Marshall & Sterling Wealth Advisors Inc. New Holdings in Q4 2024

Marshall & Sterling Wealth Advisors Inc.

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Nextracker Inc
156
New
N/A
156 $5.7M
DG
Dollar General Corp

Consumer Defensive
72
New
$73.27 - $84.47 $5.28K - $6.08K
72 $5.46M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
54
New
$77.15 - $104.91 $4.17K - $5.67K
54 $5.37M
SHOP
Shopify Inc.

Technology
50
New
$78.14 - $119.49 $3.91K - $5.97K
50 $5.32M
LVS
Las Vegas Sands Corp

Consumer Cyclical
100
New
$47.96 - $55.17 $4.8K - $5.52K
100 $5.14M
SNOW
Snowflake Inc.

Technology
33
New
$109.65 - $186.51 $3.62K - $6.15K
33 $5.1M
Fortrea Holdings
269
New
N/A
269 $5.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
87
New
$57.53 - $60.83 $5.01K - $5.29K
87 $5.01M
LNC
Lincoln National Corp

Financial Services
157
New
$30.46 - $36.84 $4.78K - $5.78K
157 $4.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
134
New
$34.49 - $39.24 $4.62K - $5.26K
134 $4.97M
MIN
Mfs Intermediate Income Trust

Financial Services
1.77K
New
$2.62 - $2.77 $4.64K - $4.91K
1.77K $4.71M
ETN
Eaton Corp PLC

Industrials
15
New
$326.96 - $377.52 $4.9K - $5.66K
15 $4.67M
JNJ
Johnson & Johnson

Healthcare
31
New
$143.34 - $165.86 $4.44K - $5.14K
31 $4.48M
MDT
Medtronic PLC

Healthcare
56
New
$79.61 - $92.24 $4.46K - $5.17K
56 $4.45M
IP
International Paper CO

Consumer Cyclical
81
New
$46.64 - $59.57 $3.78K - $4.83K
81 $4.36M
JCI
Johnson Controls International PLC

Industrials
55
New
$74.23 - $86.6 $4.08K - $4.76K
55 $4.33M
FVAL
Fidelity Covington Tr Value Fa

ETFs
68
New
$60.19 - $64.39 $4.09K - $4.38K
68 $4.15M
OHI
Omega Healthcare Investors Inc

Real Estate
110
New
$37.51 - $42.56 $4.13K - $4.68K
110 $4.14M
DELL
Dell Technologies Inc.

Technology
36
New
$111.96 - $144.21 $4.03K - $5.19K
36 $4.07M
FULT
Fulton Financial Corp

Financial Services
211
New
$16.97 - $21.99 $3.58K - $4.64K
211 $4.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
92
New
$44.04 - $49.49 $4.05K - $4.55K
92 $4.05M
CHY
Calamos Convertible & High Income Fund

Financial Services
333
New
$11.79 - $12.56 $3.93K - $4.18K
333 $4.04M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
33
New
$114.08 - $125.68 $3.76K - $4.15K
33 $3.78M
DKNG
Draft Kings Inc.

Consumer Cyclical
100
New
$35.32 - $44.84 $3.53K - $4.48K
100 $3.72M
FIVE
Five Below, Inc

Consumer Cyclical
35
New
$83.0 - $115.97 $2.91K - $4.06K
35 $3.67M
NXPI
Nxp Semiconductors N.V.

Technology
18
New
$207.27 - $255.58 $3.73K - $4.6K
18 $3.55M
KMB
Kimberly Clark Corp

Consumer Defensive
27
New
$130.37 - $146.09 $3.52K - $3.94K
27 $3.54M
ASML
Asml Holding Nv

Technology
6
New
$658.43 - $872.27 $3.95K - $5.23K
6 $3.48M
FTNT
Fortinet, Inc.

Technology
35
New
$76.49 - $99.21 $2.68K - $3.47K
35 $3.31M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
24
New
$134.53 - $150.65 $3.23K - $3.62K
24 $3.25M
IWS
Ishares Russell Midcap Value E

ETFs
25
New
$128.08 - $140.32 $3.2K - $3.51K
25 $3.23M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
58
New
$55.45 - $61.08 $3.22K - $3.54K
58 $3.22M
American Battery
1.26K
New
N/A
1.26K $3.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
35
New
$90.42 - $94.5 $3.16K - $3.31K
35 $3.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
23
New
$116.4 - $138.52 $2.68K - $3.19K
23 $2.92M
VFH
Vanguard Financial ETF

ETFs
25
New
$108.87 - $126.2 $2.72K - $3.16K
25 $2.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
48
New
$58.88 - $64.8 $2.83K - $3.11K
48 $2.82M
RWT
Redwood Trust Inc

Real Estate
419
New
$6.44 - $7.7 $2.7K - $3.23K
419 $2.73M
VRT
Vertiv Holdings CO

Industrials
25
New
N/A
25 $2.73M
TNL
Travel & Leisure Co.

Consumer Cyclical
54
New
$45.26 - $56.28 $2.44K - $3.04K
54 $2.71M
FREL
Fidelity Covington Tr Msci Rea

ETFs
98
New
$26.61 - $29.85 $2.61K - $2.93K
98 $2.64M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
71
New
$29.11 - $41.59 $2.07K - $2.95K
71 $2.63M
IWN
Ishares Russell2000 Val ETF

ETFs
16
New
$162.69 - $181.35 $2.6K - $2.9K
16 $2.63M
C
Citigroup Inc

Financial Services
38
New
$61.31 - $72.5 $2.33K - $2.76K
38 $2.63M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
116
New
$22.28 - $22.66 $2.58K - $2.63K
116 $2.59M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
54
New
$43.37 - $51.46 $2.34K - $2.78K
54 $2.56M
JOBY
Joby Aviation, Inc.

Industrials
300
New
$4.8 - $9.16 $1.44K - $2.75K
300 $2.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
91
New
$25.33 - $51.16 $2.31K - $4.66K
91 $2.34M
PNR
Pentair PLC

Industrials
24
New
$95.0 - $109.21 $2.28K - $2.62K
24 $2.34M
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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email