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
CL
Colgate Palmolive CO

Consumer Defensive
28
+ 35.9%
$79.36 - $93.33 $2.22K - $2.61K
106 $8.47M
LYB
Lyondell Basell Industries N.V.

Basic Materials
59
+ 33.91%
$48.34 - $67.22 $2.85K - $3.97K
233 $11.4M
SE
Sea LTD

Consumer Cyclical
5
+ 22.73%
$146.23 - $196.5 $731 - $983
27 $4.83M
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
+ 15.38%
$422.75 - $485.53 $1.69K - $1.94K
30 $13M
DOCU
Docusign, Inc.

Technology
21
+ 38.18%
$67.14 - $85.01 $1.41K - $1.79K
76 $5.48M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1
+ 0.47%
$82.42 - $87.03 $82.4 - $87
216 $18.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
5
+ 83.33%
$116.14 - $168.56 $581 - $843
11 $1.85M
VZ
Verizon Communications Inc

Communication Services
10
+ 0.97%
$40.84 - $45.06 $408 - $451
1.04K $45.5M
AZN
Astrazeneca PLC

Healthcare
10
+ 28.57%
$68.72 - $82.11 $687 - $821
45 $3.45M
SPIB
Spdr Portfolio Intermediate Te

ETFs
19
+ 1.67%
$33.26 - $34.01 $632 - $646
1.16K $39.1M
HYD
Vaneck High Yield Muni ETF

ETFs
1
+ 0.1%
$48.85 - $50.94 $48.9 - $50.9
986 $50.2M
ALC
Alcon Inc

Healthcare
25
+ 30.12%
$73.24 - $92.22 $1.83K - $2.31K
108 $8.05M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1
+ 0.06%
$12.9 - $13.59 $12.9 - $13.6
1.61K $21.6M
UL
Unilever PLC

Consumer Defensive
11
+ 28.95%
$58.43 - $65.01 $643 - $715
49 $2.91M
MET
Metlife Inc

Financial Services
2
+ 1.01%
$73.82 - $82.37 $148 - $165
200 $16.5M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.84%
$139.5 - $153.94 $140 - $154
120 $18.1M
FSLR
First Solar, Inc.

Technology
1
+ 20.0%
$160.84 - $223.53 $161 - $224
6 $1.32M
ICF
Ishares Tr

ETFs
2
+ 0.57%
$59.57 - $62.89 $119 - $126
353 $21.7M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1
+ 0.17%
$49.78 - $50.75 $49.8 - $50.8
586 $29.7M
SAP
Sap Se

Technology
3
+ 20.0%
$252.42 - $311.93 $757 - $936
18 $4.81M
BBY
Best Buy CO Inc

Consumer Cyclical
2
+ 25.0%
$64.12 - $78.46 $128 - $157
10 $756K
DOW
Dow Inc.

Basic Materials
8
+ 80.0%
$20.87 - $30.37 $167 - $243
18 $412K
REET
Ishares Global Reit ETF

ETFs
1
+ 0.78%
$24.45 - $25.91 $24.5 - $25.9
129 $3.29M
FREL
Fidelity Covington Tr Msci Rea

ETFs
1
+ 1.0%
$26.84 - $28.32 $26.8 - $28.3
101 $2.79M
EFC
Ellington Financial Inc.

Real Estate
1
+ 3.13%
$12.66 - $14.02 $12.7 - $14
33 $422K
RRX
Regal Rexnord Corp

Industrials
1
+ 10.0%
$137.95 - $159.91 $138 - $160
11 $1.44M
NOK
Nokia Corp

Technology
1
+ 2.38%
$4.05 - $5.23 $4.05 - $5.23
43 $200K
UDR
Udr, Inc.

Real Estate
13
+ 9.03%
$36.71 - $41.37 $477 - $538
157 $5.85M
GIS
General Mills Inc

Consumer Defensive
1
+ 0.73%
$48.44 - $53.83 $48.4 - $53.8
138 $6.96M
EXR
Extra Space Storage Inc.

Real Estate
1
+ 2.22%
$134.36 - $152.88 $134 - $153
46 $6.48M
TGT
Target Corp

Consumer Defensive
1
+ 5.0%
$86.56 - $107.43 $86.6 - $107
21 $1.82M
CSCO
Cisco Systems, Inc.

Technology
2
+ 0.49%
$66.2 - $71.79 $132 - $144
412 $28.2M
IFF
International Flavors & Fragrances Inc

Basic Materials
6
+ 8.45%
$60.3 - $77.46 $362 - $465
77 $4.74M
KO
Coca Cola CO

Consumer Defensive
3
+ 1.53%
$65.67 - $71.67 $197 - $215
199 $13.2M
T
At&T Inc.

Communication Services
14
+ 0.79%
$26.94 - $29.62 $377 - $415
1.79K $50.5M
CB
Chubb LTD

Financial Services
1
+ 0.58%
$265.99 - $289.59 $266 - $290
174 $48.9M
BAX
Baxter International Inc

Healthcare
1
+ 0.63%
$21.71 - $31.23 $21.7 - $31.2
160 $3.64M
CNI
Canadian National Railway CO

Industrials
1
+ 0.76%
$92.01 - $106.6 $92 - $107
133 $12.5M
TXN
Texas Instruments Inc

Technology
4
+ 3.13%
N/A
132 $24.3M
APG
A Pi Group Corp

Industrials
5
+ 3.25%
$33.09 - $36.34 $165 - $182
159 $5.47M
CMCSA
Comcast Corp

Communication Services
6
+ 0.88%
$31.41 - $36.33 $188 - $218
685 $21.5M
FISV
Fiserv Inc

Technology
27
+ 13.17%
N/A
232 $29.9M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.5%
$915.95 - $994.57 $2.75K - $2.98K
608 $550M
NOW
Service Now, Inc.

Technology
22
+ 3.7%
$850.86 - $1044.69 $18.7K - $23K
616 $567M
CARR
Carrier Global Corp

Industrials
69
+ 1.52%
$58.75 - $80.73 $4.05K - $5.57K
4.61K $275M
IBM
International Business Machines Corp

Technology
1
+ 0.02%
$234.77 - $292.47 $235 - $292
6.58K $1.85B
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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