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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
MMINNew York Life Invts Active E
Recent Activity
Increased 0.23%
0.3%
$3.367M
141,233 shares@ $23.85 avg price
VVisa Inc
Recent Activity
Decreased -0.87%
0.29%
$3.276M
10,366 shares@ $316.05 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Decreased -7.27%
0.29%
$3.233M
73,168 shares@ $44.19 avg price
MOAltria Group Inc
Recent Activity
Increased 6.99%
0.28%
$3.177M
60,763 shares@ $52.3 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 6.37%
0.27%
$3.086M
61,553 shares@ $50.14 avg price
DFISDimensional Etf Trust
Recent Activity
Increased 6.07%
0.27%
$3.059M
124,586 shares@ $24.56 avg price
TSLATesla Inc
Recent Activity
Increased 2.98%
0.26%
$2.975M
7,367 shares@ $403.84 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 29.67%
0.25%
$2.845M
12,235 shares@ $232.52 avg price
GBFIshares Tr
Recent Activity
New Position
0.25%
$2.841M
27,787 shares@ $102.23 avg price
HDHome Depot Inc
Recent Activity
Increased 6.56%
0.23%
$2.65M
6,812 shares@ $389.01 avg price