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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
VOVanguard Index Fds
Recent Activity
Decreased -0.59%
0.38%
$4.347M
16,456 shares@ $264.14 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -0.18%
0.37%
$4.213M
82,375 shares@ $51.15 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -0.35%
0.36%
$4.116M
6,471 shares@ $636.03 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.02%
0.36%
$4.11M
21,713 shares@ $189.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.25%
0.36%
$4.102M
9,050 shares@ $453.28 avg price
METAMeta Platforms Inc
Recent Activity
Increased 8.19%
0.36%
$4.085M
6,976 shares@ $585.52 avg price
GOOGAlphabet Inc
Recent Activity
Increased 5.83%
0.32%
$3.659M
19,213 shares@ $190.44 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.19%
0.31%
$3.548M
32,980 shares@ $107.57 avg price
VTVVanguard Index Fds
Recent Activity
Increased 17.88%
0.3%
$3.433M
20,281 shares@ $169.3 avg price
HEI.AHeico Corp New
Recent Activity
0.3%
$3.367M
18,095 shares@ $186.09 avg price