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
INSM
Insmed Inc

Healthcare
41
New
$96.14 - $147.2 $3.94K - $6.04K
41 $5.9M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
196
New
$29.41 - $32.05 $5.76K - $6.28K
196 $5.83M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
69
New
N/A
69 $5.82M
SWKS
Skyworks Solutions, Inc.

Technology
75
New
$67.52 - $82.97 $5.06K - $6.22K
75 $5.77M
PHM
Pultegroup Inc

Consumer Cyclical
43
New
$108.0 - $141.42 $4.64K - $6.08K
43 $5.68M
RGTI
Rigetti Computing, Inc.

Technology
190
New
$11.33 - $32.1 $2.15K - $6.1K
190 $5.66M
Super Micro
115
New
N/A
115 $5.51M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
130
New
$39.42 - $42.19 $5.12K - $5.48K
130 $5.46M
ADM
Archer Daniels Midland CO

Consumer Defensive
89
+ 741.67%
$53.54 - $64.21 $4.77K - $5.71K
101 $6.03M
XLB
Select Sector Spdr Fd Material

ETFs
58
New
$86.72 - $92.61 $5.03K - $5.37K
58 $5.2M
IP
International Paper CO

Consumer Cyclical
110
+ 135.8%
$45.32 - $55.68 $4.99K - $6.12K
191 $8.86M
EWC
Ishares Msci Canada ETF

ETFs
98
New
$45.86 - $50.88 $4.49K - $4.99K
98 $4.95M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
91
New
$52.62 - $61.93 $4.79K - $5.64K
91 $4.93M
TSCO
Tractor Supply CO

Consumer Cyclical
83
+ 276.67%
$54.08 - $62.65 $4.49K - $5.2K
113 $6.43M
Healthcare Realty
246
New
N/A
246 $4.44M
TER
Teradyne, Inc

Technology
17
+ 37.78%
$90.15 - $137.64 $1.53K - $2.34K
62 $8.4M
PEAK
Healthpeak Properties, Inc.

Real Estate
25
+ 1.07%
N/A
2.37K $45.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10
+ 0.8%
$52.12 - $55.33 $521 - $553
1.25K $69.3M
HPQ
Hp Inc

Technology
12
+ 0.9%
$24.45 - $29.35 $293 - $352
1.34K $36.5M
FNDX
Schwab Fundamental U S Large C

ETFs
9
+ 0.44%
$24.38 - $26.34 $219 - $237
2.08K $54.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
70
+ 1.05%
$26.44 - $27.1 $1.85K - $1.9K
6.72K $181M
QUBT
Quantum Computing Inc.

Technology
200
New
$14.33 - $23.27 $2.87K - $4.65K
200 $3.68M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.16%
$92.18 - $95.14 $369 - $381
2.44K $232M
MDT
Medtronic PLC

Healthcare
3
+ 0.74%
$87.67 - $95.74 $263 - $287
407 $38.6M
EWL
Ishares Inc Msci Switzerlnd

ETFs
63
New
$52.43 - $56.33 $3.3K - $3.55K
63 $3.48M
AIRS
Airsculpt Technologies, Inc.

Healthcare
320
+ 177.78%
$4.98 - $8.02 $1.59K - $2.57K
500 $4.01M
CSX
Csx Corp

Industrials
4
+ 0.39%
$32.05 - $36.52 $128 - $146
1.04K $36.8M
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.31%
$62.38 - $67.29 $125 - $135
654 $43.9M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.84%
$118.16 - $123.66 $473 - $495
482 $59M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.92%
$77.6 - $87.37 $388 - $437
546 $45.7M
SAN
Banco Santander, S.A.

Financial Services
281
New
$8.27 - $10.48 $2.32K - $2.94K
281 $2.95M
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.8%
$102.24 - $113.2 $204 - $226
253 $27.4M
MBB
Ishares Tr

ETFs
20
+ 3.68%
$92.46 - $95.73 $1.85K - $1.91K
564 $53.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17
+ 1.07%
$102.4 - $103.88 $1.74K - $1.77K
1.61K $167M
EWA
Ishares Msci Australia ETF

ETFs
94
New
$25.91 - $27.57 $2.44K - $2.59K
94 $2.54M
Veralto Corp
21
+ 44.68%
N/A
68 $7.25M
FTV
Fortive Corp

Technology
57
+ 57.0%
$46.55 - $53.34 $2.65K - $3.04K
157 $7.69M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
55
+ 2.54%
$22.89 - $23.7 $1.26K - $1.3K
2.22K $52.2M
VOD
Vodafone Group Public LTD CO

Communication Services
1
+ 0.05%
$10.67 - $12.06 $10.7 - $12.1
2.07K $24M
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 2.7%
$121.35 - $144.54 $243 - $289
76 $11M
GAL
Ssga Active ETF Tr

ETFs
4
+ 0.58%
$46.79 - $49.44 $187 - $198
699 $34.3M
NUE
Nucor Corp

Basic Materials
1
+ 0.38%
$133.3 - $150.33 $133 - $150
265 $35.8M
IDV
Ishares Tr

ETFs
7
+ 1.02%
$34.54 - $37.28 $242 - $261
690 $25.2M
SCHO
Schwab Short Term Us Treasury

ETFs
63
+ 1.03%
$24.23 - $24.42 $1.53K - $1.54K
6.18K $151M
PCG
Pg&E Corp

Utilities
88
+ 34.51%
$13.0 - $15.73 $1.14K - $1.38K
343 $5.17M
LPTH
Lightpath Technologies Inc

Technology
200
New
$2.93 - $8.15 $586 - $1.63K
200 $1.59M
Flagstar Financial
1
+ 0.06%
N/A
1.55K $17.9M
ARGX
Argenx Se

Healthcare
1
+ 25.0%
$538.64 - $768.0 $539 - $768
5 $3.69M
HSBC
Hsbc Holdings PLC

Financial Services
20
New
$60.27 - $70.98 $1.21K - $1.42K
20 $1.42M
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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