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 |
|---|---|
TXTTEXTRON INC | $8K |
EBAEBAY INC | $8K |
BMYBRISTOL MYERS | $8K |
VRTVERTIV HOLDINGS | $8K |
AEPAMERICAN ELECTRIC | $8K |
OREALTY INCOME | $8K |
PG4PRINCIPAL FINANCIAL | $7K |
TROWPRICE T | $7K |
LYVLIVE NATION | $7K |
APHAMPHENOL CORP | $7K |
VENVENTAS INC | $7K |
UNPUNION PACIFIC CORP | $7K |
ICEINTERCONTINENTAL EXCH | $7K |
ALCALCON INC | $7K |
AG8AGILENT TECHNOLOGIES | $7K |
INVHINVITATION HOMES | $7K |
EWBCEAST WEST | $7K |
DDOGDATADOG INC | $7K |
ENVXENOVIX CORP | $7K |
VEEVVEEVA SYSTEMS | $7K |
PLDPROLOGIS INC | $7K |
DDDUPONT DE | $7K |
EXEEXPAND ENERGY | $7K |
SRESEMPRA | $7K |
GISGENERAL MILLS | $7K |
SYU1SYNOVUS FINANCIAL | $7K |
CLCOLGATE-PALMOLIVE | $7K |
DVNDEVON ENERGY | $7K |
EWJISHARES MSCI | $7K |
MUMICRON TECHNOLOGY INC | $7K |
CINFCINCINNATI FINL | $7K |
WBSWEBSTER FINANCIAL | $7K |
CMGCHIPOTLE MEXICAN | $7K |
HSTHOST HOTELS | $7K |
IRMIRON MOUNTAIN | $7K |
FOXAFOX CORP | $7K |
NWSANEWS CORP | $7K |
USFDUS FOODS | $7K |
MDLZMONDELEZ INTERNATIONAL | $7K |
GSLCGOLDMAN SACHS | $7K |
WDCWESTERN DIGITAL | $7K |
STXSEAGATE TECHNOLOGY | $7K |
EXREXTRA SPACE | $7K |
RHCRH PLC | $7K |
FXNFIRST TRUST | $7K |
TXNMTXNM ENERGY | $7K |
AEEAMEREN CORP | $7K |
LENLENNAR CORP | $7K |
CTRACOTERRA ENERGY | $7K |
ASMLASML HOLDING | $6K |
EXPDEXPEDITORS INTL | $6K |
XYZBLOCK INC | $6K |
TRMBTRIMBLE INC | $6K |
EQTEQT CORP | $6K |
USBU S BANCORP DE | $6K |
NVTNVENT ELECTRIC | $6K |
FEFIRSTENERGY CORP | $6K |
ZWSZURN ELKAY | $6K |
SNOWSNOWFLAKE INC | $6K |
WYWEYERHAEUSER CO | $6K |
JETSU S GLOBAL | $6K |
GPCGENUINE PARTS | $6K |
FWONALIBERTY MEDIA | $6K |
BIIBBIOGEN INC | $6K |
SPOTSPOTIFY TECHNOLOGY | $6K |
NTAPNETAPP INC | $6K |
HOLXHOLOGIC INC | $6K |
AWCAMERICAN WATER | $6K |
CCLCARNIVAL CORP | $6K |
AMCRAMCOR PLC | $6K |
UDRUDR INC | $6K |
AXONAXON ENTERPRISE | $6K |
CHDCHURCH & DWIGHT | $6K |
BDXBECTON DICKINSON | $6K |
KKRKKR & CO | $6K |
AMHAMERICAN HOMES | $6K |
REXRREXFORD INDUSTRIAL | $6K |
STLDSTEEL DYNAMICS INC | $6K |
KEYKEYCORP NEW | $6K |
ARMKARAMARK | $6K |
ROLROLLINS INC | $6K |
SCISERVICE CORP | $6K |
PFGCPERFORMANCE FOOD | $6K |
DC4DEXCOM INC | $5K |
NRANRG ENERGY | $5K |
TTDTRADE DESK | $5K |
BXBLACKSTONE INC | $5K |
ZMZOOM COMMUNICATIONS | $5K |
DTDYNATRACE INC | $5K |
CGCARLYLE GROUP | $5K |
MASMASCO CORP | $5K |
KNXKNIGHT SWIFT | $5K |
IFFINTL FLAVOR & FRAGRANCE | $5K |
FTVFORTIVE CORP | $5K |
STZCONSTELLATION BRANDS | $5K |
PDMPIEDMONT REALTY | $5K |
PINSPINTEREST INC | $5K |
EXLSEXLSERVICE HOLDINGS | $5K |
OMCOMNICOM GROUP | $5K |
BAXBAXTER INTL | $5K |