Marshall & Sterling Wealth Advisors Inc. Purchases in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
360
+ 47.31%
$35.35 - $42.68 $12.7K - $15.4K
1.12K $47.8M
CGXU
Capital Group Intl Focus Equit

ETFs
440
+ 25.33%
$21.44 - $27.35 $9.43K - $12K
2.18K $59M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
287
+ 96.31%
$49.57 - $50.27 $14.2K - $14.4K
585 $29.4M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.17%
$908.13 - $1056.85 $908 - $1.06K
605 $586M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.26%
$187.5 - $246.51 $188 - $247
391 $96.2M
MTB
M&T Bank Corp

Financial Services
23
+ 3.75%
$156.58 - $193.99 $3.6K - $4.46K
637 $123M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
32
+ 1.53%
$114.78 - $133.31 $3.67K - $4.27K
2.13K $283M
Rocket Lab
363
New
N/A
363 $13M
PWR
Quanta Services, Inc.

Industrials
33
+ 825.0%
$239.47 - $381.26 $7.9K - $12.6K
37 $14M
IGF
Ishares Global Infrastructure

ETFs
192
+ 81.7%
$50.55 - $59.83 $9.71K - $11.5K
427 $25.3M
BAC
Bank Of America Corp

Financial Services
4
+ 0.2%
$34.39 - $47.46 $138 - $190
2.05K $96.9M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.14%
$174.82 - $215.79 $175 - $216
700 $151M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 3.35%
$149.23 - $184.95 $1.94K - $2.4K
401 $72.9M
RDFN
Redfin Corp

Real Estate
1K
New
$8.2 - $11.74 $8.2K - $11.7K
1K $11.2M
IR
Ingersoll Rand Inc.

Industrials
116
+ 24.89%
$66.75 - $84.94 $7.74K - $9.85K
582 $48.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
13
+ 0.84%
$53.65 - $67.02 $697 - $871
1.57K $105M
ODFL
Old Dominion Freight Line, Inc.

Industrials
65
+ 154.76%
$146.74 - $176.07 $9.54K - $11.4K
107 $17.4M
Capital Group
390
+ 18.79%
N/A
2.47K $64.9M
WMS
Advanced Drainage Systems, Inc.

Industrials
89
New
$96.79 - $123.55 $8.61K - $11K
89 $10.2M
EME
Emcor Group, Inc.

Industrials
19
New
$342.02 - $534.89 $6.5K - $10.2K
19 $10.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
164
+ 15.2%
$45.11 - $52.34 $7.4K - $8.58K
1.24K $65.1M
Ge Vernova
1
+ 2.27%
N/A
45 $23.3M
CTSH
Cognizant Technology Solutions Corp

Technology
115
New
$66.47 - $81.81 $7.64K - $9.41K
115 $8.97M
IQV
Iqvia Holdings Inc.

Healthcare
56
New
$137.0 - $174.37 $7.67K - $9.76K
56 $8.83M
JCI
Johnson Controls International PLC

Industrials
68
+ 106.25%
$71.14 - $105.62 $4.84K - $7.18K
132 $13.9M
Labcorp Holdings
2
+ 0.73%
N/A
277 $72.5M
Ferguson Enterprises
38
New
N/A
38 $8.28M
COF
Capital One Financial Corp

Financial Services
36
+ 360.0%
$150.57 - $212.76 $5.42K - $7.66K
46 $9.79M
ON
On Semiconductor Corp

Technology
59
+ 14.39%
$31.95 - $54.21 $1.89K - $3.2K
469 $24.6M
DASH
Door Dash, Inc.

Communication Services
32
New
$163.16 - $246.51 $5.22K - $7.89K
32 $7.89M
CGCP
Capital Group Core Plus Income

ETFs
343
+ 17.76%
$21.92 - $22.56 $7.52K - $7.74K
2.27K $51.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
639
+ 66.15%
$12.21 - $13.9 $7.8K - $8.88K
1.61K $20.9M
WEC
Wec Energy Group, Inc.

Utilities
74
New
$102.24 - $109.76 $7.57K - $8.12K
74 $7.71M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.09%
$19.1 - $23.83 $57.3 - $71.5
3.26K $77.6M
A
Agilent Technologies, Inc.

Healthcare
62
New
$99.29 - $120.52 $6.16K - $7.47K
62 $7.32M
DDOG
Datadog, Inc.

Technology
54
New
$87.0 - $134.33 $4.7K - $7.25K
54 $7.25M
KMI
Kinder Morgan, Inc.

Energy
236
+ 737.5%
$25.21 - $29.4 $5.95K - $6.94K
268 $7.88M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
124
New
$45.98 - $56.15 $5.7K - $6.96K
124 $6.96M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
285
+ 15.14%
$22.43 - $23.23 $6.39K - $6.62K
2.17K $50.2M
WDC
Western Digital Corp

Technology
104
New
$30.54 - $63.99 $3.18K - $6.65K
104 $6.66M
STX
Seagate Technology Holdings PLC

Technology
46
New
$66.54 - $144.33 $3.06K - $6.64K
46 $6.64M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.23%
$70.44 - $86.87 $141 - $174
864 $75M
AEP
American Electric Power CO Inc

Utilities
63
+ 630.0%
$98.59 - $109.11 $6.21K - $6.87K
73 $7.58M
NVS
Novartis Ag

Healthcare
15
+ 3.06%
$101.96 - $121.01 $1.53K - $1.82K
505 $61M
SQ
Block, Inc.

Technology
94
New
N/A
94 $6.39M
VB
Vanguard Small Cap ETF

ETFs
13
+ 5.99%
$193.73 - $237.37 $2.52K - $3.09K
230 $54.5M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.13%
$60.98 - $80.12 $61 - $80.1
759 $60.8M
FE
Firstenergy Corp

Utilities
157
New
$38.31 - $43.17 $6.01K - $6.78K
157 $6.32M
ZWS
Zurn Water Solutions Corp

Industrials
172
New
$28.5 - $37.54 $4.9K - $6.46K
172 $6.29M
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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