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
ED
Consolidated Edison Inc

Utilities
43
+ 11.98%
$98.05 - $113.3 $4.22K - $4.87K
402 $40.3M
APLD
Applied Blockchain, Inc.

Financial Services
60
New
$3.53 - $13.86 $212 - $832
60 $604K
NWSA
News Corp

Communication Services
1
+ 0.44%
$23.97 - $29.72 $24 - $29.7
228 $6.75M
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 5.88%
$153.5 - $218.72 $154 - $219
18 $3.76M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
200
New
$2.06 - $3.0 $412 - $600
200 $482K
LEN
Lennar Corp

Consumer Cyclical
6
+ 11.32%
$102.76 - $115.66 $617 - $694
59 $6.53M
ARGX
Argenx Se

Healthcare
1
+ 33.33%
$532.27 - $656.65 $532 - $657
4 $2.21M
ANSS
Ansys Inc

Technology
1
+ 50.0%
$284.19 - $351.22 $284 - $351
3 $1.05M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
New
$10.8 - $16.92 $324 - $508
30 $412K
Linde PLC
1
+ 1.33%
N/A
76 $35.3M
BMBL
Bumble Inc.

Technology
50
New
$3.65 - $6.59 $183 - $330
50 $330K
FSLR
First Solar, Inc.

Technology
1
+ 25.0%
$120.38 - $192.98 $120 - $193
5 $828K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
6
+ 0.87%
$55.57 - $62.73 $333 - $376
695 $42.8M
VFH
Vanguard Financial ETF

ETFs
1
+ 4.17%
$104.87 - $127.3 $105 - $127
25 $3.1M
GD
General Dynamics Corp

Industrials
1
+ 12.5%
$247.68 - $291.66 $248 - $292
9 $2.34M
QTUM
ETF Ser Solutions Defiance Qua
1
+ 16.67%
N/A
7 $558K
REET
Ishares Global Reit ETF

ETFs
1
+ 0.79%
$21.59 - $25.16 $21.6 - $25.2
128 $3.15M
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 6.25%
$48.81 - $59.48 $48.8 - $59.5
17 $963K
Canopy Growth
1
+ 0.65%
N/A
155 $188K
NVO
Novo Nordisk A S

Healthcare
3
+ 1.63%
$58.08 - $81.05 $174 - $243
187 $12.8M
KO
Coca Cola CO

Consumer Defensive
3
+ 1.55%
$68.37 - $73.9 $205 - $222
196 $13.9M
PGZ
Principal Real Estate Income Fund

Financial Services
4
+ 3.6%
$9.7 - $10.58 $38.8 - $42.3
115 $1.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 2.86%
$89.87 - $92.93 $89.9 - $92.9
36 $3.25M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1
+ 16.67%
$32.0 - $39.87 $32 - $39.9
7 $243K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2
+ 200.0%
$50.08 - $63.14 $100 - $126
3 $98K
IFRA
Ishares Tr

ETFs
1
+ 50.0%
$40.97 - $49.19 $41 - $49.2
3 $99K
EFC
Ellington Financial Inc.

Real Estate
1
+ 3.23%
$11.53 - $13.28 $11.5 - $13.3
32 $410K
ASIX
Advan Six Inc.

Basic Materials
1
+ 50.0%
$18.69 - $24.81 $18.7 - $24.8
3 $51K
ICF
Ishares Tr

ETFs
4
+ 1.15%
$54.56 - $62.47 $218 - $250
351 $21.4M
NOK
Nokia Corp

Technology
1
+ 2.44%
$4.65 - $5.43 $4.65 - $5.43
42 $215K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 1.01%
$24.18 - $27.61 $24.2 - $27.6
100 $2.69M
PGR
Progressive Corp

Financial Services
2
+ 5.41%
$255.27 - $288.74 $511 - $577
39 $10.4M
FOXA
Fox Corp

Communication Services
1
+ 0.83%
$47.21 - $57.04 $47.2 - $57
122 $6.79M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.52%
$218.41 - $252.43 $218 - $252
193 $47.6M
OHI
Omega Healthcare Investors Inc

Real Estate
1
+ 0.92%
$35.55 - $39.05 $35.6 - $39.1
110 $4.01M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1
+ 1.89%
$41.37 - $53.28 $41.4 - $53.3
54 $2.4M
BIIB
Biogen Inc.

Healthcare
1
+ 2.08%
$113.38 - $135.49 $113 - $135
49 $6.15M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 1.89%
$78.47 - $92.25 $78.5 - $92.3
54 $4.33M
DVY
Ishares Tr

ETFs
1
+ 0.15%
$118.37 - $134.86 $118 - $135
661 $87.7M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.85%
$138.36 - $161.45 $138 - $161
119 $17.6M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.84%
$108.41 - $120.51 $434 - $482
478 $56M
Flagstar Financial
2
+ 0.13%
N/A
1.55K $16.5M
MRK
Merck & Co., Inc.

Healthcare
45
+ 9.07%
$73.47 - $87.12 $3.31K - $3.92K
541 $42.8M
EDV
Vanguard Extended Duration Tre

ETFs
1
+ 0.21%
$62.83 - $72.45 $62.8 - $72.5
486 $32.6M
BDX
Becton Dickinson & CO

Healthcare
1
+ 3.03%
$165.15 - $226.42 $165 - $226
34 $5.74M
CB
Chubb LTD

Financial Services
1
+ 0.58%
$274.32 - $302.46 $274 - $302
173 $50.1M
APLE
Apple Hospitality Reit, Inc.

Real Estate
1
+ 0.03%
$10.66 - $12.92 $10.7 - $12.9
3.73K $43.5M
SJM
J M Smucker CO

Consumer Defensive
3
+ 1.21%
$94.41 - $118.52 $283 - $356
251 $24.6M
AMGN
Amgen Inc

Healthcare
232
+ 11.37%
$262.28 - $309.85 $60.8K - $71.9K
2.27K $631M
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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