Marcum Wealth, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Marcum Wealth, LLC opened 14 positions, added to 96, reduced 114, sold out of 9 and left 7 unchanged. The largest increase in value was PGR (+$3,880,834); the largest decrease was AAPL (-$2,508,113).
- FEGE: Country of operation —; Class FIRST EAGLE GBL; Shares 2024-12-31 0; Shares 2025-03-31 52,591.
- GLP: Country of operation United States; Class COM UNITS; Shares 2024-12-31 0; Shares 2025-03-31 6,664.
- LRCX: Country of operation United States; Class COM NEW; Shares 2024-12-31 0; Shares 2025-03-31 3,721.
- INTC: Country of operation United States; Class COM; Shares 2024-12-31 0; Shares 2025-03-31 11,526.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||