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
4622⤦Ionis Pharmaceuticals Inc Recent Activity New Position	0.01%	$12,778 13,000 shares@ $0.99 avg price	New Position
9282⤦Vishay Intertechnology Inc Recent Activity New Position	0.01%	$11,603 13,000 shares@ $0.9 avg price	New Position
7534⤦Rapid7 Inc Recent Activity New Position	0.01%	$11,363 12,000 shares@ $0.95 avg price	New Position
0090⤦Airbnb Inc Recent Activity New Position	0.01%	$11,256 12,000 shares@ $0.94 avg price	New Position
7695⤦Rivian Automotive Inc Recent Activity New Position	0.01%	$8,930 10,000 shares@ $0.9 avg price	New Position
7573⤦Redfin Corp Recent Activity New Position	0.01%	$7,663 10,000 shares@ $0.77 avg price	New Position
9778⤦Wolfspeed Inc Recent Activity New Position	0.01%	$5,526 12,000 shares@ $0.47 avg price	New Position