Marshall & Sterling Wealth Advisors Inc. Incresed Positions in Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 3.25%
$224.68 - $282.71 $899 - $1.13K
127 $35.1M
D
Dominion Energy, Inc

Utilities
116
+ 828.57%
$56.32 - $62.1 $6.53K - $7.2K
130 $7.95M
FCTR
First Tr Exchange Traded Fd

ETFs
3
+ 0.07%
$33.33 - $35.6 $100 - $107
4.34K $154M
ADM
Archer Daniels Midland CO

Consumer Defensive
89
+ 741.67%
$53.54 - $64.21 $4.77K - $5.71K
101 $6.03M
IP
International Paper CO

Consumer Cyclical
110
+ 135.8%
$45.32 - $55.68 $4.99K - $6.12K
191 $8.86M
TSCO
Tractor Supply CO

Consumer Cyclical
83
+ 276.67%
$54.08 - $62.65 $4.49K - $5.2K
113 $6.43M
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
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
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
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
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
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
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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