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, SCHA, VWO, and represent 41.91% of Marcum Wealth's stock portfolio.
- Added to shares of these 10 stocks: BJUL, IVV, AVGO, IJR, VEA, VWO, IJH, VGLT, AGG, USHY.
- Started 53 new stock positions in Ncl Corp, EMN, HIG, CBRE, VST, HLT, Te Connectivity, HPE, Penn Natl Gaming, PYPL.
- Reduced shares in these 10 stocks: BJAN (-$5.3M), SCHX, SCHA, SMMV, Cedar Fair, , USMV, VB, XLC, XMPT.
- Sold out of its positions in AMG, ABNB, Bentley Systems, BIIB, BKIE, Cable One, Cedar Fair, Cloudflare, DG, Dropbox.
- Marcum Wealth was a net buyer of stock by $17M.
- Marcum Wealth has $1.1B in assets under management (AUM), dropping by 7.90%.
- Central Index Key (CIK): 0001784450
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Portfolio Holdings for Marcum Wealth
Marcum Wealth holds 415 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 17.7 | $190M | +2% | 330k | 576.82 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 8.1 | $87M | -3% | 1.3M | 67.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.1 | $66M | +2% | 1.2M | 52.81 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 5.3 | $57M | 1.1M | 51.50 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.8 | $51M | +2% | 1.1M | 47.85 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $48M | 609k | 78.05 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 4.1 | $45M | 188k | 237.21 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $35M | +8% | 299k | 116.96 |
|
| Apple (AAPL) | 2.0 | $21M | 92k | 233.00 |
|
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| Microsoft Corporation (MSFT) | 2.0 | $21M | 49k | 430.30 |
|
|
| Vaneck Etf Trust Cef Muni Income (XMPT) | 1.9 | $21M | 903k | 23.17 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.6 | $17M | 300k | 57.41 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $17M | +4% | 166k | 101.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $15M | +2% | 29k | 527.67 |
|
| United Parcel Service CL B (UPS) | 1.4 | $15M | 109k | 136.34 |
|
|
| Progressive Corporation (PGR) | 1.1 | $12M | 48k | 253.76 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $10M | 84k | 121.44 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.9 | $9.4M | +11% | 152k | 61.54 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $9.3M | 19k | 488.08 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $8.0M | 21k | 383.92 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $7.3M | 35k | 210.86 |
|
|
| Amazon (AMZN) | 0.7 | $7.0M | +5% | 38k | 186.33 |
|
| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.6 | $6.8M | +267% | 156k | 43.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $6.2M | 31k | 198.06 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.2M | +12% | 54k | 97.42 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $4.4M | 17k | 263.83 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $4.4M | 83k | 52.86 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $4.3M | 12k | 375.37 |
|
|
| Parker-Hannifin Corporation (PH) | 0.4 | $4.1M | 6.5k | 631.82 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.1M | +2% | 8.9k | 460.26 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.9M | 33k | 117.22 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $3.7M | +3% | 6.4k | 572.45 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $3.7M | 18k | 203.76 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.3 | $3.7M | +9% | 79k | 46.65 |
|
| Broadcom (AVGO) | 0.3 | $3.6M | +892% | 21k | 172.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.6M | +3% | 22k | 165.85 |
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.3 | $3.5M | +10% | 141k | 24.58 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.3 | $3.2M | +3% | 118k | 26.83 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.0M | +2% | 18k | 167.19 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $3.0M | -6% | 17k | 174.57 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $3.0M | 58k | 51.12 |
|
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| Altria (MO) | 0.3 | $2.9M | 57k | 51.04 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.9M | +53% | 46k | 62.32 |
|
| Visa Com Cl A (V) | 0.3 | $2.9M | +3% | 11k | 274.95 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.8M | +8% | 3.1k | 885.87 |
|
