Marshall & Sterling Wealth Advisors Inc. New Holdings in Q4 2024

Marshall & Sterling Wealth Advisors Inc.

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
114K
New
$80.93 - $85.66 $9.26M - $9.8M
114K $9.26B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
94.4K
New
N/A
94.4K $8.75B
VUG
Vanguard Growth ETF

ETFs
18.8K
New
$378.79 - $428.11 $7.14M - $8.07M
18.8K $7.73B
VCIT
Vanguard Intermediate Term Cor

ETFs
95.2K
New
$80.13 - $83.77 $7.63M - $7.97M
95.2K $7.64B
RSP
Invesco S&P 500 Equal Weight E

ETFs
39.2K
New
$174.22 - $187.62 $6.83M - $7.35M
39.2K $6.87B
VGT
Vanguard Information Technolog

ETFs
9.85K
New
$571.78 - $647.97 $5.63M - $6.38M
9.85K $6.13B
VIG
Vanguard Dividend Appreciation

ETFs
27.6K
New
N/A
27.6K $5.4B
Jp Morgan
76.9K
New
N/A
76.9K $4.77B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
82.2K
New
$56.06 - $61.35 $4.61M - $5.05M
82.2K $4.64B
RWK
Invesco Exchange Traded Fd Tr

ETFs
35.4K
New
$114.67 - $126.49 $4.06M - $4.48M
35.4K $4.12B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
46.9K
New
$77.86 - $79.27 $3.65M - $3.72M
46.9K $3.66B
VO
Vanguard Mid Cap ETF

ETFs
13.8K
New
$261.5 - $284.63 $3.6M - $3.92M
13.8K $3.63B
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
155K
New
$22.04 - $23.08 $3.41M - $3.57M
155K $3.46B
QDPL
Pacer Fds Tr Metaurus Us Large
82.4K
New
$37.54 - $40.11 $3.09M - $3.3M
82.4K $3.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.3K
New
$113.92 - $127.38 $2.77M - $3.1M
24.3K $2.8B
TPYP
Managed Portfolio Ser Tortoise

ETFs
72.6K
New
$31.7 - $36.82 $2.3M - $2.67M
72.6K $2.48B
AAPL
Apple Inc.

Technology
7.61K
New
$221.69 - $259.02 $1.69M - $1.97M
7.61K $1.9B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
34.5K
New
$54.29 - $59.49 $1.87M - $2.05M
34.5K $1.89B
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.1K
New
$176.42 - $186.91 $1.79M - $1.89M
10.1K $1.8B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.8K
New
$53.94 - $58.15 $1.71M - $1.85M
31.8K $1.79B
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
33.3K
New
$46.89 - $58.31 $1.56M - $1.94M
33.3K $1.77B
ITA
Ishares Tr

ETFs
11.8K
New
$144.31 - $157.31 $1.7M - $1.85M
11.8K $1.71B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.82K
New
$567.81 - $607.81 $1.6M - $1.71M
2.82K $1.65B
RYU
Invesco S&P 500 Equal Weight U

ETFs
24.9K
New
N/A
24.9K $1.64B
IBM
International Business Machines Corp

Technology
7.26K
New
$204.9 - $238.04 $1.49M - $1.73M
7.26K $1.6B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
36.3K
New
$43.84 - $48.76 $1.59M - $1.77M
36.3K $1.6B
FXN
First Tr Exchange Traded Fd Fi

ETFs
96.5K
New
$15.42 - $18.08 $1.49M - $1.74M
96.5K $1.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.27K
New
$442.29 - $483.08 $1.45M - $1.58M
3.27K $1.48B
PG
Procter & Gamble CO

Consumer Defensive
8.48K
New
$161.05 - $179.7 $1.37M - $1.52M
8.48K $1.42B
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
24.9K
New
$50.34 - $56.61 $1.25M - $1.41M
24.9K $1.28B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.4K
New
$87.1 - $98.49 $1.25M - $1.42M
14.4K $1.26B
MSFT
Microsoft Corp

Technology
2.78K
New
$406.35 - $454.46 $1.13M - $1.26M
2.78K $1.17B
NSC
Norfolk Southern Corp

Industrials
4.87K
New
$230.6 - $277.0 $1.12M - $1.35M
4.87K $1.14B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
12.3K
New
$81.6 - $90.89 $1M - $1.11M
12.3K $1.05B
AMZN
Amazon Com Inc

Consumer Cyclical
3.68K
New
$180.88 - $232.93 $665K - $856K
3.68K $806M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3.67K
New
$146.47 - $191.01 $537K - $701K
3.67K $684M
HD
Home Depot, Inc.

Consumer Cyclical
1.67K
New
$385.02 - $431.37 $644K - $721K
1.67K $650M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.89K
New
$81.68 - $82.93 $645K - $655K
7.89K $647M
NOW
Service Now, Inc.

Technology
606
New
$867.18 - $1148.42 $526K - $696K
606 $642M
GOOGL
Alphabet Inc.

Communication Services
3.3K
New
$161.86 - $196.66 $533K - $648K
3.3K $624M
AXP
American Express CO

Financial Services
2.09K
New
$267.35 - $305.57 $560K - $640K
2.09K $621M
JRS
Nuveen Real Estate Income Fund

Financial Services
71.2K
New
$8.09 - $9.64 $576K - $686K
71.2K $615M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
48.6K
New
$11.91 - $14.14 $578K - $687K
48.6K $594M
COST
Costco Wholesale Corp

Consumer Defensive
646
New
$873.59 - $994.69 $564K - $643K
646 $592M
NNY
Nuveen New York Municipal Value Fund

Financial Services
73.5K
New
$7.98 - $8.67 $587K - $638K
73.5K $591M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.72K
New
$275.15 - $388.2 $474K - $669K
1.72K $590M
BCPC
Balchem Corp

Basic Materials
3.5K
New
$163.0 - $183.41 $571K - $642K
3.5K $570M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
147K
New
$3.8 - $4.57 $559K - $673K
147K $568M
GLDM
World Gold Trust

ETFs
10.7K
New
$50.76 - $55.23 $542K - $590K
10.7K $555M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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