Marshall & Sterling Wealth Advisors Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$147.7B
Holdings
630
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (630 positions)
| Stock | Value |
|---|---|
TXTTEXTRON INC | $7.7M |
EBAEBAY INC | $7.7M |
BMYBRISTOL MYERS | $7.6M |
VRTVERTIV HOLDINGS | $7.6M |
AEPAMERICAN ELECTRIC | $7.6M |
OREALTY INCOME | $7.5M |
PG4PRINCIPAL FINANCIAL | $7.5M |
TROWPRICE T | $7.4M |
LYVLIVE NATION | $7.4M |
APHAMPHENOL CORP | $7.4M |
VENVENTAS INC | $7.4M |
UNPUNION PACIFIC CORP | $7.4M |
ICEINTERCONTINENTAL EXCH | $7.3M |
ALCALCON INC | $7.3M |
AG8AGILENT TECHNOLOGIES | $7.3M |
INVHINVITATION HOMES | $7.3M |
EWBCEAST WEST | $7.3M |
DDOGDATADOG INC | $7.3M |
ENVXENOVIX CORP | $7.2M |
VEEVVEEVA SYSTEMS | $7.2M |
PLDPROLOGIS INC | $7.1M |
DDDUPONT DE | $7.1M |
EXEEXPAND ENERGY | $7.1M |
SRESEMPRA | $7.1M |
GISGENERAL MILLS | $7.1M |
SYU1SYNOVUS FINANCIAL | $7.1M |
CLCOLGATE-PALMOLIVE | $7.1M |
DVNDEVON ENERGY | $7.1M |
EWJISHARES MSCI | $7.0M |
MUMICRON TECHNOLOGY INC | $7.0M |
CINFCINCINNATI FINL | $7.0M |
WBSWEBSTER FINANCIAL | $7.0M |
CMGCHIPOTLE MEXICAN | $7.0M |
HSTHOST HOTELS | $6.9M |
IRMIRON MOUNTAIN | $6.9M |
FOXAFOX CORP | $6.8M |
NWSANEWS CORP | $6.7M |
USFDUS FOODS | $6.7M |
MDLZMONDELEZ INTERNATIONAL | $6.7M |
GSLCGOLDMAN SACHS | $6.7M |
WDCWESTERN DIGITAL | $6.7M |
STXSEAGATE TECHNOLOGY | $6.6M |
EXREXTRA SPACE | $6.6M |
RHCRH PLC | $6.6M |
FXNFIRST TRUST | $6.6M |
TXNMTXNM ENERGY | $6.6M |
AEEAMEREN CORP | $6.5M |
LENLENNAR CORP | $6.5M |
CTRACOTERRA ENERGY | $6.5M |
ASMLASML HOLDING | $6.4M |
EXPDEXPEDITORS INTL | $6.4M |
XYZBLOCK INC | $6.4M |
TRMBTRIMBLE INC | $6.4M |
EQTEQT CORP | $6.4M |
USBU S BANCORP DE | $6.3M |
NVTNVENT ELECTRIC | $6.3M |
FEFIRSTENERGY CORP | $6.3M |
ZWSZURN ELKAY | $6.3M |
SNOWSNOWFLAKE INC | $6.3M |
WYWEYERHAEUSER CO | $6.2M |
JETSU S GLOBAL | $6.2M |
GPCGENUINE PARTS | $6.2M |
FWONALIBERTY MEDIA | $6.2M |
BIIBBIOGEN INC | $6.2M |
SPOTSPOTIFY TECHNOLOGY | $6.1M |
NTAPNETAPP INC | $6.1M |
HOLXHOLOGIC INC | $6.0M |
AWCAMERICAN WATER | $6.0M |
CCLCARNIVAL CORP | $6.0M |
AMCRAMCOR PLC | $5.9M |
UDRUDR INC | $5.9M |
AXONAXON ENTERPRISE | $5.8M |
CHDCHURCH & DWIGHT | $5.8M |
BDXBECTON DICKINSON | $5.7M |
KKRKKR & CO | $5.7M |
AMHAMERICAN HOMES | $5.7M |
REXRREXFORD INDUSTRIAL | $5.7M |
STLDSTEEL DYNAMICS INC | $5.6M |
KEYKEYCORP NEW | $5.6M |
ARMKARAMARK | $5.6M |
ROLROLLINS INC | $5.6M |
SCISERVICE CORP | $5.5M |
PFGCPERFORMANCE FOOD | $5.5M |
DC4DEXCOM INC | $5.5M |
NRANRG ENERGY | $5.5M |
TTDTRADE DESK | $5.4M |
BXBLACKSTONE INC | $5.4M |
ZMZOOM COMMUNICATIONS | $5.4M |
DTDYNATRACE INC | $5.4M |
CGCARLYLE GROUP | $5.3M |
MASMASCO CORP | $5.3M |
KNXKNIGHT SWIFT | $5.3M |
IFFINTL FLAVOR & FRAGRANCE | $5.2M |
FTVFORTIVE CORP | $5.2M |
STZCONSTELLATION BRANDS | $5.2M |
PDMPIEDMONT REALTY | $5.2M |
PINSPINTEREST INC | $4.9M |
EXLSEXLSERVICE HOLDINGS | $4.9M |
OMCOMNICOM GROUP | $4.8M |
BAXBAXTER INTL | $4.8M |