| UnitedHealth (UNH) | 0.3 | $2.7M | -5% | 4.6k | 584.68 |
|
| Chevron Corporation (CVX) | 0.2 | $2.6M | -6% | 18k | 147.27 |
|
| Home Depot (HD) | 0.2 | $2.6M | 6.4k | 405.18 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $2.6M | +3% | 53k | 48.30 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.4M | 14k | 173.20 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $2.2M | -3% | 13k | 170.41 |
|
| International Business Machines (IBM) | 0.2 | $2.2M | +11% | 10k | 221.08 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $2.2M | +38% | 59k | 37.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.1M | -6% | 9.4k | 225.75 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $2.1M | 38k | 55.63 |
|
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| Merck & Co (MRK) | 0.2 | $2.1M | -5% | 18k | 113.56 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.2 | $2.1M | 56k | 37.07 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $2.1M | 61k | 34.29 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $2.1M | 26k | 80.75 |
|
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| HEICO Corporation (HEI) | 0.2 | $2.0M | 7.7k | 261.48 |
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| Abbvie (ABBV) | 0.2 | $1.9M | -3% | 9.8k | 197.48 |
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| Philip Morris International (PM) | 0.2 | $1.9M | -4% | 16k | 121.40 |
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| Goldman Sachs (GS) | 0.2 | $1.9M | 3.8k | 495.16 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.9M | -4% | 6.2k | 304.53 |
|
| Tesla Motors (TSLA) | 0.2 | $1.9M | -2% | 7.2k | 261.63 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.8M | -4% | 12k | 153.13 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.7M | -5% | 11k | 162.06 |
|
| Boeing Company (BA) | 0.2 | $1.6M | +10% | 11k | 152.04 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.6M | -10% | 11k | 154.02 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $1.6M | 26k | 62.20 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.1 | $1.6M | -76% | 34k | 46.56 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $1.6M | 14k | 112.94 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.6M | -3% | 10k | 151.62 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.5M | -20% | 17k | 91.31 |
|
| Eaton Corp SHS (ETN) | 0.1 | $1.5M | 4.7k | 331.44 |
|
|
| Pepsi (PEP) | 0.1 | $1.5M | +2% | 9.1k | 170.05 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.5M | 6.3k | 243.48 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.5M | 35k | 41.69 |
|
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| Bank of America Corporation (BAC) | 0.1 | $1.5M | -2% | 37k | 39.68 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -3% | 35k | 41.77 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | 2.9k | 493.77 |
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| Amgen (AMGN) | 0.1 | $1.4M | 4.5k | 322.18 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.4M | +25% | 31k | 45.32 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.4M | -4% | 27k | 50.28 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | 2.7k | 491.27 |
|
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| Verizon Communications (VZ) | 0.1 | $1.3M | -7% | 29k | 44.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | -2% | 6.9k | 189.79 |
|
| American Tower Reit (AMT) | 0.1 | $1.3M | 5.5k | 232.56 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.3M | 18k | 71.86 |
|
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.3M | -5% | 16k | 78.69 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.2M | +21% | 15k | 84.53 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.2M | 21k | 57.62 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.2M | 2.1k | 573.82 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.2M | 5.8k | 202.76 |
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| Netflix (NFLX) | 0.1 | $1.2M | +5% | 1.6k | 709.27 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.1 | $1.1M | 51k | 22.09 |
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| Williams Companies (WMB) | 0.1 | $1.1M | -6% | 25k | 45.65 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | -8% | 21k | 53.22 |
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| Kite Rlty Group Tr Com New (KRG) | 0.1 | $1.1M | 41k | 26.56 |
