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
EMR
Emerson Electric CO

Industrials
-29
- 28.71%
$94.15 - $133.33 $2.73K - $3.87K
72 $9.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-16
- 0.65%
$85.42 - $94.39 $1.37K - $1.51K
2.44K $228M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-14
- 8.05%
$31.57 - $39.41 $442 - $552
160 $5.69M
O
Realty Income Corp

Real Estate
-18
- 12.08%
$52.27 - $58.52 $941 - $1.05K
131 $7.55M
GILD
Gilead Sciences, Inc.

Healthcare
-6
- 3.17%
$96.91 - $113.0 $581 - $678
183 $20.2M
UNP
Union Pacific Corp

Industrials
-3
- 8.57%
$208.27 - $238.46 $625 - $715
32 $7.36M
OMC
Omnicom Group Inc.

Communication Services
-1
- 1.47%
$69.22 - $79.77 $69.2 - $79.8
67 $4.82M
MAS
Masco Corp

Industrials
-5
- 5.75%
$58.73 - $71.06 $294 - $355
82 $5.28M
SE
Sea LTD

Consumer Cyclical
-10
- 31.25%
$105.57 - $170.4 $1.06K - $1.7K
22 $3.52M
EXR
Extra Space Storage Inc.

Real Estate
-2
- 4.26%
$126.61 - $152.99 $253 - $306
45 $6.64M
SAP
Sap Se

Technology
-3
- 16.67%
$237.53 - $309.8 $713 - $929
15 $4.56M
ADP
Automatic Data Processing Inc

Industrials
-6
- 1.05%
$276.76 - $326.81 $1.66K - $1.96K
565 $174M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-5
- 4.76%
$5.0 - $7.65 $25 - $38.3
100 $694K
CG
Carlyle Group Inc.

Financial Services
-13
- 11.11%
$34.78 - $51.4 $452 - $668
104 $5.35M
PINS
Pinterest, Inc.

Communication Services
-12
- 8.05%
$24.21 - $35.95 $291 - $431
137 $4.91M
APH
Amphenol Corp

Technology
-31
- 29.25%
$59.09 - $98.75 $1.83K - $3.06K
75 $7.41M
DT
Dynatrace, Inc.

Technology
-5
- 4.9%
$41.21 - $55.9 $206 - $280
97 $5.36M
UBER
Uber Technologies, Inc

Technology
-22
- 15.83%
$64.62 - $93.3 $1.42K - $2.05K
117 $10.9M
IRM
Iron Mountain Inc

Real Estate
-2
- 2.9%
$76.93 - $105.25 $154 - $211
67 $6.87M
HWM
Howmet Aerospace Inc.

Industrials
-16
- 21.92%
$112.33 - $186.13 $1.8K - $2.98K
57 $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6
- 8.7%
$416.06 - $551.64 $2.5K - $3.31K
63 $34M
NVT
N Vent Electric PLC

Industrials
-5
- 5.43%
$45.2 - $73.35 $226 - $367
87 $6.32M
SNOW
Snowflake Inc.

Technology
-3
- 9.68%
$130.53 - $223.77 $392 - $671
28 $6.27M
NFLX
Netflix Inc

Communication Services
-13
- 27.08%
$855.86 - $1339.13 $11.1K - $17.4K
35 $46.9M
TXN
Texas Instruments Inc

Technology
-5
- 3.76%
N/A
128 $26.6M
CSX
Csx Corp

Industrials
-4
- 0.39%
$26.69 - $32.91 $107 - $132
1.03K $33.7M
HEIA
Heico Crp Cl A
-2
- 2.22%
N/A
88 $22.8M
HPE
Hewlett Packard Enterprise CO

Technology
-123
- 7.96%
$12.51 - $20.45 $1.54K - $2.52K
1.42K $29.1M
CBOE
Cboe Global Markets, Inc.

Financial Services
-35
- 1.33%
$205.81 - $234.23 $7.2K - $8.2K
2.59K $600M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-6
- 2.07%
$113.67 - $150.4 $682 - $902
284 $42.7M
DLR
Digital Realty Trust, Inc.

Real Estate
-22
- 6.83%
$136.11 - $177.69 $2.99K - $3.91K
300 $52.3M
CAT
Caterpillar Inc

Industrials
-6
- 2.69%
$273.94 - $388.21 $1.64K - $2.33K
217 $84.1M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-13
- 4.96%
$160.63 - $257.78 $2.09K - $3.35K
249 $63.9M
GE
General Electric CO

Industrials
-43
- 10.75%
$166.81 - $257.39 $7.17K - $11.1K
357 $91.7M
FCTR
First Tr Exchange Traded Fd

ETFs
-49
- 1.12%
$27.76 - $33.99 $1.36K - $1.67K
4.34K $147M
GOOG
Alphabet Inc.

Communication Services
-75
- 5.45%
$146.58 - $180.01 $11K - $13.5K
1.3K $230M
BK
Bank Of New York Mellon Corp

Financial Services
-23
- 0.89%
$73.31 - $91.62 $1.69K - $2.11K
2.55K $232M
WMT
Walmart Inc.

Consumer Defensive
-14
- 0.66%
$81.79 - $99.98 $1.15K - $1.4K
2.12K $207M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-498
- 4.84%
$152.42 - $182.82 $75.9K - $91K
9.79K $1.78B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.37K
- 13.65%
$70.54 - $93.95 $96.4K - $128K
8.64K $809M
CARR
Carrier Global Corp

Industrials
-6
- 0.13%
$55.55 - $75.83 $333 - $455
4.54K $332M
ARKW
Ark Next Generation Internet E

ETFs
-49
- 4.72%
$82.77 - $147.9 $4.06K - $7.25K
989 $146M
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.94%
$210.28 - $289.91 $2.31K - $3.19K
1.16K $334M
FDVV
Fidelity High Dividend ETF

ETFs
-2.75K
- 3.22%
$43.6 - $52.02 $120K - $143K
82.6K $4.29B
NSC
Norfolk Southern Corp

Industrials
-50
- 1.03%
$206.34 - $257.46 $10.3K - $12.9K
4.82K $1.23B
CRWD
Crowd Strike Holdings, Inc.

Technology
-159
- 10.53%
$321.63 - $509.31 $51.1K - $81K
1.35K $688M
VIG
Vanguard Dividend Appreciation

ETFs
-659
- 2.25%
N/A
28.7K $5.84B
IBM
International Business Machines Corp

Technology
-429
- 6.12%
$221.03 - $294.78 $94.8K - $126K
6.58K $1.94B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.63K
- 3.83%
N/A
91K $8.52B
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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