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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-57
- 98.28%
$54.25 - $57.64 $3.09K - $3.29K
1 $85K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 1.43%
$468.34 - $539.52 $468 - $540
69 $32.6M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1
- 0.58%
$65.76 - $84.94 $65.8 - $84.9
171 $11.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 1.59%
$247.97 - $296.33 $248 - $296
62 $15.7M
VRT
Vertiv Holdings CO

Industrials
-5
- 20.0%
N/A
20 $1.45M
PLUG
Plug Power Inc

Industrials
-400
- 47.06%
$1.34 - $3.15 $536 - $1.26K
450 $608K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-13
- 6.37%
$62.72 - $71.92 $815 - $935
191 $12M
EFC
Ellington Financial Inc.

Real Estate
-77
- 71.3%
$12.08 - $14.35 $930 - $1.1K
31 $406K
DELL
Dell Technologies Inc.

Technology
-1
- 2.78%
$90.34 - $124.66 $90.3 - $125
35 $3.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1
- 1.15%
$92.45 - $106.69 $92.5 - $107
86 $8M
SNOW
Snowflake Inc.

Technology
-2
- 6.06%
$146.16 - $192.78 $292 - $386
31 $4.53M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-1
- 1.85%
$87.72 - $111.91 $87.7 - $112
53 $4.82M
JBLU
Jetblue Airways Corp

Industrials
-40
Closed
$4.82 - $8.09 $193 - $324
0 $0
NXPI
Nxp Semiconductors N.V.

Technology
-1
- 5.56%
$189.99 - $245.86 $190 - $246
17 $3.26M
Canopy Growth
-1
- 0.65%
N/A
154 $141K
IPO
Renaissance Cap Greenwich Fds

ETFs
-2
Closed
$37.55 - $48.06 $75.1 - $96.1
0 $0
Te Connectivity
-1
- 1.43%
N/A
69 $9.86M
Amplify Cybersecurity
-1
- 4.17%
N/A
23 $1.67M
KRE
Spdr S&P Regional Banking ETF

ETFs
-1
- 5.88%
$55.11 - $65.5 $55.1 - $65.5
16 $916K
QTUM
ETF Ser Solutions Defiance Qua
-1
- 14.29%
N/A
6 $452K
ASIX
Advan Six Inc.

Basic Materials
-1
- 33.33%
$22.57 - $32.31 $22.6 - $32.3
2 $48K
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 2.33%
$185.78 - $198.58 $186 - $199
42 $8.08M
OHI
Omega Healthcare Investors Inc

Real Estate
-1
- 0.91%
$35.7 - $38.33 $35.7 - $38.3
109 $4.16M
NOK
Nokia Corp

Technology
-1
- 2.38%
$4.43 - $5.42 $4.43 - $5.42
41 $217K
VFH
Vanguard Financial ETF

ETFs
-1
- 4.0%
$114.07 - $127.34 $114 - $127
24 $2.9M
TRV
Travelers Companies, Inc.

Financial Services
-1
- 20.0%
$232.43 - $265.13 $232 - $265
4 $1.07M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1
- 1.85%
$42.3 - $53.69 $42.3 - $53.7
53 $2.78M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-6
- 1.06%
$58.32 - $65.09 $350 - $391
560 $33.7M
FNDF
Schwab Fundamental Intl Large

ETFs
-1
- 0.31%
$32.9 - $37.45 $32.9 - $37.5
321 $11.6M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-1
- 0.08%
N/A
1.21K $15.7M
EDV
Vanguard Extended Duration Tre

ETFs
-1
- 0.21%
$65.05 - $73.43 $65.1 - $73.4
485 $34.5M
DVY
Ishares Tr

ETFs
-1
- 0.15%
$128.58 - $138.1 $129 - $138
660 $88.7M
NVS
Novartis Ag

Healthcare
-49
- 9.09%
$97.14 - $115.57 $4.76K - $5.66K
490 $54.6M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-89
- 0.18%
$12.04 - $13.32 $1.07K - $1.19K
48.5K $609M
BK
Bank Of New York Mellon Corp

Financial Services
-35
- 1.34%
$75.42 - $88.95 $2.64K - $3.11K
2.57K $216M
ROP
Roper Technologies Inc

Industrials
-1
- 0.25%
$502.71 - $593.81 $503 - $594
393 $232M
ITA
Ishares Tr

ETFs
-396
- 3.36%
$144.84 - $159.5 $57.4K - $63.2K
11.4K $1.74B
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.17%
$169.2 - $216.66 $508 - $650
1.72K $360M
IBM
International Business Machines Corp

Technology
-254
- 3.5%
$217.4 - $264.74 $55.2K - $67.2K
7.01K $1.74B
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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