Marshall & Sterling Wealth Advisors Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$147.1M

Holdings

640

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (640 positions)

StockValue
CLCOLGATE-PALMOLIVE
$7K
AFWALIGN TECHNOLOGY
$7K
TTWOTAKE-TWO INTERACTIVE
$7K
AIGAMERICAN INTL
$7K
NTRSNORTHERN TRUST
$7K
RMERESMED INC
$7K
USHYISHARES BROAD
$7K
NKENIKE INC
$7K
EXREXTRA SPACE
$7K
EBAEBAY INC
$7K
APHAMPHENOL CORP
$7K
ODFLOLD DOMINION
$7K
CINFCINCINNATI FINL
$7K
NETCLOUDFLARE INC
$7K
IWFISHARES RUSSELL
$7K
FOXAFOX CORP
$7K
AEEAMEREN CORP
$7K
REXRREXFORD INDUSTRIAL
$7K
EXEEXPAND ENERGY
$7K
CAHCARDINAL HEALTH
$7K
TRVCCITIGROUP INC
$7K
PCARPACCAR INC
$7K
MDLZMONDELEZ INTERNATIONAL
$7K
SHOPSHOPIFY INC
$7K
LKQ1LKQ CORP
$7K
ENQENTEGRIS INC
$7K
FLUTFLUTTER ENTERTAINMENT
$7K
STTSTATE STREET
$7K
FISVFISERV INC
$7K
CHDCHURCH &amp DWIGHT
$7K
WBSWEBSTER FINANCIAL
$7K
NXTNEXTRACKER INC
$7K
BIIBBIOGEN INC
$7K
UDRUDR INC
$7K
AREALEXANDRIA REAL
$6K
TROWPRICE T
$6K
LYVLIVE NATION
$6K
EWJISHARES MSCI
$6K
FNFFIDELITY NATIONAL
$6K
TXNMTXNM ENERGY
$6K
NWSANEWS CORP
$6K
EOGEOG RESOURCES
$6K
LENLENNAR CORP
$6K
GPCGENUINE PARTS
$6K
GSLCGOLDMAN SACHS
$6K
MASMASCO CORP
$6K
AMHAMERICAN HOMES
$6K
PHMPULTEGROUP INC
$6K
IRMIRON MOUNTAIN
$6K
SYU1SYNOVUS FINANCIAL
$6K
USBU S BANCORP DE
$6K
FLSFLOWSERVE CORP
$6K
ANETARISTA NETWORKS
$6K
EQTEQT CORP
$6K
VEEVVEEVA SYSTEMS
$6K
CDWCDW CORP
$6K
MCHPMICROCHIP TECHNOLOGY INC
$6K
USFDUS FOODS
$6K
TPDSOMNIGROUP INTERNATIONAL
$6K
ADMARCHER DANIELS
$6K
HSYHERSHEY COMPANY
$6K
OMCOMNICOM GROUP
$6K
JETSU S GLOBAL
$6K
JEFJEFFERIES FINANCIAL
$6K
AZNASTRAZENECA PLC
$6K
TRMBTRIMBLE INC
$6K
IFFINTL FLAVOR &amp FRAGRANCE
$6K
APGAPI GROUP
$6K
STLDSTEEL DYNAMICS INC
$6K
ONONON HOLDING
$5K
SCISERVICE CORP
$5K
BAXBAXTER INTL
$5K
PCGPG&ampE CORP
$5K
PPGPPG INDUSTRIES
$5K
ASMLASML HOLDING
$5K
FWONALIBERTY MEDIA
$5K
HRHEALTHCARE REALTY
$5K
EXLSEXLSERVICE HOLDINGS
$5K
PDMPIEDMONT OFFICE
$5K
HXLHEXCEL CORP NEW
$5K
JCIJOHNSON CONTROLS
$5K
CGCARLYLE GROUP
$5K
ZMZOOM COMMUNICATIONS
$5K
CFCF INDUSTRIES
$5K
TXTTEXTRON INC
$5K
BXBLACKSTONE INC
$5K
KKRKKR &amp CO
$5K
PFGCPERFORMANCE FOOD
$5K
MUMICRON TECHNOLOGY INC
$5K
RBLXROBLOX CORP
$5K
SAPSAP SE
$5K
NVTNVENT ELECTRIC
$5K
WHWYNDHAM HOTELS
$5K
VSTVISTRA CORP
$5K
KEYKEYCORP NEW
$5K
DTDYNATRACE INC
$5K
GPNGLOBAL PAYMENTS
$5K
MINMFS INTERMEDIATE INCOME
$5K
ENVXENOVIX CORP
$5K
BBYBEST BUY
$5K
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