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
DMXFIshares Tr Recent Activity Exited	0%	$246,737 3,425 shares@ $72.04 avg price	Exited
HDVIshares Tr Recent Activity Exited	0%	$240,298 2,043 shares@ $117.63 avg price	Exited
BBYBest Buy Inc Recent Activity Exited	0%	$228,706 2,214 shares@ $103.3 avg price	Exited
EMNEastman Chem Co Recent Activity Exited	0%	$224,908 2,009 shares@ $111.96 avg price	Exited
NVSNovartis Ag Recent Activity Exited	0%	$222,794 1,937 shares@ $115.03 avg price	Exited
BTIBritish Amern Tob Plc Recent Activity Exited	0%	$219,553 6,002 shares@ $36.58 avg price	Exited
TRPTc Energy Corp Recent Activity Exited	0%	$219,538 4,617 shares@ $47.55 avg price	Exited
CCICrown Castle Inc Recent Activity Exited	0%	$218,754 1,844 shares@ $118.64 avg price	Exited
AESAes Corp Recent Activity Exited	0%	$218,132 10,874 shares@ $20.06 avg price	Exited
VICIVici Pptys Inc Recent Activity Exited	0%	$216,415 6,497 shares@ $33.31 avg price	Exited