Marshall & Sterling Wealth Advisors Inc. Purchases in Q4 2024

Marshall & Sterling Wealth Advisors Inc.

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
318
New
$114.59 - $129.52 $36.4K - $41.2K
318 $37.6M
EPD
Enterprise Products Partners L.P.

Energy
1.2K
New
$28.66 - $34.43 $34.3K - $41.2K
1.2K $37.5M
CMCSA
Comcast Corp

Communication Services
971
New
$37.39 - $45.14 $36.3K - $43.8K
971 $36.4M
IEFA
Ishares Tr

ETFs
514
New
$70.06 - $77.43 $36K - $39.8K
514 $36.1M
HPQ
Hp Inc

Technology
1.1K
New
$32.46 - $39.3 $35.8K - $43.4K
1.1K $36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70
New
$481.22 - $538.17 $33.7K - $37.7K
70 $35.6M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
8.42K
New
$4.18 - $4.53 $35.2K - $38.2K
8.42K $35.5M
ACM
Aecom

Industrials
330
New
$101.97 - $116.97 $33.7K - $38.6K
330 $35.3M
OBIL
Rbb Fd Inc Us Treas 12 Month B
701
New
N/A
701 $35.1M
FLEX
Flex Ltd.

Technology
900
New
$32.52 - $41.3 $29.3K - $37.2K
900 $34.6M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
566
New
$57.38 - $61.11 $32.5K - $34.6K
566 $33M
EDV
Vanguard Extended Duration Tre

ETFs
486
New
$67.27 - $79.67 $32.7K - $38.7K
486 $32.8M
FSK
Fs Kkr Capital Corp

Financial Services
1.5K
New
$19.71 - $22.22 $29.6K - $33.4K
1.5K $32.7M
IYH
Ishares Tr

ETFs
559
New
$57.53 - $65.24 $32.2K - $36.5K
559 $32.5M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
470
New
$68.62 - $82.57 $32.3K - $38.8K
470 $32.3M
BAC
Bank Of America Corp

Financial Services
707
New
$39.22 - $47.77 $27.7K - $33.8K
707 $31.1M
UPS
United Parcel Service Inc

Industrials
247
New
$122.65 - $138.35 $30.3K - $34.2K
247 $31.1M
SUN
Sunoco LP

Energy
602
New
$50.8 - $56.82 $30.6K - $34.2K
602 $31M
GAL
Ssga Active ETF Tr

ETFs
686
New
$44.18 - $45.9 $30.3K - $31.5K
686 $30.3M
KD
Kyndryl Holdings, Inc.

Technology
874
New
$22.43 - $35.79 $19.6K - $31.3K
874 $30.2M
IAU
Ishares Gold Trust

ETFs
560
New
$48.37 - $52.65 $27.1K - $29.5K
560 $27.7M
CSX
Csx Corp

Industrials
851
New
$31.58 - $36.88 $26.9K - $31.4K
851 $27.5M
SJM
J M Smucker CO

Consumer Defensive
246
New
$106.92 - $121.75 $26.3K - $30K
246 $27M
CRF
Cornerstone Total Return Fund Inc

Financial Services
3K
New
$8.02 - $9.66 $24.1K - $29K
3K $26.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
264
New
$98.47 - $109.35 $26K - $28.9K
264 $25.9M
UNH
Unitedhealth Group Inc

Healthcare
52
New
$485.52 - $625.25 $25.2K - $32.5K
52 $25.9M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
8.25K
New
$2.99 - $3.34 $24.7K - $27.6K
8.25K $25.8M
EWBC
East West Bancorp Inc

Financial Services
267
New
$80.04 - $111.23 $21.4K - $29.7K
267 $25.6M
NUE
Nucor Corp

Basic Materials
214
New
$115.78 - $167.74 $24.8K - $35.9K
214 $24.9M
LDOS
Leidos Holdings, Inc.

Technology
173
New
$143.17 - $201.39 $24.8K - $34.8K
173 $24.9M
VEA
Vanguard Ftse Developed Market

ETFs
496
New
$47.57 - $52.44 $23.6K - $26K
496 $23.7M
ORCL
Oracle Corp

Technology
142
New
$165.41 - $192.43 $23.5K - $27.3K
142 $23.6M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
471
New
N/A
471 $23.4M
Ge Vernova
69
New
N/A
69 $22.7M
IVV
Ishares Core S&P 500 ETF

ETFs
37
New
$570.51 - $610.59 $21.1K - $22.6K
37 $21.8M
AMD
Advanced Micro Devices Inc

Technology
175
New
$118.88 - $172.8 $20.8K - $30.2K
175 $21.1M
GLD
Spdr Gold Trust

ETFs
87
New
$236.59 - $257.5 $20.6K - $22.4K
87 $21.1M
ICF
Ishares Tr

ETFs
346
New
$58.8 - $66.61 $20.3K - $23K
346 $20.8M
MPC
Marathon Petroleum Corp

Energy
150
New
$131.65 - $174.84 $19.7K - $26.2K
150 $20.8M
KEYS
Keysight Technologies, Inc.

Technology
125
New
$149.01 - $172.53 $18.6K - $21.6K
125 $20.1M
American Healthcare
695
New
N/A
695 $19.7M
LLY
Eli Lilly & CO

Healthcare
26
New
$727.2 - $932.06 $18.9K - $24.2K
26 $19.4M
MAR
Marriott International Inc

Consumer Cyclical
68
New
$246.06 - $292.59 $16.7K - $19.9K
68 $18.7M
VBR
Vanguard Small Cap Value ETF

ETFs
94
New
$197.36 - $217.3 $18.6K - $20.4K
94 $18.4M
IDV
Ishares Tr

ETFs
663
New
$27.03 - $29.92 $17.9K - $19.8K
663 $18.1M
PANW
Palo Alto Networks Inc

Technology
98
New
$181.96 - $405.9 $17.8K - $39.8K
98 $17.8M
VOD
Vodafone Group Public LTD CO

Communication Services
2.07K
New
$8.37 - $9.95 $17.3K - $20.6K
2.07K $17.6M
ADI
Analog Devices Inc

Technology
82
New
$206.35 - $236.48 $16.9K - $19.4K
82 $17.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
63
New
$264.18 - $304.19 $16.6K - $19.2K
63 $17.4M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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