Marshall & Sterling Wealth Advisors Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$147.1M
Holdings
640
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (640 positions)
| Stock | Value |
|---|---|
VHTVANGUARD HEALTH | $130K |
AQLTISHARES CORE | $130K |
AQLTISHARES U S | $118K |
IEMGISHARES CORE | $116K |
DWDMORGAN STANLEY | $110K |
MTBM&T BANK | $110K |
ARKTARK NEXT | $98K |
DFUSDIMENSIONAL US | $94K |
PLTRPALANTIR TECHNOLOGIES | $93K |
AQLTISHARES SELECT | $89K |
UNHUNITEDHEALTH GROUP | $87K |
BACBANK AMERICA | $85K |
IWYISHARES RUSSELL | $82K |
ARKKARK INNOVATION | $82K |
LLYELI LILLY | $82K |
GEGE AEROSPACE | $80K |
MDYSPDR S&P | $78K |
SPYGSPDR PORTFOLIO | $77K |
TSLATESLA INC | $75K |
BRBROADRIDGE FINANCIAL | $75K |
PFEPFIZER INC | $74K |
JHMMJOHN HANCOCK | $74K |
CATCATERPILLAR INC | $74K |
VIGVANGUARD SPECIALIZED FUNDS | $73K |
SCHBSCHWAB US | $70K |
SPMDSPDR PORTFOLIO | $70K |
MDYGSPDR SERIES | $68K |
JNJJOHNSON & JOHNSON | $67K |
CGGRCAPITAL GROUP | $65K |
LHLABCORP HOLDINGS | $64K |
DFATDIMENSIONAL US | $63K |
VMBSVANGUARD MORTGAGE | $62K |
4I1PHILIP MORRIS | $62K |
CGDGCAPITAL GROUP | $61K |
MCDMCDONALDS CORP | $61K |
ROSTROSS STORES | $59K |
CGUSCAPITAL GROUP | $59K |
CVXCHEVRON CORP | $58K |
HDVISHARES CORE | $57K |
VCITVANGUARD SCOTTSDALE FDS | $56K |
TFCTRUIST FINANCIAL | $56K |
CRMSALESFORCE INC | $56K |
SPYVSPDR PORTFOLIO | $55K |
NVSNNOVARTIS AG | $55K |
CGCBCAPITAL GROUP | $55K |
VOOVANGUARD S&P | $54K |
WFCWELLS FARGO | $54K |
FDVVFIDELITY COVINGTON TRUST | $54K |
DOCHEALTHPEAK PPTYS | $53K |
BSXBOSTON SCIENTIFIC | $53K |
XSDSPDR SERIES | $53K |
BACVERIZON COMMUNICATIONS | $53K |
IJHISHARES CORE | $52K |
DISWALT DISNEY | $52K |
CBCHUBB LTD | $52K |
CPRTCOPART INC | $51K |
RSPINVESCO EXCHANGE TRADED FD T | $50K |
TAT&T INC | $50K |
WDFCWD 40 | $50K |
FNDXSCHWAB FUNDAMENTAL | $49K |
MBBISHARES MBS | $48K |
TSMTAIWAN SEMICONDUCTOR | $48K |
VBVANGUARD SMALL | $48K |
APLEAPPLE HOSPITALITY | $48K |
RSGREPUBLIC SERVICES | $48K |
ITWILLINOIS TOOL | $48K |
GSGOLDMAN SACHS | $47K |
DFASDIMENSIONAL US | $47K |
FQIDIGITAL REALTY | $46K |
QYLDGLOBAL X | $45K |
NFLXNETFLIX INC | $45K |
MRKMERCK & COMPANY | $45K |
CMCSACOMCAST CORP | $44K |
SUSCISHARES ESG | $43K |
CGCPCAPITAL GROUP | $43K |
VTIVANGUARD TOTAL | $43K |
CGXUCAPITAL GROUP | $43K |
XMLVINVESCO S&P | $43K |
ACMAECOM | $42K |
QDPLPACER FDS TR | $42K |
VCSHVANGUARD SCOTTSDALE FDS | $42K |
PANWPALO ALTO | $42K |
SPIBSPDR PORTFOLIO | $41K |
DIAXNUVEEN DOW | $41K |
EPDENTERPRISE PRODUCTS | $41K |
JHSCJOHN HANCOCK | $41K |
IJJISHARES S&P | $40K |
GLGLOBE LIFE | $40K |
EDCONSOLIDATED EDISON | $40K |
XYLXYLEM INC | $39K |
AMDADVANCED MICRO | $39K |
IWBISHARES RUSSELL | $39K |
OKEONEOK INC | $39K |
MDTMEDTRONIC PLC | $39K |
NRKNUVEEN NEW YORK | $38K |
RDVYFIRST TRUST | $38K |
7HPHP INC | $38K |
IRINGERSOLL RAND | $37K |
SBUXSTARBUCKS CORP | $37K |
IUSGISHARES S&P | $37K |