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
HOLX
Hologic Inc

Healthcare
29
+ 46.03%
$52.73 - $65.22 $1.53K - $1.89K
92 $6M
ARES
Ares Management Corp

Financial Services
4
+ 7.84%
$118.04 - $175.83 $472 - $703
55 $9.53M
JHSC
John Hancock ETF Tr Multifacto

ETFs
2
+ 0.18%
$32.47 - $39.09 $64.9 - $78.2
1.09K $42.5M
TGT
Target Corp

Consumer Defensive
20
New
$88.76 - $105.77 $1.78K - $2.12K
20 $1.97M
Te Connectivity
2
+ 2.9%
N/A
71 $11.8M
AIG
American International Group, Inc.

Financial Services
24
+ 28.92%
$77.56 - $87.72 $1.86K - $2.11K
107 $9.16M
MPC
Marathon Petroleum Corp

Energy
1
+ 1.1%
$118.55 - $170.08 $119 - $170
92 $15.2M
CGMS
Capital Grp Core Plus Income E
63
+ 12.09%
N/A
584 $16.1M
Natwest Group
117
+ 111.43%
N/A
222 $3.14M
CCL
Carnival Corp

Consumer Cyclical
1
+ 0.47%
$16.43 - $28.12 $16.4 - $28.1
212 $5.96M
GAL
Ssga Active ETF Tr

ETFs
7
+ 1.02%
$41.46 - $47.0 $290 - $329
695 $32.6M
SPGI
S&P Global Inc.

Financial Services
1
+ 1.59%
$438.31 - $527.29 $438 - $527
64 $33.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 6.94%
$149.76 - $186.42 $749 - $932
77 $14.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25
+ 1.59%
$102.02 - $103.5 $2.55K - $2.59K
1.59K $164M
Ralliant Corp
33
New
N/A
33 $1.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 1.61%
$219.76 - $276.94 $220 - $277
63 $17.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 1.16%
$82.96 - $110.1 $83 - $110
87 $9.5M
RRX
Regal Rexnord Corp

Industrials
10
New
$94.06 - $147.0 $941 - $1.47K
10 $1.45M
T
At&T Inc.

Communication Services
10
+ 0.57%
$26.33 - $28.94 $263 - $289
1.78K $51.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4
+ 0.71%
$54.27 - $63.01 $217 - $252
564 $35.1M
FNDF
Schwab Fundamental Intl Large

ETFs
2
+ 0.62%
$32.25 - $40.02 $64.5 - $80
323 $12.9M
DUK
Duke Energy Corp

Utilities
13
+ 21.31%
$112.46 - $124.05 $1.46K - $1.61K
74 $8.73M
MSTR
Microstrategy Inc

Technology
3
New
$237.95 - $421.61 $714 - $1.26K
3 $1.21M
BB
Blackberry LTD

Technology
210
+ 70.0%
$2.87 - $4.87 $603 - $1.02K
510 $2.34M
SNV
Synovus Financial Corp

Financial Services
10
+ 7.87%
$38.27 - $51.75 $383 - $518
137 $7.09M
CME
Cme Group Inc.

Financial Services
4
+ 100.0%
$252.37 - $290.71 $1.01K - $1.16K
8 $2.2M
DELL
Dell Technologies Inc.

Technology
1
+ 2.86%
$71.63 - $125.98 $71.6 - $126
36 $4.37M
ASML
Asml Holding Nv

Technology
1
+ 12.5%
$595.37 - $815.24 $595 - $815
9 $6.44M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 125.0%
$233.83 - $276.34 $1.17K - $1.38K
9 $2.15M
TROW
Price T Rowe Group Inc

Financial Services
7
+ 10.0%
$80.27 - $98.06 $562 - $686
77 $7.43M
CNI
Canadian National Railway CO

Industrials
1
+ 0.76%
$92.66 - $108.13 $92.7 - $108
132 $13.7M
FITB
Fifth Third Bancorp

Financial Services
11
+ 5.05%
$33.32 - $41.51 $367 - $457
229 $9.42M
AIRS
Airsculpt Technologies, Inc.

Healthcare
180
New
$1.59 - $5.25 $286 - $945
180 $870K
KEY
Keycorp

Financial Services
22
+ 7.31%
$13.23 - $17.42 $291 - $383
323 $5.63M
VLO
Valero Energy Corp

Energy
6
New
$104.69 - $141.77 $628 - $851
6 $806K
Olb Group
150
+ 20.0%
N/A
900 $1.68M
QCOM
Qualcomm Inc

Technology
3
+ 5.66%
$124.66 - $159.48 $374 - $478
56 $8.92M
ABT
Abbott Laboratories

Healthcare
1
+ 0.48%
$123.95 - $138.08 $124 - $138
210 $28.5M
FAST
Fastenal CO

Industrials
116
+ 100.0%
$40.65 - $83.16 $4.72K - $9.65K
232 $9.74M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
New
$57.41 - $74.81 $574 - $748
10 $743K
MOS
Mosaic CO

Basic Materials
21
New
$22.76 - $36.95 $478 - $776
21 $736K
RF
Regions Financial Corp

Financial Services
1
+ 0.26%
$18.34 - $23.52 $18.3 - $23.5
389 $9.15M
AEM
Agnico Eagle Mines LTD

Basic Materials
6
New
$99.48 - $124.46 $597 - $747
6 $714K
SMLR
Semler Scientific, Inc.

Healthcare
17
+ 85.0%
$28.89 - $45.11 $491 - $767
37 $1.43M
V
Visa Inc.

Financial Services
1
+ 1.3%
$308.27 - $373.31 $308 - $373
78 $27.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
79
+ 1.2%
$26.18 - $26.93 $2.07K - $2.13K
6.65K $177M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.47%
$70.7 - $82.14 $70.7 - $82.1
215 $17.6M
TER
Teradyne, Inc

Technology
4
+ 9.76%
$67.96 - $91.05 $272 - $364
45 $4.05M
EWJ
Ishares Msci Japan ETF

ETFs
1
+ 1.08%
$61.32 - $75.28 $61.3 - $75.3
94 $7.03M
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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