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
AFL
Aflac Inc

Financial Services
165
New
$100.37 - $115.27 $16.6K - $19K
165 $17M
RKLB
Rocket Lab Usa, Inc.

Industrials
667
New
$9.23 - $28.44 $6.16K - $19K
667 $17M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
213
New
$77.23 - $82.11 $16.4K - $17.5K
213 $16.5M
AMAT
Applied Materials Inc

Technology
102
New
$161.44 - $213.89 $16.5K - $21.8K
102 $16.5M
ISRG
Intuitive Surgical Inc

Healthcare
30
New
$471.27 - $550.62 $14.1K - $16.5K
30 $15.7M
CRM
Salesforce, Inc.

Technology
47
New
$270.87 - $367.87 $12.7K - $17.3K
47 $15.4M
ES
Eversource Energy

Utilities
266
New
$55.9 - $67.73 $14.9K - $18K
266 $15.3M
BMY
Bristol Myers Squibb CO

Healthcare
267
New
$51.92 - $59.94 $13.9K - $16K
267 $15.1M
YUM
Yum Brands Inc

Consumer Cyclical
112
New
$130.36 - $139.54 $14.6K - $15.6K
112 $15M
TXN
Texas Instruments Inc

Technology
79
New
N/A
79 $14.8M
Flagstar Financial
1.55K
New
N/A
1.55K $14.5M
VGSH
Vanguard

ETFs
239
New
$58.02 - $58.88 $13.9K - $14.1K
239 $13.9M
CNI
Canadian National Railway CO

Industrials
131
New
$100.62 - $117.12 $13.2K - $15.3K
131 $13.2M
ARKQ
Ark Autonomous Technology & Ro

ETFs
172
New
$60.57 - $82.2 $10.4K - $14.1K
172 $13.2M
ABT
Abbott Laboratories

Healthcare
116
New
$111.93 - $119.39 $13K - $13.8K
116 $13M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
204
New
$58.39 - $67.04 $11.9K - $13.7K
204 $12.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
66
New
$178.39 - $215.0 $11.8K - $14.2K
66 $12.7M
NOC
Northrop Grumman Corp

Industrials
27
New
$466.52 - $543.88 $12.6K - $14.7K
27 $12.7M
VTI
Vanguard Total Stock Market Et

ETFs
44
New
$280.04 - $302.45 $12.3K - $13.3K
44 $12.6M
CSCO
Cisco Systems, Inc.

Technology
208
New
$52.45 - $60.02 $10.9K - $12.5K
208 $12.3M
NEE
Nextera Energy Inc

Utilities
168
New
$69.77 - $85.43 $11.7K - $14.4K
168 $12M
NVO
Novo Nordisk A S

Healthcare
138
New
$85.0 - $120.04 $11.7K - $16.6K
138 $11.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
367
New
$31.23 - $33.51 $11.5K - $12.3K
367 $11.5M
CADE
Cadence Bank

Financial Services
334
New
$30.54 - $39.29 $10.2K - $13.1K
334 $11.5M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
150
New
$72.62 - $77.83 $10.9K - $11.7K
150 $11.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
142
New
$77.02 - $78.58 $10.9K - $11.2K
142 $11M
FNDF
Schwab Fundamental Intl Large

ETFs
322
New
$32.92 - $37.15 $10.6K - $12K
322 $10.7M
MKC
Mccormick & CO Inc

Consumer Defensive
139
New
$73.97 - $84.09 $10.3K - $11.7K
139 $10.6M
HON
Honeywell International Inc

Industrials
46
New
$202.84 - $236.0 $9.33K - $10.9K
46 $10.4M
Te Connectivity
70
New
N/A
70 $9.93M
NFLX
Netflix Inc

Communication Services
11
New
$687.65 - $936.56 $7.56K - $10.3K
11 $9.81M
Ge Healthcare
126
New
N/A
126 $9.78M
MET
Metlife Inc

Financial Services
119
New
$78.15 - $88.25 $9.3K - $10.5K
119 $9.74M
CMI
Cummins Inc

Industrials
26
New
$324.93 - $383.42 $8.45K - $9.97K
26 $9.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
87
New
$94.43 - $105.47 $8.22K - $9.18K
87 $8.74M
EBC
Eastern Bankshares, Inc.

Financial Services
501
New
$15.83 - $19.03 $7.93K - $9.53K
501 $8.64M
CVS
Cvs Health Corp

Healthcare
187
New
$43.78 - $67.46 $8.19K - $12.6K
187 $8.39M
IVE
Ishares S&P 500 Value ETF

ETFs
43
New
$189.5 - $206.17 $8.15K - $8.87K
43 $8.06M
ALC
Alcon Inc

Healthcare
83
New
$83.87 - $99.15 $6.96K - $8.23K
83 $7.05M
ENVX
Enovix Corp

Industrials
648
New
$8.03 - $12.81 $5.2K - $8.3K
648 $7.04M
JETS
ETF Ser Solutions U S Global J

ETFs
271
New
$20.04 - $25.93 $5.43K - $7.03K
271 $6.87M
NEM
Newmont Corp

Basic Materials
180
New
$37.0 - $58.68 $6.66K - $10.6K
180 $6.7M
UAA
Under Armour, Inc.

Consumer Cyclical
800
New
$8.21 - $11.13 $6.57K - $8.9K
800 $6.62M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
712
New
N/A
712 $6.52M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
55
New
$111.85 - $120.71 $6.15K - $6.64K
55 $6.34M
GILD
Gilead Sciences, Inc.

Healthcare
69
New
$83.95 - $97.9 $5.79K - $6.76K
69 $6.31M
EWJ
Ishares Msci Japan ETF

ETFs
93
New
$66.18 - $71.84 $6.15K - $6.68K
93 $6.24M
LYB
Lyondell Basell Industries N.V.

Basic Materials
79
New
$72.97 - $96.75 $5.76K - $7.64K
79 $5.87M
PNM
Pnm Resources Inc

Utilities
117
New
N/A
117 $5.75M
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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