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
HLI
Houlihan Lokey, Inc.

Financial Services
116
New
$154.43 - $187.4 $17.9K - $21.7K
116 $18.7M
TDY
Teledyne Technologies Inc

Technology
36
New
$455.51 - $518.84 $16.4K - $18.7K
36 $17.9M
ON
On Semiconductor Corp

Technology
410
New
$40.69 - $64.51 $16.7K - $26.4K
410 $16.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
96
New
$142.8 - $176.36 $13.7K - $16.9K
96 $16.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
184
New
$80.21 - $86.14 $14.8K - $15.8K
184 $15.2M
Veralto Corp
155
New
N/A
155 $15.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
298
New
$48.43 - $49.9 $14.4K - $14.9K
298 $14.9M
EFX
Equifax Inc

Industrials
61
New
$235.63 - $278.34 $14.4K - $17K
61 $14.9M
CGMS
Capital Grp Core Plus Income E
521
New
N/A
521 $14.2M
KO
Coca Cola CO

Consumer Defensive
193
New
$60.81 - $72.32 $11.7K - $14K
193 $13.8M
VRSK
Verisk Analytics, Inc.

Industrials
44
New
$268.63 - $301.33 $11.8K - $13.3K
44 $13.1M
WELL
Welltower Inc.

Real Estate
85
New
$124.05 - $156.86 $10.5K - $13.3K
85 $13M
WST
West Pharmaceutical Services Inc

Healthcare
58
New
$199.11 - $347.87 $11.5K - $20.2K
58 $13M
IGF
Ishares Global Infrastructure

ETFs
235
New
$51.96 - $54.84 $12.2K - $12.9K
235 $12.8M
POOL
Pool Corp

Industrials
40
New
$314.92 - $364.31 $12.6K - $14.6K
40 $12.7M
WMB
Williams Companies, Inc.

Energy
206
New
$54.02 - $61.09 $11.1K - $12.6K
206 $12.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
26
New
$402.33 - $489.71 $10.5K - $12.7K
26 $11.9M
BLDR
Builders First Source, Inc.

Industrials
92
New
$122.8 - $173.51 $11.3K - $16K
92 $11.5M
UL
Unilever PLC

Consumer Defensive
190
New
$54.72 - $60.29 $10.4K - $11.5K
190 $11.3M
EMR
Emerson Electric CO

Industrials
101
New
$108.64 - $131.17 $11K - $13.2K
101 $11.1M
FDS
Factset Research Systems Inc

Financial Services
24
New
$427.5 - $476.51 $10.3K - $11.4K
24 $10.9M
BKR
Baker Hughes CO

Energy
246
New
$41.16 - $48.85 $10.1K - $12K
246 $10.8M
LII
Lennox International Inc

Industrials
19
New
$553.05 - $666.93 $10.5K - $12.7K
19 $10.7M
NDSN
Nordson Corp

Industrials
52
New
$200.12 - $224.07 $10.4K - $11.7K
52 $10.5M
PGR
Progressive Corp

Financial Services
37
New
$235.61 - $291.22 $8.72K - $10.8K
37 $10.5M
BSY
Bentley Systems Inc

Technology
263
New
$39.34 - $47.7 $10.3K - $12.5K
263 $10.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
83
New
$106.31 - $123.73 $8.82K - $10.3K
83 $10.3M
RTX
Raytheon Technologies Corp

Industrials
77
New
$114.1 - $135.66 $8.79K - $10.4K
77 $10.2M
ALLE
Allegion PLC

Industrials
78
New
$123.79 - $135.5 $9.66K - $10.6K
78 $10.2M
UBER
Uber Technologies, Inc

Technology
139
New
$63.17 - $81.49 $8.78K - $11.3K
139 $10.1M
WRB
Berkley W R Corp

Financial Services
142
New
$56.7 - $71.27 $8.05K - $10.1K
142 $10.1M
TRGP
Targa Resources Corp.

Energy
50
New
$178.44 - $217.22 $8.92K - $10.9K
50 $10M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
310
New
$31.63 - $35.22 $9.81K - $10.9K
310 $9.91M
PFG
Principal Financial Group Inc

Financial Services
117
New
$76.34 - $89.04 $8.93K - $10.4K
117 $9.89M
EXPO
Exponent Inc

Industrials
120
New
$78.9 - $93.95 $9.47K - $11.3K
120 $9.73M
DOV
Dover Corp

Industrials
55
New
$174.65 - $206.43 $9.61K - $11.4K
55 $9.66M
SSNC
Ss&C Technologies Holdings Inc

Technology
114
New
$74.75 - $89.13 $8.52K - $10.2K
114 $9.52M
HWM
Howmet Aerospace Inc.

Industrials
73
New
$110.79 - $139.39 $8.09K - $10.2K
73 $9.47M
ACN
Accenture PLC

Technology
30
New
$300.91 - $398.25 $9.03K - $11.9K
30 $9.36M
VICI
Vici Properties Inc.

Real Estate
284
New
$28.21 - $32.68 $8.01K - $9.28K
284 $9.26M
FICO
Fair Isaac Corp

Technology
5
New
$1695.35 - $2030.47 $8.48K - $10.2K
5 $9.22M
DFS
Discover Financial Services

Financial Services
54
New
$152.99 - $203.25 $8.26K - $11K
54 $9.22M
OLED
Universal Display Corp Pa

Technology
66
New
$139.48 - $161.59 $9.21K - $10.7K
66 $9.21M
ETR
Entergy Corp

Utilities
106
New
$75.26 - $87.89 $7.98K - $9.32K
106 $9.06M
TJX
Tjx Companies Inc

Consumer Cyclical
74
New
$112.81 - $126.16 $8.35K - $9.34K
74 $9.01M
FAST
Fastenal CO

Industrials
116
New
$71.11 - $79.98 $8.25K - $9.28K
116 $9M
CBRE
Cbre Group, Inc.

Real Estate
68
New
$121.79 - $147.13 $8.28K - $10K
68 $8.89M
DTE
Dte Energy CO

Utilities
64
New
$117.6 - $138.27 $7.53K - $8.85K
64 $8.85M
SO
Southern CO

Utilities
95
New
$80.96 - $92.96 $7.69K - $8.83K
95 $8.74M
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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