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.
- TFC: Country of operation United States; Class COM; Shares 13,051; Value $537,040.
- FISV: Country of operation United States; Class COM; Shares 2,419; Value $534,188.
- LECO: Country of operation United States; Class COM; Shares 2,800; Value $529,648.
- NOC: Country of operation United States; Class COM; Shares 1,032; Value $528,553.
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 |
|---|---|---|---|---|---|---|---|---|
| TFC TRUIST FINL CORP | United States | COM | 13,051 | $537,040 | 0.19% | 2025-03-31 | 2025-04-02 | +12.86% |
| FISV FISERV INC | United States | COM | 2,419 | $534,188 | 0.19% | 2025-03-31 | 2025-04-02 | — split 2025-10-29, ratio not on file |
| LECO LINCOLN ELEC HLDGS INC | United States | COM | 2,800 | $529,648 | 0.19% | 2025-03-31 | 2025-04-02 | +43.16% |
| NOC NORTHROP GRUMMAN CORP | United States | COM | 1,032 | $528,553 | 0.19% | 2025-03-31 | 2025-04-02 | -1.45% |
| GILD GILEAD SCIENCES INC | United States | COM | 4,696 | $526,187 | 0.19% | 2025-03-31 | 2025-04-02 | +35.01% |
| EQIX EQUINIX INC | United States | COM | 645 | $525,901 | 0.19% | 2025-03-31 | 2025-04-02 | +24.52% |
| RACE FERRARI N V | COM | 1,200 | $513,456 | 0.18% | 2025-03-31 | 2025-04-02 | -6.04% | |
| PECO PHILLIPS EDISON & CO INC | United States | COMMON STOCK | 14,038 | $512,247 | 0.18% | 2025-03-31 | 2025-04-02 | +3.18% |
| GM GENERAL MTRS CO | United States | COM | 10,563 | $496,778 | 0.18% | 2025-03-31 | 2025-04-02 | +71.10% |
| EOG EOG RES INC | United States | COM | 3,841 | $492,570 | 0.18% | 2025-03-31 | 2025-04-02 | +8.91% |
| FNB F N B CORP | United States | COM | 36,234 | $487,347 | 0.18% | 2025-03-31 | 2025-04-02 | +28.77% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 971 | $483,170 | 0.17% | 2025-03-31 | 2025-04-02 | +36.58% |
| APD AIR PRODS & CHEMS INC | United States | COM | 1,572 | $463,614 | 0.17% | 2025-03-31 | 2025-04-02 | -5.33% |
| MSI MOTOROLA SOLUTIONS INC | United States | COM NEW | 1,054 | $461,452 | 0.17% | 2025-03-31 | 2025-04-02 | +1.90% |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 2,675 | $461,438 | 0.17% | 2025-03-31 | 2025-04-02 | -11.77% |
| LOW LOWES COS INC | United States | COM | 1,933 | $450,834 | 0.16% | 2025-03-31 | 2025-04-02 | -19.71% |
| SHOP SHOPIFY INC | CL A | 4,708 | $450,313 | 0.16% | 2025-03-31 | 2025-04-02 | +55.28% | |
| MU MICRON TECHNOLOGY INC | United States | COM | 5,119 | $444,790 | 0.16% | 2025-03-31 | 2025-04-02 | +1125.78% |
| GPC GENUINE PARTS CO | United States | COM | 3,719 | $443,097 | 0.16% | 2025-03-31 | 2025-04-02 | +6.56% |
| MPC MARATHON PETE CORP | United States | COM | 2,940 | $428,329 | 0.15% | 2025-03-31 | 2025-04-02 | +169.09% |
| KMI KINDER MORGAN INC DEL | United States | COM | 15,010 | $428,240 | 0.15% | 2025-03-31 | 2025-04-02 | +6.73% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 7,250 | $427,460 | 0.15% | 2025-03-31 | 2025-04-02 | +33.18% |
