Marshall & Sterling Wealth Advisors Inc. Incresed Positions in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRNA
Moderna, Inc.

Healthcare
725
+ 7250.0%
$28.35 - $47.53 $20.6K - $34.5K
735 $20.8M
PNR
Pentair PLC

Industrials
215
+ 895.83%
$84.0 - $105.35 $18.1K - $22.7K
239 $20.9M
PLTR
Palantir Technologies Inc.

Technology
116
+ 11.76%
$64.98 - $124.62 $7.54K - $14.5K
1.1K $93M
AMD
Advanced Micro Devices Inc

Technology
208
+ 118.86%
$96.63 - $129.55 $20.1K - $26.9K
383 $39.4M
WFC
Wells Fargo & Company

Financial Services
223
+ 41.68%
$66.78 - $81.42 $14.9K - $18.2K
758 $54.4M
NEE
Nextera Energy Inc

Utilities
232
+ 138.1%
$66.96 - $76.16 $15.5K - $17.7K
400 $28.3M
BR
Broadridge Financial Solutions, Inc.

Technology
48
+ 18.25%
$221.46 - $244.83 $10.6K - $11.8K
311 $75.4M
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 25.16%
$279.74 - $321.29 $10.9K - $12.5K
194 $60.5M
AFL
Aflac Inc

Financial Services
128
+ 77.58%
$100.99 - $111.19 $12.9K - $14.2K
293 $32.5M
GILD
Gilead Sciences, Inc.

Healthcare
120
+ 173.91%
$89.14 - $117.41 $10.7K - $14.1K
189 $21.2M
CSCO
Cisco Systems, Inc.

Technology
202
+ 97.12%
$58.74 - $64.87 $11.9K - $13.1K
410 $25.3M
VEA
Vanguard Ftse Developed Market

ETFs
205
+ 41.33%
$47.4 - $52.99 $9.72K - $10.9K
701 $35.6M
VZ
Verizon Communications Inc

Communication Services
134
+ 13.07%
$37.81 - $46.49 $5.07K - $6.23K
1.16K $52.6M
BMY
Bristol Myers Squibb CO

Healthcare
156
+ 58.43%
$53.9 - $63.11 $8.41K - $9.85K
423 $25.8M
IWM
Ishares Russell 2000 ETF

ETFs
114
+ 19.49%
$198.1 - $229.79 $22.6K - $26.2K
699 $139M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
50
+ 0.63%
$81.83 - $82.73 $4.09K - $4.14K
7.94K $657M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 7.66%
$347.25 - $424.87 $44.4K - $54.4K
1.8K $660M
PEP
Pepsico Inc

Consumer Defensive
75
+ 9.25%
$142.64 - $156.42 $10.7K - $11.7K
886 $133M
TXN
Texas Instruments Inc

Technology
54
+ 68.35%
N/A
133 $23.9M
ADP
Automatic Data Processing Inc

Industrials
6
+ 1.06%
$286.85 - $318.64 $1.72K - $1.91K
571 $174M
ALC
Alcon Inc

Healthcare
82
+ 98.8%
$82.73 - $96.8 $6.78K - $7.94K
165 $15.7M
JOBY
Joby Aviation, Inc.

Industrials
1.5K
+ 500.0%
$5.99 - $10.27 $8.99K - $15.4K
1.8K $10.8M
HON
Honeywell International Inc

Industrials
41
+ 89.13%
$202.75 - $226.52 $8.31K - $9.29K
87 $18.4M
CMCSA
Comcast Corp

Communication Services
231
+ 23.79%
$33.19 - $38.23 $7.67K - $8.83K
1.2K $44.4M
INTC
Intel Corp

Technology
336
+ 292.17%
$19.1 - $27.39 $6.42K - $9.2K
451 $10.2M
ORCL
Oracle Corp

Technology
79
+ 55.63%
$139.81 - $186.47 $11K - $14.7K
221 $30.9M
ACM
Aecom

Industrials
127
+ 38.48%
$92.54 - $111.05 $11.8K - $14.1K
457 $42.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
+ 0.05%
$25.69 - $26.89 $77.1 - $80.7
6.57K $177M
AMZN
Amazon Com Inc

Consumer Cyclical
598
+ 16.27%
$190.26 - $242.06 $114K - $145K
4.27K $813M
NUE
Nucor Corp

Basic Materials
48
+ 22.43%
$114.48 - $142.52 $5.5K - $6.84K
262 $31.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
97
+ 122.78%
$69.82 - $78.67 $6.77K - $7.63K
176 $12.4M
FTNT
Fortinet, Inc.

Technology
66
+ 188.57%
$92.49 - $114.57 $6.1K - $7.56K
101 $9.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
139
+ 151.09%
$42.5 - $46.71 $5.91K - $6.49K
231 $10.5M
CB
Chubb LTD

Financial Services
6
+ 3.61%
$257.71 - $301.99 $1.55K - $1.81K
172 $52M
MET
Metlife Inc

Financial Services
79
+ 66.39%
$77.7 - $87.0 $6.14K - $6.87K
198 $15.9M
Ge Healthcare
70
+ 55.56%
N/A
196 $15.8M
CPRT
Copart Inc

Consumer Cyclical
118
+ 14.94%
$52.3 - $59.83 $6.17K - $7.06K
908 $51.4M
KEYS
Keysight Technologies, Inc.

Technology
49
+ 39.2%
$148.16 - $185.11 $7.26K - $9.07K
174 $26.1M
FOXA
Fox Corp

Communication Services
103
+ 572.22%
$47.9 - $58.0 $4.93K - $5.97K
121 $6.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
151
+ 20.21%
$57.21 - $65.8 $8.64K - $9.94K
898 $52.4M
NWSA
News Corp

Communication Services
214
+ 1646.15%
$26.29 - $30.49 $5.63K - $6.52K
227 $6.18M
ROST
Ross Stores, Inc.

Consumer Cyclical
110
+ 31.34%
$123.3 - $154.95 $13.6K - $17K
461 $58.9M
MKC
Mccormick & CO Inc

Consumer Defensive
60
+ 43.17%
$71.24 - $84.73 $4.27K - $5.08K
199 $16.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
225
+ 13.58%
$22.42 - $23.22 $5.04K - $5.22K
1.88K $43.4M
EWBC
East West Bancorp Inc

Financial Services
72
+ 26.97%
$84.35 - $103.91 $6.07K - $7.48K
339 $30.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
+ 0.13%
$100.59 - $103.47 $201 - $207
1.57K $162M
EQT
Eqt Corp

Energy
74
+ 211.43%
$46.16 - $54.25 $3.42K - $4.01K
109 $5.82M
WBD
Warner Bros. Discovery, Inc.

Communication Services
379
+ 82.93%
$9.47 - $11.46 $3.59K - $4.34K
836 $8.97M
C
Citigroup Inc

Financial Services
57
+ 150.0%
$67.23 - $84.63 $3.83K - $4.82K
95 $6.74M
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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