Stock Taper

MARCUM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
United Parcel Service, Inc.UPS108.55K$11.94M
Apple Inc.AAPL95.21K$21.15M
Lloyds Banking Group plcLYG85.34K$326K
NVIDIA CorporationNVDA83.59K$9.06M
Altria Group, Inc.MO60.85K$3.65M
FS Credit Opportunities Corp.FSCO56.71K$399.81K
Microsoft CorporationMSFT54.31K$20.39M
The Progressive CorporationPGR53.92K$15.26M
AT&T Inc.T51.2K$1.45M
Huntington Bancshares IncorporatedHBAN49.37K$741.06K
Under Armour, Inc.UAA49.21K$307.57K
Amazon.com, Inc.AMZN41.83K$7.96M
Kite Realty Group TrustKRG40.29K$901.29K
Bank of America CorporationBAC37.98K$1.59M
F.N.B. CorporationFNB36.23K$487.35K
Nu Holdings Ltd.NU36.13K$369.95K
Comcast CorporationCMCSA34.72K$1.28M
Pfizer Inc.PFE34.6K$876.81K
Exxon Mobil CorporationXOM32.9K$3.91M
JPMorgan Chase & Co.JPM26.76K$6.56M