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 |
|---|---|
XELXCEL ENERGY | $36K |
VEAVANGUARD FTSE | $36K |
HIXWESTERN ASSET | $35K |
SUNSUNOCO LTD | $35K |
LINLINDE PLC | $35K |
EDVVANGUARD EXTENDED | $34K |
AMEAMETEK INC | $34K |
IYHISHARES U S | $34K |
XEVVXEATON VANCE | $34K |
IHIISHARES U S | $34K |
IAU*ISHARES GOLD | $33K |
NDQINVESCO QQQ | $33K |
AFLAFLAC INC | $33K |
SPGIS&P GLOBAL | $32K |
NUENUCOR CORP | $32K |
FSKFS KKR | $32K |
UPSUNITED PARCEL | $31K |
SPSMSPDR PORTFOLIO | $31K |
ORCLORACLE CORP | $31K |
GALSPDR SSGA | $31K |
CSXCSX CORP | $31K |
EWBCEAST WEST | $30K |
MPWRMONOLITHIC POWER | $30K |
FLEXFLEX LTD | $30K |
SYKSTRYKER CORP | $29K |
SJMSMUCKER JM | $29K |
PRUPRUDENTIAL FINANCIAL | $29K |
CSGPCOSTAR GROUP INC | $29K |
NEENEXTERA ENERGY | $28K |
MCOMOODYS CORP | $28K |
ABTABBOTT LABORATORIES | $28K |
KDKYNDRYL HOLDINGS | $27K |
VVISA INC | $27K |
WABWABTEC | $27K |
ACGLARCH CAPITAL GROUP LTD | $26K |
IUSVISHARES CORE | $26K |
KEYSKEYSIGHT TECHNOLOGIES | $26K |
BMYBRISTOL MYERS | $26K |
CDNSCADENCE DESIGN | $26K |
BROBROWN & BROWN | $26K |
CSCOCISCO SYSTEMS | $25K |
GQ9SPDR GOLD | $25K |
KAMOMANAGED PORTFOLIO SERIES | $25K |
TXNTEXAS INSTRUMENTS | $24K |
HPEHEWLETT PACKARD | $24K |
NCZVIRTUS CONVERTIBLE | $24K |
LDOSLEIDOS HOLDINGS | $23K |
CRFCORNERSTONE TOTAL | $22K |
MAMASTERCARD INC | $21K |
ICFISHARES COHEN | $21K |
AHRAMERICAN HEALTHCARE | $21K |
GILDGILEAD SCIENCES | $21K |
PNRPENTAIR PLC | $21K |
MRNAMODERNA INC | $21K |
COOCOOPER COS | $21K |
IVVISHARES CORE | $21K |
IDV*ISHARES INTL | $21K |
ALBALBEMARLE CORP | $21K |
VUGVANGUARD INDEX FDS | $21K |
MOATVANECK ETF TRUST | $20K |
AMATAPPLIED MATERIALS | $20K |
FCXFREEPORT MCMORAN | $20K |
VODVODAFONE GROUP | $19K |
HEIHEICO CORP NEW CL A | $19K |
HLIHOULIHAN LOKEY | $19K |
YUMYUM BRANDS INC | $19K |
HONHONEYWELL INTL | $18K |
QC10FLAGSTAR FINANCIAL | $18K |
TDYTELEDYNE TECHNOLOGIES | $18K |
ISRGINTUITIVE SURGICAL | $18K |
VBRVANGUARD SMALL | $17K |
MARMARRIOTT INTL | $17K |
DLNWISDOMTREE U S | $17K |
ONON SEMICONDUCTOR | $17K |
DGRSWISDOMTREE TR | $17K |
ICEINTERCONTINENTAL EXCH | $17K |
ADIANALOG DEVICES | $17K |
ESEVERSOURCE ENERGY | $17K |
MCXMC CORMICK | $16K |
METMETLIFE INC | $16K |
GEHCGE HEALTHCARE | $16K |
JRINUVEEN REAL | $16K |
ALCALCON INC | $16K |
VBKVANGUARD SMALL | $16K |
VONVVANGUARD RUSSELL | $15K |
VLTOVERALTO CORP | $15K |
VTIPVANGUARD SHORT | $15K |
EFXEQUIFAX INC | $15K |
CGMSCAPITAL GROUP | $14K |
NOCNORTHROP GRUMMAN | $14K |
KOCOCA COLA COMPANY | $14K |
COWZPACER FDS TR | $14K |
GEVGE VERNOVA | $13K |
MPCMARATHON PETROLEUM | $13K |
PDBCINVESCO OPTIMUM | $13K |
VRSKVERISK ANALYTICS | $13K |
WELLWELLTOWER INC | $13K |
WSTWEST PHARMACEUTICAL | $13K |
IGFISHARES GLOBAL | $13K |
NVONOVO NORDISK | $13K |