Marshall & Sterling Wealth Advisors Inc. New Holdings in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
U S Treasury
12.6K
New
N/A
12.6K $632M
AVGO
Broadcom Inc.

Technology
2.07K
New
$167.43 - $244.7 $346K - $506K
2.07K $346M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.06K
New
$47.66 - $57.45 $146K - $176K
3.06K $167M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
13.7K
New
$10.35 - $11.79 $142K - $161K
13.7K $153M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.13K
New
$22.25 - $23.0 $114K - $118K
5.13K $118M
SPYG
Spdr Portfolio

ETFs
956
New
$80.05 - $92.39 $76.5K - $88.3K
956 $76.8M
SPMD
Spdr Portfolio

ETFs
1.36K
New
$50.21 - $57.73 $68.5K - $78.7K
1.36K $69.8M
PM
Philip Morris International Inc.

Consumer Defensive
388
New
$117.15 - $158.79 $45.5K - $61.6K
388 $61.6M
CGDV
Capital Group Divid Value ETF

ETFs
1.73K
New
$34.95 - $37.36 $60.3K - $64.4K
1.73K $61.5M
CGUS
Capital Group Core Equity ETF
1.76K
New
$33.08 - $36.62 $58.1K - $64.3K
1.76K $58.7M
HDV
Ishares Core High Dividend ETF

ETFs
474
New
$110.86 - $121.12 $52.5K - $57.4K
474 $57.4M
TFC
Truist Financial Corp

Financial Services
1.37K
New
$39.48 - $48.15 $54K - $65.8K
1.37K $56.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.08K
New
$49.78 - $53.19 $53.7K - $57.4K
1.08K $55.1M
Capital Group
2.08K
New
N/A
2.08K $54.6M
PEAK
Healthpeak Properties, Inc.

Real Estate
2.64K
New
N/A
2.64K $53.3M
BSX
Boston Scientific Corp

Healthcare
524
New
$89.38 - $106.18 $46.8K - $55.6K
524 $52.9M
MBB
Ishares Tr

ETFs
517
New
$90.37 - $94.08 $46.7K - $48.6K
517 $48.5M
VB
Vanguard Small Cap ETF

ETFs
217
New
$217.89 - $252.64 $47.3K - $54.8K
217 $48.1M
RSG
Republic Services, Inc.

Industrials
198
New
$200.09 - $242.16 $39.6K - $47.9K
198 $47.9M
ITW
Illinois Tool Works Inc

Industrials
192
New
$244.9 - $274.48 $47K - $52.7K
192 $47.7M
CGCP
Capital Group Core Plus Income

ETFs
1.93K
New
$21.94 - $22.64 $42.4K - $43.7K
1.93K $43.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.25K
New
$32.5 - $33.3 $40.5K - $41.5K
1.25K $41.4M
GL
Globe Life Inc.

Financial Services
305
New
$111.2 - $131.72 $33.9K - $40.2K
305 $40.2M
ED
Consolidated Edison Inc

Utilities
359
New
$88.0 - $110.59 $31.6K - $39.7K
359 $39.7M
XYL
Xylem Inc.

Industrials
330
New
$114.02 - $132.04 $37.6K - $43.6K
330 $39.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
128
New
$302.31 - $337.54 $38.7K - $43.2K
128 $39.3M
IR
Ingersoll Rand Inc.

Industrials
466
New
$79.44 - $94.23 $37K - $43.9K
466 $37.3M
SBUX
Starbucks Corp

Consumer Cyclical
380
New
$91.75 - $115.81 $34.9K - $44K
380 $37.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
290
New
$126.86 - $146.45 $36.8K - $42.5K
290 $36.9M
XEL
Xcel Energy Inc

Utilities
510
New
$63.37 - $72.1 $32.3K - $36.8K
510 $36.1M
AME
Ametek Inc

Industrials
200
New
$170.39 - $190.43 $34.1K - $38.1K
200 $34.4M
SPGI
S&P Global Inc.

Financial Services
63
New
$478.26 - $543.77 $30.1K - $34.3K
63 $32M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
761
New
$40.03 - $46.81 $30.5K - $35.6K
761 $31M
MPWR
Monolithic Power Systems Inc

Technology
52
New
$565.7 - $720.25 $29.4K - $37.5K
52 $30.2M
SYK
Stryker Corp

Healthcare
79
New
$355.18 - $399.9 $28.1K - $31.6K
79 $29.4M
CSGP
Costar Group, Inc.

Real Estate
362
New
$69.29 - $80.37 $25.1K - $29.1K
362 $28.7M
MCO
Moodys Corp

Financial Services
60
New
$437.8 - $527.48 $26.3K - $31.6K
60 $28M
V
Visa Inc.

Financial Services
77
New
$306.92 - $362.71 $23.6K - $27.9K
77 $27M
ACGL
Arch Capital Group Ltd.

Financial Services
274
New
$88.13 - $96.94 $24.1K - $26.6K
274 $26.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
284
New
$90.0 - $96.32 $25.6K - $27.4K
284 $26.2M
CDNS
Cadence Design Systems Inc

Technology
101
New
$233.96 - $324.52 $23.6K - $32.8K
101 $25.7M
BRO
Brown & Brown, Inc.

Financial Services
206
New
$100.54 - $124.4 $20.7K - $25.6K
206 $25.6M
HPE
Hewlett Packard Enterprise CO

Technology
1.55K
New
$14.77 - $24.42 $22.8K - $37.8K
1.55K $23.9M
Virtus Convertible
2.06K
New
N/A
2.06K $23.8M
MA
Mastercard Inc

Financial Services
39
New
$504.67 - $576.31 $19.7K - $22.5K
39 $21.4M
Cooper Cos
247
New
N/A
247 $20.8M
ALB
Albemarle Corp

Basic Materials
285
New
$69.95 - $97.49 $19.9K - $27.8K
285 $20.5M
FCX
Freeport Mcmoran Inc

Basic Materials
518
New
$34.5 - $43.01 $17.9K - $22.3K
518 $19.6M
HEIA
Heico Crp Cl A
90
New
N/A
90 $19M
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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