Marcum Wealth, LLC current holdings: USA Stocks
Marcum Wealth, LLC reported $0.27 billion in share positions in stocks (listed in the US), 231 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AAPL, MSFT, PGR.
- AAPL: Country of operation United States; Class COM; Shares 95,207; Value $21,148,231.
- MSFT: Country of operation United States; Class COM; Shares 54,314; Value $20,388,988.
- PGR: Country of operation United States; Class COM; Shares 53,920; Value $15,259,948.
- UPS: Country of operation United States; Class CL B; Shares 108,545; Value $11,938,814.
Form 13F-HR as filed (SEC CIK 1784450): quarter ended 2025-03-31, filed 2025-04-02. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 95,207 | $21,148,231 | 7.62% | 2025-03-31 | 2025-04-02 | |
| MSFT MICROSOFT CORP | United States | COM | 54,314 | $20,388,988 | 7.34% | 2025-03-31 | 2025-04-02 | +35.58% |
| PGR PROGRESSIVE CORP | United States | COM | 53,920 | $15,259,948 | 5.50% | 2025-03-31 | 2025-04-02 | -25.61% |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 108,545 | $11,938,814 | 4.30% | 2025-03-31 | 2025-04-02 | -14.60% |
| NVDA NVIDIA CORPORATION | United States | COM | 83,594 | $9,059,937 | 3.26% | 2025-03-31 | 2025-04-02 | +109.64% |
| AMZN AMAZON COM INC | United States | COM | 41,827 | $7,958,019 | 2.87% | 2025-03-31 | 2025-04-02 | +29.65% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 26,761 | $6,564,353 | 2.36% | 2025-03-31 | 2025-04-02 | +36.56% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9,098 | $4,845,413 | 1.74% | 2025-03-31 | 2025-04-02 | ||
| META META PLATFORMS INC | United States | CL A | 7,237 | $4,171,183 | 1.50% | 2025-03-31 | 2025-04-02 | +28.18% |
| XOMXXXX EXXON MOBIL CORP | COM | 32,902 | $3,913,065 | 1.41% | 2025-03-31 | 2025-04-02 | ||
| PH PARKER-HANNIFIN CORP | United States | COM | 6,409 | $3,895,711 | 1.40% | 2025-03-31 | 2025-04-02 | +59.64% |
| HEIA HEICO CORP NEW | CL A | 18,096 | $3,817,713 | 1.37% | 2025-03-31 | 2025-04-02 | ||
| V VISA INC | United States | COM CL A | 10,458 | $3,665,111 | 1.32% | 2025-03-31 | 2025-04-02 | +4.40% |
| MO ALTRIA GROUP INC | United States | COM | 60,852 | $3,652,351 | 1.32% | 2025-03-31 | 2025-04-02 | +14.50% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 21,333 | $3,298,975 | 1.19% | 2025-03-31 | 2025-04-02 | +120.46% |
| AVGO BROADCOM INC | United States | COM | 19,406 | $3,249,154 | 1.17% | 2025-03-31 | 2025-04-02 | +112.09% |
| CVX CHEVRON CORP NEW | United States | COM | 17,823 | $2,981,684 | 1.07% | 2025-03-31 | 2025-04-02 | +22.17% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 18,305 | $2,859,836 | 1.03% | 2025-03-31 | 2025-04-02 | +115.91% |
| LLY ELI LILLY & CO | United States | COM | 3,375 | $2,787,449 | 1.00% | 2025-03-31 | 2025-04-02 | +43.43% |
| RTX RTX CORPORATION | United States | COM | 19,733 | $2,613,833 | 0.94% | 2025-03-31 | 2025-04-02 | +41.13% |
| PM PHILIP MORRIS INTL INC | United States | COM | 15,615 | $2,478,628 | 0.89% | 2025-03-31 | 2025-04-02 | +22.16% |
