Marshall & Sterling Wealth Advisors Inc. New Holdings in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ODFL
Old Dominion Freight Line, Inc.

Industrials
42
New
$161.13 - $209.29 $6.77K - $8.79K
42 $6.95M
CINF
Cincinnati Financial Corp

Financial Services
47
New
$133.67 - $147.81 $6.28K - $6.95K
47 $6.94M
NET
Cloudflare, Inc.

Technology
61
New
$110.71 - $176.5 $6.75K - $10.8K
61 $6.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
19
New
$360.07 - $417.26 $6.84K - $7.93K
19 $6.87M
AEE
Ameren Corp

Utilities
68
New
$86.87 - $103.67 $5.91K - $7.05K
68 $6.83M
REXR
Rexford Industrial Realty, Inc.

Real Estate
174
New
$37.17 - $41.44 $6.47K - $7.21K
174 $6.81M
CHK
Chesapeake Energy Corp

Energy
61
New
N/A
61 $6.79M
CAH
Cardinal Health Inc

Healthcare
49
New
$118.02 - $137.77 $5.78K - $6.75K
49 $6.75M
PCAR
Paccar Inc

Industrials
69
New
$96.91 - $112.51 $6.69K - $7.76K
69 $6.72M
MDLZ
Mondelez International, Inc.

Consumer Defensive
99
New
$56.12 - $68.15 $5.56K - $6.75K
99 $6.72M
ENTG
Entegris Inc

Technology
76
New
$87.48 - $109.53 $6.65K - $8.32K
76 $6.65M
Flutter Entertainment
30
New
N/A
30 $6.65M
FISV
Fiserv Inc

Technology
30
New
N/A
30 $6.63M
STT
State Street Corp

Financial Services
74
New
$84.47 - $102.23 $6.25K - $7.57K
74 $6.63M
CHD
Church & Dwight CO Inc

Consumer Defensive
60
New
$101.42 - $113.2 $6.09K - $6.79K
60 $6.61M
WBS
Webster Financial Corp

Financial Services
128
New
$47.55 - $61.41 $6.09K - $7.86K
128 $6.6M
BIIB
Biogen Inc.

Healthcare
48
New
$133.43 - $153.27 $6.4K - $7.36K
48 $6.57M
UDR
Udr, Inc.

Real Estate
144
New
$40.09 - $46.04 $5.77K - $6.63K
144 $6.5M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
70
New
$92.51 - $102.81 $6.48K - $7.2K
70 $6.48M
TROW
Price T Rowe Group Inc

Financial Services
70
New
$91.57 - $116.93 $6.41K - $8.19K
70 $6.43M
LYV
Live Nation Entertainment, Inc.

Communication Services
49
New
$115.79 - $154.66 $5.67K - $7.58K
49 $6.4M
FNF
Fidelity National Financial, Inc.

Financial Services
97
New
$54.25 - $65.27 $5.26K - $6.33K
97 $6.31M
EOG
Eog Resources Inc

Energy
48
New
$120.54 - $138.05 $5.79K - $6.63K
48 $6.16M
LEN
Lennar Corp

Consumer Cyclical
53
New
$113.93 - $141.54 $6.04K - $7.5K
53 $6.08M
GPC
Genuine Parts CO

Consumer Cyclical
51
New
$115.91 - $129.02 $5.91K - $6.58K
51 $6.08M
MAS
Masco Corp

Industrials
87
New
$68.67 - $81.85 $5.97K - $7.12K
87 $6.05M
AMH
American Homes 4 Rent

Real Estate
158
New
$34.43 - $37.81 $5.44K - $5.97K
158 $5.97M
PHM
Pultegroup Inc

Consumer Cyclical
58
New
$101.09 - $118.51 $5.86K - $6.87K
58 $5.96M
IRM
Iron Mountain Inc

Real Estate
69
New
$82.79 - $111.31 $5.71K - $7.68K
69 $5.94M
SNV
Synovus Financial Corp

Financial Services
127
New
$43.7 - $56.87 $5.55K - $7.22K
127 $5.94M
USB
Us Bancorp \De\

Financial Services
140
New
$40.92 - $50.9 $5.73K - $7.13K
140 $5.91M
FLS
Flowserve Corp

Industrials
121
New
$46.47 - $64.75 $5.62K - $7.83K
121 $5.91M
Arista Networks
76
New
N/A
76 $5.89M
VEEV
Veeva Systems Inc

Healthcare
25
New
$210.58 - $246.8 $5.26K - $6.17K
25 $5.79M
CDW
Cdw Corp

Technology
36
New
$160.26 - $206.13 $5.77K - $7.42K
36 $5.77M
MCHP
Microchip Technology Inc

Technology
118
New
$48.41 - $64.3 $5.71K - $7.59K
118 $5.71M
USFD
Us Foods Holding Corp.

Consumer Defensive
87
New
$63.38 - $72.02 $5.51K - $6.27K
87 $5.7M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
95
New
$54.94 - $69.15 $5.22K - $6.57K
95 $5.69M
ADM
Archer Daniels Midland CO

Consumer Defensive
118
New
$45.22 - $52.17 $5.34K - $6.16K
118 $5.67M
HSY
Hershey CO

Consumer Defensive
33
New
$144.74 - $186.36 $4.78K - $6.15K
33 $5.64M
OMC
Omnicom Group Inc.

Communication Services
68
New
$79.43 - $88.34 $5.4K - $6.01K
68 $5.64M
JEF
Jefferies Financial Group Inc.

Financial Services
104
New
$52.22 - $81.31 $5.43K - $8.46K
104 $5.57M
AZN
Astrazeneca PLC

Healthcare
76
New
$65.37 - $77.96 $4.97K - $5.92K
76 $5.55M
TRMB
Trimble Inc.

Technology
84
New
$65.52 - $77.49 $5.5K - $6.51K
84 $5.52M
IFF
International Flavors & Fragrances Inc

Basic Materials
71
New
$76.48 - $87.72 $5.43K - $6.23K
71 $5.51M
APG
A Pi Group Corp

Industrials
154
New
$35.67 - $40.88 $5.49K - $6.3K
154 $5.51M
STLD
Steel Dynamics Inc

Basic Materials
44
New
N/A
44 $5.5M
ONON
On Holding Ag

Consumer Cyclical
125
New
$43.92 - $63.62 $5.49K - $7.95K
125 $5.49M
SCI
Service Corp International

Consumer Cyclical
68
New
$75.99 - $84.16 $5.17K - $5.72K
68 $5.45M
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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