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
AMAT
Applied Materials Inc

Technology
8
+ 5.93%
$126.95 - $183.52 $1.02K - $1.47K
143 $26M
GIS
General Mills Inc

Consumer Defensive
123
+ 878.57%
$50.37 - $60.97 $6.2K - $7.5K
137 $7.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 4.69%
$272.36 - $339.57 $1.63K - $2.04K
134 $45.5M
VRT
Vertiv Holdings CO

Industrials
39
+ 195.0%
N/A
59 $7.58M
SRE
Sempra Energy

Utilities
80
+ 571.43%
$63.78 - $78.91 $5.1K - $6.31K
94 $7.12M
NTAP
Net App, Inc.

Technology
57
New
$76.1 - $106.55 $4.34K - $6.07K
57 $6.07M
AMCR
Amcor PLC

Consumer Cyclical
641
New
$8.57 - $9.81 $5.49K - $6.29K
641 $5.89M
AXON
Axon Enterprise, Inc.

Industrials
7
New
$497.13 - $827.94 $3.48K - $5.8K
7 $5.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 1.89%
$456.74 - $568.03 $913 - $1.14K
108 $60.2M
ARMK
Aramark

Industrials
134
New
$30.39 - $42.1 $4.07K - $5.64K
134 $5.61M
EXPD
Expeditors International Of Washington Inc

Industrials
49
+ 700.0%
$102.84 - $122.24 $5.04K - $5.99K
56 $6.4M
NRG
Nrg Energy, Inc.

Utilities
34
New
$83.61 - $162.67 $2.84K - $5.53K
34 $5.46M
TTD
Trade Desk, Inc.

Technology
75
New
$45.27 - $79.4 $3.4K - $5.96K
75 $5.4M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
119
New
$38.16 - $46.72 $4.54K - $5.56K
119 $5.26M
STZ
Constellation Brands, Inc.

Consumer Defensive
32
New
$160.0 - $195.62 $5.12K - $6.26K
32 $5.21M
Ge Healthcare
87
+ 44.39%
N/A
283 $20.8M
JHMM
John Hancock Multifactor Mid C

ETFs
1
+ 0.08%
$50.32 - $61.13 $50.3 - $61.1
1.29K $78.7M
Arista Networks
29
+ 38.16%
N/A
105 $10.7M
PRU
Prudential Financial Inc

Financial Services
55
+ 20.91%
$95.12 - $112.71 $5.23K - $6.2K
318 $34.1M
TRU
Trans Union

Industrials
53
New
$69.26 - $91.89 $3.67K - $4.87K
53 $4.66M
NTNX
Nutanix, Inc.

Technology
61
New
$58.17 - $83.07 $3.55K - $5.07K
61 $4.66M
BSY
Bentley Systems Inc

Technology
12
+ 4.56%
$38.62 - $53.97 $463 - $648
275 $14.8M
SPOT
Spotify Technology S.A.

Communication Services
5
+ 166.67%
$503.3 - $775.9 $2.52K - $3.88K
8 $6.14M
ALGN
Align Technology Inc

Healthcare
16
+ 34.78%
$144.32 - $190.42 $2.31K - $3.05K
62 $11.7M
MSCI
Msci Inc.

Financial Services
7
+ 50.0%
$506.56 - $576.74 $3.55K - $4.04K
21 $12.1M
HLNE
Hamilton Lane Inc

Financial Services
31
+ 60.78%
$126.65 - $175.49 $3.93K - $5.44K
82 $11.7M
ARKQ
Ark Autonomous Technology & Ro

ETFs
1
+ 0.58%
$58.8 - $89.17 $58.8 - $89.2
172 $15.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
38
New
$100.44 - $129.37 $3.82K - $4.92K
38 $3.92M
OKTA
Okta, Inc.

Technology
39
New
$91.24 - $127.3 $3.56K - $4.96K
39 $3.9M
VTV
Vanguard Value ETF

ETFs
2
+ 0.22%
$153.67 - $176.74 $307 - $353
928 $164M
PNR
Pentair PLC

Industrials
1
+ 0.42%
$76.17 - $103.58 $76.2 - $104
240 $24.6M
WRB
Berkley W R Corp

Financial Services
43
+ 30.28%
$64.28 - $75.17 $2.76K - $3.23K
185 $13.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.13%
$52.31 - $63.72 $52.3 - $63.7
781 $49.7M
IDV
Ishares Tr

ETFs
17
+ 2.55%
$27.79 - $34.84 $472 - $592
683 $23.5M
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.46%
$51.6 - $62.74 $155 - $188
652 $40.9M
PPG
Ppg Industries Inc

Basic Materials
23
+ 46.94%
$91.66 - $115.04 $2.11K - $2.65K
72 $8.19M
FTNT
Fortinet, Inc.

Technology
17
+ 16.83%
$84.71 - $108.69 $1.44K - $1.85K
118 $12.5M
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 0.05%
$8.19 - $10.66 $8.19 - $10.7
2.07K $22.1M
MCHP
Microchip Technology Inc

Technology
1
+ 0.85%
$35.34 - $71.6 $35.3 - $71.6
119 $8.37M
DOCU
Docusign, Inc.

Technology
35
+ 175.0%
$70.35 - $93.84 $2.46K - $3.28K
55 $4.28M
TXT
Textron Inc

Industrials
26
+ 37.14%
$60.72 - $80.34 $1.58K - $2.09K
96 $7.71M
MBB
Ishares Tr

ETFs
27
+ 5.22%
$91.41 - $94.22 $2.47K - $2.54K
544 $51.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
145
+ 47.39%
$12.7 - $16.07 $1.84K - $2.33K
451 $6.93M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 1.41%
$211.12 - $274.14 $211 - $274
72 $19.5M
NUE
Nucor Corp

Basic Materials
2
+ 0.76%
$103.22 - $131.43 $206 - $263
264 $34.1M
ENVX
Enovix Corp

Industrials
50
+ 7.72%
$5.46 - $10.53 $273 - $527
698 $7.22M
APP
App Lovin Corp

Technology
7
New
$219.37 - $417.89 $1.54K - $2.93K
7 $2.45M
MCO
Moodys Corp

Financial Services
1
+ 1.67%
$396.7 - $501.59 $397 - $502
61 $30.2M
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.44%
$20.84 - $24.54 $188 - $221
2.07K $50.7M
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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