| HD HOME DEPOT INC | United States | COM | 6,316 | $2,314,739 | 0.83% | 2025-03-31 | 2025-04-02 | -21.41% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 4,352 | $2,279,360 | 0.82% | 2025-03-31 | 2025-04-02 | -28.41% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 9,091 | $2,260,590 | 0.81% | 2025-03-31 | 2025-04-02 | -11.53% |
| PG PROCTER AND GAMBLE CO | United States | COM | 13,021 | $2,218,973 | 0.80% | 2025-03-31 | 2025-04-02 | -12.97% |
| TSLA TESLA INC | United States | COM | 8,235 | $2,134,183 | 0.77% | 2025-03-31 | 2025-04-02 | +36.15% |
| WMT WALMART INC | United States | COM | 24,183 | $2,123,026 | 0.76% | 2025-03-31 | 2025-04-02 | +21.65% |
| HEI HEICO CORP NEW | United States | COM | 7,613 | $2,034,117 | 0.73% | 2025-03-31 | 2025-04-02 | +14.94% |
| MCD MCDONALDS CORP | United States | COM | 6,486 | $2,025,944 | 0.73% | 2025-03-31 | 2025-04-02 | -25.10% |
| FEGE RBB FUND TRUST | FIRST EAGLE GBL | 52,591 | $1,976,107 | 0.71% | 2025-03-31 | 2025-04-02 | ||
| ABBV ABBVIE INC | United States | COM | 9,409 | $1,971,290 | 0.71% | 2025-03-31 | 2025-04-02 | +25.66% |
| JNJ JOHNSON & JOHNSON | United States | COM | 11,855 | $1,966,027 | 0.71% | 2025-03-31 | 2025-04-02 | +61.34% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 3,541 | $1,934,413 | 0.70% | 2025-03-31 | 2025-04-02 | +67.72% |
| BA BOEING CO | United States | COM | 11,132 | $1,898,563 | 0.68% | 2025-03-31 | 2025-04-02 | +10.04% |
| ORCL ORACLE CORP | United States | COM | 12,762 | $1,784,303 | 0.64% | 2025-03-31 | 2025-04-02 | -1.44% |
| BX BLACKSTONE INC | United States | COM | 11,627 | $1,625,232 | 0.59% | 2025-03-31 | 2025-04-02 | -18.44% |
| BAC BANK AMERICA CORP | United States | COM | 37,984 | $1,585,074 | 0.57% | 2025-03-31 | 2025-04-02 | +31.70% |
| MA MASTERCARD INCORPORATED | United States | CL A | 2,852 | $1,562,977 | 0.56% | 2025-03-31 | 2025-04-02 | +2.82% |
| NFLX NETFLIX INC | United States | COM | 1,613 | $1,504,171 | 0.54% | 2025-03-31 | 2025-04-02 | -24.61% |
| T AT&T INC | United States | COM | 51,200 | $1,447,931 | 0.52% | 2025-03-31 | 2025-04-02 | -13.44% |
| KO COCA COLA CO | United States | COM | 19,618 | $1,405,045 | 0.51% | 2025-03-31 | 2025-04-02 | +21.25% |
| MRK MERCK & CO INC | United States | COM | 15,414 | $1,383,564 | 0.50% | 2025-03-31 | 2025-04-02 | +66.31% |
| PEP PEPSICO INC | United States | COM | 8,890 | $1,332,967 | 0.48% | 2025-03-31 | 2025-04-02 | -14.17% |
| CMCSA COMCAST CORP NEW | United States | CL A | 34,716 | $1,281,029 | 0.46% | 2025-03-31 | 2025-04-02 | -37.54% |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 2,582 | $1,278,787 | 0.46% | 2025-03-31 | 2025-04-02 | -16.78% |
| AMGN AMGEN INC | United States | COM | 3,913 | $1,219,248 | 0.44% | 2025-03-31 | 2025-04-02 | +35.98% |