|
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +2% | 1.8k | 584.65 |
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| Chubb (CB) | 0.1 | $1.1M | 3.7k | 288.39 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -2% | 8.8k | 121.15 |
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| At&t (T) | 0.1 | $1.1M | -4% | 48k | 22.00 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.0M | 3.7k | 283.14 |
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| Caterpillar (CAT) | 0.1 | $1.0M | +3% | 2.6k | 391.18 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.0M | 8.0k | 128.20 |
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| Pfizer (PFE) | 0.1 | $1.0M | -5% | 36k | 28.94 |
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| PNC Financial Services (PNC) | 0.1 | $1.0M | 5.5k | 184.86 |
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| American Express Company (AXP) | 0.1 | $1.0M | +35% | 3.7k | 271.20 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $1.0M | -6% | 10k | 96.52 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.0M | +24% | 5.8k | 173.67 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $1.0M | -4% | 38k | 26.14 |
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| Nike CL B (NKE) | 0.1 | $987k | 11k | 88.40 |
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| BlackRock (BLK) | 0.1 | $975k | +9% | 1.0k | 949.85 |
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| S&p Global (SPGI) | 0.1 | $974k | 1.9k | 516.62 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $960k | 25k | 38.08 |
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| Starbucks Corporation (SBUX) | 0.1 | $930k | 9.5k | 97.49 |
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| Walt Disney Company (DIS) | 0.1 | $928k | -8% | 9.6k | 96.19 |
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| Wells Fargo & Company (WFC) | 0.1 | $927k | 16k | 56.49 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $915k | -6% | 7.9k | 115.30 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $910k | 16k | 57.53 |
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| Oneok (OKE) | 0.1 | $906k | 9.9k | 91.13 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $895k | +4% | 4.5k | 200.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $887k | +8% | 17k | 51.74 |
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| General Motors Company (GM) | 0.1 | $882k | -5% | 20k | 44.84 |
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| salesforce (CRM) | 0.1 | $856k | +3% | 3.1k | 273.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $855k | -22% | 4.1k | 206.59 |
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| Shopify Cl A (SHOP) | 0.1 | $855k | 11k | 80.14 |
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| Enbridge (ENB) | 0.1 | $850k | +3% | 21k | 40.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $846k | -8% | 9.6k | 88.14 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $844k | -2% | 10k | 83.33 |
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| Honeywell International (HON) | 0.1 | $842k | 4.1k | 206.71 |
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| Prologis (PLD) | 0.1 | $816k | +18% | 6.5k | 126.28 |
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| Costco Wholesale Corporation (COST) | 0.1 | $801k | 904.00 | 886.45 |
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| Intuit (INTU) | 0.1 | $794k | -25% | 1.3k | 621.05 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $792k | -30% | 8.8k | 90.40 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $790k | +11% | 2.2k | 353.48 |
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| Medtronic SHS (MDT) | 0.1 | $778k | -10% | 8.6k | 90.03 |
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| Nextera Energy (NEE) | 0.1 | $770k | -9% | 9.1k | 84.53 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) | 0.1 | $769k | +40% | 26k | 29.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $759k | -3% | 1.3k | 586.52 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $749k | 3.9k | 192.02 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $734k | 50k | 14.70 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $726k | +24% | 8.7k | 83.00 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $718k | -7% | 12k | 59.51 |