| COF CAPITAL ONE FINL CORP | United States | COM | 2,375 | $425,793 | 0.15% | 2025-03-31 | 2025-04-02 | +9.57% |
| MDLZ MONDELEZ INTL INC | United States | CL A | 6,258 | $424,610 | 0.15% | 2025-03-31 | 2025-04-02 | -12.57% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 12,351 | $421,663 | 0.15% | 2025-03-31 | 2025-04-02 | +5.51% |
| BKNG BOOKING HOLDINGS INC | United States | COM | 90 | $415,257 | 0.15% | 2025-03-31 | 2025-04-02 | -11.91% |
| WM WASTE MGMT INC DEL | United States | COM | 1,792 | $414,767 | 0.15% | 2025-03-31 | 2025-04-02 | -10.55% |
| USB US BANCORP DEL | United States | COM NEW | 9,812 | $414,263 | 0.15% | 2025-03-31 | 2025-04-02 | +37.71% |
| MCK MCKESSON CORP | United States | COM | 603 | $405,813 | 0.15% | 2025-03-31 | 2025-04-02 | +28.50% |
| D DOMINION ENERGY INC | United States | COM | 7,187 | $402,964 | 0.15% | 2025-03-31 | 2025-04-02 | +8.15% |
| LAMR LAMAR ADVERTISING CO NEW | United States | CL A | 3,535 | $402,212 | 0.14% | 2025-03-31 | 2025-04-02 | +28.28% |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 1,119 | $394,537 | 0.14% | 2025-03-31 | 2025-04-02 | +198.09% |
| CI THE CIGNA GROUP | United States | COM | 1,195 | $393,155 | 0.14% | 2025-03-31 | 2025-04-02 | -16.33% |
| C CITIGROUP INC | United States | COM NEW | 5,483 | $389,229 | 0.14% | 2025-03-31 | 2025-04-02 | +84.25% |
| DHR DANAHER CORPORATION | United States | COM | 1,864 | $382,120 | 0.14% | 2025-03-31 | 2025-04-02 | +10.30% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 3,468 | $378,956 | 0.14% | 2025-03-31 | 2025-04-02 | +9.18% |
| ADBE ADOBE INC | United States | COM | 983 | $377,010 | 0.14% | 2025-03-31 | 2025-04-02 | -39.20% |
| COP CONOCOPHILLIPS | United States | COM | 3,559 | $373,725 | 0.13% | 2025-03-31 | 2025-04-02 | +19.44% |
| YUM YUM BRANDS INC | United States | COM | 2,362 | $371,684 | 0.13% | 2025-03-31 | 2025-04-02 | -12.47% |
| WELL WELLTOWER INC | United States | COM | 2,418 | $370,462 | 0.13% | 2025-03-31 | 2025-04-02 | +52.01% |
| NU NU HLDGS LTD | ORD SHS CL A | 36,128 | $369,951 | 0.13% | 2025-03-31 | 2025-04-02 | +20.61% | |
| MET METLIFE INC | United States | COM | 4,571 | $367,006 | 0.13% | 2025-03-31 | 2025-04-02 | +18.57% |
| TGT TARGET CORP | United States | COM | 3,494 | $364,668 | 0.13% | 2025-03-31 | 2025-04-02 | +49.89% |
| FIS FIDELITY NATL INFORMATION SV | United States | COM | 4,877 | $364,214 | 0.13% | 2025-03-31 | 2025-04-02 | -55.34% |
| TEL TE CONNECTIVITY PLC | ORD SHS | 2,569 | $363,051 | 0.13% | 2025-03-31 | 2025-04-02 | +50.43% | |
| PANW PALO ALTO NETWORKS INC | United States | COM | 2,116 | $361,074 | 0.13% | 2025-03-31 | 2025-04-02 | +127.62% |
| GEV GE VERNOVA INC | United States | COM | 1,171 | $357,484 | 0.13% | 2025-03-31 | 2025-04-02 | +215.28% |
| TD TORONTO DOMINION BK ONT | COM NEW | 5,962 | $357,362 | 0.13% | 2025-03-31 | 2025-04-02 | +98.53% | |