| ETN EATON CORP PLC | SHS | 4,420 | $1,201,489 | 0.43% | 2025-03-31 | 2025-04-02 | +59.39% | |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 5,518 | $1,200,717 | 0.43% | 2025-03-31 | 2025-04-02 | -23.09% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 26,044 | $1,181,359 | 0.43% | 2025-03-31 | 2025-04-02 | +1.37% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 19,296 | $1,176,855 | 0.42% | 2025-03-31 | 2025-04-02 | +3.07% |
| CRM SALESFORCE INC | United States | COM | 4,369 | $1,172,496 | 0.42% | 2025-03-31 | 2025-04-02 | -16.04% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 9,573 | $1,167,674 | 0.42% | 2025-03-31 | 2025-04-02 | -6.36% |
| CB CHUBB LIMITED | COM | 3,841 | $1,159,944 | 0.42% | 2025-03-31 | 2025-04-02 | +9.96% | |
| CSCO CISCO SYS INC | United States | COM | 18,555 | $1,145,006 | 0.41% | 2025-03-31 | 2025-04-02 | +73.29% |
| AXP AMERICAN EXPRESS CO | United States | COM | 4,233 | $1,138,959 | 0.41% | 2025-03-31 | 2025-04-02 | +13.51% |
| DIS DISNEY WALT CO | United States | COM | 11,041 | $1,089,717 | 0.39% | 2025-03-31 | 2025-04-02 | +6.80% |
| SBUX STARBUCKS CORP | United States | COM | 10,934 | $1,072,560 | 0.39% | 2025-03-31 | 2025-04-02 | -2.71% |
| WFC WELLS FARGO CO NEW | United States | COM | 14,429 | $1,035,840 | 0.37% | 2025-03-31 | 2025-04-02 | +12.10% |
| OKE ONEOK INC NEW | United States | COM | 10,250 | $1,017,054 | 0.37% | 2025-03-31 | 2025-04-02 | -12.46% |
| WMB WILLIAMS COS INC | United States | COM | 16,493 | $985,622 | 0.35% | 2025-03-31 | 2025-04-02 | +14.84% |
| SPGI S&P GLOBAL INC | United States | COM | 1,914 | $972,503 | 0.35% | 2025-03-31 | 2025-04-02 | -18.36% |
| ENB ENBRIDGE INC | COM | 21,314 | $944,423 | 0.34% | 2025-03-31 | 2025-04-02 | +5.28% | |
| BLK BLACKROCK INC | United States | COM | 985 | $932,049 | 0.34% | 2025-03-31 | 2025-04-02 | +12.83% |
| KRG KITE RLTY GROUP TR | United States | COM NEW | 40,290 | $901,287 | 0.32% | 2025-03-31 | 2025-04-02 | +10.42% |
| PFE PFIZER INC | United States | COM | 34,602 | $876,806 | 0.32% | 2025-03-31 | 2025-04-02 | +13.34% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 4,825 | $848,139 | 0.31% | 2025-03-31 | 2025-04-02 | +26.10% |
| COST COSTCO WHSL CORP NEW | United States | COM | 887 | $838,627 | 0.30% | 2025-03-31 | 2025-04-02 | -2.24% |
| INTU INTUIT | United States | COM | 1,344 | $825,203 | 0.30% | 2025-03-31 | 2025-04-02 | -56.35% |
| WEC WEC ENERGY GROUP INC | United States | COM | 7,416 | $808,196 | 0.29% | 2025-03-31 | 2025-04-02 | -5.87% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 10,319 | $807,797 | 0.29% | 2025-03-31 | 2025-04-02 | +26.60% |
| TJX TJX COS INC NEW | United States | COM | 6,629 | $807,412 | 0.29% | 2025-03-31 | 2025-04-02 | +9.85% |
| CAT CATERPILLAR INC | United States | COM | 2,392 | $788,924 | 0.28% | 2025-03-31 | 2025-04-02 | +150.65% |
| NOW SERVICENOW INC | United States | COM | 988 | $786,586 | 0.28% | 2025-03-31 | 2025-04-02 | -18.39% |
| ABT ABBOTT LABS | United States | COM | 5,869 | $778,511 | 0.28% | 2025-03-31 | 2025-04-02 | -23.90% |
