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INSTITUTIONS
CIK 0001784450
MARCUM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
NVIDIA Corporation
NVDA
83.59K
$9.06M
Lloyds Banking Group plc
LYG
85.34K
$326K
Apple Inc.
AAPL
95.21K
$21.15M
United Parcel Service, Inc.
UPS
108.55K
$11.94M