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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
IVVIshares Tr
Recent Activity
Increased 1.65%
17.11%
$197.349M
335,240 shares@ $588.68 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 190.56%
7.49%
$86.319M
3.724M shares@ $23.19 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.05%
5.37%
$61.915M
1.295M shares@ $47.82 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 89.15%
4.7%
$54.123M
2.093M shares@ $25.86 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.91%
4.25%
$48.965M
1.112M shares@ $44.05 avg price
IJHIshares Tr
Recent Activity
Increased 1543.75%
4.11%
$47.388M
760,513 shares@ $62.31 avg price
IJRIshares Tr
Recent Activity
Increased 4.16%
3.11%
$35.846M
311,111 shares@ $115.22 avg price
AAPLApple Inc
Recent Activity
Increased 2.98%
2.06%
$23.656M
94,467 shares@ $250.42 avg price
AGGIshares Tr
Recent Activity
Increased 38.31%
1.93%
$22.194M
229,041 shares@ $96.9 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.21%
1.85%
$21.27M
50,462 shares@ $421.5 avg price