Marshall & Sterling Wealth Advisors Inc. Purchases in Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLI
Industrial Sector Spdr

ETFs
155
New
$147.94 - $154.99 $22.9K - $24K
155 $23.9M
COP
Conocophillips

Energy
62
+ 1.83%
$91.0 - $98.99 $5.64K - $6.14K
3.45K $326M
INCY
Incyte Corp

Healthcare
254
New
$67.27 - $86.96 $17.1K - $22.1K
254 $21.5M
CAT
Caterpillar Inc

Industrials
1
+ 0.46%
$390.92 - $477.15 $391 - $477
218 $104M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.5%
$215.01 - $273.02 $645 - $819
605 $152M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
105
+ 4.9%
$87.05 - $93.19 $9.14K - $9.78K
2.25K $208M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
12
+ 0.56%
$132.9 - $142.03 $1.59K - $1.7K
2.14K $301M
LLY
Eli Lilly & CO

Healthcare
24
+ 32.0%
$625.65 - $812.69 $15K - $19.5K
99 $75M
XLV
Select Sector Spdr Fund Health

ETFs
116
New
$129.01 - $139.72 $15K - $16.2K
116 $16.1M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
254
New
$57.5 - $61.94 $14.6K - $15.7K
254 $15.7M
AMD
Advanced Micro Devices Inc

Technology
42
+ 9.77%
$134.8 - $184.42 $5.66K - $7.75K
472 $76.4M
XLP
Consumer Staples Sector Spdr

ETFs
183
New
N/A
183 $14.3M
AAXJ
Ishares Msci All Country Asia

ETFs
146
New
$82.05 - $91.87 $12K - $13.4K
146 $13.3M
CGMS
Capital Grp Core Plus Income E
477
+ 81.68%
N/A
1.06K $29.4M
IONQ
Ion Q, Inc.

Technology
200
New
$36.79 - $75.14 $7.36K - $15K
200 $12.3M
INTC
Intel Corp

Technology
297
+ 146.31%
$19.31 - $35.5 $5.74K - $10.5K
500 $16.8M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.19%
$94.4 - $104.27 $378 - $417
2.12K $218M
QBTS
D Wave Quantum Inc.

Technology
440
New
$14.81 - $27.72 $6.52K - $12.2K
440 $10.9M
Capital Group
302
+ 42.3%
N/A
1.02K $31.4M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
332
+ 0.95%
$10.43 - $11.34 $3.46K - $3.76K
35.3K $380M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.26%
$243.93 - $275.62 $244 - $276
392 $107M
TFC
Truist Financial Corp

Financial Services
159
+ 13.9%
$42.83 - $47.07 $6.81K - $7.48K
1.3K $59.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
106
+ 0.96%
$82.38 - $83.0 $8.73K - $8.8K
11.1K $924M
GLW
Corning Inc

Technology
108
+ 415.38%
$51.6 - $82.03 $5.57K - $8.86K
134 $11M
VTV
Vanguard Value ETF

ETFs
1
+ 0.11%
$175.51 - $186.57 $176 - $187
929 $173M
L
Loews Corp

Financial Services
93
New
$89.82 - $100.39 $8.35K - $9.34K
93 $9.34M
BAC
Bank Of America Corp

Financial Services
3
+ 0.15%
$44.92 - $52.42 $135 - $157
2.05K $106M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
175
+ 0.62%
N/A
28.5K $1.42B
EWJ
Ishares Msci Japan ETF

ETFs
104
+ 110.64%
$71.69 - $81.49 $7.46K - $8.47K
198 $15.9M
PFE
Pfizer Inc

Healthcare
276
+ 22.62%
$23.29 - $25.88 $6.43K - $7.14K
1.5K $38.1M
XLE
Energy Sector Spdr

ETFs
94
+ 671.43%
$84.25 - $91.99 $7.92K - $8.65K
108 $9.65M
KIM
Kimco Realty Corp

Real Estate
374
+ 1438.46%
$20.74 - $22.79 $7.76K - $8.52K
400 $8.74M
AVB
Avalonbay Communities Inc

Real Estate
42
+ 1400.0%
$182.72 - $204.51 $7.67K - $8.59K
45 $8.69M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 1.15%
$696.56 - $806.32 $697 - $806
88 $69.5M
Celestica Inc
4
+ 5.13%
N/A
82 $20.2M
U S Treasury
143
+ 1.05%
N/A
13.7K $688M
EQR
Equity Residential

Real Estate
119
New
$62.3 - $68.34 $7.41K - $8.13K
119 $7.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 3.25%
$224.68 - $282.71 $899 - $1.13K
127 $35.1M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
New
$89.32 - $107.82 $6.25K - $7.55K
70 $7.55M
SYY
Sysco Corp

Consumer Defensive
91
New
$76.33 - $82.51 $6.95K - $7.51K
91 $7.49M
D
Dominion Energy, Inc

Utilities
116
+ 828.57%
$56.32 - $62.1 $6.53K - $7.2K
130 $7.95M
CNC
Centene Corp

Healthcare
195
New
$25.21 - $56.65 $4.92K - $11K
195 $6.96M
XLU
Utilities Sector Spdr

ETFs
79
New
$81.14 - $87.32 $6.41K - $6.9K
79 $6.89M
KRG
Kite Realty Group Trust

Real Estate
304
New
$20.94 - $23.26 $6.37K - $7.07K
304 $6.78M
FCTR
First Tr Exchange Traded Fd

ETFs
3
+ 0.07%
$33.33 - $35.6 $100 - $107
4.34K $154M
CTVA
Corteva, Inc.

Basic Materials
99
New
$67.08 - $77.12 $6.64K - $7.63K
99 $6.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
89
New
$56.32 - $68.81 $5.01K - $6.12K
89 $6.12M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
128
New
$45.54 - $48.43 $5.83K - $6.2K
128 $5.97M
SOFI
So Fi Technologies, Inc.

Financial Services
225
New
$17.64 - $29.81 $3.97K - $6.71K
225 $5.95M
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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