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
GRMN
Garmin LTD

Technology
40
New
$204.55 - $241.93 $8.18K - $9.68K
40 $8.69M
O
Realty Income Corp

Real Estate
149
New
$51.67 - $58.49 $7.7K - $8.72K
149 $8.65M
MO
Altria Group, Inc.

Consumer Defensive
144
New
$50.81 - $60.02 $7.32K - $8.64K
144 $8.64M
AWK
American Water Works Company, Inc.

Utilities
58
New
$121.01 - $149.31 $7.02K - $8.66K
58 $8.56M
FITB
Fifth Third Bancorp

Financial Services
218
New
$37.48 - $44.96 $8.17K - $9.8K
218 $8.55M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
109
New
$77.33 - $90.16 $8.43K - $9.83K
109 $8.55M
TMUS
T Mobile Us, Inc.

Communication Services
32
New
$211.3 - $272.83 $6.76K - $8.73K
32 $8.53M
CRH.L
Crh PLC

Basic Materials
97
New
N/A
97 $8.53M
BA
Boeing CO

Industrials
50
New
$148.15 - $186.25 $7.41K - $9.31K
50 $8.53M
HBAN
Huntington Bancshares Inc

Financial Services
564
New
$14.28 - $17.39 $8.05K - $9.81K
564 $8.47M
VMC
Vulcan Materials CO

Basic Materials
36
New
$220.9 - $277.54 $7.95K - $9.99K
36 $8.4M
DVN
Devon Energy Corp

Energy
222
New
$33.15 - $38.55 $7.36K - $8.56K
222 $8.3M
UNP
Union Pacific Corp

Industrials
35
New
$225.21 - $254.42 $7.88K - $8.9K
35 $8.27M
CFG
Citizens Financial Group Inc

Financial Services
201
New
$39.73 - $48.36 $7.99K - $9.72K
201 $8.24M
SYF
Synchrony Financial

Financial Services
155
New
$51.9 - $70.63 $8.04K - $10.9K
155 $8.21M
AVB
Avalonbay Communities Inc

Real Estate
38
New
$207.86 - $228.08 $7.9K - $8.67K
38 $8.16M
QCOM
Qualcomm Inc

Technology
53
New
$151.94 - $175.86 $8.05K - $9.32K
53 $8.14M
MMM
3 M CO

Industrials
55
New
$129.7 - $155.12 $7.13K - $8.53K
55 $8.08M
VTR
Ventas, Inc.

Real Estate
117
New
$56.9 - $70.47 $6.66K - $8.24K
117 $8.05M
KIM
Kimco Realty Corp

Real Estate
378
New
$20.15 - $23.42 $7.62K - $8.85K
378 $8.03M
GDDY
Go Daddy Inc.

Technology
44
New
$172.13 - $214.35 $7.57K - $9.43K
44 $7.93M
MSCI
Msci Inc.

Financial Services
14
New
$541.46 - $628.34 $7.58K - $8.8K
14 $7.92M
Lam Research
108
New
N/A
108 $7.85M
NDAQ
Nasdaq, Inc.

Financial Services
103
New
$72.17 - $83.76 $7.43K - $8.63K
103 $7.81M
RJF
Raymond James Financial Inc

Financial Services
56
New
$137.62 - $172.64 $7.71K - $9.67K
56 $7.78M
INVH
Invitation Homes Inc.

Real Estate
223
New
$30.28 - $34.85 $6.75K - $7.77K
223 $7.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
104
New
$72.7 - $84.32 $7.56K - $8.77K
104 $7.77M
WY
Weyerhaeuser CO

Real Estate
265
New
$27.29 - $31.39 $7.23K - $8.32K
265 $7.76M
TSCO
Tractor Supply CO

Consumer Cyclical
139
New
$51.66 - $57.94 $7.18K - $8.05K
139 $7.66M
PLD
Prologis, Inc.

Real Estate
68
New
$103.59 - $124.04 $7.04K - $8.43K
68 $7.6M
BDX
Becton Dickinson & CO

Healthcare
33
New
$222.79 - $249.08 $7.35K - $8.22K
33 $7.59M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
67
New
$98.98 - $113.18 $6.63K - $7.58K
67 $7.58M
HLNE
Hamilton Lane Inc

Financial Services
51
New
$137.87 - $170.18 $7.03K - $8.68K
51 $7.58M
GGG
Graco Inc

Industrials
90
New
$80.53 - $87.54 $7.25K - $7.88K
90 $7.52M
ARES
Ares Management Corp

Financial Services
51
New
$140.19 - $198.28 $7.15K - $10.1K
51 $7.48M
DUK
Duke Energy Corp

Utilities
61
New
$105.87 - $121.97 $6.46K - $7.44K
61 $7.44M
CTRA
Coterra Energy Inc.

Energy
257
New
$25.51 - $29.83 $6.56K - $7.67K
257 $7.43M
FTV
Fortive Corp

Technology
100
New
$71.82 - $82.98 $7.18K - $8.3K
100 $7.32M
CL
Colgate Palmolive CO

Consumer Defensive
78
New
$85.68 - $97.5 $6.68K - $7.61K
78 $7.31M
ALGN
Align Technology Inc

Healthcare
46
New
$158.86 - $234.89 $7.31K - $10.8K
46 $7.31M
TTWO
Take Two Interactive Software Inc

Communication Services
35
New
$178.61 - $217.95 $6.25K - $7.63K
35 $7.25M
AIG
American International Group, Inc.

Financial Services
83
New
$70.5 - $86.94 $5.85K - $7.22K
83 $7.22M
NTRS
Northern Trust Corp

Financial Services
73
New
$96.09 - $113.81 $7.01K - $8.31K
73 $7.2M
RMD
Resmed Inc

Healthcare
32
New
$219.7 - $257.65 $7.03K - $8.24K
32 $7.16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
193
New
$36.63 - $37.45 $7.07K - $7.23K
193 $7.11M
NKE
Nike, Inc.

Consumer Cyclical
111
New
$63.29 - $81.72 $7.03K - $9.07K
111 $7.05M
EXR
Extra Space Storage Inc.

Real Estate
47
New
$143.8 - $161.28 $6.76K - $7.58K
47 $6.98M
EBAY
Ebay Inc

Consumer Cyclical
103
New
$61.61 - $70.93 $6.35K - $7.31K
103 $6.98M
APH
Amphenol Corp

Technology
106
New
$61.62 - $78.55 $6.53K - $8.33K
106 $6.95M
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email