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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
BACBank America Corp
Recent Activity
Increased 3.61%
0.15%
$1.682M
38,279 shares@ $43.95 avg price
USHYIshares Tr
Recent Activity
Decreased -22.02%
0.15%
$1.679M
45,629 shares@ $36.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.2%
0.15%
$1.677M
9,439 shares@ $177.71 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 190.03%
0.15%
$1.659M
28,895 shares@ $57.42 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 0.31%
0.15%
$1.656M
25,974 shares@ $63.75 avg price
BJANInnovator Etfs Trust
Recent Activity
0.15%
$1.649M
34,381 shares@ $47.96 avg price
IYWIshares Tr
Recent Activity
Decreased -0.17%
0.15%
$1.628M
10,208 shares@ $159.53 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 9.14%
0.14%
$1.605M
11,664 shares@ $137.57 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -1.14%
0.14%
$1.575M
13,676 shares@ $115.19 avg price
USMVIshares Tr
Recent Activity
Increased 1.58%
0.14%
$1.53M
17,231 shares@ $88.79 avg price