Marcum Wealth, LLC Last Quarter Change: USA Stocks, Unchanged

Marcum Wealth, LLC quarter change: USA Stocks, Unchanged

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).

HEI: Country of operation United States; Class COM; Shares 2024-12-31 7,613; Shares 2025-03-31 7,613.
IAU: Country of operation United States; Class ISHARES NEW; Shares 2024-12-31 7,250; Shares 2025-03-31 7,250.
ADBE: Country of operation United States; Class COM; Shares 2024-12-31 983; Shares 2025-03-31 983.
SILA: Country of operation United States; Class COMMON STOCK; Shares 2024-12-31 11,514; Shares 2025-03-31 11,514.

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	Country of operation	Class	Shares 2024-12-31	Shares 2025-03-31	Value 2024-12-31	Value 2025-03-31	Value change
HEI HEICO CORP NEW	United States	COM	7,613	7,613	$1,809,915	$2,034,117	+$224,202
IAU ISHARES GOLD TR	United States	ISHARES NEW	7,250	7,250	$358,948	$427,460	+$68,512
ADBE ADOBE INC	United States	COM	983	983	$437,120	$377,010	-$60,110
SILA SILA REALTY TRUST INC	United States	COMMON STOCK	11,514	11,514	$280,020	$307,539	+$27,519
DNN DENISON MINES CORP		COM	50,000	50,000	$90,000	$65,000	-$25,000
CGBD CARLYLE SECURED LENDING INC	United States	COM	11,314	11,314	$202,860	$183,061	-$19,799
TRX TRX GOLD CORPORATION		COM	25,000	25,000	$7,675	$7,775	+$100

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