13F Insight
DOSSIER · 13F-HR · Q1 2025

Marcum Wealth, LLC

$1.2B in tracked AUM across 405 positions as of Q1 2025.

MW
CIK 0001784450 · last filed Mar 31, 2025
Total AUM
$1.2B
as of Q1 2025
Holdings
405
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2025

Marcum Wealth, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$1.2B▲ 0.3%
405 positionsLocked2024Q4Dec 31
$1.2B▲ 7.2%
407 positionsLocked2024Q3Sep 30
$1.1B▲ 7.9%
415 positionsLocked2024Q2Jun 30
$998M▲ 1.1%
387 positionsLocked2024Q1Mar 31
$986M▲ 4.9%
397 positionsLocked2023Q4Dec 31
$940M▲ 13.0%
384 positionsLocked2023Q3Sep 30
$832M▼ 2.4%
376 positionsLocked2023Q2Jun 30
$852M▲ 6.3%
387 positionsLocked2023Q1Mar 31
$801M▲ 6.3%
401 positionsLocked2022Q4Dec 31
$754M▲ 14.4%
381 positionsLocked2022Q3Sep 30
$659M▼ 1.3%
379 positionsLocked2022Q2Jun 30
$668M▼ 7.8%
380 positionsLocked
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