Marshall & Sterling Wealth Advisors Inc. New Holdings in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Capital Series Trus
79K
New
N/A
79K $2.82B
VOX
Vanguard Communication Service

ETFs
2.78K
New
$133.12 - $171.03 $370K - $475K
2.78K $473M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.85K
New
$37.08 - $42.26 $217K - $247K
5.85K $242M
Global X
2.66K
New
N/A
2.66K $160M
Jpmorgan Mortgae
1.6K
New
N/A
1.6K $80.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
New
$32.66 - $40.75 $49K - $61.1K
1.5K $60.7M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
810
New
$60.29 - $71.77 $48.8K - $58.1K
810 $56.7M
IAUM
I Shares Gold Trust Micro

ETFs
860
New
$29.65 - $34.24 $25.5K - $29.4K
860 $28.4M
Capital Group
714
New
N/A
714 $20.6M
PENN
Penn National Gaming Inc

Consumer Cyclical
1K
New
$13.75 - $18.28 $13.8K - $18.3K
1K $17.9M
Celestica Inc
78
New
N/A
78 $12.2M
RDFN
Redfin Corp

Real Estate
1K
New
$8.2 - $11.74 $8.2K - $11.7K
1K $11.2M
WMS
Advanced Drainage Systems, Inc.

Industrials
89
New
$96.79 - $123.55 $8.61K - $11K
89 $10.2M
EME
Emcor Group, Inc.

Industrials
19
New
$342.02 - $534.89 $6.5K - $10.2K
19 $10.2M
CTSH
Cognizant Technology Solutions Corp

Technology
115
New
$66.47 - $81.81 $7.64K - $9.41K
115 $8.97M
IQV
Iqvia Holdings Inc.

Healthcare
56
New
$137.0 - $174.37 $7.67K - $9.76K
56 $8.83M
Ferguson Enterprises
38
New
N/A
38 $8.28M
DASH
Door Dash, Inc.

Communication Services
32
New
$163.16 - $246.51 $5.22K - $7.89K
32 $7.89M
WEC
Wec Energy Group, Inc.

Utilities
74
New
$102.24 - $109.76 $7.57K - $8.12K
74 $7.71M
A
Agilent Technologies, Inc.

Healthcare
62
New
$99.29 - $120.52 $6.16K - $7.47K
62 $7.32M
DDOG
Datadog, Inc.

Technology
54
New
$87.0 - $134.33 $4.7K - $7.25K
54 $7.25M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
124
New
$45.98 - $56.15 $5.7K - $6.96K
124 $6.96M
WDC
Western Digital Corp

Technology
104
New
$30.54 - $63.99 $3.18K - $6.65K
104 $6.66M
STX
Seagate Technology Holdings PLC

Technology
46
New
$66.54 - $144.33 $3.06K - $6.64K
46 $6.64M
SQ
Block, Inc.

Technology
94
New
N/A
94 $6.39M
FE
Firstenergy Corp

Utilities
157
New
$38.31 - $43.17 $6.01K - $6.78K
157 $6.32M
ZWS
Zurn Water Solutions Corp

Industrials
172
New
$28.5 - $37.54 $4.9K - $6.46K
172 $6.29M
NTAP
Net App, Inc.

Technology
57
New
$76.1 - $106.55 $4.34K - $6.07K
57 $6.07M
AMCR
Amcor PLC

Consumer Cyclical
641
New
$8.57 - $9.81 $5.49K - $6.29K
641 $5.89M
AXON
Axon Enterprise, Inc.

Industrials
7
New
$497.13 - $827.94 $3.48K - $5.8K
7 $5.8M
ARMK
Aramark

Industrials
134
New
$30.39 - $42.1 $4.07K - $5.64K
134 $5.61M
ROL
Rollins Inc

Consumer Cyclical
99
New
$50.65 - $58.58 $5.01K - $5.8K
99 $5.59M
NRG
Nrg Energy, Inc.

Utilities
34
New
$83.61 - $162.67 $2.84K - $5.53K
34 $5.46M
TTD
Trade Desk, Inc.

Technology
75
New
$45.27 - $79.4 $3.4K - $5.96K
75 $5.4M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
119
New
$38.16 - $46.72 $4.54K - $5.56K
119 $5.26M
STZ
Constellation Brands, Inc.

Consumer Defensive
32
New
$160.0 - $195.62 $5.12K - $6.26K
32 $5.21M
TRU
Trans Union

Industrials
53
New
$69.26 - $91.89 $3.67K - $4.87K
53 $4.66M
NTNX
Nutanix, Inc.

Technology
61
New
$58.17 - $83.07 $3.55K - $5.07K
61 $4.66M
DECK
Deckers Outdoor Corp

Consumer Cyclical
38
New
$100.44 - $129.37 $3.82K - $4.92K
38 $3.92M
OKTA
Okta, Inc.

Technology
39
New
$91.24 - $127.3 $3.56K - $4.96K
39 $3.9M
APP
App Lovin Corp

Technology
7
New
$219.37 - $417.89 $1.54K - $2.93K
7 $2.45M
TGT
Target Corp

Consumer Defensive
20
New
$88.76 - $105.77 $1.78K - $2.12K
20 $1.97M
Ralliant Corp
33
New
N/A
33 $1.6M
RRX
Regal Rexnord Corp

Industrials
10
New
$94.06 - $147.0 $941 - $1.47K
10 $1.45M
MSTR
Microstrategy Inc

Technology
3
New
$237.95 - $421.61 $714 - $1.26K
3 $1.21M
AIRS
Airsculpt Technologies, Inc.

Healthcare
180
New
$1.59 - $5.25 $286 - $945
180 $870K
VLO
Valero Energy Corp

Energy
6
New
$104.69 - $141.77 $628 - $851
6 $806K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
New
$57.41 - $74.81 $574 - $748
10 $743K
MOS
Mosaic CO

Basic Materials
21
New
$22.76 - $36.95 $478 - $776
21 $736K
Activity Summary
Buys All Purchases 259 New Holdings 55 Increased Positions 204 Sells All Sells 153 Reductions 152 Sold out 1 Options Calls 0 Puts 0
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