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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
LLYEli Lilly & Co
Recent Activity
Increased 6.65%
0.23%
$2.588M
3,353 shares@ $771.97 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Increased 4.53%
0.23%
$2.584M
55,688 shares@ $46.4 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.25%
0.23%
$2.543M
17,557 shares@ $144.84 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.42%
0.2%
$2.306M
4,559 shares@ $505.87 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.55%
0.2%
$2.256M
13,459 shares@ $167.65 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.52%
0.2%
$2.226M
10,127 shares@ $219.83 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 0.31%
0.19%
$2.135M
38,353 shares@ $55.66 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -3.2%
0.19%
$2.124M
3,710 shares@ $572.62 avg price
KJANInnovator Etfs Trust
Recent Activity
Increased 0.47%
0.19%
$2.115M
56,631 shares@ $37.36 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.11%
0.19%
$2.112M
12,674 shares@ $166.65 avg price