Marshall & Sterling Wealth Advisors Inc. Sells in Q1 2025

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-4.61K
- 24.47%
$369.1 - $427.61 $1.7M - $1.97M
14.2K $5.28B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-36.2K
- 99.98%
$36.64 - $45.76 $1.33M - $1.66M
6 $229K
VGT
Vanguard Information Technolog

ETFs
-338
- 3.43%
$542.38 - $646.34 $183K - $218K
9.52K $5.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.56K
- 18.77%
$102.49 - $119.96 $468K - $547K
19.7K $2.06B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.1K
- 56.33%
$85.29 - $92.57 $691K - $750K
6.28K $571M
INTU
Intuit Inc

Technology
-848
- 99.53%
$555.63 - $630.23 $471K - $534K
4 $2.46M
ROK
Rockwell Automation, Inc

Industrials
-1.86K
- 98.31%
$255.29 - $303.75 $474K - $564K
32 $8.31M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
-2.22K
- 6.66%
$45.41 - $60.95 $101K - $135K
31K $1.41B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.81K
- 10.26%
$77.7 - $78.94 $374K - $380K
42.1K $3.32B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.67K
- 2.33%
$78.0 - $84.37 $208K - $225K
112K $8.93B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.26K
- 18.39%
$77.67 - $90.15 $175K - $203K
10K $783M
NOW
Service Now, Inc.

Technology
-41
- 6.77%
$783.83 - $1170.39 $32.1K - $48K
565 $450M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-746
- 0.91%
$53.6 - $58.97 $40K - $44K
81.5K $4.46B
VO
Vanguard Mid Cap ETF

ETFs
-359
- 2.61%
$251.87 - $277.95 $90.4K - $99.8K
13.4K $3.47B
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-5.32K
- 39.14%
$28.69 - $31.94 $152K - $170K
8.26K $243M
HYD
Vaneck High Yield Muni ETF

ETFs
-2.82K
- 45.16%
$50.79 - $52.53 $143K - $148K
3.43K $175M
PG
Procter & Gamble CO

Consumer Defensive
-983
- 11.59%
$158.56 - $176.26 $156K - $173K
7.5K $1.28B
JRS
Nuveen Real Estate Income Fund

Financial Services
-10.9K
- 15.32%
$8.09 - $8.88 $88.3K - $96.9K
60.3K $497M
AXP
American Express CO

Financial Services
-184
- 8.79%
$255.39 - $325.87 $47K - $60K
1.91K $514M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.03K
- 23.76%
$38.41 - $44.06 $77.9K - $89.4K
6.51K $254M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.69K
- 16.57%
$37.9 - $43.9 $64K - $74.1K
8.51K $326M
PSX
Phillips 66

Energy
-980
- 37.3%
$113.93 - $131.55 $112K - $129K
1.65K $203M
FIW
First Trust Water ETF

ETFs
-664
- 17.8%
$99.48 - $106.74 $66.1K - $70.9K
3.07K $309M
IWD
Ishares Russell 1000 Val ETF

ETFs
-380
- 21.74%
$182.82 - $196.21 $69.5K - $74.6K
1.37K $257M
ARKW
Ark Next Generation Internet E

ETFs
-446
- 30.05%
$91.59 - $125.64 $40.8K - $56K
1.04K $98.3M
VNLA
Janus Henderson Short Duration

ETFs
-1.29K
- 22.0%
$48.89 - $49.21 $62.9K - $63.3K
4.56K $224M
CRWD
Crowd Strike Holdings, Inc.

Technology
-213
- 12.36%
$308.86 - $455.36 $65.8K - $97K
1.51K $532M
ROM
Proshares Ultra Technology

ETFs
-1
- 0.03%
$53.2 - $74.94 $53.2 - $74.9
3.23K $173M
VHT
Vanguard Health Care ETF

ETFs
-217
- 30.65%
$254.06 - $273.83 $55.1K - $59.4K
491 $130M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-2.3K
- 38.19%
$12.87 - $15.85 $29.6K - $36.5K
3.72K $48.1M
MTB
M&T Bank Corp

Financial Services
-188
- 23.44%
$170.47 - $201.98 $32K - $38K
614 $110M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-677
- 21.69%
$75.32 - $84.77 $51K - $57.4K
2.44K $200M
CBU
Community Bank System, Inc.

Financial Services
-175
- 5.26%
$56.08 - $67.99 $9.81K - $11.9K
3.15K $179M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-420
- 14.62%
$87.68 - $94.52 $36.8K - $39.7K
2.45K $230M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-2.38K
- 2.47%
$15.13 - $18.07 $36K - $43K
94.1K $1.56B
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 6.5%
$890.62 - $1076.86 $37.4K - $45.2K
604 $571M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-156
- 6.94%
$126.11 - $135.06 $19.7K - $21.1K
2.09K $270M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-1.5K
- 28.64%
$10.17 - $10.76 $15.3K - $16.1K
3.74K $38.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-22
- 7.03%
$165.25 - $224.62 $3.64K - $4.94K
291 $48.4M
BCPC
Balchem Corp

Basic Materials
-126
- 3.6%
$154.22 - $176.16 $19.4K - $22.2K
3.38K $560M
Ge Vernova
-25
- 36.23%
N/A
44 $13.4M
RKLB
Rocket Lab Usa, Inc.

Industrials
-209
- 31.33%
$17.12 - $31.57 $3.58K - $6.6K
458 $8.19M
T
At&T Inc.

Communication Services
-801
- 31.22%
$21.56 - $28.28 $17.3K - $22.7K
1.77K $49.9M
PRU
Prudential Financial Inc

Financial Services
-55
- 17.3%
$105.04 - $122.33 $5.78K - $6.73K
263 $29.3M
MPC
Marathon Petroleum Corp

Energy
-59
- 39.33%
$134.72 - $159.03 $7.95K - $9.38K
91 $13.2M
CVS
Cvs Health Corp

Healthcare
-155
- 82.89%
$44.22 - $68.64 $6.85K - $10.6K
32 $2.17M
Linde PLC
-23
- 23.47%
N/A
75 $34.9M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1
- 0.06%
$59.61 - $66.71 $59.6 - $66.7
1.55K $93.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1
- 0.13%
$58.81 - $68.2 $58.8 - $68.2
780 $46.6M
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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