| GLP GLOBAL PARTNERS LP | United States | COM UNITS | 6,664 | $355,724 | 0.13% | 2025-03-31 | 2025-04-02 | -13.00% |
| CL COLGATE PALMOLIVE CO | United States | COM | 3,774 | $353,624 | 0.13% | 2025-03-31 | 2025-04-02 | -7.73% |
| MKL MARKEL GROUP INC | United States | COM | 188 | $351,487 | 0.13% | 2025-03-31 | 2025-04-02 | -6.93% |
| WTRG ESSENTIAL UTILS INC | United States | COM | 8,734 | $345,250 | 0.12% | 2025-03-31 | 2025-04-02 | -0.76% |
| MMM 3M CO | United States | COM | 2,321 | $340,862 | 0.12% | 2025-03-31 | 2025-04-02 | +14.73% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 4,575 | $333,335 | 0.12% | 2025-03-31 | 2025-04-02 | -4.80% |
| ADSK AUTODESK INC | United States | COM | 1,271 | $332,748 | 0.12% | 2025-03-31 | 2025-04-02 | -22.39% |
| SRE SEMPRA | United States | COM | 4,653 | $332,038 | 0.12% | 2025-03-31 | 2025-04-02 | +9.56% |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 1,355 | $330,661 | 0.12% | 2025-03-31 | 2025-04-02 | -30.16% |
| SYK STRYKER CORPORATION | United States | COM | 851 | $316,785 | 0.11% | 2025-03-31 | 2025-04-02 | -25.11% |
| AVY AVERY DENNISON CORP | United States | COM | 1,774 | $315,719 | 0.11% | 2025-03-31 | 2025-04-02 | -4.04% |
| CTAS CINTAS CORP | United States | COM | 1,517 | $311,789 | 0.11% | 2025-03-31 | 2025-04-02 | -3.79% |
| PRU PRUDENTIAL FINL INC | United States | COM | 2,778 | $310,280 | 0.11% | 2025-03-31 | 2025-04-02 | +3.03% |
| UAA UNDER ARMOUR INC | United States | CL A | 49,211 | $307,569 | 0.11% | 2025-03-31 | 2025-04-02 | -31.68% |
| SILA SILA REALTY TRUST INC | United States | COMMON STOCK | 11,514 | $307,539 | 0.11% | 2025-03-31 | 2025-04-02 | |
| O REALTY INCOME CORP | United States | COM | 5,213 | $302,416 | 0.11% | 2025-03-31 | 2025-04-02 | -4.95% |
| JCI JOHNSON CTLS INTL PLC | SHS | 3,762 | $301,374 | 0.11% | 2025-03-31 | 2025-04-02 | +86.52% | |
| CTVA CORTEVA INC | United States | COM | 4,786 | $301,203 | 0.11% | 2025-03-31 | 2025-04-02 | +23.74% |
| ORLY OREILLY AUTOMOTIVE INC | United States | COM | 210 | $300,842 | 0.11% | 2025-03-31 | 2025-04-02 | -9.88% |
| GLW CORNING INC | United States | COM | 6,490 | $297,112 | 0.11% | 2025-03-31 | 2025-04-02 | +246.68% |
| QCOM QUALCOMM INC | United States | COM | 1,916 | $294,317 | 0.11% | 2025-03-31 | 2025-04-02 | +19.85% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 2,858 | $293,631 | 0.11% | 2025-03-31 | 2025-04-02 | +491.37% |
| AIG AMERICAN INTL GROUP INC | United States | COM NEW | 3,367 | $292,750 | 0.11% | 2025-03-31 | 2025-04-02 | -13.42% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 5,294 | $291,699 | 0.11% | 2025-03-31 | 2025-04-02 | -42.81% |
| AEE AMEREN CORP | United States | COM | 2,883 | $289,457 | 0.10% | 2025-03-31 | 2025-04-02 | -0.15% |
| PEG PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 3,502 | $288,174 | 0.10% | 2025-03-31 | 2025-04-02 | -17.76% |
