Molly Halpin

@Marcum Wealth, Llc

Latest period2024 - Q4

Reported6d 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
IUSGIshares Tr Recent Activity New Position	0.02%	$217,386 1,560 shares@ $139.35 avg price	New Position
MPLXMplx Lp Recent Activity New Position	0.02%	$205,150 4,286 shares@ $47.87 avg price	New Position
AONAon Plc Recent Activity New Position	0.02%	$203,644 567 shares@ $359.17 avg price	New Position
SPGSimon Ppty Group Inc New Recent Activity New Position	0.02%	$203,208 1,180 shares@ $172.22 avg price	New Position
MUFGMitsubishi Ufj Finl Group In Recent Activity New Position	0.02%	$118,630 10,122 shares@ $11.73 avg price	New Position
8492⤦Spotify Usa Inc Recent Activity New Position	0.01%	$22,325 21,000 shares@ $1.07 avg price	New Position
8447⤦Southwest Airls Co Recent Activity New Position	0.01%	$14,371 14,000 shares@ $1.03 avg price	New Position
0970⤦Bofa Fin Llc Recent Activity New Position	0.01%	$13,313 13,000 shares@ $1.03 avg price	New Position
8036⤦Sarepta Therapeutics Inc Recent Activity New Position	0.01%	$13,176 12,000 shares@ $1.1 avg price	New Position
7695⤦Rivian Automotive Inc Recent Activity New Position	0.01%	$13,070 13,000 shares@ $1.01 avg price	New Position