MARCUM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 109K | $11.94M |
 | AAPL | 95K | $21.15M |
 | LYG | 85K | $326.00K |
 | NVDA | 84K | $9.06M |
 | MO | 61K | $3.65M |
 | FSCO | 57K | $399.81K |
 | MSFT | 54K | $20.39M |
 | PGR | 54K | $15.26M |
 | T | 51K | $1.45M |
 | HBAN | 49K | $741.06K |
 | UAA | 49K | $307.57K |
 | AMZN | 42K | $7.96M |
 | KRG | 40K | $901.29K |
 | BAC | 38K | $1.59M |
 | FNB | 36K | $487.35K |
 | NU | 36K | $369.95K |
 | CMCSA | 35K | $1.28M |
 | PFE | 35K | $876.81K |
 | XOM | 33K | $3.91M |
 | JPM | 27K | $6.56M |
United Parcel Service, Inc.
UPS
Shares Held
109K
Value
$11.94M
Apple Inc.
AAPL
Shares Held
95K
Value
$21.15M
Lloyds Banking Group plc
LYG
Shares Held
85K
Value
$326.00K
NVIDIA Corporation
NVDA
Shares Held
84K
Value
$9.06M
Altria Group, Inc.
MO
Shares Held
61K
Value
$3.65M
FS Credit Opportunities Corp.
FSCO
Shares Held
57K
Value
$399.81K
Microsoft Corporation
MSFT
Shares Held
54K
Value
$20.39M
The Progressive Corporation
PGR
Shares Held
54K
Value
$15.26M
AT&T Inc.
T
Shares Held
51K
Value
$1.45M
Huntington Bancshares Incorporated
HBAN
Shares Held
49K
Value
$741.06K
Under Armour, Inc.
UAA
Shares Held
49K
Value
$307.57K
Amazon.com, Inc.
AMZN
Shares Held
42K
Value
$7.96M
Kite Realty Group Trust
KRG
Shares Held
40K
Value
$901.29K
Bank of America Corporation
BAC
Shares Held
38K
Value
$1.59M
F.N.B. Corporation
FNB
Shares Held
36K
Value
$487.35K
Nu Holdings Ltd.
NU
Shares Held
36K
Value
$369.95K
Comcast Corporation
CMCSA
Shares Held
35K
Value
$1.28M
Pfizer Inc.
PFE
Shares Held
35K
Value
$876.81K
Exxon Mobil Corporation
XOM
Shares Held
33K
Value
$3.91M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$6.56M