Marshall & Sterling Wealth Advisors Inc. Sells in Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-3
- 0.52%
$112.25 - $124.0 $337 - $372
573 $65.3M
EXPD
Expeditors International Of Washington Inc

Industrials
-49
- 87.5%
$111.37 - $124.95 $5.46K - $6.12K
7 $858K
AWK
American Water Works Company, Inc.

Utilities
-39
- 90.7%
$135.05 - $147.0 $5.27K - $5.73K
4 $556K
GPC
Genuine Parts CO

Consumer Cyclical
-45
- 88.24%
$122.23 - $142.77 $5.5K - $6.42K
6 $832K
UPS
United Parcel Service Inc

Industrials
-12
- 4.74%
$82.58 - $105.54 $991 - $1.27K
241 $20.1M
AFL
Aflac Inc

Financial Services
-58
- 30.21%
$98.09 - $111.7 $5.69K - $6.48K
134 $14.9M
STLD
Steel Dynamics Inc

Basic Materials
-40
- 90.91%
N/A
4 $558K
AXP
American Express CO

Financial Services
-94
- 4.81%
$294.27 - $342.31 $27.7K - $32.2K
1.86K $613M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-99
- 11.46%
$87.07 - $93.06 $8.62K - $9.21K
765 $70M
NRG
Nrg Energy, Inc.

Utilities
-30
- 88.24%
$144.77 - $173.91 $4.34K - $5.22K
4 $648K
STZ
Constellation Brands, Inc.

Consumer Defensive
-28
- 87.5%
$131.78 - $176.09 $3.69K - $4.93K
4 $538K
SBUX
Starbucks Corp

Consumer Cyclical
-16
- 4.21%
$81.9 - $96.86 $1.31K - $1.55K
364 $30.8M
NVO
Novo Nordisk A S

Healthcare
-16
- 8.56%
$45.38 - $71.7 $726 - $1.15K
171 $9.48M
BRO
Brown & Brown, Inc.

Financial Services
-4
- 2.34%
$90.88 - $108.93 $364 - $436
167 $15.6M
SPOT
Spotify Technology S.A.

Communication Services
-3
- 37.5%
$620.01 - $738.53 $1.86K - $2.22K
5 $3.49M
AIG
American International Group, Inc.

Financial Services
-24
- 22.43%
$76.34 - $85.87 $1.83K - $2.06K
83 $6.52M
ACN
Accenture PLC

Technology
-4
- 13.33%
$232.56 - $304.78 $930 - $1.22K
26 $6.41M
TRGP
Targa Resources Corp.

Energy
-13
- 26.0%
$160.52 - $174.4 $2.09K - $2.27K
37 $6.2M
MSFT
Microsoft Corp

Technology
-140
- 4.14%
$491.09 - $535.64 $68.8K - $75K
3.25K $1.67B
VHT
Vanguard Health Care ETF

ETFs
-13
- 26.0%
$239.12 - $259.95 $3.11K - $3.38K
37 $9.61M
NET
Cloudflare, Inc.

Technology
-15
- 24.59%
$181.39 - $228.28 $2.72K - $3.42K
46 $9.87M
EBAY
Ebay Inc

Consumer Cyclical
-36
- 34.95%
$75.33 - $100.77 $2.71K - $3.63K
67 $6.09M
GD
General Dynamics Corp

Industrials
-6
- 66.67%
$293.92 - $341.0 $1.76K - $2.05K
3 $1.02M
SNOW
Snowflake Inc.

Technology
-6
- 21.43%
$191.73 - $241.0 $1.15K - $1.45K
22 $4.96M
VTR
Ventas, Inc.

Real Estate
-29
- 24.79%
$62.76 - $69.99 $1.82K - $2.03K
88 $6.16M
CME
Cme Group Inc.

Financial Services
-4
- 50.0%
$258.83 - $287.1 $1.04K - $1.15K
4 $1.08M
TRV
Travelers Companies, Inc.

Financial Services
-5
- 55.56%
$250.62 - $279.43 $1.25K - $1.4K
4 $1.12M
CBRE
Cbre Group, Inc.

Real Estate
-14
- 20.59%
$137.04 - $165.9 $1.92K - $2.32K
54 $8.51M
WFC
Wells Fargo & Company

Financial Services
-45
- 5.93%
$77.05 - $85.16 $3.47K - $3.83K
714 $59.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-330
- 19.13%
$68.94 - $86.3 $22.8K - $28.5K
1.4K $120M
IQV
Iqvia Holdings Inc.

Healthcare
-14
- 25.0%
$157.68 - $200.82 $2.21K - $2.81K
42 $7.98M
ZWS
Zurn Water Solutions Corp

Industrials
-56
- 32.56%
$36.48 - $47.94 $2.04K - $2.68K
116 $5.46M
PFG
Principal Financial Group Inc

Financial Services
-11
- 11.7%
$75.53 - $82.95 $831 - $912
83 $6.88M
ARKW
Ark Next Generation Internet E

ETFs
-156
- 15.77%
$144.46 - $174.76 $22.5K - $27.3K
833 $145M
RELX
Relx PLC

Communication Services
-1
- 1.72%
$45.13 - $54.19 $45.1 - $54.2
57 $2.72M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-316
- 5.51%
$41.58 - $44.7 $13.1K - $14.1K
5.42K $237M
APLD
Applied Blockchain, Inc.

Financial Services
-35
- 58.33%
$9.18 - $24.67 $321 - $863
25 $574K
ROST
Ross Stores, Inc.

Consumer Cyclical
-70
- 16.17%
$127.59 - $152.81 $8.93K - $10.7K
363 $55.2M
SHOP
Shopify Inc.

Technology
-5
- 15.15%
$112.11 - $157.12 $561 - $786
28 $4.16M
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 2.6%
$291.67 - $316.99 $1.46K - $1.58K
187 $56.7M
NVT
N Vent Electric PLC

Industrials
-14
- 16.09%
$72.16 - $100.25 $1.01K - $1.4K
73 $7.2M
Lam Research
-21
- 19.44%
N/A
87 $11.6M
AMGN
Amgen Inc

Healthcare
-18
- 0.79%
$271.18 - $309.22 $4.88K - $5.57K
2.26K $633M
FIW
First Trust Water ETF

ETFs
-90
- 3.4%
$107.54 - $115.08 $9.68K - $10.4K
2.56K $285M
Rocket Lab
-60
- 16.53%
N/A
303 $14.5M
AMAT
Applied Materials Inc

Technology
-5
- 3.5%
$156.25 - $204.95 $781 - $1.02K
138 $28.1M
WDC
Western Digital Corp

Technology
-30
- 28.85%
$63.84 - $120.06 $1.92K - $3.6K
74 $8.88M
VB
Vanguard Small Cap ETF

ETFs
-4
- 1.74%
$237.58 - $259.17 $950 - $1.04K
226 $57.5M
MS
Morgan Stanley

Financial Services
-87
- 9.22%
$139.09 - $161.16 $12.1K - $14K
857 $136M
Activity Summary
Buys All Purchases 207 New Holdings 60 Increased Positions 147 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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