Marshall & Sterling Wealth Advisors Inc. Purchases in Q4 2024

Marshall & Sterling Wealth Advisors Inc.

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APLE
Apple Hospitality Reit, Inc.

Real Estate
6.03K
New
$14.68 - $16.32 $88.4K - $98.3K
6.03K $92.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
390
New
$216.72 - $244.71 $84.5K - $95.4K
390 $91.7M
DVY
Ishares Tr

ETFs
661
New
$129.55 - $143.41 $85.6K - $94.8K
661 $86.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
147
New
$563.99 - $620.12 $82.9K - $91.2K
147 $83.5M
CAT
Caterpillar Inc

Industrials
215
New
$360.37 - $416.88 $77.5K - $89.6K
215 $77.7M
JHMM
John Hancock Multifactor Mid C

ETFs
1.29K
New
$59.61 - $64.8 $76.7K - $83.3K
1.29K $76.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
861
New
$86.65 - $94.9 $74.6K - $81.7K
861 $74.7M
PLTR
Palantir Technologies Inc.

Technology
986
New
$36.46 - $82.38 $35.9K - $81.2K
986 $74.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.25K
New
$22.01 - $66.82 $71.6K - $217K
3.25K $73.8M
MS
Morgan Stanley

Financial Services
548
New
$104.42 - $134.99 $57.2K - $74K
548 $68.9M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
262
New
$225.16 - $265.16 $59K - $69.5K
262 $65.1M
Labcorp Holdings
275
New
N/A
275 $63M
IEMG
Ishares Inc

ETFs
1.2K
New
N/A
1.2K $62.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
313
New
$172.07 - $207.36 $53.9K - $64.9K
313 $61.8M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.35K
New
$45.17 - $47.23 $60.8K - $63.5K
1.35K $61M
BR
Broadridge Financial Solutions, Inc.

Technology
263
New
$209.64 - $236.44 $55.1K - $62.2K
263 $59.5M
T
At&T Inc.

Communication Services
2.57K
New
$21.22 - $23.88 $54.5K - $61.3K
2.57K $58.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
New
$521.84 - $558.82 $55.3K - $59.2K
106 $56.9M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
5.24K
New
$10.26 - $11.26 $53.7K - $59K
5.24K $54.8M
DLR
Digital Realty Trust, Inc.

Real Estate
300
New
$156.46 - $195.69 $46.9K - $58.7K
300 $53.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
351
New
$138.59 - $156.61 $48.6K - $55K
351 $53.1M
PFE
Pfizer Inc

Healthcare
1.98K
New
$24.8 - $30.19 $49.1K - $59.8K
1.98K $52.5M
NVS
Novartis Ag

Healthcare
539
New
$96.78 - $117.18 $52.2K - $63.2K
539 $52.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
781
New
$63.58 - $71.15 $49.7K - $55.6K
781 $50.8M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.72K
New
$17.93 - $18.8 $48.8K - $51.2K
2.72K $49.6M
WDFC
Wd 40 CO

Basic Materials
204
New
$242.06 - $290.11 $49.4K - $59.2K
204 $49.5M
DIS
Walt Disney CO

Communication Services
444
New
$92.39 - $117.6 $41K - $52.2K
444 $49.3M
GS
Goldman Sachs Group Inc

Financial Services
87
New
$486.1 - $608.57 $42.3K - $52.9K
87 $49.3M
FNDX
Schwab Fundamental U S Large C

ETFs
2.05K
New
$23.49 - $71.77 $48.1K - $147K
2.05K $48.5M
GE
General Electric CO

Industrials
285
New
$159.95 - $194.23 $45.6K - $55.4K
285 $47.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
747
New
$61.68 - $67.87 $46.1K - $50.7K
747 $46.5M
CB
Chubb LTD

Financial Services
166
New
$271.57 - $301.89 $45.1K - $50.1K
166 $45.8M
CPRT
Copart Inc

Consumer Cyclical
790
New
$51.36 - $63.8 $40.6K - $50.4K
790 $45.3M
MCD
Mcdonalds Corp

Consumer Cyclical
155
New
$288.47 - $316.54 $44.7K - $49.1K
155 $44.8M
META
Meta Platforms, Inc.

Communication Services
77
New
$554.08 - $632.68 $42.7K - $48.7K
77 $44.6M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
2K
New
$16.43 - $22.77 $32.9K - $45.5K
2K $44.1M
MRK
Merck & Co., Inc.

Healthcare
440
New
$96.31 - $114.76 $42.4K - $50.5K
440 $43.7M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.09K
New
$39.44 - $43.65 $42.9K - $47.5K
1.09K $43.2M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
2.84K
New
$14.65 - $15.8 $41.6K - $44.8K
2.84K $42.7M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
336
New
$121.89 - $135.52 $41K - $45.5K
336 $41.9M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
684
New
$60.51 - $65.57 $41.4K - $44.8K
684 $41.6M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
858
New
N/A
858 $41.2M
VZ
Verizon Communications Inc

Communication Services
1.03K
New
$39.6 - $45.21 $40.6K - $46.3K
1.03K $41M
Linde PLC
98
New
N/A
98 $40.9M
TSLA
Tesla, Inc.

Consumer Cyclical
96
New
$213.65 - $479.86 $20.5K - $46.1K
96 $38.8M
OKE
Oneok Inc

Energy
384
New
$92.28 - $117.05 $35.4K - $44.9K
384 $38.6M
RDVY
First Trust Rising Dividend Ac

ETFs
647
New
$58.65 - $64.37 $37.9K - $41.6K
647 $38.2M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.66K
New
$22.65 - $23.8 $37.5K - $39.4K
1.66K $37.6M
WFC
Wells Fargo & Company

Financial Services
535
New
$54.98 - $77.35 $29.4K - $41.4K
535 $37.6M
Activity Summary
Buys All Purchases 360 New Holdings 360 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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