Marshall & Sterling Wealth Advisors Inc. Purchases in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
38.7K
+ 4508.04%
N/A
39.5K $1.92B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.4K
+ 19.37%
$79.17 - $82.04 $1.46M - $1.51M
114K $9.29B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
26.7K
+ 5670.7%
N/A
27.2K $1.36B
OBIL
Rbb Fd Inc Us Treas 12 Month B
12.7K
+ 1812.98%
N/A
13.4K $673M
U S Treasury
12.6K
New
N/A
12.6K $632M
TPYP
Managed Portfolio Ser Tortoise

ETFs
5K
+ 6.88%
$34.32 - $37.26 $171K - $186K
77.6K $2.82B
AVGO
Broadcom Inc.

Technology
2.07K
New
$167.43 - $244.7 $346K - $506K
2.07K $346M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 3.43%
$442.66 - $534.52 $49.6K - $59.9K
3.38K $1.8B
ETN
Eaton Corp PLC

Industrials
1.15K
+ 7633.33%
$271.83 - $371.23 $311K - $425K
1.16K $316M
VIG
Vanguard Dividend Appreciation

ETFs
1.73K
+ 6.26%
N/A
29.3K $5.68B
NVDA
Nvidia Corp

Technology
2.32K
+ 89.21%
$106.98 - $149.43 $248K - $346K
4.91K $532M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.06K
New
$47.66 - $57.45 $146K - $176K
3.06K $167M
AMGN
Amgen Inc

Healthcare
215
+ 11.77%
$258.59 - $327.36 $55.6K - $70.4K
2.04K $636M
SCHW
Schwab Charles Corp

Financial Services
1.94K
+ 130.69%
$71.24 - $83.64 $138K - $162K
3.43K $269M
CBOE
Cboe Global Markets, Inc.

Financial Services
377
+ 16.78%
$190.84 - $226.29 $71.9K - $85.3K
2.62K $594M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
13.7K
New
$10.35 - $11.79 $142K - $161K
13.7K $153M
MSFT
Microsoft Corp

Technology
740
+ 26.61%
$375.39 - $447.2 $278K - $331K
3.52K $1.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.3K
+ 3.31%
$169.43 - $182.84 $220K - $237K
40.5K $7.01B
GLDM
World Gold Trust

ETFs
618
+ 5.79%
$52.19 - $61.89 $32.3K - $38.2K
11.3K $699M
QDPL
Pacer Fds Tr Metaurus Us Large
7.54K
+ 9.15%
$36.5 - $40.04 $275K - $302K
89.9K $3.28B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
5.13K
New
$22.25 - $23.0 $114K - $118K
5.13K $118M
J P Morgan Exchange Traded F
5.01K
+ 6.51%
N/A
81.9K $4.89B
META
Meta Platforms, Inc.

Communication Services
202
+ 262.34%
$576.36 - $736.67 $116K - $149K
279 $161M
RYU
Invesco S&P 500 Equal Weight U

ETFs
181
+ 0.73%
N/A
25.1K $1.75B
IEFA
Ishares Tr

ETFs
1.2K
+ 234.24%
$69.57 - $78.65 $83.8K - $94.7K
1.72K $130M
WM
Waste Management Inc

Industrials
34
+ 1.39%
$200.54 - $233.78 $6.82K - $7.95K
2.49K $575M
SPYG
Spdr Portfolio

ETFs
956
New
$80.05 - $92.39 $76.5K - $88.3K
956 $76.8M
XOM
Exxon Mobil Corp

Energy
414
+ 17.25%
$105.44 - $118.93 $43.7K - $49.2K
2.81K $335M
SPMD
Spdr Portfolio

ETFs
1.36K
New
$50.21 - $57.73 $68.5K - $78.7K
1.36K $69.8M
ZTS
Zoetis Inc.

Healthcare
368
+ 12.44%
$156.48 - $175.67 $57.6K - $64.6K
3.33K $548M
LLY
Eli Lilly & CO

Healthcare
73
+ 280.77%
$725.72 - $929.72 $53K - $67.9K
99 $81.9M
JNJ
Johnson & Johnson

Healthcare
370
+ 1193.55%
$142.06 - $167.7 $52.6K - $62K
401 $66.6M
PM
Philip Morris International Inc.

Consumer Defensive
388
New
$117.15 - $158.79 $45.5K - $61.6K
388 $61.6M
CGDV
Capital Group Divid Value ETF

ETFs
1.73K
New
$34.95 - $37.36 $60.3K - $64.4K
1.73K $61.5M
UNH
Unitedhealth Group Inc

Healthcare
113
+ 217.31%
$461.52 - $548.18 $52.2K - $61.9K
165 $86.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.76K
+ 1312.69%
$33.98 - $39.84 $59.8K - $70.1K
1.89K $64.9M
AAPL
Apple Inc.

Technology
1.23K
+ 16.2%
$209.68 - $247.1 $258K - $304K
8.84K $1.96B
CGUS
Capital Group Core Equity ETF
1.76K
New
$33.08 - $36.62 $58.1K - $64.3K
1.76K $58.7M
CVX
Chevron Corp

Energy
347
New
$146.71 - $167.97 $50.9K - $58.3K
347 $58.1M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
14K
+ 9.54%
$3.75 - $4.08 $52.7K - $57.3K
161K $625M
HDV
Ishares Core High Dividend ETF

ETFs
474
New
$110.86 - $121.12 $52.5K - $57.4K
474 $57.4M
TFC
Truist Financial Corp

Financial Services
1.37K
New
$39.48 - $48.15 $54K - $65.8K
1.37K $56.3M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
226
+ 0.66%
$53.35 - $58.68 $12.1K - $13.3K
34.7K $1.95B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.08K
New
$49.78 - $53.19 $53.7K - $57.4K
1.08K $55.1M
Capital Group
2.08K
New
N/A
2.08K $54.6M
BAC
Bank Of America Corp

Financial Services
1.34K
+ 189.25%
$39.61 - $47.74 $53K - $63.9K
2.05K $85.3M
IEMG
Ishares Inc

ETFs
952
+ 79.27%
N/A
2.15K $116M
PEAK
Healthpeak Properties, Inc.

Real Estate
2.64K
New
N/A
2.64K $53.3M
BSX
Boston Scientific Corp

Healthcare
524
New
$89.38 - $106.18 $46.8K - $55.6K
524 $52.9M
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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