MW
SMH icon

Marcum Wealth’s VanEck Semiconductor ETF SMH Stock Holding History

Marcum Wealth’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$226K Buy
1,069
+180
+20% +$43.1K 0.02% 344
2024
Q4 		$215K Sell
889
-7
-0.8% -$1.74K 0.02% 351
2024
Q3 		$220K Sell
896
-2
-0.2% -$486 0.02% 343
2024
Q2 		$234K Sell
898
-36
-4% -$8.44K 0.02% 316
2024
Q1 		$210K Buy
+934
New +$188K 0.02% 333

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Marcum Wealth's SMH Position: Q1 2025 in Review

Marcum Wealth increased its VanEck Semiconductor ETF (SMH) stake by 20% in Q1 2025, buying an estimated $43.1K and bringing the position to 1,069 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #344.

Marcum Wealth first reported a position in SMH in Q1 2024 and has held it in 5 quarters since. The position peaked at $234K in Q2 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

  • Marcum Wealth held 1,069 shares of VanEck Semiconductor ETF worth $226K as of Q1 2025.
  • Marcum Wealth bought 180 VanEck Semiconductor ETF shares in Q1 2025, an estimated $43.1K.
  • VanEck Semiconductor ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #344 holding.
  • Marcum Wealth first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 5 quarters since.
  • Marcum Wealth's VanEck Semiconductor ETF position peaked at $234K in Q2 2024.
  • 918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.