Marshall & Sterling Wealth Advisors Inc. Incresed Positions in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
38.7K
+ 4508.04%
N/A
39.5K $1.92B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.4K
+ 19.37%
$79.17 - $82.04 $1.46M - $1.51M
114K $9.29B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
26.7K
+ 5670.7%
N/A
27.2K $1.36B
OBIL
Rbb Fd Inc Us Treas 12 Month B
12.7K
+ 1812.98%
N/A
13.4K $673M
TPYP
Managed Portfolio Ser Tortoise

ETFs
5K
+ 6.88%
$34.32 - $37.26 $171K - $186K
77.6K $2.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
112
+ 3.43%
$442.66 - $534.52 $49.6K - $59.9K
3.38K $1.8B
ETN
Eaton Corp PLC

Industrials
1.15K
+ 7633.33%
$271.83 - $371.23 $311K - $425K
1.16K $316M
VIG
Vanguard Dividend Appreciation

ETFs
1.73K
+ 6.26%
N/A
29.3K $5.68B
FDVV
Fidelity High Dividend ETF

ETFs
6.1K
+ 7.69%
$48.86 - $52.28 $298K - $319K
85.4K $4.23B
NVDA
Nvidia Corp

Technology
2.32K
+ 89.21%
$106.98 - $149.43 $248K - $346K
4.91K $532M
SCHW
Schwab Charles Corp

Financial Services
1.94K
+ 130.69%
$71.24 - $83.64 $138K - $162K
3.43K $269M
CBOE
Cboe Global Markets, Inc.

Financial Services
377
+ 16.78%
$190.84 - $226.29 $71.9K - $85.3K
2.62K $594M
MSFT
Microsoft Corp

Technology
740
+ 26.61%
$375.39 - $447.2 $278K - $331K
3.52K $1.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.3K
+ 3.31%
$169.43 - $182.84 $220K - $237K
40.5K $7.01B
GLDM
World Gold Trust

ETFs
618
+ 5.79%
$52.19 - $61.89 $32.3K - $38.2K
11.3K $699M
QDPL
Pacer Fds Tr Metaurus Us Large
7.54K
+ 9.15%
$36.5 - $40.04 $275K - $302K
89.9K $3.28B
J P Morgan Exchange Traded F
5.01K
+ 6.51%
N/A
81.9K $4.89B
META
Meta Platforms, Inc.

Communication Services
202
+ 262.34%
$576.36 - $736.67 $116K - $149K
279 $161M
RYU
Invesco S&P 500 Equal Weight U

ETFs
181
+ 0.73%
N/A
25.1K $1.75B
IEFA
Ishares Tr

ETFs
1.2K
+ 234.24%
$69.57 - $78.65 $83.8K - $94.7K
1.72K $130M
WM
Waste Management Inc

Industrials
34
+ 1.39%
$200.54 - $233.78 $6.82K - $7.95K
2.49K $575M
XOM
Exxon Mobil Corp

Energy
414
+ 17.25%
$105.44 - $118.93 $43.7K - $49.2K
2.81K $335M
ZTS
Zoetis Inc.

Healthcare
368
+ 12.44%
$156.48 - $175.67 $57.6K - $64.6K
3.33K $548M
LLY
Eli Lilly & CO

Healthcare
73
+ 280.77%
$725.72 - $929.72 $53K - $67.9K
99 $81.9M
JNJ
Johnson & Johnson

Healthcare
370
+ 1193.55%
$142.06 - $167.7 $52.6K - $62K
401 $66.6M
UNH
Unitedhealth Group Inc

Healthcare
113
+ 217.31%
$461.52 - $548.18 $52.2K - $61.9K
165 $86.6M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.76K
+ 1312.69%
$33.98 - $39.84 $59.8K - $70.1K
1.89K $64.9M
AAPL
Apple Inc.

Technology
1.23K
+ 16.2%
$209.68 - $247.1 $258K - $304K
8.84K $1.96B
AWP
Aberdeen Global Premier Properties Fund

Financial Services
14K
+ 9.54%
$3.75 - $4.08 $52.7K - $57.3K
161K $625M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
226
+ 0.66%
$53.35 - $58.68 $12.1K - $13.3K
34.7K $1.95B
BAC
Bank Of America Corp

Financial Services
1.34K
+ 189.25%
$39.61 - $47.74 $53K - $63.9K
2.05K $85.3M
IEMG
Ishares Inc

ETFs
952
+ 79.27%
N/A
2.15K $116M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
1.52K
+ 3.2%
$11.44 - $12.4 $17.4K - $18.9K
49.1K $594M
JPM
Jpmorgan Chase & CO

Financial Services
146
+ 14.29%
$225.19 - $279.95 $32.9K - $40.9K
1.17K $287M
CGXU
Capital Group Intl Focus Equit

ETFs
1.69K
+ 3595.74%
$24.48 - $26.59 $41.4K - $44.9K
1.74K $42.5M
MS
Morgan Stanley

Financial Services
396
+ 72.26%
$111.68 - $141.08 $44.2K - $55.9K
944 $110M
CRM
Salesforce, Inc.

Technology
162
+ 344.68%
$268.36 - $359.95 $43.5K - $58.3K
209 $56.2M
WMT
Walmart Inc.

Consumer Defensive
495
+ 30.26%
$84.5 - $105.05 $41.8K - $52K
2.13K $187M
FANG
Diamondback Energy, Inc.

Energy
297
+ 11.16%
$139.9 - $180.18 $41.6K - $53.5K
2.96K $473M
TSLA
Tesla, Inc.

Consumer Cyclical
195
+ 203.13%
$222.15 - $428.22 $43.3K - $83.5K
291 $75.4M
NNY
Nuveen New York Municipal Value Fund

Financial Services
2.49K
+ 3.39%
$8.05 - $8.36 $20.1K - $20.8K
76K $628M
NFLX
Netflix Inc

Communication Services
37
+ 336.36%
$828.4 - $1058.6 $30.7K - $39.2K
48 $44.8M
MDT
Medtronic PLC

Healthcare
375
+ 669.64%
$79.84 - $94.5 $29.9K - $35.4K
431 $38.7M
GE
General Electric CO

Industrials
115
+ 40.35%
$168.59 - $212.13 $19.4K - $24.4K
400 $80M
VTI
Vanguard Total Stock Market Et

ETFs
114
+ 259.09%
$271.18 - $303.12 $30.9K - $34.6K
158 $43.3M
COP
Conocophillips

Energy
86
+ 2.56%
$88.6 - $105.85 $7.62K - $9.1K
3.44K $362M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
143
+ 2860.0%
$175.5 - $209.86 $25.1K - $30K
148 $26.8M
PANW
Palo Alto Networks Inc

Technology
148
+ 151.02%
$167.82 - $208.28 $24.8K - $30.8K
246 $42M
PFE
Pfizer Inc

Healthcare
936
+ 47.27%
$25.01 - $27.13 $23.4K - $25.4K
2.92K $73.9M
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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