|
| Wayfair Note 3.250% 9/1 (Principal) | 0.0 | $13k | -31% | 13k | 0.98 |
|
| Sarepta Therapeutics Note 1.250% 9/1 (Principal) | 0.0 | $12k | +8% | 13k | 0.93 |
|
| Vishay Intertechnology Note 2.250% 9/1 (Principal) | 0.0 | $12k | 13k | 0.88 |
|
|
| Airbnb Note 3/1 (Principal) | 0.0 | $12k | 12k | 0.95 |
|
|
| Pebblebrook Hotel Tr Note 1.750%12/1 (Principal) | 0.0 | $11k | 12k | 0.93 |
|
|
| Workiva Note 1.250% 8/1 (Principal) | 0.0 | $11k | NEW | 12k | 0.93 |
|
| Marriott Vacations Worldwide Note 3.250%12/1 (Principal) | 0.0 | $11k | +9% | 12k | 0.93 |
|
| Confluent Note 1/1 (Principal) | 0.0 | $11k | 12k | 0.92 |
|
|
| Lumentum Hldgs Note 0.500% 6/1 (Principal) | 0.0 | $11k | NEW | 12k | 0.92 |
|
| Rapid7 Note 1.250% 3/1 (Principal) | 0.0 | $10k | 12k | 0.86 |
|
|
| Shake Shack Note 3/0 (Principal) | 0.0 | $10k | NEW | 11k | 0.92 |
|
| Exact Sciences Corp Note 0.375% 3/0 (Principal) | 0.0 | $9.7k | 11k | 0.88 |
|
|
| Redfin Corp Note 0.500% 4/0 (Principal) | 0.0 | $8.7k | 10k | 0.87 |
|
|
| Rivian Automotive Note 3.625%10/1 (Principal) | 0.0 | $8.7k | 10k | 0.87 |
|
|
| Trx Gold Corporation (TRX) | 0.0 | $7.8k | 25k | 0.31 |
|
|
| Array Technologies Note 1.000%12/0 (Principal) | 0.0 | $7.3k | -16% | 10k | 0.73 |
|
| Wolfspeed Note 1.875%12/0 (Principal) | 0.0 | $3.7k | 17k | 0.21 |
|
|
| Wolfspeed Note 0.250% 2/1 (Principal) | 0.0 | $2.9k | 12k | 0.24 |
|
Past Filings by Marcum Wealth
SEC 13F filings are viewable for Marcum Wealth going back to 2019
- Marcum Wealth 2025 Q1 filed April 2, 2025
- Marcum Wealth 2024 Q4 filed Jan. 13, 2025
- Marcum Wealth 2024 Q3 filed Oct. 8, 2024
- Marcum Wealth 2024 Q2 filed July 2, 2024
- Marcum Wealth 2024 Q1 filed April 10, 2024
- Marcum Wealth 2023 Q4 filed Jan. 10, 2024
- Marcum Wealth 2023 Q3 filed Oct. 10, 2023
- Marcum Wealth 2023 Q2 filed July 13, 2023
- Marcum Wealth 2023 Q1 filed April 19, 2023
- Marcum Wealth 2022 Q4 filed Jan. 12, 2023
- Marcum Wealth 2022 Q3 filed Oct. 11, 2022
- Marcum Wealth 2022 Q2 filed July 14, 2022
- Marcum Wealth 2022 Q1 filed April 20, 2022
- Marcum Wealth 2021 Q4 filed Feb. 1, 2022
- Marcum Wealth 2021 Q3 filed Nov. 8, 2021
- Marcum Wealth 2021 Q2 filed Aug. 10, 2021