Marshall & Sterling Wealth Advisors Inc. New Holdings in Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STLG
Ishares Factors Us Growth Styl

ETFs
66.5K
New
N/A
66.5K $4.36B
SPYI
Shp ETF Tr Neos S&P 500 High I
5.54K
New
N/A
5.54K $289M
SOXX
Ishares Semiconductor ETF

ETFs
617
New
$236.93 - $271.12 $146K - $167K
617 $167M
AIQ
Global X Funds Global X Artifi

ETFs
2.42K
New
$43.2 - $49.66 $105K - $120K
2.42K $120M
Jpmorgan Intl
1.58K
New
N/A
1.58K $81.7M
IGM
Ishares Expanded Tech Sector E

ETFs
630
New
$110.96 - $127.67 $69.9K - $80.4K
630 $79.4M
IEF
Ishares Barclays

ETFs
684
New
$93.91 - $97.26 $64.2K - $66.5K
684 $66M
XLF
Financial Sector Spdr

ETFs
717
New
$51.37 - $54.25 $36.8K - $38.9K
717 $38.6M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.6K
New
$19.08 - $23.53 $30.6K - $37.7K
1.6K $31.4M
XLY
Select Sector Spdr Consumer Di

ETFs
127
New
$216.09 - $242.18 $27.4K - $30.8K
127 $30.4M
XLI
Industrial Sector Spdr

ETFs
155
New
$147.94 - $154.99 $22.9K - $24K
155 $23.9M
INCY
Incyte Corp

Healthcare
254
New
$67.27 - $86.96 $17.1K - $22.1K
254 $21.5M
XLV
Select Sector Spdr Fund Health

ETFs
116
New
$129.01 - $139.72 $15K - $16.2K
116 $16.1M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
254
New
$57.5 - $61.94 $14.6K - $15.7K
254 $15.7M
RKT
Rocket Companies, Inc.

Financial Services
792
New
$13.31 - $21.16 $10.5K - $16.8K
792 $15.3M
XLP
Consumer Staples Sector Spdr

ETFs
183
New
N/A
183 $14.3M
AAXJ
Ishares Msci All Country Asia

ETFs
146
New
$82.05 - $91.87 $12K - $13.4K
146 $13.3M
IONQ
Ion Q, Inc.

Technology
200
New
$36.79 - $75.14 $7.36K - $15K
200 $12.3M
QBTS
D Wave Quantum Inc.

Technology
440
New
$14.81 - $27.72 $6.52K - $12.2K
440 $10.9M
L
Loews Corp

Financial Services
93
New
$89.82 - $100.39 $8.35K - $9.34K
93 $9.34M
EQR
Equity Residential

Real Estate
119
New
$62.3 - $68.34 $7.41K - $8.13K
119 $7.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
New
$89.32 - $107.82 $6.25K - $7.55K
70 $7.55M
SYY
Sysco Corp

Consumer Defensive
91
New
$76.33 - $82.51 $6.95K - $7.51K
91 $7.49M
CNC
Centene Corp

Healthcare
195
New
$25.21 - $56.65 $4.92K - $11K
195 $6.96M
XLU
Utilities Sector Spdr

ETFs
79
New
$81.14 - $87.32 $6.41K - $6.9K
79 $6.89M
KRG
Kite Realty Group Trust

Real Estate
304
New
$20.94 - $23.26 $6.37K - $7.07K
304 $6.78M
CTVA
Corteva, Inc.

Basic Materials
99
New
$67.08 - $77.12 $6.64K - $7.63K
99 $6.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
89
New
$56.32 - $68.81 $5.01K - $6.12K
89 $6.12M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
128
New
$45.54 - $48.43 $5.83K - $6.2K
128 $5.97M
SOFI
So Fi Technologies, Inc.

Financial Services
225
New
$17.64 - $29.81 $3.97K - $6.71K
225 $5.95M
INSM
Insmed Inc

Healthcare
41
New
$96.14 - $147.2 $3.94K - $6.04K
41 $5.9M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
196
New
$29.41 - $32.05 $5.76K - $6.28K
196 $5.83M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
69
New
N/A
69 $5.82M
SWKS
Skyworks Solutions, Inc.

Technology
75
New
$67.52 - $82.97 $5.06K - $6.22K
75 $5.77M
PHM
Pultegroup Inc

Consumer Cyclical
43
New
$108.0 - $141.42 $4.64K - $6.08K
43 $5.68M
RGTI
Rigetti Computing, Inc.

Technology
190
New
$11.33 - $32.1 $2.15K - $6.1K
190 $5.66M
Super Micro
115
New
N/A
115 $5.51M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
130
New
$39.42 - $42.19 $5.12K - $5.48K
130 $5.46M
XLB
Select Sector Spdr Fd Material

ETFs
58
New
$86.72 - $92.61 $5.03K - $5.37K
58 $5.2M
Smurfit Westrock
120
New
N/A
120 $5.11M
EWC
Ishares Msci Canada ETF

ETFs
98
New
$45.86 - $50.88 $4.49K - $4.99K
98 $4.95M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
91
New
$52.62 - $61.93 $4.79K - $5.64K
91 $4.93M
Healthcare Realty
246
New
N/A
246 $4.44M
QUBT
Quantum Computing Inc.

Technology
200
New
$14.33 - $23.27 $2.87K - $4.65K
200 $3.68M
EWL
Ishares Inc Msci Switzerlnd

ETFs
63
New
$52.43 - $56.33 $3.3K - $3.55K
63 $3.48M
SAN
Banco Santander, S.A.

Financial Services
281
New
$8.27 - $10.48 $2.32K - $2.94K
281 $2.95M
EWA
Ishares Msci Australia ETF

ETFs
94
New
$25.91 - $27.57 $2.44K - $2.59K
94 $2.54M
LPTH
Lightpath Technologies Inc

Technology
200
New
$2.93 - $8.15 $586 - $1.63K
200 $1.59M
HSBC
Hsbc Holdings PLC

Financial Services
20
New
$60.27 - $70.98 $1.21K - $1.42K
20 $1.42M
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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