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| TJX Companies (TJX) | 0.1 | $711k | -14% | 6.1k | 117.54 |
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| Target Corporation (TGT) | 0.1 | $710k | +4% | 4.6k | 155.86 |
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| Wec Energy Group (WEC) | 0.1 | $695k | +9% | 7.2k | 96.18 |
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| Union Pacific Corporation (UNP) | 0.1 | $689k | +4% | 2.8k | 246.51 |
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| Travelers Companies (TRV) | 0.1 | $688k | -2% | 2.9k | 234.12 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $685k | -5% | 1.1k | 618.61 |
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| Sherwin-Williams Company (SHW) | 0.1 | $677k | 1.8k | 381.67 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $662k | -2% | 14k | 49.08 |
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| Abbott Laboratories (ABT) | 0.1 | $647k | +7% | 5.7k | 114.01 |
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| Marriott Intl Cl A (MAR) | 0.1 | $639k | 2.6k | 248.60 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $635k | 4.8k | 132.26 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $634k | +15% | 13k | 49.92 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $634k | 3.8k | 167.66 |
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| Linde SHS (LIN) | 0.1 | $630k | 1.3k | 476.86 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $629k | 9.7k | 64.81 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $628k | 10k | 63.00 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $623k | -4% | 2.8k | 220.91 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $622k | -5% | 7.9k | 78.37 |
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| Edison International (EIX) | 0.1 | $618k | +4% | 7.1k | 87.09 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $616k | 3.8k | 162.91 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $615k | -11% | 8.2k | 75.17 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $610k | -18% | 13k | 47.21 |
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| Danaher Corporation (DHR) | 0.1 | $607k | 2.2k | 278.04 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $597k | +4% | 1.2k | 517.78 |
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| Ge Aerospace Com New (GE) | 0.1 | $593k | +7% | 3.1k | 188.61 |
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| Equinix (EQIX) | 0.1 | $584k | -10% | 658.00 | 887.63 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $581k | -15% | 7.5k | 77.91 |
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| Automatic Data Processing (ADP) | 0.1 | $576k | -6% | 2.1k | 276.73 |
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| Servicenow (NOW) | 0.1 | $568k | 635.00 | 894.39 |
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| Advanced Micro Devices (AMD) | 0.1 | $565k | +9% | 3.4k | 164.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $560k | +2% | 1.2k | 465.08 |
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| Metropcs Communications (TMUS) | 0.1 | $557k | +2% | 2.7k | 206.36 |
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| Emerson Electric (EMR) | 0.1 | $557k | -3% | 5.1k | 109.37 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $554k | -6% | 8.8k | 62.69 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $554k | -6% | 1.0k | 528.23 |
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| Lowe's Companies (LOW) | 0.1 | $552k | 2.0k | 270.85 |
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| Morgan Stanley Com New (MS) | 0.1 | $548k | +10% | 5.3k | 104.24 |
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| Truist Financial Corp equities (TFC) | 0.1 | $548k | -4% | 13k | 42.77 |
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| Unilever Spon Adr New (UL) | 0.1 | $545k | -7% | 8.4k | 64.96 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $534k | -26% | 5.8k | 91.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $530k | -7% | 3.0k | 179.30 |
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| Sap Se Spon Adr (SAP) | 0.0 | $530k | 2.3k | 229.10 |
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| Phillips Edison & Co Common Stock (PECO) | 0.0 | $529k | -2% | 14k | 37.71 |
