Marshall & Sterling Wealth Advisors Inc. Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$151.5M
Holdings
338
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (338 positions)
| Stock | Value |
|---|---|
MRVLMARVELL TECHNOLOGY | $18K |
PFEPFIZER INC | $18K |
PANWPALO ALTO | $18K |
YUMYUM BRANDS INC | $17K |
ISRGINTUITIVE SURGICAL | $16K |
UNHUNITEDHEALTH GROUP | $16K |
TELTE CONNECTIVITY | $16K |
RKTROCKET COS | $15K |
GEHCGE HEALTHCARE | $15K |
NOCNORTHROP GRUMMAN | $15K |
FNDFSCHWAB FUNDAMENTAL | $15K |
PENNPENN ENTERTAINMENT | $14K |
CRWVCOREWEAVE INC | $14K |
MPCMARATHON PETROLEUM | $14K |
NEENEXTERA ENERGY | $13K |
PNCPNC FINANCIAL | $13K |
CMICUMMINS INC | $13K |
NXTNEXTPOWER INC | $13K |
AFLAFLAC INC | $13K |
CNRCANADIAN NATIONAL | $13K |
TXNTEXAS INSTRUMENTS | $13K |
EDCONSOLIDATED EDISON | $12K |
VHTVANGUARD HEALTH | $12K |
NVONOVO NORDISK | $11K |
FTNYPUTNAM FRANKLIN | $11K |
DELLDELL TECHNOLOGIES | $11K |
QBTSDWAVE QUANTUM | $11K |
GILDGILEAD SCIENCES | $11K |
VFHVANGUARD FINANCIALS | $10K |
IVWISHARES S&P | $10K |
WBDWARNER BROS | $10K |
IYHISHARES U S | $9K |
VBRVANGUARD SMALL | $9K |
METMETLIFE INC | $9K |
TLTISHARES 20 PLUS | $8K |
HONHONEYWELL INTL | $8K |
JRSNUVEEN REAL | $8K |
SRVRPACER DATA | $8K |
OKEONEOK INC | $7K |
EWJISHARES MSCI | $7K |
JETSU S GLOBAL | $7K |
VEAVANGUARD FTSE | $7K |
GSLCGOLDMAN SACHS | $7K |
ETHAISHARES ETHEREUM | $7K |
CMCSACOMCAST CORP | $7K |
IONQIONQ INC | $6K |
LVSLAS VEGAS SANDS | $6K |
ALCALCON INC | $6K |
TXNMTXNM ENERGY | $6K |
JCIJOHNSON CONTROLS | $6K |
JNJJOHNSON & JOHNSON | $6K |
ASMLASML HOLDING | $5K |
PDMPIEDMONT REALTY | $5K |
NFLXNETFLIX INC | $5K |
WHWYNDHAM HOTELS | $4K |
OHIOMEGA HEALTHCARE | $4K |
FULTFULTON FINANCIAL | $4K |
SNOWSNOWFLAKE INC | $4K |
MINMFS INTERMEDIATE INCOME | $4K |
RGTIRIGETTI COMPUTING | $4K |
CGGRCAPITAL GROUP | $4K |
ABATAMERICAN BATTERY | $4K |
INTCINTEL CORP | $4K |
LPZBLIGHTPATH TECHNOLOGIES | $4K |
UPSUNITED PARCEL | $4K |
XLFSTATE STREET | $4K |
FTNTFORTINET INC | $4K |
VWOVANGUARD FSTE | $4K |
APPAPPLOVIN CORP | $4K |
BONDPIMCO ACTIVE | $3K |
SHOPSHOPIFY INC | $3K |
IHIISHARES U S | $3K |
REETISHARES GLOBAL | $3K |
VNQVANGUARD REAL | $3K |
PDBCINVESCO OPTIMUM | $3K |
AXONAXON ENTERPRISE | $3K |
ARKFARK BLOCKCHAIN | $3K |
TNLTRAVEL LEISURE | $3K |
VTIVANGUARD TOTAL | $3K |
TANINVESCO SOLAR | $3K |
XLYSTATE STREET | $3K |
TERTERADYNE INC | $2K |
KMBKIMBERLY CLARK | $2K |
FRELFIDELITY MSCI | $2K |
CRMSALESFORCE INC | $2K |
MODMODINE MANUFACTURING | $2K |
XLKSTATE STREET | $2K |
JMTGJPMORGAN MORTGAE | $2K |
BBJPJPMORGAN BETABUILDERS | $2K |
SPOTSPOTIFY TECHNOLOGY | $2K |
DYHTARGET CORP | $2K |
QUBTQUANTUM COMPUTING | $2K |
AIRJWAIRJOULE TECHNOLOGIES | $1K |
CMPCOMPASS MNRLS | $1K |
BBBLACKBERRY LTD | $1K |
XLESTATE STREET | $1K |
LVLNSPDR S&P | $1K |
HACKAMPLIFY CYBERSECURITY | $1K |
RRXREGAL REXNORD | $1K |
LULULULULEMON ATHLETICA | $1K |