Stock Taper 
MARCUM WEALTH, LLC
Latest 13F filing data - Q1 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC | 14.43K | $1.04M |
 Phillips Edison & Co. | PECO | 14.04K | $512.25K |
 Truist Financial Corporation | TFC | 13.05K | $537.04K |
 The Procter & Gamble Company | PG | 13.02K | $2.22M |
 Chipotle Mexican Grill, Inc. | CMG | 12.79K | $642.03K |
 Oracle Corporation | ORCL | 12.76K | $1.78M |
 Enterprise Products Partners L.P. | EPD | 12.35K | $421.66K |
 NIKE, Inc. | NKE | 12.06K | $765.9K |
 Energy Transfer LP | ET | 11.87K | $220.64K |
 Johnson & Johnson | JNJ | 11.86K | $1.97M |
 Viatris Inc. | VTRS | 11.65K | $101.47K |
 Blackstone Inc. | BX | 11.63K | $1.63M |
 Intel Corp. | INTC | 11.53K | $261.76K |
| SR SILA REALTY TRUST INC | SILA | 11.51K | $307.54K |
 CVS Health Corp. | CVS | 11.35K | $769.2K |
 Carlyle Secured Lending, Inc. | CGBD | 11.31K | $183.06K |
 Sony Group Corporation | SONY | 11.31K | $287.24K |
 Unilever PLC | UL | 11.23K | $668.75K |
 The Boeing Company | BA | 11.13K | $1.9M |
 The Walt Disney Company | DIS | 11.04K | $1.09M |