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| Six Flags Entertainment Corp (FUN) | 0.0 | $522k | NEW | 13k | 40.31 |
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| Entergy Corporation (ETR) | 0.0 | $521k | 4.0k | 131.61 |
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| Motorola Solutions Com New (MSI) | 0.0 | $518k | -20% | 1.2k | 449.63 |
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| F.N.B. Corporation (FNB) | 0.0 | $511k | 36k | 14.11 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $508k | +2% | 37k | 13.65 |
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| Genuine Parts Company (GPC) | 0.0 | $507k | -3% | 3.6k | 139.68 |
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| Micron Technology (MU) | 0.0 | $506k | -3% | 4.9k | 103.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $499k | 5.2k | 95.75 |
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| Constellation Energy (CEG) | 0.0 | $498k | 1.9k | 260.02 |
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| Enterprise Products Partners (EPD) | 0.0 | $496k | 17k | 29.11 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $495k | -5% | 3.7k | 133.60 |
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| Vaneck Etf Trust Mrngstr Int Moat (MOTI) | 0.0 | $493k | 14k | 35.05 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $489k | +6% | 3.0k | 160.64 |
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| Us Bancorp Del Com New (USB) | 0.0 | $489k | 11k | 45.73 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $488k | -28% | 4.7k | 104.18 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $485k | -3% | 6.6k | 73.67 |
|
| Gilead Sciences (GILD) | 0.0 | $482k | +26% | 5.8k | 83.84 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $482k | -2% | 1.8k | 263.29 |
|
| Cme (CME) | 0.0 | $476k | -20% | 2.2k | 220.65 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $468k | -6% | 7.4k | 62.88 |
|
| Te Connectivity Ord Shs | 0.0 | $467k | NEW | 3.1k | 150.99 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $467k | 7.6k | 61.11 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $465k | +8% | 988.00 | 470.11 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $464k | +2% | 3.9k | 119.07 |
|
| Cigna Corp (CI) | 0.0 | $463k | -2% | 1.3k | 346.44 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $463k | 10k | 46.28 |
|
|
| Key (KEY) | 0.0 | $463k | -22% | 28k | 16.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $460k | 3.7k | 125.62 |
|
|
| EOG Resources (EOG) | 0.0 | $454k | +10% | 3.7k | 122.93 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $453k | 6.4k | 71.02 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $444k | 1.5k | 297.74 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $439k | -13% | 5.6k | 78.39 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $439k | 6.8k | 64.86 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $438k | +4% | 525.00 | 833.25 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $435k | -34% | 8.1k | 53.59 |
|
| Dominion Resources (D) | 0.0 | $431k | -6% | 7.5k | 57.79 |
|
| Qualcomm (QCOM) | 0.0 | $430k | +8% | 2.5k | 170.04 |
|
| ConocoPhillips (COP) | 0.0 | $424k | -3% | 4.0k | 105.27 |
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $421k | 328.00 | 1282.20 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $414k | +6% | 4.9k | 83.75 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $405k | 5.6k | 72.29 |
|
|
| Avery Dennison Corporation (AVY) | 0.0 | $402k | 1.8k | 220.76 |
|
|
| Applied Materials (AMAT) | 0.0 | $402k | -5% | 2.0k | 202.05 |
|
| Analog Devices (ADI) | 0.0 | $387k | -4% | 1.7k | 230.17 |
|
| Realty Income (O) | 0.0 | $384k | +9% | 6.1k | 63.42 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $383k | 3.3k | 114.97 |
|
|
| Corning Incorporated (GLW) | 0.0 | $380k | +4% | 8.4k | 45.15 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $379k | 4.3k | 87.80 |
|
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $373k | +5% | 11k | 35.37 |
|
| Palo Alto Networks (PANW) | 0.0 | $369k | +17% | 1.1k | 341.80 |
|
| Waste Management (WM) | 0.0 | $364k | +3% | 1.8k | 207.58 |
|
