Marshall & Sterling Wealth Advisors Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$144.7M
Holdings
361
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (361 positions)
| Stock | Value |
|---|---|
AFLAFLAC INC | $17K |
RKLBROCKET LAB | $17K |
DLNWISDOMTREE U S | $17K |
AMATAPPLIED MATERIALS | $16K |
ISRGINTUITIVE SURGICAL | $16K |
CRMSALESFORCE INC | $15K |
ESEVERSOURCE ENERGY | $15K |
BMYBRISTOL MYERS | $15K |
YUMYUM BRANDS INC | $15K |
TXNTEXAS INSTRUMENTS | $15K |
JRINUVEEN REAL | $15K |
QC10FLAGSTAR FINANCIAL | $14K |
VGSHVANGUARD SHORT | $14K |
CNRCANADIAN NATIONAL | $13K |
ARKQARK AUTONOMOUS | $13K |
ABTABBOTT LABORATORIES | $13K |
CIBRFIRST TRUST | $13K |
PNCPNC FINANCIAL | $13K |
NOCNORTHROP GRUMMAN | $13K |
VTIVANGUARD TOTAL | $13K |
CSCOCISCO SYSTEMS | $12K |
NEENEXTERA ENERGY | $12K |
NVONOVO NORDISK | $12K |
PFFISHARES PFD | $12K |
CADECADENCE BANK | $12K |
PTNQPACER TRENDPILOT | $11K |
BSVVANGUARD SHORT | $11K |
FNDFSCHWAB FUNDAMENTAL | $11K |
MCXMC CORMICK | $11K |
HONHONEYWELL INTL | $10K |
TELTE CONNECTIVITY | $10K |
NFLXNETFLIX INC | $10K |
GEHCGE HEALTHCARE | $10K |
METMETLIFE INC | $10K |
CMICUMMINS INC | $9K |
IVWISHARES S&P | $9K |
EBCEASTERN BANKSHARES | $9K |
CVSCVS HEALTH | $8K |
IVEISHARES S&P | $8K |
ALCALCON INC | $7K |
ENVXENOVIX CORP | $7K |
JETSETF SER | $7K |
NEMNEWMONT CORP | $7K |
UAAUNDER ARMOUR | $7K |
PDMPIEDMONT OFFICE | $7K |
GSLCGOLDMAN SACHS | $6K |
GILDGILEAD SCIENCES | $6K |
EWJISHARES MSCI | $6K |
LYBLYONDELLBASELL INDUSTRIE | $6K |
TXNMTXNM ENERGY | $6K |
NXTNEXTRACKER INC | $6K |
DGDOLLAR GENL | $5K |
WHWYNDHAM HOTELS | $5K |
SHOPSHOPIFY INC | $5K |
LVSLAS VEGAS SANDS | $5K |
SNOWSNOWFLAKE INC | $5K |
FTREFORTREA HOLDINGS | $5K |
JEPIJPMORGAN | $5K |
LNCLINCOLN NATL CORP IN | $5K |
CGGRCAPITAL GROUP | $5K |
WBDWARNER BROS | $5K |
MINMFS INTERMEDIATE INCOME | $5K |
ETNEATON CORP | $5K |
JNJJOHNSON & JOHNSON | $4K |
MDTMEDTRONIC PLC | $4K |
IPINTL PAPER | $4K |
JCIJOHNSON CONTROLS | $4K |
FVALFIDELITY COVINGTON | $4K |
OHIOMEGA HEALTHCARE | $4K |
DELLDELL TECHNOLOGIES | $4K |
FULTFULTON FINANCIAL | $4K |
VWOVANGUARD FSTE | $4K |
XCHYXCALAMOS CONVERTIBLE | $4K |
VSSVANGUARD FTSE | $4K |
DKNGDRAFTKINGS INC | $4K |
FIVEFIVE BELOW | $4K |
NXPINXP SEMICONDUCTORS | $4K |
KMBKIMBERLY CLARK | $4K |
ASMLASML HOLDING | $3K |
FTNTFORTINET INC | $3K |
IJTISHARES S&P | $3K |
IWSISHARES RUSS | $3K |
EMXCISHARES MSCI | $3K |
ABATAMERICAN BATTERY | $3K |
BONDPIMCO ACTIVE | $3K |
IWPISHARES RUSSELL | $3K |
VFHVANGUARD FINANCIALS | $3K |
VXUSVANGUARD TOTAL | $3K |
RWTREDWOOD TRUST INC | $3K |
VRTVERTIV HOLDINGS | $3K |
TNLTRAVEL LEISURE | $3K |
FRELFIDELITY MSCI | $3K |
ARKFARK FINTECH | $3K |
IWNISHARES RUSSELL | $3K |
TRVCCITIGROUP INC | $3K |
AGZDWISDOMTREE TRUST | $3K |
YUMCYUM CHINA | $3K |
JOBYJOBY AVIATION | $2K |
SCHASCHWAB US | $2K |
PNRPENTAIR PLC | $2K |