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
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
310
New
$31.63 - $35.22 $9.81K - $10.9K
310 $9.91M
PFG
Principal Financial Group Inc

Financial Services
117
New
$76.34 - $89.04 $8.93K - $10.4K
117 $9.89M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 7.66%
$347.25 - $424.87 $44.4K - $54.4K
1.8K $660M
EXPO
Exponent Inc

Industrials
120
New
$78.9 - $93.95 $9.47K - $11.3K
120 $9.73M
DOV
Dover Corp

Industrials
55
New
$174.65 - $206.43 $9.61K - $11.4K
55 $9.66M
PEP
Pepsico Inc

Consumer Defensive
75
+ 9.25%
$142.64 - $156.42 $10.7K - $11.7K
886 $133M
SSNC
Ss&C Technologies Holdings Inc

Technology
114
New
$74.75 - $89.13 $8.52K - $10.2K
114 $9.52M
HWM
Howmet Aerospace Inc.

Industrials
73
New
$110.79 - $139.39 $8.09K - $10.2K
73 $9.47M
ACN
Accenture PLC

Technology
30
New
$300.91 - $398.25 $9.03K - $11.9K
30 $9.36M
VICI
Vici Properties Inc.

Real Estate
284
New
$28.21 - $32.68 $8.01K - $9.28K
284 $9.26M
DFS
Discover Financial Services

Financial Services
54
New
$152.99 - $203.25 $8.26K - $11K
54 $9.22M
OLED
Universal Display Corp Pa

Technology
66
New
$139.48 - $161.59 $9.21K - $10.7K
66 $9.21M
TXN
Texas Instruments Inc

Technology
54
+ 68.35%
N/A
133 $23.9M
ADP
Automatic Data Processing Inc

Industrials
6
+ 1.06%
$286.85 - $318.64 $1.72K - $1.91K
571 $174M
ETR
Entergy Corp

Utilities
106
New
$75.26 - $87.89 $7.98K - $9.32K
106 $9.06M
TJX
Tjx Companies Inc

Consumer Cyclical
74
New
$112.81 - $126.16 $8.35K - $9.34K
74 $9.01M
FAST
Fastenal CO

Industrials
116
New
$71.11 - $79.98 $8.25K - $9.28K
116 $9M
CBRE
Cbre Group, Inc.

Real Estate
68
New
$121.79 - $147.13 $8.28K - $10K
68 $8.89M
DTE
Dte Energy CO

Utilities
64
New
$117.6 - $138.27 $7.53K - $8.85K
64 $8.85M
SO
Southern CO

Utilities
95
New
$80.96 - $92.96 $7.69K - $8.83K
95 $8.74M
GRMN
Garmin LTD

Technology
40
New
$204.55 - $241.93 $8.18K - $9.68K
40 $8.69M
O
Realty Income Corp

Real Estate
149
New
$51.67 - $58.49 $7.7K - $8.72K
149 $8.65M
MO
Altria Group, Inc.

Consumer Defensive
144
New
$50.81 - $60.02 $7.32K - $8.64K
144 $8.64M
ALC
Alcon Inc

Healthcare
82
+ 98.8%
$82.73 - $96.8 $6.78K - $7.94K
165 $15.7M
AWK
American Water Works Company, Inc.

Utilities
58
New
$121.01 - $149.31 $7.02K - $8.66K
58 $8.56M
FITB
Fifth Third Bancorp

Financial Services
218
New
$37.48 - $44.96 $8.17K - $9.8K
218 $8.55M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
109
New
$77.33 - $90.16 $8.43K - $9.83K
109 $8.55M
TMUS
T Mobile Us, Inc.

Communication Services
32
New
$211.3 - $272.83 $6.76K - $8.73K
32 $8.53M
CRH.L
Crh PLC

Basic Materials
97
New
N/A
97 $8.53M
BA
Boeing CO

Industrials
50
New
$148.15 - $186.25 $7.41K - $9.31K
50 $8.53M
HBAN
Huntington Bancshares Inc

Financial Services
564
New
$14.28 - $17.39 $8.05K - $9.81K
564 $8.47M
RF
Regions Financial Corp

Financial Services
388
New
$20.84 - $24.77 $8.09K - $9.61K
388 $8.43M
VMC
Vulcan Materials CO

Basic Materials
36
New
$220.9 - $277.54 $7.95K - $9.99K
36 $8.4M
JOBY
Joby Aviation, Inc.

Industrials
1.5K
+ 500.0%
$5.99 - $10.27 $8.99K - $15.4K
1.8K $10.8M
DVN
Devon Energy Corp

Energy
222
New
$33.15 - $38.55 $7.36K - $8.56K
222 $8.3M
UNP
Union Pacific Corp

Industrials
35
New
$225.21 - $254.42 $7.88K - $8.9K
35 $8.27M
CFG
Citizens Financial Group Inc

Financial Services
201
New
$39.73 - $48.36 $7.99K - $9.72K
201 $8.24M
SYF
Synchrony Financial

Financial Services
155
New
$51.9 - $70.63 $8.04K - $10.9K
155 $8.21M
AVB
Avalonbay Communities Inc

Real Estate
38
New
$207.86 - $228.08 $7.9K - $8.67K
38 $8.16M
QCOM
Qualcomm Inc

Technology
53
New
$151.94 - $175.86 $8.05K - $9.32K
53 $8.14M
MMM
3 M CO

Industrials
55
New
$129.7 - $155.12 $7.13K - $8.53K
55 $8.08M
VTR
Ventas, Inc.

Real Estate
117
New
$56.9 - $70.47 $6.66K - $8.24K
117 $8.05M
HON
Honeywell International Inc

Industrials
41
+ 89.13%
$202.75 - $226.52 $8.31K - $9.29K
87 $18.4M
KIM
Kimco Realty Corp

Real Estate
378
New
$20.15 - $23.42 $7.62K - $8.85K
378 $8.03M
CMCSA
Comcast Corp

Communication Services
231
+ 23.79%
$33.19 - $38.23 $7.67K - $8.83K
1.2K $44.4M
INTC
Intel Corp

Technology
336
+ 292.17%
$19.1 - $27.39 $6.42K - $9.2K
451 $10.2M
GDDY
Go Daddy Inc.

Technology
44
New
$172.13 - $214.35 $7.57K - $9.43K
44 $7.93M
MSCI
Msci Inc.

Financial Services
14
New
$541.46 - $628.34 $7.58K - $8.8K
14 $7.92M
Lam Research
108
New
N/A
108 $7.85M
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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