News + Filings Holdings
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Marcum Wealth, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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GSK plc
| GSK | ADR | 8,058 | 8,058 | 292,103,000 | 292,103,000 | 0.04 | |
Hist
| 09/30/2023 |
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Nu Holdings Ltd.
| NU | COM | 35,521 | 35,521 | 257,527,000 | 257,527,000 | 0.03 | |
Hist
| 09/30/2023 |
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PIONEER NATURAL RESOURCES CO
| PXD | Common | 1,100 | 1,100 | 252,505,000 | 252,505,000 | 0.03 | |
Hist
| 09/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 2,813 | 2,813 | 244,000,000 | 244,000,000 | 0.03 | |
Hist
| 09/30/2023 |
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DIGITAL REALTY TRUST, INC.
| DLR | Common | 1,968 | 1,968 | 238,167,000 | 238,167,000 | 0.03 | 0.00 |
Hist
| 09/30/2023 |
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CrowdStrike Holdings, Inc.
| CRWD | Common | 1,294 | 1,294 | 216,590,000 | 216,590,000 | 0.03 | |
Hist
| 09/30/2023 |
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GLOBAL MOAT FUND, LP
| MOAT | ETF | 2,807 | 2,807 | 212,883,000 | 212,883,000 | 0.03 | |
Hist
| 09/30/2023 |
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Vistra Corp.
| VST | Common | 6,238 | 6,238 | 206,977,000 | 206,977,000 | 0.02 | 0.00 |
Hist
| 09/30/2023 |
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DuPont de Nemours, Inc.
| DD | Common Stock | 2,766 | 2,766 | 206,342,000 | 206,342,000 | 0.02 | 0.00 |
Hist
| 09/30/2023 |
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SYNOPSYS INC
| SNPS | Common | 442 | 442 | 202,865,000 | 202,865,000 | 0.02 | 0.00 |
Hist
| 09/30/2023 |
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EMBRAER BRAZILIAN AVIATION CO
| ERJ | SPONSORED ADS | 10,379 | 10,379 | 142,400,000 | 142,400,000 | 0.02 | |
Hist
| 09/30/2023 |
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Hanesbrands Inc.
| HBI | Common | 11,474 | 11,474 | 45,436,000 | 45,436,000 | 0.01 | 0.00 |
Hist
| 09/30/2023 |
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