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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
ETNEaton Corp Plc
Recent Activity
Decreased -1.9%
0.14%
$1.518M
4,575 shares@ $331.87 avg price
MAMastercard Incorporated
Recent Activity
Decreased -1.06%
0.14%
$1.517M
2,881 shares@ $526.49 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.38%
0.13%
$1.448M
35,376 shares@ $40.93 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -6.52%
0.13%
$1.442M
9,973 shares@ $144.63 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.08%
0.13%
$1.423M
1,597 shares@ $891.32 avg price
PEPPepsico Inc
Recent Activity
Increased 0.41%
0.13%
$1.387M
9,123 shares@ $152.06 avg price
IWDIshares Tr
Recent Activity
Increased 8.85%
0.12%
$1.382M
7,467 shares@ $185.15 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -4.27%
0.12%
$1.344M
2,574 shares@ $521.96 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -4.38%
0.12%
$1.271M
25,907 shares@ $49.05 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 1.91%
0.11%
$1.262M
16,329 shares@ $77.28 avg price