13F History

Marcum Wealth, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 13, 2025
Value $: $1.15B
Signature - Title: Molly Halpin - Billing Manager
Location: Cleveland, OH
Summary: This page shows a list of all the recent 13F filings made by Marcum Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marcum Wealth, LLC reported 407 stock holdings with total value $1.15B as of Q4 2024. Top holdings included IVV, SCHX, VEA, SCHA, and VWO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	407	$1.15B	+$200M	-$22.4M	+$177M	IVV, SCHX, VEA, SCHA, VWO	13F-HR	1/13/2025, 04:55 PM
Q3 2024	415	$1.08B	+$39.7M	-$22.8M	+$16.8M	IVV, SCHX, VEA, SCHA, VWO	13F-HR	10/8/2024, 11:48 AM
Q2 2024	387	$998M	+$45.5M	-$38M	+$7.48M	IVV, SCHX, VEA, SCHA, VWO	13F-HR	7/2/2024, 02:54 PM
Q1 2024	397	$986M	+$46.5M	-$63.5M	-$17M	IVV, SCHX, VEA, SCHA, VB	13F-HR	4/10/2024, 05:06 PM
Q4 2023	384	$940M	+$39.1M	-$18.2M	+$20.8M	IVV, SCHX, VEA, SCHA, VB	13F-HR	1/10/2024, 04:03 PM
Q3 2023	376	$832M	+$36.3M	-$18.5M	+$17.8M	IVV, SCHX, VEA, SCHA, VB	13F-HR	10/10/2023, 03:27 PM
Q2 2023	387	$852M	+$43.6M	-$33.7M	+$9.93M	IVV, SCHX, SCHA, VEA, VB	13F-HR	7/13/2023, 12:11 PM
Q1 2023	401	$801M	+$49.1M	-$44.9M	+$4.14M	IVV, SCHX, SCHA, VEA, VB	13F-HR	4/19/2023, 03:30 PM
Q4 2022	381	$754M	+$65.7M	-$25.5M	+$40.2M	IVV, SCHX, VEA, SCHA, VB	13F-HR	1/12/2023, 09:55 AM
Q3 2022	379	$659M	+$62.1M	-$25M	+$37.1M	IVV, SCHX, SCHA, VEA, VB	13F-HR	10/11/2022, 10:08 AM
Q2 2022	380	$668M	+$75.2M	-$20.2M	+$54.9M	IVV, SCHX, SCHA, VEA, VB	13F-HR	7/14/2022, 02:54 PM
Q1 2022	376	$725M	+$132M	-$36.8M	+$95.2M	SCHX, IVV, SCHA, VEA, VB	13F-HR	4/20/2022, 12:04 PM
Q4 2021	389	$719M	+$55.9M	-$15.9M	+$40M	SCHX, IVV, VEA, SCHA, VB	13F-HR	2/1/2022, 01:41 PM
Q3 2021	370	$636M	+$60.5M	-$28.2M	+$32.3M	IVV, SCHX, VEA, SCHA, VB	13F-HR	11/8/2021, 09:25 AM
Q2 2021	341	$616M	+$32M	-$62.5M	-$30.5M	IVV, SCHX, VEA, SCHA, VB	13F-HR	8/10/2021, 01:38 PM
Q1 2021	341	$607M	+$183M	-$22.1M	+$160M	IVV, AAPL, SCHX, VB, VEA	13F-HR	5/11/2021, 02:10 PM
Q4 2020	151	$426M	+$83M	-$28.2M	+$54.7M	IVV, AAPL, VB, SCHA, VEA	13F-HR	2/9/2021, 04:00 PM
Q3 2020	121	$326M	+$22.5M	-$43.5M	-$21M	IVV, VB, SCHA, IEFA, VEA	13F-HR	11/9/2020, 03:43 PM
Q2 2020	119	$325M	+$75.2M	-$55.5M	+$19.6M	IVV, VB, SCHA, IEFA, VEA	13F-HR	8/14/2020, 11:22 AM
Q1 2020	96	$258M	+$105M	-$68.9M	+$36.5M	IVV, SCHA, IEFA, VB, SPYV	13F-HR	5/14/2020, 01:47 PM
Q4 2019	108	$267M	$0	$0		IVV, VEA, SPMD, XMPT, SPYV	13F-HR	2/13/2020, 11:48 AM

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