Marshall & Sterling Wealth Advisors Inc. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$147.1B
Holdings
640
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (640 positions)
| Stock | Value |
|---|---|
CNRCANADIAN NATIONAL | $13K |
DGRWWISDOMTREE TR | $13K |
POOLPOOL CORP | $13K |
PNCPNC FINANCIAL | $13K |
LYBLYONDELLBASELL INDUSTRIE | $12K |
WMBWILLIAMS COS | $12K |
CIBRFIRST TRUST | $12K |
RWKINVESCO EXCH TRADED FD TR II | $12K |
DPZDOMINOS PIZZA | $12K |
FNDFSCHWAB FUNDAMENTAL | $12K |
BLDRBUILDERS FIRSTSOURCE INC | $11K |
ARKQARK AUTONOMOUS | $11K |
ULUNILEVER PLC | $11K |
EMREMERSON ELECTRIC | $11K |
FDSFACTSET RESEARCH | $11K |
PTNQPACER TRENDPILOT | $11K |
JOBYJOBY AVIATION | $11K |
BKRBAKER HUGHES | $11K |
LIILENNOX INTL INC | $11K |
NDSNNORDSON CORP | $10K |
PGRPROGRESSIVE CORP | $10K |
VWOVANGUARD FSTE | $10K |
BSYBENTLEY SYSTEMS | $10K |
HIGHARTFORD INSURANCE | $10K |
INTCINTEL CORP | $10K |
RTXRTX CORP | $10K |
ALLEALLEGION PUBLIC | $10K |
CADECADENCE BANK | $10K |
UBERUBER TECHNOLOGIES | $10K |
WRBBERKLEY W R | $10K |
TRGPTARGA RESOURCES | $10K |
TLTISHARES TR | $10K |
DESWISDOMTREE U S | $10K |
PG4PRINCIPAL FINANCIAL | $10K |
TELTE CONNECTIVITY | $10K |
EXPOEXPONENT INC | $10K |
FTNTFORTINET INC | $10K |
DOVDOVER CORP | $10K |
SSNCSS&C TECHNOLOGIES | $10K |
HWMHOWMET AEROSPACE | $9K |
CMICUMMINS INC | $9K |
NEMNEWMONT CORP | $9K |
ACNACCENTURE PLC | $9K |
VICIVICI PROPERTIES | $9K |
FICOFAIR ISAAC | $9K |
DFSEURDISCOVER FINANCIAL | $9K |
OLEDUNIVERSAL DISPLAY | $9K |
ETRENTERGY CORP | $9K |
TJXTJX COS | $9K |
FASTFASTENAL CO | $9K |
WBDWARNER BROS | $9K |
CBRECBRE GROUP | $9K |
DTEDTE ENERGY | $9K |
SOSOUTHERN COMPANY | $9K |
GRMNGARMIN LTD | $9K |
OREALTY INCOME | $9K |
MOALTRIA GROUP | $9K |
AWCAMERICAN WATER | $9K |
FITBFIFTH THIRD | $9K |
SLYVSPDR S&P | $9K |
GLDMWORLD GOLD TR | $9K |
TMUST-MOBILE US | $9K |
RHCRH PLC | $9K |
BABOEING COMPANY | $9K |
HBANHUNTINGTON BANCSHARES | $8K |
RFREGIONS FINANCIAL | $8K |
VMCVULCAN MATERIALS | $8K |
ROKROCKWELL AUTOMATION | $8K |
DVNDEVON ENERGY | $8K |
UNPUNION PACIFIC CORP | $8K |
CFGCITIZENS FINANCIAL | $8K |
EBCEASTERN BANKSHARES | $8K |
SYFSYNCHRONY FINANCIAL | $8K |
RKLBROCKET LAB | $8K |
AVBAVALONBAY COMMNTYS | $8K |
QCOMQUALCOMM INC | $8K |
IVEISHARES S&P | $8K |
MMM3M COMPANY | $8K |
VENVENTAS INC | $8K |
KIMKIMCO REALTY | $8K |
IVWISHARES S&P | $8K |
GDDYGODADDY INC | $8K |
MSCIMSCI INC | $8K |
LRCXLAM RESEARCH | $8K |
NDAQNASDAQ INC | $8K |
RJFRAYMOND JAMES | $8K |
INVHINVITATION HOMES | $8K |
DDDUPONT DE | $8K |
WYWEYERHAEUSER CO | $8K |
TSCOTRACTOR SUPPLY | $8K |
PLDPROLOGIS INC | $8K |
BDXBECTON DICKINSON | $8K |
ZBHZIMMER BIOMET | $8K |
HLNEHAMILTON LANE | $8K |
GGGGRACO INC | $8K |
ARESARES MANAGEMENT | $7K |
DUKDUKE ENERGY | $7K |
CTRACOTERRA ENERGY | $7K |
IJRISHARES TR | $7K |
FTVFORTIVE CORP | $7K |