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
AOAIshares Tr Recent Activity New Position	0.04%	$376,615 4,916 shares@ $76.62 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	0.04%	$358,948 7,250 shares@ $49.52 avg price	New Position
EFGIshares Tr Recent Activity New Position	0.03%	$297,655 3,074 shares@ $96.83 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.03%	$290,774 884 shares@ $328.93 avg price	New Position
SONYSony Group Corp Recent Activity New Position	0.03%	$253,095 11,961 shares@ $21.17 avg price	New Position
DGRWWisdomtree Tr Recent Activity New Position	0.03%	$238,885 2,952 shares@ $80.93 avg price	New Position
ABNBAirbnb Inc Recent Activity New Position	0.03%	$237,064 1,804 shares@ $131.42 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.02%	$229,008 3,028 shares@ $75.64 avg price	New Position
RWRSpdr Ser Tr Recent Activity New Position	0.02%	$222,633 2,252 shares@ $98.87 avg price	New Position
GLDSpdr Gold Tr Recent Activity New Position	0.02%	$221,549 915 shares@ $242.14 avg price	New Position