Marshall & Sterling Wealth Advisors Inc. Purchases in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
517
New
$90.37 - $94.08 $46.7K - $48.6K
517 $48.5M
VB
Vanguard Small Cap ETF

ETFs
217
New
$217.89 - $252.64 $47.3K - $54.8K
217 $48.1M
RSG
Republic Services, Inc.

Industrials
198
New
$200.09 - $242.16 $39.6K - $47.9K
198 $47.9M
ITW
Illinois Tool Works Inc

Industrials
192
New
$244.9 - $274.48 $47K - $52.7K
192 $47.7M
CGCP
Capital Group Core Plus Income

ETFs
1.93K
New
$21.94 - $22.64 $42.4K - $43.7K
1.93K $43.4M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
1.52K
+ 3.2%
$11.44 - $12.4 $17.4K - $18.9K
49.1K $594M
JPM
Jpmorgan Chase & CO

Financial Services
146
+ 14.29%
$225.19 - $279.95 $32.9K - $40.9K
1.17K $287M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.25K
New
$32.5 - $33.3 $40.5K - $41.5K
1.25K $41.4M
CGXU
Capital Group Intl Focus Equit

ETFs
1.69K
+ 3595.74%
$24.48 - $26.59 $41.4K - $44.9K
1.74K $42.5M
MS
Morgan Stanley

Financial Services
396
+ 72.26%
$111.68 - $141.08 $44.2K - $55.9K
944 $110M
GL
Globe Life Inc.

Financial Services
305
New
$111.2 - $131.72 $33.9K - $40.2K
305 $40.2M
ED
Consolidated Edison Inc

Utilities
359
New
$88.0 - $110.59 $31.6K - $39.7K
359 $39.7M
XYL
Xylem Inc.

Industrials
330
New
$114.02 - $132.04 $37.6K - $43.6K
330 $39.4M
WMT
Walmart Inc.

Consumer Defensive
495
+ 30.26%
$84.5 - $105.05 $41.8K - $52K
2.13K $187M
IWB
Ishares Tr Russell 1000 ETF

ETFs
128
New
$302.31 - $337.54 $38.7K - $43.2K
128 $39.3M
IR
Ingersoll Rand Inc.

Industrials
466
New
$79.44 - $94.23 $37K - $43.9K
466 $37.3M
SBUX
Starbucks Corp

Consumer Cyclical
380
New
$91.75 - $115.81 $34.9K - $44K
380 $37.3M
FANG
Diamondback Energy, Inc.

Energy
297
+ 11.16%
$139.9 - $180.18 $41.6K - $53.5K
2.96K $473M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
290
New
$126.86 - $146.45 $36.8K - $42.5K
290 $36.9M
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 203.13%
$222.15 - $428.22 $43.3K - $83.5K
291 $75.4M
NNY
Nuveen New York Municipal Value Fund

Financial Services
2.49K
+ 3.39%
$8.05 - $8.36 $20.1K - $20.8K
76K $628M
XEL
Xcel Energy Inc

Utilities
510
New
$63.37 - $72.1 $32.3K - $36.8K
510 $36.1M
NFLX
Netflix Inc

Communication Services
37
+ 336.36%
$828.4 - $1058.6 $30.7K - $39.2K
48 $44.8M
AME
Ametek Inc

Industrials
200
New
$170.39 - $190.43 $34.1K - $38.1K
200 $34.4M
MDT
Medtronic PLC

Healthcare
375
+ 669.64%
$79.84 - $94.5 $29.9K - $35.4K
431 $38.7M
GE
General Electric CO

Industrials
115
+ 40.35%
$168.59 - $212.13 $19.4K - $24.4K
400 $80M
SPGI
S&P Global Inc.

Financial Services
63
New
$478.26 - $543.77 $30.1K - $34.3K
63 $32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
761
New
$40.03 - $46.81 $30.5K - $35.6K
761 $31M
VTI
Vanguard Total Stock Market Et

ETFs
114
+ 259.09%
$271.18 - $303.12 $30.9K - $34.6K
158 $43.3M
MPWR
Monolithic Power Systems Inc

Technology
52
New
$565.7 - $720.25 $29.4K - $37.5K
52 $30.2M
SYK
Stryker Corp

Healthcare
79
New
$355.18 - $399.9 $28.1K - $31.6K
79 $29.4M
COP
Conocophillips

Energy
86
+ 2.56%
$88.6 - $105.85 $7.62K - $9.1K
3.44K $362M
CSGP
Costar Group, Inc.

Real Estate
362
New
$69.29 - $80.37 $25.1K - $29.1K
362 $28.7M
MCO
Moodys Corp

Financial Services
60
New
$437.8 - $527.48 $26.3K - $31.6K
60 $28M
V
Visa Inc.

Financial Services
77
New
$306.92 - $362.71 $23.6K - $27.9K
77 $27M
ACGL
Arch Capital Group Ltd.

Financial Services
274
New
$88.13 - $96.94 $24.1K - $26.6K
274 $26.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
284
New
$90.0 - $96.32 $25.6K - $27.4K
284 $26.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
143
+ 2860.0%
$175.5 - $209.86 $25.1K - $30K
148 $26.8M
CDNS
Cadence Design Systems Inc

Technology
101
New
$233.96 - $324.52 $23.6K - $32.8K
101 $25.7M
BRO
Brown & Brown, Inc.

Financial Services
206
New
$100.54 - $124.4 $20.7K - $25.6K
206 $25.6M
PANW
Palo Alto Networks Inc

Technology
148
+ 151.02%
$167.82 - $208.28 $24.8K - $30.8K
246 $42M
HPE
Hewlett Packard Enterprise CO

Technology
1.55K
New
$14.77 - $24.42 $22.8K - $37.8K
1.55K $23.9M
Virtus Convertible
2.06K
New
N/A
2.06K $23.8M
PFE
Pfizer Inc

Healthcare
936
+ 47.27%
$25.01 - $27.13 $23.4K - $25.4K
2.92K $73.9M
MA
Mastercard Inc

Financial Services
39
New
$504.67 - $576.31 $19.7K - $22.5K
39 $21.4M
Cooper Cos
247
New
N/A
247 $20.8M
ALB
Albemarle Corp

Basic Materials
285
New
$69.95 - $97.49 $19.9K - $27.8K
285 $20.5M
MRNA
Moderna, Inc.

Healthcare
725
+ 7250.0%
$28.35 - $47.53 $20.6K - $34.5K
735 $20.8M
FCX
Freeport Mcmoran Inc

Basic Materials
518
New
$34.5 - $43.01 $17.9K - $22.3K
518 $19.6M
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
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