Marcum Wealth, LLC Last Quarter Change: Foreign Stocks, Added

Marcum Wealth, LLC quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2024-12-31 to 2025-03-31, Marcum Wealth, LLC opened 3 positions, added to 7, reduced 6, sold out of 0 and left 0 unchanged. The largest increase in value was SNY (+$295,325); the largest decrease was TSM (-$186,818).

LYG: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 75,390; Shares 2025-03-31 85,341.
ULXXXX: Country of operation —; Class SPON ADR NEW; Shares 2024-12-31 10,478; Shares 2025-03-31 11,230.
NVO: Country of operation —; Class ADR; Shares 2024-12-31 3,740; Shares 2025-03-31 5,457.
SHEL: Country of operation —; Class SPON ADS; Shares 2024-12-31 3,474; Shares 2025-03-31 3,721.

Two Form 13F-HR filings compared (SEC CIK 1784450): 2024-12-31 (filed 2025-01-13) and 2025-03-31 (filed 2025-04-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2024-12-31	Shares 2025-03-31	Share change	Value 2024-12-31	Value 2025-03-31	Value change
LYG LLOYDS BANKING GROUP PLC	SPONSORED ADR	75,390	85,341	+9,951	$205,061	$326,003	+$120,942
ULXXXX UNILEVER PLC	SPON ADR NEW	10,478	11,230	+752	$594,103	$668,747	+$74,644
NVO NOVO-NORDISK A S	ADR	3,740	5,457	+1,717	$321,715	$378,934	+$57,219
SHEL SHELL PLC	SPON ADS	3,474	3,721	+247	$217,646	$272,675	+$55,029
GSK GSK PLC	SPONSORED ADR	9,366	9,373	+7	$316,758	$363,110	+$46,352
MUFG MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	10,122	10,720	+598	$118,630	$146,114	+$27,484
RELX RELX PLC	SPONSORED ADR	4,466	4,517	+51	$202,846	$227,702	+$24,856

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