Stock Taper 
MARCUM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dominion Energy, Inc. | D | 7.19K | $402.96K |
 Meta Platforms, Inc. | META | 7.24K | $4.17M |
 WEC Energy Group, Inc. | WEC | 7.42K | $808.2K |
 HEICO Corporation | HEI | 7.61K | $2.03M |
 Medtronic plc | MDT | 7.93K | $712.32K |
 PPL Corporation | PPL | 7.93K | $286.39K |
 Tesla, Inc. | TSLA | 8.23K | $2.13M |
 NextEra Energy, Inc. | NEE | 8.27K | $586.54K |
 Essential Utilities, Inc. | WTRG | 8.73K | $345.25K |
 PepsiCo, Inc. | PEP | 8.89K | $1.33M |
 International Business Machines Corporation | IBM | 9.09K | $2.26M |
 Berkshire Hathaway Inc. | BRK-B | 9.1K | $4.85M |
 GSK plc | GSK | 9.37K | $363.11K |
 AbbVie Inc. | ABBV | 9.41K | $1.97M |
 Duke Energy Corporation | DUK | 9.57K | $1.17M |
 U.S. Bancorp | USB | 9.81K | $414.26K |
 ONEOK, Inc. | OKE | 10.25K | $1.02M |
 The Charles Schwab Corporation | SCHW | 10.32K | $807.8K |
 Visa Inc. | V | 10.46K | $3.67M |
 The AES Corporation | AES | 10.47K | $130.01K |