Marshall & Sterling Wealth Advisors Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$156.0M
Holdings
644
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (644 positions)
| Stock | Value |
|---|---|
XMLVINVESCO S&P | $37K |
CSXCSX CORP | $37K |
HIXWESTERN ASSET | $37K |
XELXCEL ENERGY | $37K |
7HPHP INC | $36K |
NRKNUVEEN NEW YORK | $36K |
LINLINDE PLC | $36K |
NUENUCOR CORP | $36K |
CPRTCOPART INC | $36K |
CDNSCADENCE DESIGN | $35K |
TSMTAIWAN SEMICONDUCTOR | $35K |
HPEHEWLETT PACKARD | $35K |
XEVVXEATON VANCE | $35K |
GALSPDR SSGA | $34K |
AMEAMETEK INC | $33K |
EDVVANGUARD EXTENDED | $33K |
IAUMISHARES GOLD | $33K |
CGNGCAPITAL GROUP | $31K |
GPKGRAPHIC PACKAGING | $31K |
JHSCJOHN HANCOCK | $31K |
SPGIS&P GLOBAL | $31K |
GQ9SPDR GOLD | $31K |
SBUXSTARBUCKS CORP | $31K |
IJJISHARES S&P | $31K |
KEYSKEYSIGHT TECHNOLOGIES | $30K |
XLYCONSUMER DISCRETIONARY | $30K |
CRWVCOREWEAVE INC | $30K |
SUNSUNOCO LTD | $30K |
FISVFISERV INC | $30K |
VEAVANGUARD FTSE | $30K |
WABWABTEC | $30K |
VTIPVANGUARD SHORT | $30K |
CGMSCAPITAL GROUP | $29K |
VOXVANGUARD COMMUNICATION | $29K |
JOBYJOBY AVIATION | $29K |
MCOMOODYS CORP | $29K |
IUSVISHARES CORE | $28K |
NCZVIRTUS CONVERTIBLE | $28K |
CSCOCISCO SYSTEMS | $28K |
ABTABBOTT LABORATORIES | $28K |
AMATAPPLIED MATERIALS | $28K |
SJMSMUCKER JM | $27K |
GEVGE VERNOVA | $27K |
VVISA INC | $27K |
PNRPENTAIR PLC | $27K |
KDKYNDRYL HOLDINGS | $26K |
IGFISHARES GLOBAL | $26K |
IDV*ISHARES INTL | $25K |
ACGLARCH CAPITAL GROUP LTD | $25K |
IVVISHARES CORE | $25K |
TXNTEXAS INSTRUMENTS | $24K |
CRFCORNERSTONE TOTAL | $24K |
VODVODAFONE GROUP | $24K |
XLIINDUSTRIAL SELECT | $24K |
HLIHOULIHAN LOKEY | $24K |
ALBALBEMARLE CORP | $23K |
FSKFS KKR | $22K |
HEIHEICO CORP NEW CL A | $22K |
MAMASTERCARD INC | $22K |
NEENEXTERA ENERGY | $22K |
ICFISHARES SELECT | $22K |
PDBCINVESCO OPTIMUM | $22K |
INCYINCYTE CORP | $22K |
CMCSACOMCAST CORP | $21K |
MPWRMONOLITHIC POWER | $21K |
GEHCGE HEALTHCARE | $21K |
TDYTELEDYNE TECHNOLOGIES | $21K |
GILDGILEAD SCIENCES | $20K |
CLSCELESTICA INC | $20K |
ADIANALOG DEVICES | $20K |
UPSUNITED PARCEL | $20K |
GLGLOBE LIFE | $19K |
PENNPENN ENTERTAINMENT | $19K |
ARKQARK AUTONOMOUS | $19K |
DLNWISDOMTREE U S | $19K |
MARMARRIOTT INTL | $19K |
VBKVANGUARD SMALL | $19K |
HONHONEYWELL INTL | $18K |
YUMYUM BRANDS INC | $18K |
QC10FLAGSTAR FINANCIAL | $18K |
MPCMARATHON PETROLEUM | $18K |
INTCINTEL CORP | $17K |
METMETLIFE INC | $16K |
NOCNORTHROP GRUMMAN | $16K |
VONVVANGUARD RUSSELL | $16K |
NEMNEWMONT CORP | $16K |
WBDWARNER BROS | $16K |
XLVHEALTHCARE SELECT | $16K |
ISRGINTUITIVE SURGICAL | $16K |
EWJISHARES MSCI | $16K |
SPMDSPDR PORTFOLIO | $16K |
EZUISHARES MSCI | $16K |
EFXEQUIFAX INC | $16K |
BROBROWN & BROWN | $16K |
PNCPNC FINANCIAL | $15K |
TELTE CONNECTIVITY | $15K |
RKTROCKET COS | $15K |
PWRQUANTA SERVICES | $15K |
WSTWEST PHARMACEUTICAL | $15K |
ODFLOLD DOMINION | $15K |