Marshall & Sterling Wealth Advisors Inc. Purchases and Sells in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

Top Buys

Incresed Positions

160 operations
Stock Shares change Price Range Shares Held Trade History
38.7K
+ 4508.04%
N/A
39.5K $1.92B
18.4K
+ 19.37%
$79.17 - $82.04 $1.46M - $1.51M
114K $9.29B
26.7K
+ 5670.7%
N/A
27.2K $1.36B
12.7K
+ 1812.98%
N/A
13.4K $673M
5K
+ 6.88%
$34.32 - $37.26 $171K - $186K
77.6K $2.82B
112
+ 3.43%
$442.66 - $534.52 $49.6K - $59.9K
3.38K $1.8B
View all

New Holdings

309 operations
Stock Shares change Price Range Shares Held Trade History
U S TREASURY
12.6K
New
N/A
12.6K $632M
2.07K
New
$167.43 - $244.7 $346K - $506K
2.07K $346M
3.06K
New
$47.66 - $57.45 $146K - $176K
3.06K $167M
13.7K
New
$10.35 - $11.79 $142K - $161K
13.7K $153M
5.13K
New
$22.25 - $23.0 $114K - $118K
5.13K $118M
956
New
$80.05 - $92.39 $76.5K - $88.3K
956 $76.8M
View all

Top Sells

Reduced Positions

88 operations
Stock Shares change Price Range Shares Held Trade History
-4.61K
- 24.47%
$369.1 - $427.61 $1.7M - $1.97M
14.2K $5.28B
-36.2K
- 99.98%
$36.64 - $45.76 $1.33M - $1.66M
6 $229K
-338
- 3.43%
$542.38 - $646.34 $183K - $218K
9.52K $5.16B
-4.56K
- 18.77%
$102.49 - $119.96 $468K - $547K
19.7K $2.06B
-8.1K
- 56.33%
$85.29 - $92.57 $691K - $750K
6.28K $571M
-848
- 99.53%
$555.63 - $630.23 $471K - $534K
4 $2.46M
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-40
Closed
$4.82 - $8.09 $193 - $324
0 $0
-2
Closed
$37.55 - $48.06 $75.1 - $96.1
0 $0
Activity Summary
Buys All Purchases 469 New Holdings 309 Increased Positions 160 Sells All Sells 90 Reductions 88 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email