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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
BLKBlackrock Inc
Recent Activity
Exited
0%
$974,542
1,026 shares@ $949.85 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$358,502
4,438 shares@ $80.79 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$349,166
2,488 shares@ $140.35 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Exited
0%
$335,070
7,501 shares@ $44.68 avg price
SNYSanofi
Recent Activity
Exited
0%
$334,830
5,810 shares@ $57.63 avg price
PHMPulte Group Inc
Recent Activity
Exited
0%
$281,462
1,961 shares@ $143.53 avg price
BAXBaxter Intl Inc
Recent Activity
Exited
0%
$273,270
7,197 shares@ $37.97 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$268,320
516 shares@ $520.0 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
Exited
0%
$261,845
990 shares@ $264.49 avg price
JPMBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$256,078
6,304 shares@ $40.63 avg price