| BDX BECTON DICKINSON & CO | United States | COM | 3,395 | $777,659 | 0.28% | 2025-03-31 | 2025-04-02 | +1.05% |
| CVS CVS HEALTH CORP | United States | COM | 11,354 | $769,204 | 0.28% | 2025-03-31 | 2025-04-02 | +28.56% |
| NKE NIKE INC | United States | CL B | 12,065 | $765,904 | 0.28% | 2025-03-31 | 2025-04-02 | -43.54% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 2,889 | $764,025 | 0.28% | 2025-03-31 | 2025-04-02 | +37.34% |
| TXN TEXAS INSTRS INC | United States | COM | 4,205 | $755,560 | 0.27% | 2025-03-31 | 2025-04-02 | +56.76% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 1,676 | $748,492 | 0.27% | 2025-03-31 | 2025-04-02 | +14.66% |
| HBAN HUNTINGTON BANCSHARES INC | United States | COM | 49,371 | $741,059 | 0.27% | 2025-03-31 | 2025-04-02 | +1.73% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 2,343 | $731,110 | 0.26% | 2025-03-31 | 2025-04-02 | -43.24% | |
| GE GE AEROSPACE | United States | COM NEW | 3,614 | $723,258 | 0.26% | 2025-03-31 | 2025-04-02 | +58.83% |
| TMUS T-MOBILE US INC | United States | COM | 2,679 | $714,516 | 0.26% | 2025-03-31 | 2025-04-02 | -38.89% |
| MDT MEDTRONIC PLC | Ireland | SHS | 7,927 | $712,320 | 0.26% | 2025-03-31 | 2025-04-02 | -3.08% |
| UNP UNION PAC CORP | United States | COM | 2,954 | $697,853 | 0.25% | 2025-03-31 | 2025-04-02 | +16.05% |
| HONZZZZ HONEYWELL INTL INC | COM | 3,252 | $688,611 | 0.25% | 2025-03-31 | 2025-04-02 | ||
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 2,175 | $664,528 | 0.24% | 2025-03-31 | 2025-04-02 | -14.31% |
| CME CME GROUP INC | United States | COM | 2,504 | $664,286 | 0.24% | 2025-03-31 | 2025-04-02 | -0.78% |
| MS MORGAN STANLEY | United States | COM NEW | 5,513 | $643,202 | 0.23% | 2025-03-31 | 2025-04-02 | +65.22% |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 12,787 | $642,035 | 0.23% | 2025-03-31 | 2025-04-02 | -36.51% |
| SHW SHERWIN WILLIAMS CO | United States | COM | 1,758 | $613,876 | 0.22% | 2025-03-31 | 2025-04-02 | -5.37% |
| PLD PROLOGIS INC. | United States | COM | 5,452 | $609,479 | 0.22% | 2025-03-31 | 2025-04-02 | +18.62% |
| ETR ENTERGY CORP NEW | United States | COM | 7,084 | $605,611 | 0.22% | 2025-03-31 | 2025-04-02 | +16.69% |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 1,247 | $604,571 | 0.22% | 2025-03-31 | 2025-04-02 | +8.64% |
| EMR EMERSON ELEC CO | United States | COM | 5,439 | $596,332 | 0.21% | 2025-03-31 | 2025-04-02 | +43.41% |
| MAR MARRIOTT INTL INC NEW | United States | CL A | 2,464 | $587,029 | 0.21% | 2025-03-31 | 2025-04-02 | +51.81% |
| NEE NEXTERA ENERGY INC | United States | COM | 8,274 | $586,544 | 0.21% | 2025-03-31 | 2025-04-02 | +7.05% |
| LIN LINDE PLC | United Kingdom | SHS | 1,189 | $553,646 | 0.20% | 2025-03-31 | 2025-04-02 | +1.66% |
| CORT CORCEPT THERAPEUTICS INC | United States | COM | 4,711 | $538,090 | 0.19% | 2025-03-31 | 2025-04-02 | — split 2025-12-31, ratio not on file |
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