Stock Taper

MARCUM WEALTH, LLC

Latest 13F filing data - Q1 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hewlett Packard Enterprise CompanyHPE10.98K$169.41K
Starbucks CorporationSBUX10.93K$1.07M
Mitsubishi UFJ Financial Group, Inc.MUFG10.72K$146.11K
General Motors CompanyGM10.56K$496.78K
The AES CorporationAES10.47K$130.01K
Visa Inc.V10.46K$3.67M
The Charles Schwab CorporationSCHW10.32K$807.8K
ONEOK, Inc.OKE10.25K$1.02M
U.S. BancorpUSB9.81K$414.26K
Duke Energy CorporationDUK9.57K$1.17M
AbbVie Inc.ABBV9.41K$1.97M
GSK plcGSK9.37K$363.11K
Berkshire Hathaway Inc.BRK-B9.1K$4.85M
International Business Machines CorporationIBM9.09K$2.26M
PepsiCo, Inc.PEP8.89K$1.33M
Essential Utilities, Inc.WTRG8.73K$345.25K
NextEra Energy, Inc.NEE8.27K$586.54K
Tesla, Inc.TSLA8.23K$2.13M
PPL CorporationPPL7.93K$286.39K
Medtronic plcMDT7.93K$712.32K