Marshall & Sterling Wealth Advisors Inc. Purchases in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Capital Series Trus
79K
New
N/A
79K $2.82B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
37.4K
+ 1221.38%
$48.22 - $60.41 $1.8M - $2.26M
40.5K $2.41B
VCIT
Vanguard Intermediate Term Cor

ETFs
17.2K
+ 15.12%
$79.56 - $82.92 $1.37M - $1.42M
131K $10.8B
VGT
Vanguard Information Technolog

ETFs
555
+ 5.83%
$470.37 - $663.28 $261K - $368K
10.1K $6.62B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.7K
+ 5.1%
$71.28 - $83.74 $407K - $478K
117K $9.83B
QDPL
Pacer Fds Tr Metaurus Us Large
14.4K
+ 16.01%
$32.46 - $39.77 $467K - $573K
104K $4.11B
RYU
Invesco S&P 500 Equal Weight U

ETFs
10.5K
+ 42.01%
N/A
35.6K $2.53B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.02K
+ 2.51%
$152.93 - $181.74 $155K - $184K
41.5K $7.52B
VOX
Vanguard Communication Service

ETFs
2.78K
New
$133.12 - $171.03 $370K - $475K
2.78K $473M
AVGO
Broadcom Inc.

Technology
460
+ 22.25%
$146.29 - $275.65 $67.3K - $127K
2.53K $692M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
2.53K
+ 1.6%
$21.21 - $23.5 $53.6K - $59.4K
160K $3.76B
NVDA
Nvidia Corp

Technology
288
+ 5.86%
$94.31 - $157.99 $27.2K - $45.5K
5.2K $820M
LDOS
Leidos Holdings, Inc.

Technology
1.66K
+ 957.23%
$132.9 - $160.3 $220K - $265K
1.83K $288M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.09K
+ 38.88%
$82.21 - $83.12 $254K - $257K
11K $914M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.85K
New
$37.08 - $42.26 $217K - $247K
5.85K $242M
ETN
Eaton Corp PLC

Industrials
420
+ 36.21%
$246.52 - $356.99 $104K - $150K
1.58K $558M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
21.3K
+ 156.07%
$9.19 - $10.76 $196K - $230K
35K $370M
GLDM
World Gold Trust

ETFs
2.66K
+ 23.52%
$58.96 - $67.97 $157K - $181K
14K $914M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
4.23K
+ 10.71%
N/A
43.8K $2.12B
SYK
Stryker Corp

Healthcare
430
+ 544.3%
$337.37 - $395.63 $145K - $170K
509 $200M
NOW
Service Now, Inc.

Technology
29
+ 5.13%
$721.65 - $1040.18 $20.9K - $30.2K
594 $611M
Global X
2.66K
New
N/A
2.66K $160M
AXP
American Express CO

Financial Services
43
+ 2.25%
$231.39 - $318.98 $9.95K - $13.7K
1.95K $618M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.9K
+ 6.98%
$40.64 - $47.27 $77.1K - $89.6K
29.1K $1.35B
Jpmorgan Mortgae
1.6K
New
N/A
1.6K $80.5M
PLTR
Palantir Technologies Inc.

Technology
42
+ 3.81%
$74.01 - $144.25 $3.11K - $6.06K
1.14K $156M
MO
Altria Group, Inc.

Consumer Defensive
1.04K
+ 725.0%
$55.56 - $60.91 $58K - $63.6K
1.19K $69.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
New
$32.66 - $40.75 $49K - $61.1K
1.5K $60.7M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
810
New
$60.29 - $71.77 $48.8K - $58.1K
810 $56.7M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.14K
+ 4.21%
N/A
28.3K $1.42B
SCHW
Schwab Charles Corp

Financial Services
141
+ 4.11%
$69.06 - $91.24 $9.74K - $12.9K
3.57K $324M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.25K
+ 1250.0%
$31.67 - $42.89 $39.6K - $53.6K
1.35K $57.9M
U S Treasury
966
+ 7.66%
N/A
13.6K $681M
CGGR
Capital Group Growth ETF Shs C

ETFs
848
+ 44.8%
$30.53 - $40.65 $25.9K - $34.5K
2.74K $111M
META
Meta Platforms, Inc.

Communication Services
4
+ 1.43%
$484.66 - $738.09 $1.94K - $2.95K
283 $206M
LMT
Lockheed Martin Corp

Industrials
68
+ 5.87%
$430.82 - $486.45 $29.3K - $33.1K
1.23K $561M
OBIL
Rbb Fd Inc Us Treas 12 Month B
848
+ 6.32%
N/A
14.3K $716M
BSX
Boston Scientific Corp

Healthcare
339
+ 64.69%
$89.7 - $107.41 $30.4K - $36.4K
863 $92.7M
CGDV
Capital Group Divid Value ETF

ETFs
694
+ 40.23%
$31.93 - $39.49 $22.2K - $27.4K
2.42K $95.5M
FISV
Fiserv Inc

Technology
175
+ 583.33%
N/A
205 $35.3M
IAUM
I Shares Gold Trust Micro

ETFs
860
New
$29.65 - $34.24 $25.5K - $29.4K
860 $28.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
22
+ 0.03%
$47.46 - $55.3 $1.04K - $1.22K
81.5K $4.49B
AMD
Advanced Micro Devices Inc

Technology
47
+ 12.27%
$78.21 - $143.81 $3.68K - $6.76K
430 $61M
Capital Group
714
New
N/A
714 $20.6M
CGUS
Capital Group Core Equity ETF
342
+ 19.46%
$29.93 - $36.93 $10.2K - $12.6K
2.1K $77.5M
IEMG
Ishares Inc

ETFs
93
+ 4.32%
N/A
2.25K $135M
DIS
Walt Disney CO

Communication Services
45
+ 8.47%
$81.72 - $124.01 $3.68K - $5.58K
576 $71M
PENN
Penn National Gaming Inc

Consumer Cyclical
1K
New
$13.75 - $18.28 $13.8K - $18.3K
1K $17.9M
ORCL
Oracle Corp

Technology
1
+ 0.45%
$122.82 - $218.63 $123 - $219
222 $48.4M
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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