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)
| Stock | Value |
|---|---|
KMBKIMBERLY CLARK | $5K |
PINSPINTEREST INC | $5K |
HLMNHILLMAN SOLUTIONS | $5K |
HOODROBINHOOD MARKETS | $5K |
SNOWSNOWFLAKE INC | $5K |
EIXEDISON INTL | $4K |
HSTHOST HOTELS | $4K |
IPINTL PAPER | $4K |
DC4DEXCOM INC | $4K |
AWMSKYWORKS SOLUTIONS | $4K |
SONYSONY GROUP | $4K |
SESEA LTD | $4K |
OHIOMEGA HEALTHCARE | $4K |
ALSALLSTATE CORP | $4K |
ALLYALLY FINANCIAL | $4K |
CCLCARNIVAL CORP | $4K |
HOLXHOLOGIC INC | $4K |
MRVLMARVELL TECHNOLOGY | $4K |
LVSLAS VEGAS SANDS | $4K |
AGGISHARES CORE | $4K |
VSSVANGUARD FTSE | $4K |
FULTFULTON FINANCIAL | $4K |
SMCISUPER MICRO | $4K |
VONGVANGUARD RUSSELL | $4K |
SCHASCHWAB US | $3K |
TERTERADYNE INC | $3K |
DKNGDRAFTKINGS INC | $3K |
NXPINXP SEMICONDUCTORS | $3K |
DELLDELL TECHNOLOGIES | $3K |
BONDPIMCO ACTIVE | $3K |
IWSISHARES RUSS | $3K |
REETISHARES GLOBAL | $3K |
BLDTOPBUILD CORP | $3K |
RELXRELX PLC | $3K |
VFHVANGUARD FINANCIALS | $3K |
YUMCYUM CHINA | $3K |
FRELFIDELITY MSCI | $3K |
IWPISHARES RUSSELL | $3K |
AGZDWISDOMTREE TRUST | $3K |
LYGLLOYDS BANKING | $3K |
CHKPCHECK POINT | $3K |
TMOTHERMO FISHER | $2K |
TNLTRAVEL LEISURE | $2K |
INTUINTUIT INC | $2K |
IWNISHARES RUSSELL | $2K |
HDBHDFC BANK | $2K |
ARKFARK FINTECH | $2K |
IDEVISHARES CORE | $2K |
VGTVANGUARD WORLD FD | $2K |
GDGENERAL DYNAMICS | $2K |
CVSCVS HEALTH | $2K |
BBVABANCO BILBAO | $2K |
TANINVESCO SOLAR | $2K |
KWEBKRANESHARES CSI | $2K |
SCHMSCHWAB US | $2K |
TRITHOMSON REUTERS | $2K |
XLKTECHNOLOGY SELECT | $2K |
FTREFORTREA HOLDINGS | $2K |
MUFGMITSUBISHI UFJ | $2K |
COFCAPITAL ONE | $2K |
IWOISHARES RUSSELL | $2K |
ARGXARGENX SE | $2K |
CLXCLOROX COMPANY | $2K |
KDPKEURIG DR | $2K |
RACEFERRARI NV | $2K |
TTTRANE TECHNOLOGIES | $2K |
VOVANGUARD INDEX FDS | $2K |
HACKAMPLIFY CYBERSECURITY | $2K |
DHIDR HORTON | $2K |
SPOTSPOTIFY TECHNOLOGY | $2K |
JDJD.COM INC | $2K |
DOCUDOCUSIGN INC | $2K |
AONAON PLC | $2K |
KVUEKENVUE INC | $1K |
FDXFEDEX CORP | $1K |
VRTVERTIV HOLDINGS | $1K |
WQTMWISDOMTREE CLOUD | $1K |
OWLBLUE OWL | $1K |
SHWSHERWIN WILLIAMS | $1K |
WTWWILLIS TOWERS | $1K |
HELOJ P MORGAN EXCHANGE TRADED F | $1K |
XLEENERGY SELECT | $1K |
AMTAMERICAN TOWER | $1K |
MODMODINE MANUFACTURING | $1K |
ABATAMERICAN BATTERY | $1K |
IWDISHARES TR | $1K |
USFRWISDOMTREE FLOATING | $1K |
NWGNATWEST GROUP | $1K |
PAYXPAYCHEX INC | $1K |
ZLABZAI LAB | $1K |
PHPARKER-HANNIFIN CORP | $1K |
CEGCONSTELLATION ENERGY | $1K |
GLWCORNING INC | $1K |
APDAIR PRODUCTS | $1K |
PGZPRINCIPAL REAL | $1K |
EWEDWARDS LIFESCIENCES | $1K |
BBBLACKBERRY LTD | $1K |
AEPAMERICAN ELECTRIC | $1K |
VNOMUSDVIPER ENERGY | $1K |
TRVTRAVELERS COS | $1K |