Marcum Wealth, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$1.08B
Signature - Title
Molly Halpin - Billing Manager
Location
6685 Beta Drive, Cleveland, OH
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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