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
HEIA
Heico Crp Cl A
90
New
N/A
90 $19M
HLI
Houlihan Lokey, Inc.

Financial Services
116
New
$154.43 - $187.4 $17.9K - $21.7K
116 $18.7M
PNR
Pentair PLC

Industrials
215
+ 895.83%
$84.0 - $105.35 $18.1K - $22.7K
239 $20.9M
PLTR
Palantir Technologies Inc.

Technology
116
+ 11.76%
$64.98 - $124.62 $7.54K - $14.5K
1.1K $93M
AMD
Advanced Micro Devices Inc

Technology
208
+ 118.86%
$96.63 - $129.55 $20.1K - $26.9K
383 $39.4M
TDY
Teledyne Technologies Inc

Technology
36
New
$455.51 - $518.84 $16.4K - $18.7K
36 $17.9M
WFC
Wells Fargo & Company

Financial Services
223
+ 41.68%
$66.78 - $81.42 $14.9K - $18.2K
758 $54.4M
ON
On Semiconductor Corp

Technology
410
New
$40.69 - $64.51 $16.7K - $26.4K
410 $16.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
96
New
$142.8 - $176.36 $13.7K - $16.9K
96 $16.6M
NEE
Nextera Energy Inc

Utilities
232
+ 138.1%
$66.96 - $76.16 $15.5K - $17.7K
400 $28.3M
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 25.16%
$279.74 - $321.29 $10.9K - $12.5K
194 $60.5M
AFL
Aflac Inc

Financial Services
128
+ 77.58%
$100.99 - $111.19 $12.9K - $14.2K
293 $32.5M
VONV
Vanguard Russell 1000 Value Et

ETFs
184
New
$80.21 - $86.14 $14.8K - $15.8K
184 $15.2M
Veralto Corp
155
New
N/A
155 $15.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
298
New
$48.43 - $49.9 $14.4K - $14.9K
298 $14.9M
GILD
Gilead Sciences, Inc.

Healthcare
120
+ 173.91%
$89.14 - $117.41 $10.7K - $14.1K
189 $21.2M
EFX
Equifax Inc

Industrials
61
New
$235.63 - $278.34 $14.4K - $17K
61 $14.9M
ABT
Abbott Laboratories

Healthcare
93
+ 80.17%
$111.1 - $140.22 $10.3K - $13K
209 $27.7M
CGMS
Capital Grp Core Plus Income E
521
New
N/A
521 $14.2M
KO
Coca Cola CO

Consumer Defensive
193
New
$60.81 - $72.32 $11.7K - $14K
193 $13.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
966
New
$13.05 - $13.97 $12.6K - $13.5K
966 $13.2M
VRSK
Verisk Analytics, Inc.

Industrials
44
New
$268.63 - $301.33 $11.8K - $13.3K
44 $13.1M
WELL
Welltower Inc.

Real Estate
85
New
$124.05 - $156.86 $10.5K - $13.3K
85 $13M
CSCO
Cisco Systems, Inc.

Technology
202
+ 97.12%
$58.74 - $64.87 $11.9K - $13.1K
410 $25.3M
WST
West Pharmaceutical Services Inc

Healthcare
58
New
$199.11 - $347.87 $11.5K - $20.2K
58 $13M
IGF
Ishares Global Infrastructure

ETFs
235
New
$51.96 - $54.84 $12.2K - $12.9K
235 $12.8M
POOL
Pool Corp

Industrials
40
New
$314.92 - $364.31 $12.6K - $14.6K
40 $12.7M
WMB
Williams Companies, Inc.

Energy
206
New
$54.02 - $61.09 $11.1K - $12.6K
206 $12.3M
DPZ
Dominos Pizza Inc

Consumer Cyclical
26
New
$402.33 - $489.71 $10.5K - $12.7K
26 $11.9M
VEA
Vanguard Ftse Developed Market

ETFs
205
+ 41.33%
$47.4 - $52.99 $9.72K - $10.9K
701 $35.6M
VZ
Verizon Communications Inc

Communication Services
134
+ 13.07%
$37.81 - $46.49 $5.07K - $6.23K
1.16K $52.6M
BLDR
Builders First Source, Inc.

Industrials
92
New
$122.8 - $173.51 $11.3K - $16K
92 $11.5M
UL
Unilever PLC

Consumer Defensive
190
New
$54.72 - $60.29 $10.4K - $11.5K
190 $11.3M
EMR
Emerson Electric CO

Industrials
101
New
$108.64 - $131.17 $11K - $13.2K
101 $11.1M
FDS
Factset Research Systems Inc

Financial Services
24
New
$427.5 - $476.51 $10.3K - $11.4K
24 $10.9M
BKR
Baker Hughes CO

Energy
246
New
$41.16 - $48.85 $10.1K - $12K
246 $10.8M
BMY
Bristol Myers Squibb CO

Healthcare
156
+ 58.43%
$53.9 - $63.11 $8.41K - $9.85K
423 $25.8M
LII
Lennox International Inc

Industrials
19
New
$553.05 - $666.93 $10.5K - $12.7K
19 $10.7M
NDSN
Nordson Corp

Industrials
52
New
$200.12 - $224.07 $10.4K - $11.7K
52 $10.5M
PGR
Progressive Corp

Financial Services
37
New
$235.61 - $291.22 $8.72K - $10.8K
37 $10.5M
BSY
Bentley Systems Inc

Technology
263
New
$39.34 - $47.7 $10.3K - $12.5K
263 $10.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
83
New
$106.31 - $123.73 $8.82K - $10.3K
83 $10.3M
IWM
Ishares Russell 2000 ETF

ETFs
114
+ 19.49%
$198.1 - $229.79 $22.6K - $26.2K
699 $139M
RTX
Raytheon Technologies Corp

Industrials
77
New
$114.1 - $135.66 $8.79K - $10.4K
77 $10.2M
ALLE
Allegion PLC

Industrials
78
New
$123.79 - $135.5 $9.66K - $10.6K
78 $10.2M
UBER
Uber Technologies, Inc

Technology
139
New
$63.17 - $81.49 $8.78K - $11.3K
139 $10.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
50
+ 0.63%
$81.83 - $82.73 $4.09K - $4.14K
7.94K $657M
WRB
Berkley W R Corp

Financial Services
142
New
$56.7 - $71.27 $8.05K - $10.1K
142 $10.1M
TRGP
Targa Resources Corp.

Energy
50
New
$178.44 - $217.22 $8.92K - $10.9K
50 $10M
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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