Marshall & Sterling Wealth Advisors Inc. Incresed Positions in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.14%
$174.82 - $215.79 $175 - $216
700 $151M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 3.35%
$149.23 - $184.95 $1.94K - $2.4K
401 $72.9M
IR
Ingersoll Rand Inc.

Industrials
116
+ 24.89%
$66.75 - $84.94 $7.74K - $9.85K
582 $48.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13
+ 0.84%
$53.65 - $67.02 $697 - $871
1.57K $105M
ODFL
Old Dominion Freight Line, Inc.

Industrials
65
+ 154.76%
$146.74 - $176.07 $9.54K - $11.4K
107 $17.4M
Capital Group
390
+ 18.79%
N/A
2.47K $64.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
164
+ 15.2%
$45.11 - $52.34 $7.4K - $8.58K
1.24K $65.1M
Ge Vernova
1
+ 2.27%
N/A
45 $23.3M
JCI
Johnson Controls International PLC

Industrials
68
+ 106.25%
$71.14 - $105.62 $4.84K - $7.18K
132 $13.9M
Labcorp Holdings
2
+ 0.73%
N/A
277 $72.5M
ON
On Semiconductor Corp

Technology
59
+ 14.39%
$31.95 - $54.21 $1.89K - $3.2K
469 $24.6M
CGCP
Capital Group Core Plus Income

ETFs
343
+ 17.76%
$21.92 - $22.56 $7.52K - $7.74K
2.27K $51.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
639
+ 66.15%
$12.21 - $13.9 $7.8K - $8.88K
1.61K $20.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.09%
$19.1 - $23.83 $57.3 - $71.5
3.26K $77.6M
KMI
Kinder Morgan, Inc.

Energy
236
+ 737.5%
$25.21 - $29.4 $5.95K - $6.94K
268 $7.88M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
285
+ 15.14%
$22.43 - $23.23 $6.39K - $6.62K
2.17K $50.2M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.23%
$70.44 - $86.87 $141 - $174
864 $75M
AEP
American Electric Power CO Inc

Utilities
63
+ 630.0%
$98.59 - $109.11 $6.21K - $6.87K
73 $7.58M
NVS
Novartis Ag

Healthcare
15
+ 3.06%
$101.96 - $121.01 $1.53K - $1.82K
505 $61M
VB
Vanguard Small Cap ETF

ETFs
13
+ 5.99%
$193.73 - $237.37 $2.52K - $3.09K
230 $54.5M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.13%
$60.98 - $80.12 $61 - $80.1
759 $60.8M
AMAT
Applied Materials Inc

Technology
8
+ 5.93%
$126.95 - $183.52 $1.02K - $1.47K
143 $26M
GIS
General Mills Inc

Consumer Defensive
123
+ 878.57%
$50.37 - $60.97 $6.2K - $7.5K
137 $7.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 4.69%
$272.36 - $339.57 $1.63K - $2.04K
134 $45.5M
VRT
Vertiv Holdings CO

Industrials
39
+ 195.0%
N/A
59 $7.58M
SRE
Sempra Energy

Utilities
80
+ 571.43%
$63.78 - $78.91 $5.1K - $6.31K
94 $7.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 1.89%
$456.74 - $568.03 $913 - $1.14K
108 $60.2M
EXPD
Expeditors International Of Washington Inc

Industrials
49
+ 700.0%
$102.84 - $122.24 $5.04K - $5.99K
56 $6.4M
Ge Healthcare
87
+ 44.39%
N/A
283 $20.8M
JHMM
John Hancock Multifactor Mid C

ETFs
1
+ 0.08%
$50.32 - $61.13 $50.3 - $61.1
1.29K $78.7M
Arista Networks
29
+ 38.16%
N/A
105 $10.7M
PRU
Prudential Financial Inc

Financial Services
55
+ 20.91%
$95.12 - $112.71 $5.23K - $6.2K
318 $34.1M
BSY
Bentley Systems Inc

Technology
12
+ 4.56%
$38.62 - $53.97 $463 - $648
275 $14.8M
SPOT
Spotify Technology S.A.

Communication Services
5
+ 166.67%
$503.3 - $775.9 $2.52K - $3.88K
8 $6.14M
ALGN
Align Technology Inc

Healthcare
16
+ 34.78%
$144.32 - $190.42 $2.31K - $3.05K
62 $11.7M
MSCI
Msci Inc.

Financial Services
7
+ 50.0%
$506.56 - $576.74 $3.55K - $4.04K
21 $12.1M
HLNE
Hamilton Lane Inc

Financial Services
31
+ 60.78%
$126.65 - $175.49 $3.93K - $5.44K
82 $11.7M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1
+ 0.58%
$58.8 - $89.17 $58.8 - $89.2
172 $15.3M
VTV
Vanguard Value ETF

ETFs
2
+ 0.22%
$153.67 - $176.74 $307 - $353
928 $164M
PNR
Pentair PLC

Industrials
1
+ 0.42%
$76.17 - $103.58 $76.2 - $104
240 $24.6M
WRB
Berkley W R Corp

Financial Services
43
+ 30.28%
$64.28 - $75.17 $2.76K - $3.23K
185 $13.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.13%
$52.31 - $63.72 $52.3 - $63.7
781 $49.7M
IDV
Ishares Tr

ETFs
17
+ 2.55%
$27.79 - $34.84 $472 - $592
683 $23.5M
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.46%
$51.6 - $62.74 $155 - $188
652 $40.9M
PPG
Ppg Industries Inc

Basic Materials
23
+ 46.94%
$91.66 - $115.04 $2.11K - $2.65K
72 $8.19M
FTNT
Fortinet, Inc.

Technology
17
+ 16.83%
$84.71 - $108.69 $1.44K - $1.85K
118 $12.5M
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 0.05%
$8.19 - $10.66 $8.19 - $10.7
2.07K $22.1M
MCHP
Microchip Technology Inc

Technology
1
+ 0.85%
$35.34 - $71.6 $35.3 - $71.6
119 $8.37M
DOCU
Docusign, Inc.

Technology
35
+ 175.0%
$70.35 - $93.84 $2.46K - $3.28K
55 $4.28M
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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