| AMAT APPLIED MATLS INC | United States | COM | 1,984 | $287,918 | 0.10% | 2025-03-31 | 2025-04-02 | +252.82% |
| KMB KIMBERLY-CLARK CORP | United States | COM | 2,016 | $286,711 | 0.10% | 2025-03-31 | 2025-04-02 | -30.40% |
| PPL PPL CORP | United States | COM | 7,931 | $286,388 | 0.10% | 2025-03-31 | 2025-04-02 | -9.78% |
| ADI ANALOG DEVICES INC | United States | COM | 1,410 | $284,355 | 0.10% | 2025-03-31 | 2025-04-02 | +97.46% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 1,108 | $281,798 | 0.10% | 2025-03-31 | 2025-04-02 | +27.46% |
| EIX EDISON INTL | United States | COM | 4,746 | $279,634 | 0.10% | 2025-03-31 | 2025-04-02 | -9.10% |
| LHX L3HARRIS TECHNOLOGIES INC | United States | COM | 1,320 | $276,289 | 0.10% | 2025-03-31 | 2025-04-02 | +12.98% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 954 | $274,886 | 0.10% | 2025-03-31 | 2025-04-02 | +32.88% |
| LRCX LAM RESEARCH CORP | United States | COM NEW | 3,721 | $270,517 | 0.10% | 2025-03-31 | 2025-04-02 | +345.47% |
| EVRG EVERGY INC | United States | COM | 3,922 | $270,422 | 0.10% | 2025-03-31 | 2025-04-02 | +14.18% |
| CBRE CBRE GROUP INC | United States | CL A | 2,065 | $270,061 | 0.10% | 2025-03-31 | 2025-04-02 | +0.05% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 406 | $269,028 | 0.10% | 2025-03-31 | 2025-04-02 | +176.83% | |
| FCX FREEPORT-MCMORAN INC | United States | CL B | 6,955 | $263,316 | 0.09% | 2025-03-31 | 2025-04-02 | +86.98% |
| KEY KEYCORP | United States | COM | 16,423 | $262,607 | 0.09% | 2025-03-31 | 2025-04-02 | +25.83% |
| INTC INTEL CORP | United States | COM | 11,526 | $261,756 | 0.09% | 2025-03-31 | 2025-04-02 | +410.48% |
| KLAC KLA CORP | United States | COM NEW | 382 | $259,684 | 0.09% | 2025-03-31 | 2025-04-02 | +189.10% |
| AMP AMERIPRISE FINL INC | United States | COM | 536 | $259,483 | 0.09% | 2025-03-31 | 2025-04-02 | +2.73% |
| JXN JACKSON FINANCIAL INC | United States | COM CL A | 3,073 | $257,456 | 0.09% | 2025-03-31 | 2025-04-02 | +56.77% |
| XEL XCEL ENERGY INC | United States | COM | 3,520 | $249,181 | 0.09% | 2025-03-31 | 2025-04-02 | -0.14% |
| ABNB AIRBNB INC | United States | COM CL A | 2,073 | $247,641 | 0.09% | 2025-03-31 | 2025-04-02 | +31.39% |
| DE DEERE & CO | United States | COM | 527 | $247,347 | 0.09% | 2025-03-31 | 2025-04-02 | +44.99% |
| OMC OMNICOM GROUP INC | United States | COM | 2,926 | $242,566 | 0.09% | 2025-03-31 | 2025-04-02 | -10.58% |
| HLT HILTON WORLDWIDE HLDGS INC | United States | COM | 1,063 | $241,886 | 0.09% | 2025-03-31 | 2025-04-02 | +42.14% |
| F FORD MTR CO | United States | COM | 24,054 | $241,265 | 0.09% | 2025-03-31 | 2025-04-02 | +22.63% |
| SO SOUTHERN CO | United States | COM | 2,589 | $238,059 | 0.09% | 2025-03-31 | 2025-04-02 | -9.24% |
| PYPL PAYPAL HLDGS INC | United States | COM | 3,622 | $236,336 | 0.09% | 2025-03-31 | 2025-04-02 | -17.41% |
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| Not available yet | |||