Marshall & Sterling Wealth Advisors Inc. Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$156.0M
Holdings
644
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (644 positions)
| Stock | Value |
|---|---|
AFLAFLAC INC | $15K |
6RJ0ROCKET LAB | $15K |
JCIJOHNSON CONTROLS | $14K |
XLFISECTOR CONSUMER | $14K |
FNDFSCHWAB FUNDAMENTAL | $14K |
AAXJISHARES MSCI | $13K |
KOCOCA COLA COMPANY | $13K |
DPZDOMINOS PIZZA | $13K |
RTXRTX CORP | $13K |
COOCOOPER COS | $13K |
CMICUMMINS INC | $13K |
CNRCANADIAN NATIONAL | $12K |
POOLPOOL CORP | $12K |
WMSADVANCED DRAIN | $12K |
EMEEMCOR GROUP | $12K |
IONQIONQ INC | $12K |
BKRBAKER HUGHES | $12K |
MSCIMSCI INC | $12K |
LRCXLAM RESEARCH | $12K |
WELLWELLTOWER INC | $12K |
NXTNEXTRACKER INC | $12K |
UBERUBER TECHNOLOGIES | $11K |
LYBLYONDELLBASELL INDUSTRIE | $11K |
FASTFASTENAL CO | $11K |
DHRDANAHER CORP | $11K |
HIGHARTFORD INSURANCE | $11K |
VRSKVERISK ANALYTICS | $11K |
HLNEHAMILTON LANE | $11K |
SYFSYNCHRONY FINANCIAL | $11K |
GLWCORNING INC | $11K |
TJXTJX COS | $11K |
QBTSDWAVE QUANTUM | $11K |
STXSEAGATE TECHNOLOGY | $11K |
BABOEING COMPANY | $11K |
CFGCITIZENS FINANCIAL | $11K |
JMTGJPMORGAN MORTGAE | $11K |
IVWISHARES S&P | $10K |
RFREGIONS FINANCIAL | $10K |
FITBFIFTH THIRD | $10K |
SSNCSS&C TECHNOLOGIES | $10K |
ETRENTERGY CORP | $10K |
NETCLOUDFLARE INC | $10K |
GRMNGARMIN LTD | $10K |
NTRSNORTHERN TRUST | $10K |
COFCAPITAL ONE | $10K |
ALLEALLEGION PUBLIC | $10K |
HBANHUNTINGTON BANCSHARES | $10K |
VBRVANGUARD SMALL | $10K |
RJFRAYMOND JAMES | $10K |
SLYVSPDR S&P | $10K |
XLEENERGY SELECT | $10K |
TRVCCITIGROUP INC | $10K |
PGRPROGRESSIVE CORP | $10K |
VHTVANGUARD HEALTH | $10K |
MUMICRON TECHNOLOGY INC | $10K |
LIILENNOX INTL INC | $10K |
NVONOVO NORDISK | $9K |
OLEDUNIVERSAL DISPLAY | $9K |
EMREMERSON ELECTRIC | $9K |
LLOEWS CORP | $9K |
JRSNUVEEN REAL | $9K |
QCOMQUALCOMM INC | $9K |
APHAMPHENOL CORP | $9K |
VICIVICI PROPERTIES | $9K |
SRVRPACER DATA | $9K |
DUKDUKE ENERGY | $9K |
NDAQNASDAQ INC | $9K |
DTEDTE ENERGY | $9K |
TTWOTAKE-TWO INTERACTIVE | $9K |
SOSOUTHERN COMPANY | $9K |
VRTVERTIV HOLDINGS | $9K |
WDCWESTERN DIGITAL | $9K |
IPINTL PAPER | $9K |
WMBWILLIAMS COS | $9K |
ARESARES MANAGEMENT | $9K |
RMERESMED INC | $9K |
KIMKIMCO REALTY | $9K |
DASHDOORDASH INC | $9K |
AVBAVALONBAY COMMNTYS | $9K |
RHCRH PLC | $9K |
STTSTATE STREET | $9K |
FERGFERGUSON ENTERPRISES | $9K |
CBRECBRE GROUP | $9K |
WECWEC ENERGY | $8K |
CLCOLGATE-PALMOLIVE | $8K |
SRESEMPRA | $8K |
TERTERADYNE INC | $8K |
NDSNNORDSON CORP | $8K |
EXPOEXPONENT INC | $8K |
IYHISHARES U S | $8K |
TXTTEXTRON INC | $8K |
DDDUPONT DE | $8K |
ALCALCON INC | $8K |
VSTVISTRA CORP | $8K |
OKEONEOK INC | $8K |
LYVLIVE NATION | $8K |
IQVIQVIA HOLDINGS | $8K |
OREALTY INCOME | $8K |
AG8AGILENT TECHNOLOGIES | $8K |
DDOMINION ENERGY | $8K |