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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
WMTWalmart Inc
Recent Activity
Decreased -9.41%
0.19%
$2.09M
23,131 shares@ $90.36 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.4%
0.18%
$2.075M
59,980 shares@ $34.6 avg price
BXBlackstone Inc
Recent Activity
Increased 0.02%
0.18%
$2.001M
11,607 shares@ $172.43 avg price
VOTVanguard Index Fds
Recent Activity
Increased 20.67%
0.17%
$1.928M
7,597 shares@ $253.77 avg price
BABoeing Co
Recent Activity
Decreased -0.35%
0.17%
$1.914M
10,811 shares@ $177.0 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -0.05%
0.17%
$1.907M
15,843 shares@ $120.36 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 23.85%
0.17%
$1.857M
38,421 shares@ $48.34 avg price
HEIHeico Corp New
Recent Activity
Decreased -0.5%
0.16%
$1.81M
7,613 shares@ $237.75 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.44%
0.16%
$1.808M
18,175 shares@ $99.49 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.07%
0.16%
$1.793M
6,184 shares@ $289.9 avg price