| Booking Holdings (BKNG) | 0.0 | $363k | -6% | 86.00 | 4216.38 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $359k | +5% | 8.8k | 40.88 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $359k | -9% | 4.4k | 80.78 |
|
| Sempra Energy (SRE) | 0.0 | $358k | +6% | 4.3k | 83.63 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $358k | 3.4k | 103.81 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $357k | -8% | 11k | 31.39 |
|
| FirstEnergy (FE) | 0.0 | $355k | 8.0k | 44.35 |
|
|
| Essential Utils (WTRG) | 0.0 | $352k | 9.1k | 38.57 |
|
|
| American Electric Power Company (AEP) | 0.0 | $351k | -12% | 3.4k | 102.60 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $350k | 5.5k | 63.26 |
|
|
| Capital One Financial (COF) | 0.0 | $349k | 2.3k | 149.75 |
|
|
| Diageo Spon Adr New (DEO) | 0.0 | $349k | +19% | 2.5k | 140.34 |
|
| Lattice Strategies Tr Hartford Discipl (HDUS) | 0.0 | $348k | -20% | 6.3k | 55.60 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $347k | +13% | 3.2k | 108.93 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $347k | -2% | 2.7k | 128.56 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $344k | 54k | 6.35 |
|
|
| Autodesk (ADSK) | 0.0 | $344k | +6% | 1.2k | 275.48 |
|
| Uber Technologies (UBER) | 0.0 | $342k | +3% | 4.5k | 75.16 |
|
| Prudential Financial (PRU) | 0.0 | $339k | 2.8k | 121.12 |
|
|
| Kinder Morgan (KMI) | 0.0 | $338k | 15k | 22.09 |
|
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $335k | NEW | 7.5k | 44.67 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $335k | -2% | 5.8k | 57.63 |
|
| Yum! Brands (YUM) | 0.0 | $333k | -3% | 2.4k | 139.71 |
|
| Fiserv (FI) | 0.0 | $332k | -2% | 1.9k | 179.65 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $332k | 1.1k | 314.39 |
|
|
| Stryker Corporation (SYK) | 0.0 | $330k | -3% | 912.00 | 361.43 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $329k | 2.3k | 142.04 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $329k | 6.0k | 54.93 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $324k | +3% | 2.5k | 128.03 |
|
| McKesson Corporation (MCK) | 0.0 | $323k | -13% | 653.00 | 494.42 |
|
| Tractor Supply Company (TSCO) | 0.0 | $319k | -22% | 1.1k | 290.93 |
|
| Deere & Company (DE) | 0.0 | $316k | -32% | 758.00 | 417.33 |
|
| Omni (OMC) | 0.0 | $315k | 3.0k | 103.39 |
|
|
| Citigroup Com New (C) | 0.0 | $313k | -8% | 5.0k | 62.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $313k | 1.1k | 280.47 |
|
|
| MetLife (MET) | 0.0 | $312k | +11% | 3.8k | 82.48 |
|
| American Intl Group Com New (AIG) | 0.0 | $312k | -15% | 4.3k | 73.23 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $306k | 1.1k | 282.20 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $306k | -2% | 2.2k | 142.25 |
|
| Public Service Enterprise (PEG) | 0.0 | $306k | -8% | 3.4k | 89.20 |
|
| Cintas Corporation (CTAS) | 0.0 | $305k | +303% | 1.5k | 205.88 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $305k | NEW | 7.4k | 41.16 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $304k | -14% | 1.4k | 223.09 |
|
| Ford Motor Company (F) | 0.0 | $303k | -2% | 29k | 10.56 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $302k | -4% | 4.0k | 75.11 |
|
| L3harris Technologies (LHX) | 0.0 | $301k | 1.3k | 237.87 |
|
|
| FedEx Corporation (FDX) | 0.0 | $300k | +5% | 1.1k | 273.68 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $298k | +3% | 3.8k | 77.61 |
|
| Kla Corp Com New (KLAC) | 0.0 | $297k | +4% | 384.00 | 774.41 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $296k | 3.5k | 84.17 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $294k | 1.5k | 200.78 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $292k | -7% | 1.1k | 271.03 |
|
| Becton, Dickinson and (BDX) | 0.0 | $292k | +2% | 1.2k | 241.10 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $291k | NEW | 12k | 25.29 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $290k | 2.1k | 135.43 |
|
|
| Corteva (CTVA) | 0.0 | $287k | -2% | 4.9k | 58.78 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.0 | $286k | NEW | 4.8k | 59.90 |
|
| General Dynamics Corporation (GD) | 0.0 | $285k | 944.00 | 302.20 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $284k | 499.00 | 569.66 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $284k | NEW | 3.6k | 78.03 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $283k | NEW | 14k | 20.46 |
|
| Pulte (PHM) | 0.0 | $282k | -8% | 2.0k | 143.53 |
