Marshall & Sterling Wealth Advisors Inc. Sells in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
-63.9K
- 77.98%
N/A
18K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.7K
- 94.78%
$90.56 - $109.49 $1.69M - $2.05M
1.03K $112M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-34.1K
- 98.28%
$50.27 - $62.05 $1.71M - $2.12M
597 $36.8M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-93.7K
- 99.54%
$12.88 - $16.75 $1.21M - $1.57M
437 $6.6M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
-29.9K
- 96.42%
$39.47 - $62.61 $1.18M - $1.87M
1.11K $69.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.2K
- 26.62%
$77.94 - $79.5 $873K - $891K
30.9K $2.45B
JRS
Nuveen Real Estate Income Fund

Financial Services
-57.8K
- 95.8%
$6.92 - $8.3 $400K - $479K
2.53K $19.7M
VUG
Vanguard Growth ETF

ETFs
-3.14K
- 22.04%
$329.49 - $438.4 $1.03M - $1.38M
11.1K $4.83B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.69K
- 74.77%
$83.97 - $92.85 $394K - $436K
1.58K $139M
GOOGL
Alphabet Inc.

Communication Services
-2.92K
- 75.04%
$144.7 - $178.6 $423K - $522K
971 $170M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-7.79K
- 94.3%
$26.53 - $32.81 $207K - $256K
471 $15.1M
NNY
Nuveen New York Municipal Value Fund

Financial Services
-20K
- 26.34%
$7.96 - $8.35 $159K - $167K
56K $454M
HYD
Vaneck High Yield Muni ETF

ETFs
-2.44K
- 71.27%
$49.08 - $51.35 $120K - $125K
985 $49.4M
VHT
Vanguard Health Care ETF

ETFs
-441
- 89.82%
$236.71 - $261.92 $104K - $116K
50 $11.8M
PG
Procter & Gamble CO

Consumer Defensive
-175
- 2.33%
$157.66 - $172.39 $27.6K - $30.2K
7.32K $1.17B
ZTS
Zoetis Inc.

Healthcare
-281
- 8.45%
$144.41 - $170.3 $40.6K - $47.9K
3.05K $473M
XOM
Exxon Mobil Corp

Energy
-331
- 11.76%
$99.93 - $119.04 $33.1K - $39.4K
2.48K $267M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.64K
- 8.22%
$45.88 - $54.4 $121K - $144K
29.5K $1.6B
COP
Conocophillips

Energy
-58
- 1.68%
$82.66 - $106.1 $4.79K - $6.15K
3.39K $304M
SPY
Spdr S&P 500 ETF Trust

ETFs
-357
- 12.68%
$496.48 - $617.85 $177K - $221K
2.46K $1.52B
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-16.8K
- 10.44%
$3.35 - $3.97 $56.4K - $66.8K
144K $572M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-3.65K
- 7.52%
$10.82 - $12.71 $39.4K - $46.3K
44.8K $558M
IWD
Ishares Russell 1000 Val ETF

ETFs
-276
- 20.18%
$166.82 - $194.23 $46K - $53.6K
1.09K $211M
PFE
Pfizer Inc

Healthcare
-1.7K
- 58.16%
$21.59 - $24.84 $36.6K - $42.1K
1.22K $29.5M
ADBE
Adobe Inc.

Technology
-118
- 9.18%
$340.0 - $420.68 $40.1K - $49.6K
1.17K $452M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-2.96K
- 6.02%
$10.7 - $12.22 $31.6K - $36.1K
46.1K $556M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.26K
- 14.8%
$33.38 - $40.81 $42K - $51.4K
7.25K $294M
SPMD
Spdr Portfolio

ETFs
-647
- 47.43%
$44.89 - $54.38 $29K - $35.2K
717 $39M
OKE
Oneok Inc

Energy
-284
- 72.08%
$78.71 - $100.37 $22.4K - $28.5K
110 $8.98M
PEP
Pepsico Inc

Consumer Defensive
-98
- 11.06%
$128.02 - $151.37 $12.5K - $14.8K
788 $104M
IYH
Ishares Tr

ETFs
-419
- 74.82%
$53.97 - $60.17 $22.6K - $25.2K
141 $7.92M
FIW
First Trust Water ETF

ETFs
-419
- 13.67%
$90.26 - $108.05 $37.8K - $45.3K
2.65K $284M
LLY
Eli Lilly & CO

Healthcare
-24
- 24.24%
$713.71 - $898.95 $17.1K - $21.6K
75 $57.8M
EWBC
East West Bancorp Inc

Financial Services
-267
- 78.76%
$71.03 - $101.75 $19K - $27.2K
72 $7.27M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-168
- 57.73%
$141.37 - $228.57 $23.8K - $38.4K
123 $27.5M
MRNA
Moderna, Inc.

Healthcare
-725
- 98.64%
$23.65 - $28.54 $17.1K - $20.7K
10 $276K
CMCSA
Comcast Corp

Communication Services
-523
- 43.51%
$32.84 - $36.72 $17.2K - $19.2K
679 $24.2M
BMY
Bristol Myers Squibb CO

Healthcare
-258
- 60.99%
$44.12 - $59.6 $11.4K - $15.4K
165 $7.64M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-776
- 11.92%
$34.28 - $41.6 $26.6K - $32.3K
5.73K $237M
WM
Waste Management Inc

Industrials
-36
- 1.45%
$216.47 - $242.1 $7.79K - $8.72K
2.45K $559M
DHR
Danaher Corp

Healthcare
-10
- 0.82%
$174.64 - $205.16 $1.75K - $2.05K
1.21K $236M
MPWR
Monolithic Power Systems Inc

Technology
-29
- 55.77%
$455.19 - $737.73 $13.2K - $21.4K
23 $16.8M
AFL
Aflac Inc

Financial Services
-101
- 34.47%
$99.77 - $112.45 $10.1K - $11.4K
192 $20.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
-294
- 11.15%
N/A
2.34K $41M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-153
Closed
$65.75 - $71.57 $10.1K - $11K
0 $0
Veralto Corp
-108
- 69.68%
N/A
47 $4.75M
SPYG
Spdr Portfolio

ETFs
-256
- 26.78%
$71.83 - $95.32 $18.4K - $24.4K
700 $66.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-299
- 12.23%
$73.02 - $90.22 $21.8K - $27K
2.15K $190M
ICE
Intercontinental Exchange, Inc.

Financial Services
-56
- 58.33%
$151.62 - $183.47 $8.49K - $10.3K
40 $7.34M
Activity Summary
Buys All Purchases 259 New Holdings 55 Increased Positions 204 Sells All Sells 153 Reductions 152 Sold out 1 Options Calls 0 Puts 0
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