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
LMT
Lockheed Martin Corp

Industrials
1.14K
New
$479.66 - $614.62 $545K - $698K
1.14K $552M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
47.6K
New
$11.52 - $13.16 $548K - $626K
47.6K $551M
ROK
Rockwell Automation, Inc

Industrials
1.89K
New
$264.65 - $302.92 $500K - $572K
1.89K $540M
INTU
Intuit Inc

Technology
852
New
$602.01 - $706.25 $513K - $602K
852 $535M
WM
Waste Management Inc

Industrials
2.45K
New
$201.79 - $228.46 $495K - $560K
2.45K $495M
ADBE
Adobe Inc.

Technology
1.1K
New
$437.39 - $552.96 $483K - $610K
1.1K $491M
ZTS
Zoetis Inc.

Healthcare
2.96K
New
$162.24 - $194.42 $480K - $575K
2.96K $482M
AMGN
Amgen Inc

Healthcare
1.83K
New
$258.78 - $328.31 $473K - $599K
1.83K $476M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.25K
New
$191.61 - $217.84 $431K - $489K
2.25K $439M
FANG
Diamondback Energy, Inc.

Energy
2.66K
New
$153.06 - $199.5 $407K - $531K
2.66K $436M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
13.6K
New
$29.34 - $32.61 $398K - $443K
13.6K $407M
FIW
First Trust Water ETF

ETFs
3.73K
New
$102.02 - $110.91 $381K - $414K
3.73K $381M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
8.54K
New
$41.64 - $45.75 $355K - $391K
8.54K $357M
NVDA
Nvidia Corp

Technology
2.6K
New
$117.0 - $148.88 $304K - $386K
2.6K $349M
COP
Conocophillips

Energy
3.36K
New
$95.12 - $114.72 $319K - $385K
3.36K $333M
HYD
Vaneck High Yield Muni ETF

ETFs
6.25K
New
$51.09 - $53.06 $319K - $332K
6.25K $325M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.75K
New
$183.23 - $199.79 $320K - $349K
1.75K $324M
ABBV
Abb Vie Inc.

Healthcare
1.72K
New
$164.99 - $203.87 $284K - $351K
1.72K $306M
PSX
Phillips 66

Energy
2.63K
New
$110.35 - $138.93 $290K - $365K
2.63K $299M
CARR
Carrier Global Corp

Industrials
4.21K
New
$66.69 - $82.65 $281K - $348K
4.21K $288M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.25K
New
$126.68 - $134.74 $285K - $303K
2.25K $287M
VNLA
Janus Henderson Short Duration

ETFs
5.85K
New
$48.82 - $49.11 $286K - $287K
5.85K $286M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.03K
New
$87.25 - $95.52 $265K - $290K
3.03K $268M
XOM
Exxon Mobil Corp

Energy
2.4K
New
$105.51 - $125.37 $253K - $301K
2.4K $258M
DHR
Danaher Corp

Healthcare
1.12K
New
$226.16 - $274.52 $253K - $307K
1.12K $257M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.87K
New
$88.59 - $94.57 $254K - $272K
2.87K $255M
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
New
$205.18 - $250.29 $210K - $256K
1.02K $245M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.12K
New
$75.65 - $83.47 $236K - $261K
3.12K $238M
GOOG
Alphabet Inc.

Communication Services
1.19K
New
$163.08 - $198.16 $194K - $236K
1.19K $227M
ROM
Proshares Ultra Technology

ETFs
3.23K
New
$63.86 - $75.32 $206K - $243K
3.23K $225M
CBU
Community Bank System, Inc.

Financial Services
3.33K
New
$56.38 - $71.45 $187K - $238K
3.33K $205M
ROP
Roper Technologies Inc

Industrials
394
New
$519.85 - $575.95 $205K - $227K
394 $204M
BK
Bank Of New York Mellon Corp

Financial Services
2.61K
New
$70.82 - $81.87 $184K - $213K
2.61K $200M
VHT
Vanguard Health Care ETF

ETFs
708
New
$250.81 - $283.3 $178K - $201K
708 $179M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.56K
New
$25.74 - $53.78 $169K - $353K
6.56K $170M
ADP
Automatic Data Processing Inc

Industrials
565
New
$280.08 - $307.97 $158K - $174K
565 $165M
ARKW
Ark Next Generation Internet E

ETFs
1.48K
New
$82.66 - $120.04 $123K - $178K
1.48K $160M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.57K
New
$100.24 - $101.35 $157K - $159K
1.57K $158M
VTV
Vanguard Value ETF

ETFs
921
New
$168.32 - $181.87 $155K - $168K
921 $156M
MTB
M&T Bank Corp

Financial Services
802
New
$172.48 - $221.95 $138K - $178K
802 $151M
WMT
Walmart Inc.

Consumer Defensive
1.64K
New
$79.1 - $95.7 $129K - $157K
1.64K $148M
SCHO
Schwab Short Term Us Treasury

ETFs
6.01K
New
$24.06 - $48.88 $145K - $294K
6.01K $145M
FCTR
First Tr Exchange Traded Fd

ETFs
4.38K
New
$30.91 - $35.25 $135K - $155K
4.38K $144M
LOW
Lowes Companies Inc

Consumer Cyclical
562
New
$244.52 - $284.07 $137K - $160K
562 $139M
IWM
Ishares Russell 2000 ETF

ETFs
585
New
$216.13 - $242.4 $126K - $142K
585 $129M
PEP
Pepsico Inc

Consumer Defensive
811
New
$151.29 - $176.1 $123K - $143K
811 $123M
SCHW
Schwab Charles Corp

Financial Services
1.49K
New
$63.31 - $82.85 $94.1K - $123K
1.49K $110M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.55K
New
$61.52 - $66.5 $95.5K - $103K
1.55K $99M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.73K
New
$45.39 - $62.98 $78.3K - $109K
1.73K $97.9M
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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