News + Filings Holdings
|
|
Marcum Wealth, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
iSHARES TRUST
| SHYG | Common | 0 | -16,813 | 0 | -696,899,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
NOBLE INTERNATIONAL, LTD.
| NOBL | Common | 0 | -5,631 | 0 | -530,915,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Magellan Midstream Partners, L.P.
| MMP | Common | 0 | -4,811 | 0 | -299,822,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Syneos Health, Inc.
| SYNH | COMMON | 0 | -6,411 | 0 | -270,160,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
ZIMMER BIOMET HOLDINGS, INC.
| ZBH | Common | 0 | -1,659 | 0 | -241,550,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
ALLSTATE CORP
| ALL | Common | 0 | -2,179 | 0 | -237,598,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
OLIN Corp
| OLN | Common | 0 | -4,493 | 0 | -230,895,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
TC ENERGY CORP
| TRP | COM | 0 | -5,704 | 0 | -230,499,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Polaris Inc.
| PII | Common | 0 | -1,891 | 0 | -228,679,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
BAXTER INTERNATIONAL INC
| BAX | Common | 0 | -4,984 | 0 | -227,071,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
INVESCO EXCHANGE TRADED FD T
| RSP | Common | 0 | -1,483 | 0 | -221,916,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
HOLOGIC INC
| HOLX | Common | 0 | -2,707 | 0 | -219,186,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Edwards Lifesciences Corp
| EW | Common | 0 | -2,317 | 0 | -218,563,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
PayPal Holdings, Inc.
| PYPL | COM | 0 | -3,261 | 0 | -217,607,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Evergy, Inc.
| EVRG | Common | 0 | -3,710 | 0 | -216,738,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
CAPITAL ONE FINANCIAL CORP
| COF | Common | 0 | -1,963 | 0 | -214,726,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
NORFOLK SOUTHERN CORP
| NSC | Common | 0 | -916 | 0 | -207,712,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
iSHARES TRUST
| IEF | OPTION | 0 | -2,143 | 0 | -207,014,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
VANGUARD EXTENDED STOCK MAKET INDEX FUND
| VXF | Common | 0 | -1,386 | 0 | -206,262,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SCHWAB STRATEGIC TRUST
| SCHB | Common | 0 | -3,982 | 0 | -205,876,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
NATIONAL GRID PLC
| NGG | COM | 0 | -3,057 | 0 | -205,828,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Elevance Health, Inc.
| ANTM | COM | 0 | -458 | 0 | -203,485,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
RELX PLC
| RELX | SPONSORED ADR | 0 | -5,988 | 0 | -200,179,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Amcor plc
| AMCR | Com | 0 | -10,724 | 0 | -107,026,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
CURIS INC
| CRIS | COM NEW | 0 | -20,000 | 0 | -16,600,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SOUTHWEST AIRLINES CO
| | NOTE 1.250% 5/0 | 0 | -12,000 | 0 | -13,758,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
|
|
|