Molly Halpin

@Marcum Wealth, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.154B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JMUBJ P Morgan Exchange Traded F Recent Activity New Position	1.45%	$16.72M 333,392 shares@ $50.16 avg price	New Position
GBFIshares Tr Recent Activity New Position	0.25%	$2.841M 27,787 shares@ $102.23 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.1%	$1.07M 1,044 shares@ $1025.14 avg price	New Position
DVYIshares Tr Recent Activity New Position	0.1%	$1.058M 8,062 shares@ $131.3 avg price	New Position
EFAIshares Tr Recent Activity New Position	0.07%	$788,764 10,432 shares@ $75.62 avg price	New Position
VTVanguard Intl Equity Index F Recent Activity New Position	0.06%	$589,045 5,014 shares@ $117.49 avg price	New Position
FTSDFranklin Etf Tr Recent Activity New Position	0.05%	$538,130 5,962 shares@ $90.26 avg price	New Position
VBKVanguard Index Fds Recent Activity New Position	0.05%	$529,313 1,890 shares@ $280.06 avg price	New Position
UAAUnder Armour Inc Recent Activity New Position	0.04%	$395,461 47,761 shares@ $8.28 avg price	New Position
DIASpdr Dow Jones Indl Average Recent Activity New Position	0.04%	$377,168 886 shares@ $425.7 avg price	New Position