Marshall & Sterling Wealth Advisors Inc. Sells in Q2 2025

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
-152
- 80.0%
$57.9 - $65.43 $8.8K - $9.95K
38 $2.32M
ALC
Alcon Inc

Healthcare
-82
- 49.7%
$82.88 - $98.3 $6.8K - $8.06K
83 $7.33M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.44%
$335.24 - $380.78 $2.68K - $3.05K
1.79K $652M
VZ
Verizon Communications Inc

Communication Services
-131
- 11.3%
$41.67 - $45.62 $5.46K - $5.98K
1.03K $44.4M
NEE
Nextera Energy Inc

Utilities
-107
- 26.75%
$64.11 - $75.0 $6.86K - $8.03K
293 $20.3M
VMC
Vulcan Materials CO

Basic Materials
-34
- 94.44%
$226.49 - $276.01 $7.7K - $9.38K
2 $522K
PSX
Phillips 66

Energy
-8
- 0.49%
$92.87 - $125.73 $743 - $1.01K
1.64K $196M
Cooper Cos
-61
- 24.7%
N/A
186 $13.2M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-327
- 6.38%
$22.54 - $23.17 $7.37K - $7.58K
4.8K $110M
AVB
Avalonbay Communities Inc

Real Estate
-35
- 92.11%
$187.23 - $215.61 $6.55K - $7.55K
3 $611K
VEA
Vanguard Ftse Developed Market

ETFs
-205
- 29.24%
$45.65 - $57.01 $9.36K - $11.7K
496 $28.3M
TMUS
T Mobile Us, Inc.

Communication Services
-26
- 81.25%
$220.99 - $268.54 $5.75K - $6.98K
6 $1.43M
TFC
Truist Financial Corp

Financial Services
-223
- 16.31%
$34.79 - $42.99 $7.76K - $9.59K
1.14K $49.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-191
- 98.96%
$35.3 - $37.51 $6.74K - $7.16K
2 $40K
BRO
Brown & Brown, Inc.

Financial Services
-35
- 16.99%
$104.48 - $124.43 $3.66K - $4.36K
171 $18.9M
MKC
Mccormick & CO Inc

Consumer Defensive
-68
- 34.17%
$71.11 - $82.25 $4.84K - $5.59K
131 $9.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-109
- 78.42%
$47.86 - $55.77 $5.22K - $6.08K
30 $1.58M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-139
- 60.17%
$39.89 - $49.46 $5.54K - $6.87K
92 $4.55M
INTC
Intel Corp

Technology
-248
- 54.99%
$18.13 - $22.69 $4.5K - $5.63K
203 $4.55M
UPS
United Parcel Service Inc

Industrials
-30
- 10.6%
$91.92 - $110.2 $2.76K - $3.31K
253 $25.4M
HPQ
Hp Inc

Technology
-45
- 3.28%
$21.88 - $29.32 $985 - $1.32K
1.33K $32.4M
NKE
Nike, Inc.

Consumer Cyclical
-87
- 78.38%
$53.27 - $72.04 $4.63K - $6.27K
24 $1.71M
ACM
Aecom

Industrials
-127
- 27.79%
$87.19 - $113.06 $11.1K - $14.4K
330 $37.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
-106
- 89.83%
$41.79 - $54.16 $4.43K - $5.74K
12 $634K
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 1.03%
$285.55 - $321.23 $571 - $642
192 $56M
CRM
Salesforce, Inc.

Technology
-17
- 8.13%
$236.26 - $291.15 $4.02K - $4.95K
192 $51.9M
XEL
Xcel Energy Inc

Utilities
-42
- 8.24%
$65.65 - $72.39 $2.76K - $3.04K
468 $31.8M
BBY
Best Buy CO Inc

Consumer Cyclical
-56
- 87.5%
$56.17 - $75.73 $3.15K - $4.24K
8 $538K
VNLA
Janus Henderson Short Duration

ETFs
-85
- 1.86%
$48.74 - $49.2 $4.14K - $4.18K
4.48K $220M
ROST
Ross Stores, Inc.

Consumer Cyclical
-28
- 6.07%
$126.62 - $154.26 $3.55K - $4.32K
433 $55.1M
MDT
Medtronic PLC

Healthcare
-27
- 6.26%
$80.68 - $88.86 $2.18K - $2.4K
404 $35.1M
WMB
Williams Companies, Inc.

Energy
-67
- 32.52%
$54.33 - $62.87 $3.64K - $4.21K
139 $8.73M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-200
- 5.35%
$9.72 - $10.39 $1.94K - $2.08K
3.54K $35.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-109
- 8.76%
$32.62 - $33.58 $3.56K - $3.66K
1.14K $38.1M
AZN
Astrazeneca PLC

Healthcare
-41
- 53.95%
$64.87 - $75.0 $2.66K - $3.08K
35 $2.45M
WELL
Welltower Inc.

Real Estate
-20
- 23.53%
$136.49 - $155.22 $2.73K - $3.1K
65 $9.99M
SHOP
Shopify Inc.

Technology
-37
- 52.86%
$76.89 - $115.35 $2.84K - $4.27K
33 $3.81M
ROM
Proshares Ultra Technology

ETFs
-999
- 30.92%
$39.98 - $76.11 $39.9K - $76K
2.23K $170M
ALL
Allstate Corp

Financial Services
-13
- 65.0%
$180.53 - $212.64 $2.35K - $2.76K
7 $1.41M
AWK
American Water Works Company, Inc.

Utilities
-15
- 25.86%
$133.82 - $151.96 $2.01K - $2.28K
43 $5.98M
NDSN
Nordson Corp

Industrials
-15
- 28.85%
$167.51 - $223.5 $2.51K - $3.35K
37 $7.93M
PFG
Principal Financial Group Inc

Financial Services
-23
- 19.66%
$69.56 - $86.19 $1.6K - $1.98K
94 $7.47M
AME
Ametek Inc

Industrials
-23
- 11.5%
$151.41 - $182.75 $3.48K - $4.2K
177 $32M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2
- 1.14%
$53.23 - $70.65 $106 - $141
174 $10.1M
ALLE
Allegion PLC

Industrials
-23
- 29.49%
$118.52 - $145.64 $2.73K - $3.35K
55 $7.93M
CRH.L
Crh PLC

Basic Materials
-25
- 25.77%
N/A
72 $6.61M
IEFA
Ishares Tr

ETFs
-183
- 10.65%
$67.83 - $84.09 $12.4K - $15.4K
1.54K $128M
PCG
Pg&E Corp

Utilities
-59
- 18.79%
$13.55 - $17.87 $799 - $1.05K
255 $3.56M
WY
Weyerhaeuser CO

Real Estate
-22
- 8.3%
$24.69 - $29.48 $543 - $649
243 $6.24M
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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