Notify me when Marcum Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 405 | $1,156,968,358 | +$104,047,263 | -$71,276,411 | +$32,770,852 | IVV, SCHX, VEA, JAAA, SCHA | 13F-HR | 02 Apr 2025, 12:50 |
| Q4 2024 | 407 | $1,153,782,393 | +$199,897,026 | -$22,434,687 | +$177,462,339 | IVV, SCHX, VEA, SCHA, VWO | 13F-HR | 13 Jan 2025, 16:55 |
| Q3 2024 | 415 | $1,076,374,172 | +$39,666,519 | -$22,819,916 | +$16,846,603 | IVV, SCHX, VEA, SCHA, VWO | 13F-HR | 08 Oct 2024, 11:48 |
| Q2 2024 | 387 | $997,534,924 | +$45,517,892 | -$38,037,151 | +$7,480,741 | IVV, SCHX, VEA, SCHA, VWO | 13F-HR | 02 Jul 2024, 14:54 |
| Q1 2024 | 397 | $986,244,328 | +$46,501,001 | -$63,513,339 | -$17,012,338 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 10 Apr 2024, 17:06 |
| Q4 2023 | 384 | $939,739,148 | +$39,062,962 | -$18,215,093 | +$20,847,869 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 10 Jan 2024, 16:03 |
| Q3 2023 | 376 | $831,888,698 | +$36,303,152 | -$18,505,710 | +$17,797,442 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 10 Oct 2023, 15:27 |
| Q2 2023 | 387 | $851,964,288 | +$43,635,329 | -$33,706,710 | +$9,928,619 | IVV, SCHX, SCHA, VEA, VB | 13F-HR | 13 Jul 2023, 12:11 |
| Q1 2023 | 401 | $801,435,769 | +$49,064,783 | -$44,923,558 | +$4,141,225 | IVV, SCHX, SCHA, VEA, VB | 13F-HR | 19 Apr 2023, 15:30 |
| Q4 2022 | 381 | $754,150,266 | +$65,658,772 | -$25,474,622 | +$40,184,150 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 12 Jan 2023, 09:55 |
| Q3 2022 | 379 | $659,280,000 | +$62,115,529 | -$25,003,149 | +$37,112,380 | IVV, SCHX, SCHA, VEA, VB | 13F-HR | 11 Oct 2022, 10:08 |
| Q2 2022 | 380 | $668,082,000 | +$75,150,071 | -$20,208,140 | +$54,941,931 | IVV, SCHX, SCHA, VEA, VB | 13F-HR | 14 Jul 2022, 14:54 |
| Q1 2022 | 376 | $724,589,000 | +$132,075,940 | -$36,844,739 | +$95,231,201 | SCHX, IVV, SCHA, VEA, VB | 13F-HR | 20 Apr 2022, 12:04 |
| Q4 2021 | 389 | $719,092,000 | +$55,865,457 | -$15,880,408 | +$39,985,049 | SCHX, IVV, VEA, SCHA, VB | 13F-HR | 01 Feb 2022, 13:41 |
| Q3 2021 | 370 | $636,434,000 | +$60,482,367 | -$28,176,706 | +$32,305,661 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 08 Nov 2021, 09:25 |
| Q2 2021 | 341 | $616,092,000 | +$31,969,999 | -$62,469,035 | -$30,499,036 | IVV, SCHX, VEA, SCHA, VB | 13F-HR | 10 Aug 2021, 13:38 |
| Q1 2021 | 341 | $607,219,000 | +$182,571,110 | -$22,094,076 | +$160,477,034 | IVV, AAPL, SCHX, VB, VEA | 13F-HR | 11 May 2021, 14:10 |
| Q4 2020 | 151 | $426,101,000 | +$82,965,516 | -$28,234,990 | +$54,730,526 | IVV, AAPL, VB, SCHA, VEA | 13F-HR | 09 Feb 2021, 16:00 |
| Q3 2020 | 121 | $326,244,000 | +$22,486,636 | -$43,470,724 | -$20,984,088 | IVV, VB, SCHA, IEFA, VEA | 13F-HR | 09 Nov 2020, 15:43 |
| Q2 2020 | 119 | $325,072,000 | +$75,168,160 | -$55,531,267 | +$19,636,893 | IVV, VB, SCHA, IEFA, VEA | 13F-HR | 14 Aug 2020, 11:22 |
| Q1 2020 | 96 | $258,232,000 | +$105,404,453 | -$68,900,238 | +$36,504,215 | IVV, SCHA, IEFA, VB, SPYV | 13F-HR | 14 May 2020, 13:47 |
| Q4 2019 | 108 | $266,864,000 | $0 | $0 | $0 | IVV, VEA, SPMD, XMPT, SPYV | 13F-HR | 13 Feb 2020, 11:48 |