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
EXLS
Exl Service Holdings, Inc.

Technology
112
New
$44.13 - $51.8 $4.94K - $5.8K
112 $5.29M
HXL
Hexcel Corp

Industrials
94
New
$54.76 - $70.69 $5.15K - $6.64K
94 $5.16M
CG
Carlyle Group Inc.

Financial Services
117
New
$40.03 - $56.96 $4.68K - $6.66K
117 $5.1M
ZM
Zoom Video Communications, Inc.

Technology
69
New
$72.23 - $88.64 $4.98K - $6.12K
69 $5.09M
CF
Cf Industries Holdings, Inc.

Basic Materials
65
New
$75.03 - $97.25 $4.88K - $6.32K
65 $5.08M
TXT
Textron Inc

Industrials
70
New
$70.19 - $81.2 $4.91K - $5.68K
70 $5.06M
BX
Blackstone Inc.

Financial Services
36
New
$136.53 - $186.74 $4.92K - $6.72K
36 $5.03M
KKR
Kkr & Co. Inc.

Financial Services
43
New
$108.17 - $167.07 $4.65K - $7.18K
43 $4.97M
PFGC
Performance Food Group CO

Consumer Defensive
63
New
$74.86 - $90.93 $4.72K - $5.73K
63 $4.95M
MU
Micron Technology Inc

Technology
57
New
$86.89 - $109.38 $4.95K - $6.23K
57 $4.95M
EWBC
East West Bancorp Inc

Financial Services
72
+ 26.97%
$84.35 - $103.91 $6.07K - $7.48K
339 $30.4M
SAP
Sap Se

Technology
18
New
$241.4 - $293.69 $4.35K - $5.29K
18 $4.83M
VST
Vistra Corp.

Utilities
41
New
$108.49 - $191.89 $4.45K - $7.87K
41 $4.82M
KEY
Keycorp

Financial Services
301
New
$15.15 - $18.3 $4.56K - $5.51K
301 $4.81M
DT
Dynatrace, Inc.

Technology
102
New
$47.15 - $62.42 $4.81K - $6.37K
102 $4.81M
GPN
Global Payments Inc

Industrials
49
New
$92.18 - $113.03 $4.52K - $5.54K
49 $4.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2
+ 0.13%
$100.59 - $103.47 $201 - $207
1.57K $162M
BBY
Best Buy CO Inc

Consumer Cyclical
64
New
$70.3 - $91.1 $4.5K - $5.83K
64 $4.71M
PINS
Pinterest, Inc.

Communication Services
149
New
$29.79 - $40.0 $4.44K - $5.96K
149 $4.62M
HLMN
Hillman Solutions Corp.

Industrials
517
New
$8.69 - $10.5 $4.49K - $5.43K
517 $4.54M
HOOD
Robinhood Markets, Inc.

Technology
109
New
$35.63 - $65.28 $3.88K - $7.12K
109 $4.54M
EIX
Edison International

Utilities
74
New
$50.06 - $80.01 $3.7K - $5.92K
74 $4.36M
HST
Host Hotels & Resorts, Inc.

Real Estate
306
New
$14.21 - $17.45 $4.35K - $5.34K
306 $4.35M
DXCM
Dexcom Inc

Healthcare
63
New
$67.74 - $90.75 $4.27K - $5.72K
63 $4.3M
SWKS
Skyworks Solutions, Inc.

Technology
66
New
$64.12 - $93.96 $4.23K - $6.2K
66 $4.27M
EQT
Eqt Corp

Energy
74
+ 211.43%
$46.16 - $54.25 $3.42K - $4.01K
109 $5.82M
SONY
Sony Group Corp

Technology
165
New
$19.88 - $25.64 $3.28K - $4.23K
165 $4.19M
SE
Sea LTD

Consumer Cyclical
32
New
$104.87 - $146.31 $3.36K - $4.68K
32 $4.18M
ALL
Allstate Corp

Financial Services
20
New
$180.99 - $210.18 $3.62K - $4.2K
20 $4.14M
WBD
Warner Bros. Discovery, Inc.

Communication Services
379
+ 82.93%
$9.47 - $11.46 $3.59K - $4.34K
836 $8.97M
CCL
Carnival Corp

Consumer Cyclical
211
New
$19.08 - $28.49 $4.03K - $6.01K
211 $4.12M
ALLY
Ally Financial Inc.

Financial Services
113
New
$32.99 - $40.09 $3.73K - $4.53K
113 $4.12M
C
Citigroup Inc

Financial Services
57
+ 150.0%
$67.23 - $84.63 $3.83K - $4.82K
95 $6.74M
VTV
Vanguard Value ETF

ETFs
5
+ 0.54%
$167.73 - $179.21 $839 - $896
926 $160M
HOLX
Hologic Inc

Healthcare
63
New
$60.7 - $73.77 $3.82K - $4.65K
63 $3.89M
MRVL
Marvell Technology, Inc.

Technology
63
New
$61.57 - $126.06 $3.88K - $7.94K
63 $3.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
39
New
$95.85 - $99.25 $3.74K - $3.87K
39 $3.86M
Super Micro
110
New
N/A
110 $3.77M
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 5.36%
$123.25 - $162.53 $740 - $975
118 $18.6M
Flagstar Financial
1
+ 0.06%
N/A
1.55K $18M
VONG
Vanguard Russell 1000 Growth E

ETFs
38
New
$92.71 - $107.38 $3.52K - $4.08K
38 $3.53M
TER
Teradyne, Inc

Technology
41
New
$82.6 - $140.0 $3.39K - $5.74K
41 $3.39M
AMAT
Applied Materials Inc

Technology
33
+ 32.35%
$145.06 - $195.51 $4.79K - $6.45K
135 $19.7M
DIS
Walt Disney CO

Communication Services
87
+ 19.59%
$96.87 - $114.0 $8.43K - $9.92K
531 $52.4M
CSX
Csx Corp

Industrials
187
+ 21.97%
$29.11 - $33.67 $5.44K - $6.3K
1.04K $30.5M
REET
Ishares Global Reit ETF

ETFs
127
New
$23.24 - $25.16 $2.95K - $3.2K
127 $3.07M
BLD
Top Build Corp

Industrials
10
New
$295.17 - $354.82 $2.95K - $3.55K
10 $3.05M
RELX
Relx PLC

Communication Services
58
New
$45.34 - $51.91 $2.63K - $3.01K
58 $2.92M
NVT
N Vent Electric PLC

Industrials
64
+ 228.57%
$52.42 - $75.4 $3.35K - $4.83K
92 $4.82M
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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