Marcum Wealth, LLC
Q4 2024 13F Holdings
- Locationcleveland, OH
- Num holdings
407
- Value ($000)
$1,153,782
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001784450
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $197.35M | 17 % | 335,240 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $86.32M | 8 % | 3,723,872 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $61.91M | 5 % | 1,294,742 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $54.12M | 5 % | 2,092,926 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $48.96M | 4 % | 1,111,829 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $47.39M | 4 % | 760,513 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $44.26M | 4 % | 184,209 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $42.23M | 4 % | 600,912 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $35.85M | 3 % | 311,111 | ||
AAPL APPLE INC | COM | 037833100 | $23.66M | 2 % | 94,467 |
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