Stock Taper

MARCUM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG13.02K$2.22M
Truist Financial CorporationTFC13.05K$537.04K
Phillips Edison & Co.PECO14.04K$512.25K
Wells Fargo & CompanyWFC14.43K$1.04M
Kinder Morgan, Inc.KMI15.01K$428.24K
Merck & Co., Inc.MRK15.41K$1.38M
Philip Morris International Inc.PM15.62K$2.48M
KeyCorpKEY16.42K$262.61K
The Williams Companies, Inc.WMB16.49K$985.62K
Chevron CorporationCVX17.82K$2.98M
HEICO CorporationHEI-A18.1K$3.82M
Alphabet Inc.GOOG18.3K$2.86M
Cisco Systems, Inc.CSCO18.55K$1.15M
Bristol-Myers Squibb CompanyBMY19.3K$1.18M
Broadcom Inc.AVGO19.41K$3.25M
The Coca-Cola CompanyKO19.62K$1.41M
RTX CorporationRTX19.73K$2.61M
Genworth Financial, Inc.GNW20.01K$141.85K
Enbridge Inc.ENB21.31K$944.42K
Alphabet Inc.GOOGL21.33K$3.3M