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
VTV
Vanguard Value ETF

ETFs
5
+ 0.54%
$167.73 - $179.21 $839 - $896
926 $160M
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
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
NVT
N Vent Electric PLC

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

ETFs
3
+ 0.45%
$27.0 - $31.7 $81 - $95.1
666 $20.7M
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
HPQ
Hp Inc

Technology
268
+ 24.28%
$27.69 - $34.72 $7.42K - $9.3K
1.37K $38M
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
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
SHOP
Shopify Inc.

Technology
20
+ 40.0%
$90.59 - $129.31 $1.81K - $2.59K
70 $6.68M
KMB
Kimberly Clark Corp

Consumer Defensive
6
+ 22.22%
$124.46 - $147.4 $747 - $884
33 $4.69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
54
+ 59.34%
$23.16 - $27.04 $1.25K - $1.46K
145 $3.4M
NVO
Novo Nordisk A S

Healthcare
46
+ 33.33%
$69.3 - $90.95 $3.19K - $4.18K
184 $12.8M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5
+ 0.73%
$59.15 - $62.71 $296 - $314
689 $42.5M
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 6.41%
$222.66 - $268.42 $8.02K - $9.66K
598 $139M
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
KWEB
Kraneshares Tr Csi China Inter

ETFs
10
+ 19.23%
$27.29 - $38.29 $273 - $383
62 $2.15M
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
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.47%
$76.77 - $82.22 $76.8 - $82.2
214 $17M
CMI
Cummins Inc

Industrials
4
+ 15.38%
$312.92 - $386.07 $1.25K - $1.54K
30 $9.4M
PGZ
Principal Real Estate Income Fund

Financial Services
3
+ 2.78%
$9.86 - $10.75 $29.6 - $32.3
111 $1.17M
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 9.09%
$168.84 - $202.89 $1.01K - $1.22K
72 $12.7M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
4
+ 10.0%
$32.02 - $41.58 $128 - $166
44 $1.43M
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
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3
+ 2.0%
$70.83 - $76.62 $212 - $230
153 $10.9M
Olb Group
150
+ 25.0%
N/A
750 $893K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.3%
$117.4 - $131.02 $117 - $131
337 $40.3M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 4.41%
$237.01 - $304.45 $711 - $913
71 $17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.06%
$21.23 - $23.75 $42.5 - $47.5
3.26K $70.1M
CAT
Caterpillar Inc

Industrials
8
+ 3.72%
$326.75 - $407.63 $2.61K - $3.26K
223 $73.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.12%
$77.91 - $92.26 $77.9 - $92.3
862 $68.5M
DHR
Danaher Corp

Healthcare
100
+ 8.93%
$201.62 - $250.59 $20.2K - $25.1K
1.22K $251M
DLR
Digital Realty Trust, Inc.

Real Estate
22
+ 7.33%
$142.1 - $183.56 $3.13K - $4.04K
322 $46.2M
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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