test

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
XMPTVaneck Etf Trust
Recent Activity
Increased 4.87%
1.77%
$20.356M
946,502 shares@ $21.51 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.34%
0.99%
$11.312M
84,234 shares@ $134.3 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.2%
0.87%
$10.003M
19,566 shares@ $511.23 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 13.61%
0.83%
$9.554M
172,615 shares@ $55.35 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 622.23%
0.76%
$8.762M
14,950 shares@ $586.09 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.34%
0.76%
$8.738M
39,829 shares@ $219.4 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 1.82%
0.74%
$8.434M
35,185 shares@ $239.71 avg price
VTIVanguard Index Fds
Recent Activity
Increased 578.33%
0.64%
$7.284M
25,132 shares@ $289.82 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.11%
0.54%
$6.129M
31,297 shares@ $195.83 avg price
IWFIshares Tr
Recent Activity
Increased 3.98%
0.42%
$4.833M
12,035 shares@ $401.58 avg price