Marshall & Sterling Wealth Advisors Inc. Incresed Positions in Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
8.46K
+ 6.47%
$81.75 - $84.54 $691K - $715K
139K $11.7B
VGT
Vanguard Information Technolog

ETFs
21
+ 0.21%
$656.44 - $753.15 $13.8K - $15.8K
10.1K $7.47B
Arista Networks
3.77K
+ 3588.57%
N/A
3.87K $564M
META
Meta Platforms, Inc.

Communication Services
708
+ 250.18%
$695.21 - $791.73 $492K - $561K
991 $714M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 178.27%
$174.36 - $254.72 $302K - $441K
2.7K $657M
Global X
6.43K
+ 241.79%
N/A
9.1K $638M
BSY
Bentley Systems Inc

Technology
8.4K
+ 3054.55%
$51.48 - $58.72 $432K - $493K
8.68K $446M
RSP
Invesco S&P 500 Equal Weight E

ETFs
141
+ 0.34%
$181.56 - $190.33 $25.6K - $26.8K
41.6K $7.87B
RYU
Invesco S&P 500 Equal Weight U

ETFs
2.04K
+ 5.73%
N/A
37.6K $2.88B
RWK
Invesco Exchange Traded Fd Tr

ETFs
57
+ 0.16%
$116.93 - $128.98 $6.67K - $7.35K
35.2K $4.39B
LDOS
Leidos Holdings, Inc.

Technology
1.19K
+ 65.17%
$159.2 - $188.96 $190K - $225K
3.02K $568M
VO
Vanguard Mid Cap ETF

ETFs
286
+ 2.09%
$279.83 - $293.74 $80K - $84K
14K $4.08B
QDPL
Pacer Fds Tr Metaurus Us Large
233
+ 0.22%
$39.4 - $42.1 $9.18K - $9.81K
105K $4.38B
Tortoise North
4.1K
+ 5.19%
N/A
83.1K $3.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
276
+ 438.1%
$546.99 - $602.2 $151K - $166K
339 $203M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.04K
+ 1065.97%
$70.85 - $76.96 $144K - $157K
2.23K $169M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.53K
+ 60.36%
$40.94 - $42.85 $145K - $151K
9.38K $394M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
607
+ 2.09%
$46.4 - $51.49 $28.2K - $31.3K
29.7K $1.48B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
147
+ 0.36%
$57.15 - $62.12 $8.4K - $9.13K
40.6K $2.52B
GOOG
Alphabet Inc.

Communication Services
1
+ 0.08%
$175.16 - $255.24 $175 - $255
1.3K $317M
QTUM
ETF Ser Solutions Defiance Qua
813
+ 11614.29%
N/A
820 $84.9M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
1.61K
+ 3.69%
N/A
45.4K $2.2B
OBIL
Rbb Fd Inc Us Treas 12 Month B
1.25K
+ 8.77%
N/A
15.5K $780M
XLK
Technology Sector Spdr

ETFs
226
+ 2260.0%
$250.97 - $282.66 $56.7K - $63.9K
236 $66.5M
PRU
Prudential Financial Inc

Financial Services
554
+ 174.21%
$100.68 - $109.89 $55.8K - $60.9K
872 $90.3M
Capital Group
1.91K
+ 77.53%
N/A
4.38K $116M
FLEX
Flex Ltd.

Technology
760
+ 84.44%
$48.49 - $59.33 $36.9K - $45.1K
1.66K $96.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
950
+ 34.66%
$40.2 - $44.58 $38.2K - $42.4K
3.69K $162M
CGDV
Capital Group Divid Value ETF

ETFs
1.05K
+ 43.57%
$39.59 - $42.21 $41.7K - $44.5K
3.47K $146M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.82%
$410.74 - $499.21 $4.11K - $4.99K
1.24K $611M
CGCP
Capital Group Core Plus Income

ETFs
1.94K
+ 85.18%
$22.27 - $22.95 $43.1K - $44.5K
4.21K $95.7M
CGUS
Capital Group Core Equity ETF
962
+ 45.83%
$36.89 - $39.72 $35.5K - $38.2K
3.06K $121M
CG
Carlyle Group Inc.

Financial Services
586
+ 563.46%
$52.82 - $69.35 $31K - $40.6K
690 $43.3M
CGXU
Capital Group Intl Focus Equit

ETFs
1.06K
+ 48.69%
$26.49 - $29.62 $28.1K - $31.4K
3.24K $95.9M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 1.73%
$282.78 - $316.06 $5.66K - $6.32K
1.18K $370M
NNY
Nuveen New York Municipal Value Fund

Financial Services
2.79K
+ 4.99%
$7.99 - $8.41 $22.3K - $23.5K
58.8K $486M
SYK
Stryker Corp

Healthcare
130
+ 25.54%
$368.57 - $403.53 $47.9K - $52.5K
639 $230M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
527
+ 47.01%
$42.26 - $47.16 $22.3K - $24.9K
1.65K $76.3M
COP
Conocophillips

Energy
62
+ 1.83%
$91.0 - $98.99 $5.64K - $6.14K
3.45K $326M
CAT
Caterpillar Inc

Industrials
1
+ 0.46%
$390.92 - $477.15 $391 - $477
218 $104M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.5%
$215.01 - $273.02 $645 - $819
605 $152M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
105
+ 4.9%
$87.05 - $93.19 $9.14K - $9.78K
2.25K $208M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.56%
$132.9 - $142.03 $1.59K - $1.7K
2.14K $301M
LLY
Eli Lilly & CO

Healthcare
24
+ 32.0%
$625.65 - $812.69 $15K - $19.5K
99 $75M
AMD
Advanced Micro Devices Inc

Technology
42
+ 9.77%
$134.8 - $184.42 $5.66K - $7.75K
472 $76.4M
CGMS
Capital Grp Core Plus Income E
477
+ 81.68%
N/A
1.06K $29.4M
INTC
Intel Corp

Technology
297
+ 146.31%
$19.31 - $35.5 $5.74K - $10.5K
500 $16.8M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.19%
$94.4 - $104.27 $378 - $417
2.12K $218M
Capital Group
302
+ 42.3%
N/A
1.02K $31.4M
Activity Summary
Buys All Purchases 207 New Holdings 60 Increased Positions 147 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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