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
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
71
New
$32.56 - $42.89 $2.31K - $3.05K
71 $2.34M
XLK
Technology Sector Spdr

ETFs
10
New
$220.26 - $241.44 $2.2K - $2.41K
10 $2.33M
INTC
Intel Corp

Technology
115
New
$19.07 - $26.23 $2.19K - $3.02K
115 $2.31M
RDFN
Redfin Corp

Real Estate
292
New
$7.87 - $12.55 $2.3K - $3.66K
292 $2.3M
MGA
Magna International Inc

Consumer Cyclical
55
New
$39.47 - $46.46 $2.17K - $2.56K
55 $2.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
82
New
$27.54 - $83.04 $2.26K - $6.81K
82 $2.25M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7
New
$278.19 - $315.36 $1.95K - $2.21K
7 $2.02M
MOD
Modine Manufacturing CO

Consumer Cyclical
17
New
$109.77 - $143.22 $1.87K - $2.43K
17 $1.97M
CLX
Clorox CO

Consumer Defensive
12
New
$156.51 - $169.74 $1.88K - $2.04K
12 $1.95M
NVT
N Vent Electric PLC

Industrials
28
New
$67.69 - $79.19 $1.9K - $2.22K
28 $1.91M
DOCU
Docusign, Inc.

Technology
20
New
$61.42 - $106.99 $1.23K - $2.14K
20 $1.8M
Amplify Tr
24
New
N/A
24 $1.73M
Viper Energy
34
New
N/A
34 $1.63M
EQT
Eqt Corp

Energy
35
New
$35.62 - $46.89 $1.25K - $1.64K
35 $1.61M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
9
New
$198.56 - $251.73 $1.79K - $2.27K
9 $1.61M
KRP
Kimbell Royalty Partners, LP

Energy
97
New
$15.38 - $16.83 $1.49K - $1.63K
97 $1.57M
KWEB
Kraneshares Tr Csi China Inter

ETFs
52
New
$29.11 - $38.87 $1.51K - $2.02K
52 $1.51M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
40
New
$31.2 - $41.46 $1.25K - $1.66K
40 $1.5M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
151
New
$9.86 - $11.9 $1.49K - $1.8K
151 $1.49M
HIGH
Simplify Exchange Traded Fds E
65
New
N/A
65 $1.49M
JD
Jd.Com, Inc.

Consumer Cyclical
40
New
$33.35 - $47.1 $1.33K - $1.88K
40 $1.39M
EFC
Ellington Financial Inc.

Real Estate
108
New
$11.92 - $12.81 $1.29K - $1.38K
108 $1.3M
PRCT
Procept Bio Robotics Corp

Healthcare
16
New
$67.27 - $99.45 $1.08K - $1.59K
16 $1.29M
Olb Group
600
New
N/A
600 $1.24M
USFR
Wisdomtree Floating Rate Treas

ETFs
25
New
$50.23 - $50.46 $1.26K - $1.26K
25 $1.24M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
23
New
$42.99 - $56.89 $989 - $1.31K
23 $1.22M
XLE
Energy Sector Spdr

ETFs
14
New
$83.32 - $97.27 $1.17K - $1.36K
14 $1.2M
CGXU
Capital Group Intl Focus Equit

ETFs
47
New
$24.67 - $26.94 $1.16K - $1.27K
47 $1.15M
BB
Blackberry LTD

Technology
300
New
$2.25 - $3.96 $675 - $1.19K
300 $1.13M
CMP
Compass Minerals International Inc

Basic Materials
100
New
$10.59 - $15.7 $1.06K - $1.57K
100 $1.13M
Airjoule Technologies
1K
New
N/A
1K $1.1M
CPNG
Coupang, Inc.

Consumer Cyclical
50
New
$21.98 - $26.89 $1.1K - $1.34K
50 $1.1M
PGZ
Principal Real Estate Income Fund

Financial Services
108
New
$9.74 - $11.19 $1.05K - $1.21K
108 $1.06M
TRV
Travelers Companies, Inc.

Financial Services
5
New
$225.97 - $266.66 $1.13K - $1.33K
5 $968K
KRE
Spdr S&P Regional Banking ETF

ETFs
17
New
$54.6 - $68.9 $928 - $1.17K
17 $966K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
New
$180.39 - $205.43 $902 - $1.03K
5 $948K
Fortress Biotech
460
New
N/A
460 $932K
FOXA
Fox Corp

Communication Services
18
New
$41.35 - $49.99 $744 - $900
18 $874K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
100
New
$4.34 - $10.57 $434 - $1.06K
100 $870K
AVA
Avista Corp

Utilities
20
New
$35.46 - $39.23 $709 - $785
20 $733K
VERU
Veru Inc.

Healthcare
950
New
$0.58 - $0.93 $551 - $884
950 $618K
QTUM
ETF Ser Solutions Defiance Qua
7
New
N/A
7 $491K
BHF
Brighthouse Financial, Inc.

Financial Services
10
New
$43.95 - $52.91 $440 - $529
10 $480K
Canopy Growth
155
New
N/A
155 $423K
MRNA
Moderna, Inc.

Healthcare
10
New
$36.85 - $63.93 $369 - $639
10 $416K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
26
New
$15.05 - $16.03 $391 - $417
26 $397K
NWSA
News Corp

Communication Services
13
New
$25.68 - $29.86 $334 - $388
13 $358K
JBLU
Jetblue Airways Corp

Industrials
40
New
$5.63 - $8.05 $225 - $322
40 $314K
CMPX
Compass Therapeutics, Inc.

Healthcare
200
New
$1.35 - $1.98 $270 - $396
200 $290K
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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