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
SCHO
Schwab Short Term Us Treasury

ETFs
43
+ 0.72%
$24.1 - $24.34 $1.04K - $1.05K
6.05K $147M
NEM
Newmont Corp

Basic Materials
14
+ 7.78%
$37.79 - $48.39 $529 - $677
194 $9.37M
LYG
Lloyds Banking Group PLC

Financial Services
675
New
$2.58 - $3.9 $1.74K - $2.63K
675 $2.58M
IDV
Ishares Tr

ETFs
3
+ 0.45%
$27.0 - $31.7 $81 - $95.1
666 $20.7M
CHKP
Check Point Software Technologies LTD

Technology
11
New
$179.88 - $231.31 $1.98K - $2.54K
11 $2.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
New
$497.6 - $606.74 $2.49K - $3.03K
5 $2.49M
HDB
Hdfc Bank LTD

Financial Services
36
New
$58.06 - $66.85 $2.09K - $2.41K
36 $2.39M
IDEV
Ishares Core Msci Intl Develop

ETFs
34
New
$63.77 - $71.36 $2.17K - $2.43K
34 $2.34M
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.81%
$100.41 - $118.41 $201 - $237
248 $29.3M
ADBE
Adobe Inc.

Technology
182
+ 16.49%
$377.84 - $464.11 $68.8K - $84.5K
1.29K $493M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 20.0%
$476.63 - $610.45 $2.86K - $3.66K
36 $17.8M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
158
New
$9.49 - $14.83 $1.5K - $2.34K
158 $2.15M
Thomson Reuters
12
New
N/A
12 $2.07M
HPQ
Hp Inc

Technology
268
+ 24.28%
$27.69 - $34.72 $7.42K - $9.3K
1.37K $38M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
145
New
$11.66 - $14.98 $1.69K - $2.17K
145 $1.98M
ASML
Asml Holding Nv

Technology
2
+ 33.33%
$662.63 - $776.99 $1.33K - $1.55K
8 $5.32M
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 0.05%
$8.05 - $9.86 $8.05 - $9.86
2.07K $19.4M
COF
Capital One Financial Corp

Financial Services
10
New
$163.87 - $209.82 $1.64K - $2.1K
10 $1.79M
ARGX
Argenx Se

Healthcare
3
New
$571.0 - $671.75 $1.71K - $2.02K
3 $1.78M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
50
New
$30.38 - $34.94 $1.52K - $1.75K
50 $1.71M
RACE
Ferrari N.V.

Consumer Cyclical
4
New
$413.73 - $508.15 $1.65K - $2.03K
4 $1.71M
TT
Trane Technologies PLC

Industrials
5
New
$332.0 - $400.86 $1.66K - $2K
5 $1.69M
DHI
Horton D R Inc

Consumer Cyclical
13
New
$125.29 - $147.65 $1.63K - $1.92K
13 $1.66M
SPOT
Spotify Technology S.A.

Communication Services
3
New
$457.79 - $648.32 $1.37K - $1.94K
3 $1.65M
AON
Aon PLC

Financial Services
4
New
$348.44 - $409.32 $1.39K - $1.64K
4 $1.6M
IYH
Ishares Tr

ETFs
1
+ 0.18%
$58.32 - $62.76 $58.3 - $62.8
560 $34.1M
American Healthcare
6
+ 0.86%
N/A
701 $21.2M
Kenvue Inc
62
New
N/A
62 $1.49M
FDX
Fedex Corp

Industrials
6
New
$230.33 - $281.53 $1.38K - $1.69K
6 $1.46M
OWL
Blue Owl Capital Inc.

Financial Services
70
New
$18.49 - $26.68 $1.29K - $1.87K
70 $1.4M
SHW
Sherwin Williams CO

Basic Materials
4
New
$330.16 - $365.55 $1.32K - $1.46K
4 $1.4M
SHOP
Shopify Inc.

Technology
20
+ 40.0%
$90.59 - $129.31 $1.81K - $2.59K
70 $6.68M
WTW
Willis Towers Watson PLC

Financial Services
4
New
$306.61 - $340.78 $1.23K - $1.36K
4 $1.35M
AMT
American Tower Corp

Real Estate
6
New
$173.46 - $217.6 $1.04K - $1.31K
6 $1.31M
Natwest Group
105
New
N/A
105 $1.25M
PAYX
Paychex Inc

Industrials
8
New
$136.06 - $154.52 $1.09K - $1.24K
8 $1.23M
ZLAB
Zai Lab LTD

Healthcare
34
New
$24.29 - $38.35 $826 - $1.3K
34 $1.23M
PH
Parker Hannifin Corp

Industrials
2
New
$591.65 - $707.05 $1.18K - $1.41K
2 $1.22M
CEG
Constellation Energy Corp

Utilities
6
New
$201.63 - $347.44 $1.21K - $2.08K
6 $1.21M
GLW
Corning Inc

Technology
26
New
$44.91 - $54.25 $1.17K - $1.41K
26 $1.19M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
New
$283.24 - $338.07 $1.13K - $1.35K
4 $1.18M
EW
Edwards Lifesciences Corp

Healthcare
16
New
$67.95 - $76.19 $1.09K - $1.22K
16 $1.16M
KMB
Kimberly Clark Corp

Consumer Defensive
6
+ 22.22%
$124.46 - $147.4 $747 - $884
33 $4.69M
AEP
American Electric Power CO Inc

Utilities
10
New
$90.32 - $109.27 $903 - $1.09K
10 $1.09M
CME
Cme Group Inc.

Financial Services
4
New
$225.82 - $266.54 $903 - $1.07K
4 $1.06M
HUM
Humana Inc

Healthcare
4
New
$249.11 - $303.11 $996 - $1.21K
4 $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
54
+ 59.34%
$23.16 - $27.04 $1.25K - $1.46K
145 $3.4M
PWR
Quanta Services, Inc.

Industrials
4
New
$236.71 - $358.03 $947 - $1.43K
4 $1.02M
SRE
Sempra Energy

Utilities
14
New
$67.85 - $87.67 $950 - $1.23K
14 $1M
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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