Marshall & Sterling Wealth Advisors Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$147.7M
Holdings
630
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (630 positions)
| Stock | Value |
|---|---|
HIXWESTERN ASSET | $36K |
BBJPJPMORGAN BETABUILDERS | $36K |
FISVFISERV INC | $35K |
LINLINDE PLC | $35K |
IHIISHARES U S | $35K |
MDTMEDTRONIC PLC | $35K |
NRKNUVEEN NEW YORK | $35K |
IAU*ISHARES GOLD | $35K |
XEVVXEATON VANCE | $35K |
SBUXSTARBUCKS CORP | $35K |
PRUPRUDENTIAL FINANCIAL | $34K |
NUENUCOR CORP | $34K |
NDQINVESCO QQQ | $34K |
SPGIS&P GLOBAL | $34K |
CSXCSX CORP | $34K |
VCSHVANGUARD SCOTTSDALE FDS | $33K |
GALSPDR SSGA | $33K |
EDVVANGUARD EXTENDED | $33K |
7HPHP INC | $32K |
SUNSUNOCO LTD | $32K |
AMEAMETEK INC | $32K |
XELXCEL ENERGY | $32K |
FSKFS KKR | $31K |
CDNSCADENCE DESIGN | $31K |
WABWABTEC | $31K |
MCOMOODYS CORP | $30K |
PFEPFIZER INC | $30K |
VTIPVANGUARD SHORT | $29K |
CSGPCOSTAR GROUP INC | $29K |
HPEHEWLETT PACKARD | $29K |
KEYSKEYSIGHT TECHNOLOGIES | $29K |
ABTABBOTT LABORATORIES | $28K |
CSCOCISCO SYSTEMS | $28K |
IAUMISHARES GOLD | $28K |
VEAVANGUARD FTSE | $28K |
VVISA INC | $28K |
TSMTAIWAN SEMICONDUCTOR | $27K |
IUSVISHARES CORE | $27K |
TXNTEXAS INSTRUMENTS | $27K |
GQ9SPDR GOLD | $27K |
NCZVIRTUS CONVERTIBLE | $26K |
AMATAPPLIED MATERIALS | $26K |
UPSUNITED PARCEL | $25K |
IGFISHARES GLOBAL | $25K |
ACGLARCH CAPITAL GROUP LTD | $25K |
ONON SEMICONDUCTOR | $25K |
PNRPENTAIR PLC | $25K |
SJMSMUCKER JM | $25K |
CMCSACOMCAST CORP | $24K |
IDV*ISHARES INTL | $24K |
GEVGE VERNOVA | $23K |
CRFCORNERSTONE TOTAL | $23K |
IVVISHARES CORE | $23K |
HEIHEICO CORP NEW CL A | $23K |
FCXFREEPORT MCMORAN | $22K |
VODVODAFONE GROUP | $22K |
MAMASTERCARD INC | $22K |
MOATVANECK ETF TRUST | $22K |
ICFISHARES SELECT | $21K |
PDBCINVESCO OPTIMUM | $21K |
HLIHOULIHAN LOKEY | $21K |
GEHCGE HEALTHCARE | $21K |
CGNGCAPITAL GROUP | $21K |
NEENEXTERA ENERGY | $20K |
HONHONEYWELL INTL | $20K |
AFLAFLAC INC | $20K |
GILDGILEAD SCIENCES | $20K |
TPYPTORTOISE CAPITAL SERIES TRUS | $20K |
JRSNUVEEN REAL | $20K |
ISRGINTUITIVE SURGICAL | $20K |
MARMARRIOTT INTL | $20K |
ADIANALOG DEVICES | $20K |
JOBYJOBY AVIATION | $19K |
BROBROWN & BROWN | $19K |
TDYTELEDYNE TECHNOLOGIES | $18K |
VBRVANGUARD SMALL | $18K |
PENNPENN ENTERTAINMENT | $18K |
ALBALBEMARLE CORP | $18K |
DLNWISDOMTREE U S | $18K |
YUMYUM BRANDS INC | $18K |
ODFLOLD DOMINION | $17K |
VBKVANGUARD SMALL | $17K |
MPWRMONOLITHIC POWER | $17K |
QC10FLAGSTAR FINANCIAL | $16K |
CGMSCAPITAL GROUP | $16K |
METMETLIFE INC | $16K |
EFXEQUIFAX INC | $16K |
VONVVANGUARD RUSSELL | $16K |
ARKQARK AUTONOMOUS | $15K |
MPCMARATHON PETROLEUM | $15K |
SRVRPACER DATA | $15K |
BSYBENTLEY SYSTEMS | $15K |
DGRWWISDOMTREE TR | $15K |
CIBRFIRST TRUST | $14K |
PNCPNC FINANCIAL | $14K |
VUGVANGUARD INDEX FDS | $14K |
COWZPACER FDS TR | $14K |
PWRQUANTA SERVICES | $14K |
JCIJOHNSON CONTROLS | $14K |
KOCOCA COLA COMPANY | $14K |