Marshall & Sterling Wealth Advisors Inc. Purchases and Sells in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

Top Buys

Incresed Positions

204 operations
Stock Shares change Price Range Shares Held Trade History
37.4K
+ 1221.38%
$48.22 - $60.41 $1.8M - $2.26M
40.5K $2.41B
17.2K
+ 15.12%
$79.56 - $82.92 $1.37M - $1.42M
131K $10.8B
555
+ 5.83%
$470.37 - $663.28 $261K - $368K
10.1K $6.62B
5.7K
+ 5.1%
$71.28 - $83.74 $407K - $478K
117K $9.83B
14.4K
+ 16.01%
$32.46 - $39.77 $467K - $573K
104K $4.11B
10.5K
+ 42.01%
N/A
35.6K $2.53B
View all

New Holdings

55 operations
Stock Shares change Price Range Shares Held Trade History
TORTOISE CAPITAL SERIES TRUS
79K
New
N/A
79K $2.82B
2.78K
New
$133.12 - $171.03 $370K - $475K
2.78K $473M
5.85K
New
$37.08 - $42.26 $217K - $247K
5.85K $242M
GLOBAL X
2.66K
New
N/A
2.66K $160M
JPMORGAN MORTGAE
1.6K
New
N/A
1.6K $80.5M
1.5K
New
$32.66 - $40.75 $49K - $61.1K
1.5K $60.7M
View all

Top Sells

Reduced Positions

152 operations
Stock Shares change Price Range Shares Held Trade History
J P MORGAN EXCHANGE TRADED F
-63.9K
- 77.98%
N/A
18K $1.13B
-18.7K
- 94.78%
$90.56 - $109.49 $1.69M - $2.05M
1.03K $112M
-34.1K
- 98.28%
$50.27 - $62.05 $1.71M - $2.12M
597 $36.8M
-93.7K
- 99.54%
$12.88 - $16.75 $1.21M - $1.57M
437 $6.6M
-29.9K
- 96.42%
$39.47 - $62.61 $1.18M - $1.87M
1.11K $69.6M
-11.2K
- 26.62%
$77.94 - $79.5 $873K - $891K
30.9K $2.45B
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-153
Closed
$65.75 - $71.57 $10.1K - $11K
0 $0
Activity Summary
Buys All Purchases 259 New Holdings 55 Increased Positions 204 Sells All Sells 153 Reductions 152 Sold out 1 Options Calls 0 Puts 0
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