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Molly Halpin

@Marcum Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$1.154BTotal holdings407
Assets growth rate7.2%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Marcum Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 407 positions.

Assets under management

The assets under management (AUM) of Marcum Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.154B in assets, with a quarterly growth rate of 7.2% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Molly Halpin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Decreased -2.07%
3.84%
$44.262M
184,209 shares@ $240.28 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.34%
3.67%
$42.232M
600,912 shares@ $70.28 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.69%
1.36%
$15.655M
29,054 shares@ $538.82 avg price
IEMGIshares Inc
Recent Activity
Decreased -1.6%
1.34%
$15.415M
295,189 shares@ $52.23 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -1.24%
1.18%
$13.601M
107,860 shares@ $126.1 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.07%
0.99%
$11.379M
47,490 shares@ $239.62 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.83%
0.73%
$8.375M
20,406 shares@ $410.44 avg price
BJULInnovator Etfs Trust
Recent Activity
Decreased -0.09%
0.61%
$6.953M
156,054 shares@ $44.56 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -4.23%
0.41%
$4.658M
20,091 shares@ $231.84 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.59%
0.38%
$4.347M
16,456 shares@ $264.14 avg price