|
| Jackson Financial Com Cl A (JXN) | 0.0 | $279k | NEW | 3.1k | 91.23 |
|
| Markel Corporation (MKL) | 0.0 | $278k | +7% | 177.00 | 1568.58 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $277k | NEW | 2.6k | 106.12 |
|
| Baxter International (BAX) | 0.0 | $273k | NEW | 7.2k | 37.97 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $273k | 1.0k | 260.07 |
|
|
| Anthem (ELV) | 0.0 | $268k | -7% | 516.00 | 520.00 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $265k | 3.0k | 89.35 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $263k | 559.00 | 469.81 |
|
|
| Huntington Ingalls Inds (HII) | 0.0 | $262k | +9% | 990.00 | 264.49 |
|
| Exelon Corporation (EXC) | 0.0 | $262k | -6% | 6.5k | 40.55 |
|
| Southern Company (SO) | 0.0 | $261k | -12% | 2.9k | 90.18 |
|
| Apollo Global Mgmt (APO) | 0.0 | $260k | -11% | 2.1k | 124.91 |
|
| PPL Corporation (PPL) | 0.0 | $260k | 7.8k | 33.08 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $259k | 83k | 3.12 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $257k | 1.3k | 195.38 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $257k | NEW | 2.1k | 124.48 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $256k | 4.0k | 64.62 |
|
|
| J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $256k | NEW | 6.3k | 40.62 |
|
| Shell Spon Ads (SHEL) | 0.0 | $255k | -5% | 3.9k | 65.95 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $253k | -19% | 4.8k | 52.55 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $252k | NEW | 3.7k | 67.51 |
|
| SYSCO Corporation (SYY) | 0.0 | $252k | -12% | 3.2k | 78.07 |
|
| Hca Holdings (HCA) | 0.0 | $250k | 616.00 | 406.43 |
|
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.0 | $250k | 1.0k | 240.25 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $249k | 1.4k | 178.12 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $247k | 3.4k | 72.04 |
|
|
| Ameren Corporation (AEE) | 0.0 | $246k | -4% | 2.8k | 87.46 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $240k | 2.0k | 117.62 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $239k | +2% | 2.4k | 98.12 |
|
| Evergy (EVRG) | 0.0 | $238k | NEW | 3.8k | 62.01 |
|
| Xylem (XYL) | 0.0 | $238k | 1.8k | 135.03 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $232k | NEW | 1.0k | 223.48 |
|
| O'reilly Automotive (ORLY) | 0.0 | $232k | -2% | 201.00 | 1151.60 |
|
| Best Buy (BBY) | 0.0 | $229k | NEW | 2.2k | 103.30 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $227k | 8.4k | 27.01 |
|
|
| Workday Cl A (WDAY) | 0.0 | $226k | NEW | 925.00 | 244.41 |
|
| Eastman Chemical Company (EMN) | 0.0 | $225k | NEW | 2.0k | 111.95 |
|
| Moody's Corporation (MCO) | 0.0 | $224k | NEW | 471.00 | 474.59 |
|
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $223k | NEW | 2.8k | 80.29 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $223k | -4% | 1.9k | 115.02 |
|
| Xcel Energy (XEL) | 0.0 | $221k | NEW | 3.4k | 65.30 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $220k | 896.00 | 245.45 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $220k | NEW | 6.0k | 36.58 |
|
| Tc Energy Corp (TRP) | 0.0 | $220k | NEW | 4.6k | 47.55 |
|
| W.W. Grainger (GWW) | 0.0 | $219k | -5% | 211.00 | 1038.81 |
|
| Crown Castle Intl (CCI) | 0.0 | $219k | NEW | 1.8k | 118.63 |
|
| Haleon Spon Ads (HLN) | 0.0 | $218k | 21k | 10.58 |
|
|
| AES Corporation (AES) | 0.0 | $218k | -3% | 11k | 20.06 |
|
| Vici Pptys (VICI) | 0.0 | $216k | NEW | 6.5k | 33.31 |
|
| Vulcan Materials Company (VMC) | 0.0 | $214k | +5% | 854.00 | 250.43 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $213k | 3.6k | 59.22 |
|
|
| 3M Company (MMM) | 0.0 | $213k | NEW | 1.6k | 136.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $212k | +4% | 202.00 | 1051.24 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $212k | -5% | 4.5k | 47.46 |
|
| Vistra Energy (VST) | 0.0 | $211k | NEW | 1.8k | 118.54 |
|
| Carrier Global Corporation (CARR) | 0.0 | $211k | NEW | 2.6k | 80.49 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $210k | NEW | 8.0k | 26.27 |
|
| Hartford Financial Services (HIG) | 0.0 | $209k | NEW | 1.8k | 117.61 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $209k | NEW | 3.0k | 69.67 |
|
| Public Storage (PSA) | 0.0 | $207k | NEW | 570.00 | 363.87 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $204k | NEW | 2.6k | 77.18 |
