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.
- CAH: Country of operation United States; Class COM; Shares 1,714; Value $236,138.
- HCA: Country of operation United States; Class COM; Shares 680; Value $234,974.
- WDAY: Country of operation United States; Class CL A; Shares 1,005; Value $234,698.
- AON: Country of operation Ireland; Class SHS CL A; Shares 587; Value $234,266.
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 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 1,714 | $236,138 | 0.09% | 2025-03-31 | 2025-04-02 | +62.52% |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 680 | $234,974 | 0.08% | 2025-03-31 | 2025-04-02 | +24.91% |
|---|
WDAY
WORKDAY INC | United States | CL A | 1,005 | $234,698 | 0.08% | 2025-03-31 | 2025-04-02 | -19.00% |
|---|
AON
AON PLC | Ireland | SHS CL A | 587 | $234,266 | 0.08% | 2025-03-31 | 2025-04-02 | -30.87% |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 852 | $232,238 | 0.08% | 2025-03-31 | 2025-04-02 | +21.92% |
|---|
LH
LABCORP HOLDINGS INC | United States | COM SHS | 997 | $232,042 | 0.08% | 2025-03-31 | 2025-04-02 | +32.68% |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,723 | $229,821 | 0.08% | 2025-03-31 | 2025-04-02 | +121.53% |
|---|
MCO
MOODYS CORP | United States | COM | 481 | $223,997 | 0.08% | 2025-03-31 | 2025-04-02 | -2.33% |
|---|
SNPS
SYNOPSYS INC | United States | COM | 519 | $222,573 | 0.08% | 2025-03-31 | 2025-04-02 | -3.21% |
|---|
AZO
AUTOZONE INC | United States | COM | 58 | $221,141 | 0.08% | 2025-03-31 | 2025-04-02 | -24.57% |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 11,869 | $220,643 | 0.08% | 2025-03-31 | 2025-04-02 | +7.10% |
|---|
MTB
M & T BK CORP | United States | COM | 1,231 | $220,041 | 0.08% | 2025-03-31 | 2025-04-02 | +21.68% |
|---|
GWW
GRAINGER W W INC | United States | COM | 221 | $218,310 | 0.08% | 2025-03-31 | 2025-04-02 | +26.41% |
|---|
MPLX
MPLX LP | United States | COM UNIT REP LTD | 4,045 | $216,507 | 0.08% | 2025-03-31 | 2025-04-02 | +6.60% |
|---|
KR
KROGER CO | United States | COM | 3,177 | $215,051 | 0.08% | 2025-03-31 | 2025-04-02 | -10.19% |
|---|
ELV
ELEVANCE HEALTH INC | United States | COM | 492 | $214,000 | 0.08% | 2025-03-31 | 2025-04-02 | -9.71% |
|---|
HII
HUNTINGTON INGALLS INDS INC | United States | COM | 1,048 | $213,743 | 0.08% | 2025-03-31 | 2025-04-02 | +27.25% |
|---|
XYL
XYLEM INC | United States | COM | 1,768 | $211,205 | 0.08% | 2025-03-31 | 2025-04-02 | -15.51% |
|---|
DLR
DIGITAL RLTY TR INC | United States | COM | 1,458 | $208,917 | 0.08% | 2025-03-31 | 2025-04-02 | +23.22% |
|---|
VICI
VICI PPTYS INC | United States | COM | 6,381 | $208,148 | 0.07% | 2025-03-31 | 2025-04-02 | -28.88% |
|---|
PAYX
PAYCHEX INC | United States | COM | 1,334 | $205,810 | 0.07% | 2025-03-31 | 2025-04-02 | -35.63% |
|---|
CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 2,682 | $205,173 | 0.07% | 2025-03-31 | 2025-04-02 | -25.70% |
|---|
FDX
FEDEX CORP | United States | COM | 830 | $202,337 | 0.07% | 2025-03-31 | 2025-04-02 | +46.34% |
|---|
VRSK
VERISK ANALYTICS INC | United States | COM | 679 | $202,084 | 0.07% | 2025-03-31 | 2025-04-02 | -44.24% |
|---|
CGBD
CARLYLE SECURED LENDING INC | United States | COM | 11,314 | $183,061 | 0.07% | 2025-03-31 | 2025-04-02 | -31.40% |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 10,979 | $169,406 | 0.06% | 2025-03-31 | 2025-04-02 | +298.51% |
|---|
GNW
GENWORTH FINL INC | United States | COM SHS | 20,007 | $141,850 | 0.05% | 2025-03-31 | 2025-04-02 | +30.18% |
|---|
AES
AES CORP | United States | COM | 10,468 | $130,013 | 0.05% | 2025-03-31 | 2025-04-02 | +19.65% |
|---|
VTRS
VIATRIS INC | United States | COM | 11,649 | $101,466 | 0.04% | 2025-03-31 | 2025-04-02 | +108.04% |
|---|
DNN
DENISON MINES CORP | | COM | 50,000 | $65,000 | 0.02% | 2025-03-31 | 2025-04-02 | +99.23% |
|---|
TRX
TRX GOLD CORPORATION | | COM | 25,000 | $7,775 | 0.00% | 2025-03-31 | 2025-04-02 | +300.00% |
|---|
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