Marcum Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Cleveland, OH
CIK
0001784450
Alternate names
Aurum Wealth Management Group, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 376 831,888 13F-HR 10/10/2023 000178445023000005 Marcum Wealth, LLC
Q2 2023 387 851,964 13F-HR 7/13/2023 000178445023000004 Marcum Wealth, LLC
Q1 2023 401 801,435 13F-HR 4/19/2023 000178445023000003 Marcum Wealth, LLC
Q4 2022 381 754,150 13F-HR 1/12/2023 000178445023000001 Marcum Wealth, LLC
Q3 2022 379 659,280 13F-HR 10/11/2022 000178445022000005 Marcum Wealth, LLC
Q2 2022 380 668,082 13F-HR 7/14/2022 000178445022000004 Marcum Wealth, LLC
Q1 2022 376 724,589 13F-HR 4/20/2022 000178445022000003 Marcum Wealth, LLC
Q4 2021 389 719,092 13F-HR 2/1/2022 000178445022000001 Marcum Wealth, LLC
Q3 2021 371 636,435 13F-HR 11/8/2021 000178445021000006 Marcum Wealth, LLC
Q2 2021 341 616,092 13F-HR 8/10/2021 000178445021000005 Marcum Wealth, LLC
Q1 2021 341 607,219 13F-HR 5/11/2021 000178445021000004 Marcum Wealth, LLC
Q4 2020 151 426,101 13F-HR 2/9/2021 000178445021000001 Aurum Wealth Management Group, LLC
Q3 2020 121 326,244 13F-HR 11/9/2020 000178445020000005 Aurum Wealth Management Group, LLC
Q2 2020 119 325,072 13F-HR 8/14/2020 000178445020000004 Aurum Wealth Management Group, LLC
Q1 2020 96 258,232 13F-HR 5/14/2020 000178445020000003 Aurum Wealth Management Group, LLC
Q4 2019 108 266,864 13F-HR 2/13/2020 000178445020000002 Aurum Wealth Management Group, LLC