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
SPG
Simon Property Group Inc

Real Estate
6
New
$159.48 - $187.78 $957 - $1.13K
6 $996K
NVO
Novo Nordisk A S

Healthcare
46
+ 33.33%
$69.3 - $90.95 $3.19K - $4.18K
184 $12.8M
PAVE
Global X Fds Us Infrastructure

ETFs
26
New
$37.31 - $43.82 $970 - $1.14K
26 $981K
VTWO
Vanguard Russell 2000 ETF

ETFs
12
New
$80.08 - $92.93 $961 - $1.12K
12 $971K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5
+ 0.73%
$59.15 - $62.71 $296 - $314
689 $42.5M
GM
General Motors CO

Consumer Cyclical
20
New
$45.22 - $54.92 $904 - $1.1K
20 $940K
RTO
Rentokil Initial PLC

Industrials
41
New
$20.76 - $27.11 $851 - $1.11K
41 $939K
KMI
Kinder Morgan, Inc.

Energy
32
New
$26.1 - $31.22 $835 - $999
32 $913K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
New
$221.78 - $273.45 $887 - $1.09K
4 $910K
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 6.41%
$222.66 - $268.42 $8.02K - $9.66K
598 $139M
EXPD
Expeditors International Of Washington Inc

Industrials
7
New
$109.09 - $126.48 $764 - $885
7 $842K
GIS
General Mills Inc

Consumer Defensive
14
New
$57.56 - $65.3 $806 - $914
14 $838K
CDAY
Ceridian Hcm Holding Inc.

Technology
14
New
N/A
14 $817K
EQIX
Equinix Inc

Real Estate
1
New
$803.0 - $959.97 $803 - $960
1 $815K
JCI
Johnson Controls International PLC

Industrials
9
+ 16.36%
$76.12 - $90.6 $685 - $815
64 $5.14M
CARR
Carrier Global Corp

Industrials
335
+ 7.95%
$62.07 - $70.55 $20.8K - $23.6K
4.55K $288M
MRK
Merck & Co., Inc.

Healthcare
56
+ 12.73%
$83.01 - $101.02 $4.65K - $5.66K
496 $44.5M
OXY
Occidental Petroleum Corp

Energy
16
New
$45.45 - $52.7 $727 - $843
16 $790K
D
Dominion Energy, Inc

Utilities
14
New
$52.85 - $57.43 $740 - $804
14 $784K
IEX
Idex Corp

Industrials
4
New
$178.23 - $224.31 $713 - $897
4 $724K
SMLR
Semler Scientific, Inc.

Healthcare
20
New
$32.62 - $64.94 $652 - $1.3K
20 $724K
BILL
Bill.Com Holdings, Inc.

Technology
15
New
$43.59 - $97.07 $654 - $1.46K
15 $688K
HLN
Haleon PLC

Healthcare
64
New
$9.02 - $10.67 $577 - $683
64 $659K
KWEB
Kraneshares Tr Csi China Inter

ETFs
10
+ 19.23%
$27.29 - $38.29 $273 - $383
62 $2.15M
ANSS
Ansys Inc

Technology
2
New
$316.56 - $360.36 $633 - $721
2 $634K
VGLT
Vanguard Long Term Treasury Et

ETFs
10
New
$53.99 - $58.43 $540 - $584
10 $580K
GAL
Ssga Active ETF Tr

ETFs
2
+ 0.29%
$43.75 - $45.8 $87.5 - $91.6
688 $30.9M
OKE
Oneok Inc

Energy
10
+ 2.6%
$89.57 - $109.85 $896 - $1.1K
394 $39.1M
ICF
Ishares Tr

ETFs
1
+ 0.29%
$57.98 - $63.8 $58 - $63.8
347 $21.4M
LNT
Alliant Energy Corp

Utilities
8
New
$56.66 - $66.04 $453 - $528
8 $514K
FSLR
First Solar, Inc.

Technology
4
New
$126.34 - $197.73 $505 - $791
4 $506K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
44
New
$9.19 - $12.93 $404 - $569
44 $492K
ABNB
Airbnb, Inc.

Consumer Cyclical
4
New
$119.38 - $161.42 $478 - $646
4 $478K
AES
Aes Corp

Utilities
38
New
$9.93 - $13.23 $377 - $503
38 $472K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.47%
$76.77 - $82.22 $76.8 - $82.2
214 $17M
DOW
Dow Inc.

Basic Materials
10
New
$34.36 - $41.92 $344 - $419
10 $350K
CMI
Cummins Inc

Industrials
4
+ 15.38%
$312.92 - $386.07 $1.25K - $1.54K
30 $9.4M
PSA
Public Storage

Real Estate
1
New
$288.99 - $313.98 $289 - $314
1 $299K
KTF
Dws Municipal Income Trust

Financial Services
19
New
$9.32 - $9.72 $177 - $185
19 $179K
PGZ
Principal Real Estate Income Fund

Financial Services
3
+ 2.78%
$9.86 - $10.75 $29.6 - $32.3
111 $1.17M
IFRA
Ishares Tr

ETFs
2
New
$44.8 - $49.25 $89.6 - $98.5
2 $91K
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.44%
$23.03 - $25.01 $207 - $225
2.06K $48.6M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 1.02%
$25.98 - $28.59 $26 - $28.6
99 $2.71M
UPS
United Parcel Service Inc

Industrials
36
+ 14.57%
$109.66 - $136.26 $3.95K - $4.91K
283 $31.1M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
0
New
$19.04 - $20.15 $0 - $0
0 $0
WCLD
Wisdomtree Tr Cloud Computing

ETFs
4
+ 10.0%
$32.02 - $41.58 $128 - $166
44 $1.43M
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 9.09%
$168.84 - $202.89 $1.01K - $1.22K
72 $12.7M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
5
+ 5.0%
$5.62 - $10.15 $28.1 - $50.8
105 $664K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.31%
$57.22 - $63.39 $114 - $127
649 $38M
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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