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

Marcum Wealth, LLC quarter change: Foreign Stocks, Reduced

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).

TSM: Country of operation —; Class SPONSORED ADS; Shares 2024-12-31 5,474; Shares 2025-03-31 5,387.
SAP: Country of operation —; Class SPON ADR; Shares 2024-12-31 2,002; Shares 2025-03-31 1,448.
EMBJ: Country of operation —; Class SPONSORED ADS; Shares 2024-12-31 10,537; Shares 2025-03-31 10,042.
SONY: Country of operation —; Class SPONSORED ADR; Shares 2024-12-31 11,961; Shares 2025-03-31 11,313.

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
TSM TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	5,474	5,387	-87	$1,081,060	$894,242	-$186,818
SAP SAP SE	SPON ADR	2,002	1,448	-554	$492,912	$388,701	-$104,211
EMBJ EMBRAER S.A.	SPONSORED ADS	10,537	10,042	-495	$386,497	$463,940	+$77,443
SONY SONY GROUP CORP	SPONSORED ADR	11,961	11,313	-648	$253,095	$287,237	+$34,142
BP BP PLC	SPONSORED ADR	7,002	6,974	-28	$206,979	$235,651	+$28,672
HLN HALEON PLC	SPON ADS	24,714	23,906	-808	$235,772	$245,993	+$10,221

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet