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
UDR
Udr, Inc.

Real Estate
144
New
$40.09 - $46.04 $5.77K - $6.63K
144 $6.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
70
New
$92.51 - $102.81 $6.48K - $7.2K
70 $6.48M
TROW
Price T Rowe Group Inc

Financial Services
70
New
$91.57 - $116.93 $6.41K - $8.19K
70 $6.43M
FTNT
Fortinet, Inc.

Technology
66
+ 188.57%
$92.49 - $114.57 $6.1K - $7.56K
101 $9.72M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
139
+ 151.09%
$42.5 - $46.71 $5.91K - $6.49K
231 $10.5M
LYV
Live Nation Entertainment, Inc.

Communication Services
49
New
$115.79 - $154.66 $5.67K - $7.58K
49 $6.4M
FNF
Fidelity National Financial, Inc.

Financial Services
97
New
$54.25 - $65.27 $5.26K - $6.33K
97 $6.31M
CB
Chubb LTD

Financial Services
6
+ 3.61%
$257.71 - $301.99 $1.55K - $1.81K
172 $52M
EOG
Eog Resources Inc

Energy
48
New
$120.54 - $138.05 $5.79K - $6.63K
48 $6.16M
MET
Metlife Inc

Financial Services
79
+ 66.39%
$77.7 - $87.0 $6.14K - $6.87K
198 $15.9M
GPC
Genuine Parts CO

Consumer Cyclical
51
New
$115.91 - $129.02 $5.91K - $6.58K
51 $6.08M
MAS
Masco Corp

Industrials
87
New
$68.67 - $81.85 $5.97K - $7.12K
87 $6.05M
Ge Healthcare
70
+ 55.56%
N/A
196 $15.8M
CPRT
Copart Inc

Consumer Cyclical
118
+ 14.94%
$52.3 - $59.83 $6.17K - $7.06K
908 $51.4M
KEYS
Keysight Technologies, Inc.

Technology
49
+ 39.2%
$148.16 - $185.11 $7.26K - $9.07K
174 $26.1M
FOXA
Fox Corp

Communication Services
103
+ 572.22%
$47.9 - $58.0 $4.93K - $5.97K
121 $6.85M
AMH
American Homes 4 Rent

Real Estate
158
New
$34.43 - $37.81 $5.44K - $5.97K
158 $5.97M
PHM
Pultegroup Inc

Consumer Cyclical
58
New
$101.09 - $118.51 $5.86K - $6.87K
58 $5.96M
IRM
Iron Mountain Inc

Real Estate
69
New
$82.79 - $111.31 $5.71K - $7.68K
69 $5.94M
SNV
Synovus Financial Corp

Financial Services
127
New
$43.7 - $56.87 $5.55K - $7.22K
127 $5.94M
USB
Us Bancorp \De\

Financial Services
140
New
$40.92 - $50.9 $5.73K - $7.13K
140 $5.91M
FLS
Flowserve Corp

Industrials
121
New
$46.47 - $64.75 $5.62K - $7.83K
121 $5.91M
Arista Networks
76
New
N/A
76 $5.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
151
+ 20.21%
$57.21 - $65.8 $8.64K - $9.94K
898 $52.4M
NWSA
News Corp

Communication Services
214
+ 1646.15%
$26.29 - $30.49 $5.63K - $6.52K
227 $6.18M
ROST
Ross Stores, Inc.

Consumer Cyclical
110
+ 31.34%
$123.3 - $154.95 $13.6K - $17K
461 $58.9M
VEEV
Veeva Systems Inc

Healthcare
25
New
$210.58 - $246.8 $5.26K - $6.17K
25 $5.79M
MKC
Mccormick & CO Inc

Consumer Defensive
60
+ 43.17%
$71.24 - $84.73 $4.27K - $5.08K
199 $16.4M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
225
+ 13.58%
$22.42 - $23.22 $5.04K - $5.22K
1.88K $43.4M
CDW
Cdw Corp

Technology
36
New
$160.26 - $206.13 $5.77K - $7.42K
36 $5.77M
MCHP
Microchip Technology Inc

Technology
118
New
$48.41 - $64.3 $5.71K - $7.59K
118 $5.71M
USFD
Us Foods Holding Corp.

Consumer Defensive
87
New
$63.38 - $72.02 $5.51K - $6.27K
87 $5.7M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
95
New
$54.94 - $69.15 $5.22K - $6.57K
95 $5.69M
ADM
Archer Daniels Midland CO

Consumer Defensive
118
New
$45.22 - $52.17 $5.34K - $6.16K
118 $5.67M
HSY
Hershey CO

Consumer Defensive
33
New
$144.74 - $186.36 $4.78K - $6.15K
33 $5.64M
OMC
Omnicom Group Inc.

Communication Services
68
New
$79.43 - $88.34 $5.4K - $6.01K
68 $5.64M
JEF
Jefferies Financial Group Inc.

Financial Services
104
New
$52.22 - $81.31 $5.43K - $8.46K
104 $5.57M
AZN
Astrazeneca PLC

Healthcare
76
New
$65.37 - $77.96 $4.97K - $5.92K
76 $5.55M
TRMB
Trimble Inc.

Technology
84
New
$65.52 - $77.49 $5.5K - $6.51K
84 $5.52M
IFF
International Flavors & Fragrances Inc

Basic Materials
71
New
$76.48 - $87.72 $5.43K - $6.23K
71 $5.51M
APG
A Pi Group Corp

Industrials
154
New
$35.67 - $40.88 $5.49K - $6.3K
154 $5.51M
STLD
Steel Dynamics Inc

Basic Materials
44
New
N/A
44 $5.5M
ONON
On Holding Ag

Consumer Cyclical
125
New
$43.92 - $63.62 $5.49K - $7.95K
125 $5.49M
SCI
Service Corp International

Consumer Cyclical
68
New
$75.99 - $84.16 $5.17K - $5.72K
68 $5.45M
BAX
Baxter International Inc

Healthcare
159
New
$29.26 - $36.57 $4.65K - $5.81K
159 $5.44M
PCG
Pg&E Corp

Utilities
314
New
$15.16 - $20.4 $4.76K - $6.41K
314 $5.39M
PPG
Ppg Industries Inc

Basic Materials
49
New
$107.44 - $124.29 $5.26K - $6.09K
49 $5.36M
Liberty Media
59
New
N/A
59 $5.31M
Healthcare Realty
313
New
N/A
313 $5.29M
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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