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
FSLR
First Solar, Inc.

Technology
4
New
$126.34 - $197.73 $505 - $791
4 $506K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
44
New
$9.19 - $12.93 $404 - $569
44 $492K
ABNB
Airbnb, Inc.

Consumer Cyclical
4
New
$119.38 - $161.42 $478 - $646
4 $478K
AES
Aes Corp

Utilities
38
New
$9.93 - $13.23 $377 - $503
38 $472K
DOW
Dow Inc.

Basic Materials
10
New
$34.36 - $41.92 $344 - $419
10 $350K
PSA
Public Storage

Real Estate
1
New
$288.99 - $313.98 $289 - $314
1 $299K
KTF
Dws Municipal Income Trust

Financial Services
19
New
$9.32 - $9.72 $177 - $185
19 $179K
IFRA
Ishares Tr

ETFs
2
New
$44.8 - $49.25 $89.6 - $98.5
2 $91K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
0
New
$19.04 - $20.15 $0 - $0
0 $0
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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