Marcum Wealth, LLC Current Holdings: USA Bonds: Zero-Coupon Convertibles

Marcum Wealth, LLC current holdings: USA Bonds: Zero-Coupon Convertibles

Marcum Wealth, LLC reported $0.00 billion in zero-coupon convertible notes (no coupon in the filed class) (listed in the US), 7 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are DRAFTKINGS INC NEW, ITRON INC, DIGITALOCEAN HLDGS INC.

DRAFTKINGS INC NEW: Country of operation United States; Class NOTE 3/1; Principal $26,000; Value $22,633.
ITRON INC: Country of operation United States; Class NOTE 3/1; Principal $22,000; Value $22,594.
DIGITALOCEAN HLDGS INC: Country of operation United States; Class NOTE 12/0; Principal $24,000; Value $22,318.
UBER TECHNOLOGIES INC: Country of operation United States; Class NOTE 12/1; Principal $14,000; Value $14,840.

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.

Stock	Country of operation	Class	Principal	Value	Quarter end	Filed
DRAFTKINGS INC NEW CUSIP 26142RAB0	United States	NOTE 3/1	$26,000	$22,633	2025-03-31	2025-04-02
ITRON INC CUSIP 465741AN6	United States	NOTE 3/1	$22,000	$22,594	2025-03-31	2025-04-02
DIGITALOCEAN HLDGS INC CUSIP 25402DAB8	United States	NOTE 12/0	$24,000	$22,318	2025-03-31	2025-04-02
UBER TECHNOLOGIES INC CUSIP 90353TAJ9	United States	NOTE 12/1	$14,000	$14,840	2025-03-31	2025-04-02
AIRBNB INC CUSIP 009066AB7	United States	NOTE 3/1	$12,000	$11,454	2025-03-31	2025-04-02
CONFLUENT INC CUSIP 20717MAB9	United States	NOTE 1/1	$12,000	$11,070	2025-03-31	2025-04-02
SHAKE SHACK INC CUSIP 819047AB7	United States	NOTE 3/0	$11,000	$10,127	2025-03-31	2025-04-02

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