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
UNH
Unitedhealth Group Inc

Healthcare
-9
- 4.84%
$237.77 - $353.61 $2.14K - $3.18K
177 $60.5M
PEP
Pepsico Inc

Consumer Defensive
-13
- 1.65%
$133.81 - $152.16 $1.74K - $1.98K
775 $109M
XEL
Xcel Energy Inc

Utilities
-14
- 2.99%
$67.56 - $80.65 $946 - $1.13K
454 $36.6M
SPYG
Spdr Portfolio

ETFs
-12
- 1.71%
$94.33 - $105.31 $1.13K - $1.26K
688 $71.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-37
- 1.14%
$23.82 - $25.84 $881 - $956
3.22K $82.8M
IEFA
Ishares Tr

ETFs
-2
- 0.13%
$81.7 - $87.53 $163 - $175
1.53K $134M
MO
Altria Group, Inc.

Consumer Defensive
-44
- 3.7%
$57.75 - $67.68 $2.54K - $2.98K
1.14K $75.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-18
- 1.15%
$67.01 - $72.84 $1.21K - $1.31K
1.55K $112M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8
- 0.73%
$192.76 - $203.86 $1.54K - $1.63K
1.08K $220M
ROM
Proshares Ultra Technology

ETFs
-285
- 12.77%
$74.72 - $93.32 $21.3K - $26.6K
1.95K $180M
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
-3
- 0.27%
$61.01 - $75.47 $183 - $226
1.11K $81.9M
IEMG
Ishares Inc

ETFs
-6
- 0.27%
N/A
2.24K $148M
ETN
Eaton Corp PLC

Industrials
-37
- 2.34%
$342.99 - $392.76 $12.7K - $14.5K
1.54K $572M
AVGO
Broadcom Inc.

Technology
-357
- 14.13%
$264.74 - $369.57 $94.5K - $132K
2.17K $711M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-111
- 1.53%
$40.43 - $44.52 $4.49K - $4.94K
7.14K $314M
HD
Home Depot, Inc.

Consumer Cyclical
-113
- 6.31%
$357.4 - $423.42 $40.4K - $47.8K
1.68K $674M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-231
- 2.67%
$92.97 - $100.18 $21.5K - $23.1K
8.41K $834M
ABBV
Abb Vie Inc.

Healthcare
-133
- 7.7%
$184.85 - $231.54 $24.6K - $30.8K
1.59K $367M
VUG
Vanguard Growth ETF

ETFs
-835
- 7.53%
$433.97 - $484.08 $362K - $404K
10.3K $4.88B
GLDM
World Gold Trust

ETFs
-609
- 4.36%
$64.73 - $76.45 $39.4K - $46.6K
13.3K $1.02B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.63K
- 3.99%
N/A
87.4K $8.65B
NSC
Norfolk Southern Corp

Industrials
-277
- 5.75%
$259.49 - $300.41 $71.9K - $83.2K
4.54K $1.36B
NVDA
Nvidia Corp

Technology
-59
- 1.13%
$153.3 - $186.58 $9.04K - $11K
5.14K $958M
ITA
Ishares Tr

ETFs
-357
- 3.22%
$184.73 - $209.26 $65.9K - $74.7K
10.7K $2.23B
VIG
Vanguard Dividend Appreciation

ETFs
-740
- 2.58%
N/A
27.9K $6B
FDVV
Fidelity High Dividend ETF

ETFs
-1.99K
- 2.4%
$52.42 - $55.71 $104K - $111K
80.6K $4.49B
AAPL
Apple Inc.

Technology
-252
- 2.76%
$202.38 - $256.87 $51K - $64.7K
8.87K $2.25B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.52K
- 1.3%
$84.28 - $89.46 $128K - $136K
116K $10.3B
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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