|
| Intel Corporation (INTC) | 0.0 | $204k | -35% | 8.7k | 23.46 |
|
| Digital Realty Trust (DLR) | 0.0 | $203k | NEW | 1.3k | 161.83 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $203k | NEW | 880.00 | 230.50 |
|
| Hologic (HOLX) | 0.0 | $202k | NEW | 2.5k | 81.46 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI) | 0.0 | $200k | NEW | 1.5k | 132.30 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $197k | -5% | 12k | 16.05 |
|
| Tcg Bdc (CGBD) | 0.0 | $192k | 11k | 16.97 |
|
|
| Genworth Finl Com Shs (GNW) | 0.0 | $137k | 20k | 6.85 |
|
|
| Viatris (VTRS) | 0.0 | $130k | 11k | 11.61 |
|
|
| Amcor Ord (AMCR) | 0.0 | $114k | -27% | 10k | 11.33 |
|
| Denison Mines Corp (DNN) | 0.0 | $92k | 50k | 1.83 |
|
|
| Opendoor Technologies (OPEN) | 0.0 | $41k | 21k | 2.00 |
|
|
| Draftkings Note 3/1 (Principal) | 0.0 | $25k | +20% | 29k | 0.87 |
|
| Snap Note 0.750% 8/0 (Principal) | 0.0 | $25k | +85% | 26k | 0.96 |
|
| Affirm Hldgs Note 11/1 (Principal) | 0.0 | $24k | 27k | 0.89 |
|
|
| Itron Note 3/1 (Principal) | 0.0 | $23k | +69% | 22k | 1.04 |
|
| Digitalocean Hldgs Note 12/0 (Principal) | 0.0 | $23k | 26k | 0.88 |
|
|
| Dexcom Note 0.375% 5/1 (Principal) | 0.0 | $23k | NEW | 26k | 0.88 |
|
| Array Technologies Note 1.000%12/0 (Principal) | 0.0 | $19k | +116% | 26k | 0.74 |
|
| Uber Technologies Note 12/1 (Principal) | 0.0 | $19k | -43% | 17k | 1.10 |
|
| Coinbase Global Note 0.500% 6/0 (Principal) | 0.0 | $19k | NEW | 19k | 0.98 |
|
| Ionis Pharmaceuticals Note 4/0 (Principal) | 0.0 | $18k | +12% | 18k | 1.00 |
|
| Neogenomics Note 0.250% 1/1 (Principal) | 0.0 | $17k | 21k | 0.83 |
|
|
| Ppl Cap Fdg Note 2.875% 3/1 (Principal) | 0.0 | $17k | 16k | 1.06 |
|
|
| Wayfair Note 3.250% 9/1 (Principal) | 0.0 | $17k | NEW | 14k | 1.20 |
|
| Exact Sciences Corp Note 0.375% 3/0 (Principal) | 0.0 | $16k | -34% | 17k | 0.93 |
|
| Akamai Technologies Note 0.375% 9/0 (Principal) | 0.0 | $16k | 15k | 1.03 |
|
|
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.0 | $15k | NEW | 15k | 1.02 |
|
| Centerpoint Energy Note 4.250% 8/1 (Principal) | 0.0 | $15k | NEW | 15k | 1.01 |
|
| Teladoc Health Note 1.250% 6/0 (Principal) | 0.0 | $15k | 17k | 0.86 |
|
|
| Alliant Energy Corp Note 3.875% 3/1 (Principal) | 0.0 | $15k | 14k | 1.04 |
|
|
| Insulet Corp Note 0.375% 9/0 (Principal) | 0.0 | $14k | -14% | 12k | 1.19 |
|
| Ford Mtr Note 3/1 (Principal) | 0.0 | $13k | -7% | 13k | 0.98 |
|
| Evolent Health Note 1.500%10/1 (Principal) | 0.0 | $13k | -14% | 12k | 1.05 |
|
| Cable One Note 1.125% 3/1 (Principal) | 0.0 | $12k | NEW | 15k | 0.80 |
|
| Pebblebrook Hotel Tr Note 1.750%12/1 (Principal) | 0.0 | $12k | NEW | 13k | 0.92 |
|
| Neuroone Med Technologies Com New (NMTC) | 0.0 | $12k | NEW | 12k | 0.99 |
|
| Penn Entertainment Note 2.750% 5/1 (Principal) | 0.0 | $12k | NEW | 11k | 1.08 |
|
| Ncl Corp Note 1.125% 2/1 (Principal) | 0.0 | $12k | NEW | 12k | 0.97 |
|
| Bridgebio Pharma Note 2.500% 3/1 (Principal) | 0.0 | $11k | NEW | 11k | 1.03 |
|
| Wolfspeed Note 1.875%12/0 (Principal) | 0.0 | $11k | +20% | 30k | 0.37 |
|
| Marriott Vacations Worldwide Note 3.250%12/1 (Principal) | 0.0 | $11k | 12k | 0.92 |
|
|
| Bloom Energy Corp Note 3.000% 6/0 (Principal) | 0.0 | $11k | NEW | 12k | 0.92 |
|
| Liberty Media Corp Del Note 2.250% 8/1 (Principal) | 0.0 | $11k | 10k | 1.10 |
|
|
| Cheesecake Factory Note 0.375% 6/1 (Principal) | 0.0 | $10k | 11k | 0.94 |
|
|
| Block Note 0.250%11/0 (Principal) | 0.0 | $10k | 12k | 0.86 |
|
|
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.0 | $10k | -56% | 10k | 1.01 |
|
| Lumentum Hldgs Note 0.500%12/1 (Principal) | 0.0 | $9.8k | -33% | 10k | 0.98 |
|
| Trx Gold Corporation (TRX) | 0.0 | $9.8k | 25k | 0.39 |
|
|
| Air Trans Svcs Group Note 3.875% 8/1 (Principal) | 0.0 | $9.4k | NEW | 10k | 0.94 |
|
| Confluent Note 1/1 (Principal) | 0.0 | $8.9k | NEW | 10k | 0.89 |
|
| Etsy Note 0.125% 9/0 (Principal) | 0.0 | $8.6k | 10k | 0.86 |
|
|
| Sunnova Energy Intl Note 2.625% 2/1 (Principal) | 0.0 | $7.8k | NEW | 12k | 0.65 |
|
Past Filings by Marcum Wealth
SEC 13F filings are viewable for Marcum Wealth going back to 2019
- 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
- Marcum Wealth 2021 Q1 filed May 11, 2021
- Aurum Wealth Management Group 2020 Q4 filed Feb. 9, 2021