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
NDAQ
Nasdaq, Inc.

Financial Services
103
New
$72.17 - $83.76 $7.43K - $8.63K
103 $7.81M
RJF
Raymond James Financial Inc

Financial Services
56
New
$137.62 - $172.64 $7.71K - $9.67K
56 $7.78M
INVH
Invitation Homes Inc.

Real Estate
223
New
$30.28 - $34.85 $6.75K - $7.77K
223 $7.77M
DD
Du Pont De Nemours, Inc.

Basic Materials
104
New
$72.7 - $84.32 $7.56K - $8.77K
104 $7.77M
WY
Weyerhaeuser CO

Real Estate
265
New
$27.29 - $31.39 $7.23K - $8.32K
265 $7.76M
TSCO
Tractor Supply CO

Consumer Cyclical
139
New
$51.66 - $57.94 $7.18K - $8.05K
139 $7.66M
PLD
Prologis, Inc.

Real Estate
68
New
$103.59 - $124.04 $7.04K - $8.43K
68 $7.6M
BDX
Becton Dickinson & CO

Healthcare
33
New
$222.79 - $249.08 $7.35K - $8.22K
33 $7.59M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
67
New
$98.98 - $113.18 $6.63K - $7.58K
67 $7.58M
HLNE
Hamilton Lane Inc

Financial Services
51
New
$137.87 - $170.18 $7.03K - $8.68K
51 $7.58M
ARES
Ares Management Corp

Financial Services
51
New
$140.19 - $198.28 $7.15K - $10.1K
51 $7.48M
DUK
Duke Energy Corp

Utilities
61
New
$105.87 - $121.97 $6.46K - $7.44K
61 $7.44M
CTRA
Coterra Energy Inc.

Energy
257
New
$25.51 - $29.83 $6.56K - $7.67K
257 $7.43M
FTV
Fortive Corp

Technology
100
New
$71.82 - $82.98 $7.18K - $8.3K
100 $7.32M
CL
Colgate Palmolive CO

Consumer Defensive
78
New
$85.68 - $97.5 $6.68K - $7.61K
78 $7.31M
ALGN
Align Technology Inc

Healthcare
46
New
$158.86 - $234.89 $7.31K - $10.8K
46 $7.31M
ORCL
Oracle Corp

Technology
79
+ 55.63%
$139.81 - $186.47 $11K - $14.7K
221 $30.9M
TTWO
Take Two Interactive Software Inc

Communication Services
35
New
$178.61 - $217.95 $6.25K - $7.63K
35 $7.25M
AIG
American International Group, Inc.

Financial Services
83
New
$70.5 - $86.94 $5.85K - $7.22K
83 $7.22M
NTRS
Northern Trust Corp

Financial Services
73
New
$96.09 - $113.81 $7.01K - $8.31K
73 $7.2M
RMD
Resmed Inc

Healthcare
32
New
$219.7 - $257.65 $7.03K - $8.24K
32 $7.16M
ACM
Aecom

Industrials
127
+ 38.48%
$92.54 - $111.05 $11.8K - $14.1K
457 $42.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
193
New
$36.63 - $37.45 $7.07K - $7.23K
193 $7.11M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3
+ 0.05%
$25.69 - $26.89 $77.1 - $80.7
6.57K $177M
NKE
Nike, Inc.

Consumer Cyclical
111
New
$63.29 - $81.72 $7.03K - $9.07K
111 $7.05M
EXR
Extra Space Storage Inc.

Real Estate
47
New
$143.8 - $161.28 $6.76K - $7.58K
47 $6.98M
EBAY
Ebay Inc

Consumer Cyclical
103
New
$61.61 - $70.93 $6.35K - $7.31K
103 $6.98M
APH
Amphenol Corp

Technology
106
New
$61.62 - $78.55 $6.53K - $8.33K
106 $6.95M
ODFL
Old Dominion Freight Line, Inc.

Industrials
42
New
$161.13 - $209.29 $6.77K - $8.79K
42 $6.95M
CINF
Cincinnati Financial Corp

Financial Services
47
New
$133.67 - $147.81 $6.28K - $6.95K
47 $6.94M
NET
Cloudflare, Inc.

Technology
61
New
$110.71 - $176.5 $6.75K - $10.8K
61 $6.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
New
$360.07 - $417.26 $6.84K - $7.93K
19 $6.87M
AEE
Ameren Corp

Utilities
68
New
$86.87 - $103.67 $5.91K - $7.05K
68 $6.83M
REXR
Rexford Industrial Realty, Inc.

Real Estate
174
New
$37.17 - $41.44 $6.47K - $7.21K
174 $6.81M
CHK
Chesapeake Energy Corp

Energy
61
New
N/A
61 $6.79M
CAH
Cardinal Health Inc

Healthcare
49
New
$118.02 - $137.77 $5.78K - $6.75K
49 $6.75M
PCAR
Paccar Inc

Industrials
69
New
$96.91 - $112.51 $6.69K - $7.76K
69 $6.72M
AMZN
Amazon Com Inc

Consumer Cyclical
598
+ 16.27%
$190.26 - $242.06 $114K - $145K
4.27K $813M
MDLZ
Mondelez International, Inc.

Consumer Defensive
99
New
$56.12 - $68.15 $5.56K - $6.75K
99 $6.72M
LKQ
Lkq Corp

Consumer Cyclical
157
New
$36.24 - $44.05 $5.69K - $6.92K
157 $6.68M
NUE
Nucor Corp

Basic Materials
48
+ 22.43%
$114.48 - $142.52 $5.5K - $6.84K
262 $31.6M
ENTG
Entegris Inc

Technology
76
New
$87.48 - $109.53 $6.65K - $8.32K
76 $6.65M
Flutter Entertainment
30
New
N/A
30 $6.65M
STT
State Street Corp

Financial Services
74
New
$84.47 - $102.23 $6.25K - $7.57K
74 $6.63M
FISV
Fiserv Inc

Technology
30
New
N/A
30 $6.63M
CHD
Church & Dwight CO Inc

Consumer Defensive
60
New
$101.42 - $113.2 $6.09K - $6.79K
60 $6.61M
WBS
Webster Financial Corp

Financial Services
128
New
$47.55 - $61.41 $6.09K - $7.86K
128 $6.6M
BIIB
Biogen Inc.

Healthcare
48
New
$133.43 - $153.27 $6.4K - $7.36K
48 $6.57M
LYB
Lyondell Basell Industries N.V.

Basic Materials
97
+ 122.78%
$69.82 - $78.67 $6.77K - $7.63K
176 $12.4M
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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