Marshall & Sterling Wealth Advisors Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$144.7B
Holdings
361
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (361 positions)
| Stock | Value |
|---|---|
TANINVESCO SOLAR | $2.3M |
XLKSECTOR TECHNOLOGY | $2.3M |
INTCINTEL CORP | $2.3M |
RDFNREDFIN CORP | $2.3M |
MGAMAGNA INTERNATIONAL | $2.3M |
SCHMSCHWAB US | $2.3M |
IWOISHARES RUSSELL | $2.0M |
MODMODINE MANUFACTURING | $2.0M |
CLXCLOROX COMPANY | $1.9M |
NVTNVENT ELECTRIC | $1.9M |
PLUNPLUG POWER | $1.8M |
DOCUDOCUSIGN INC | $1.8M |
HACKAMPLIFY TR | $1.7M |
VNOMUSDVIPER ENERGY | $1.6M |
EQTEQT CORP | $1.6M |
AMRALPHA METALLURGICAL | $1.6M |
KRPKIMBELL ROYALTY | $1.6M |
KWEBKRANESHARES TR | $1.5M |
WQTMWISDOMTREE CLOUD | $1.5M |
HIGHSIMPLIFY ENHANCED | $1.5M |
GOVZISHARES 25 | $1.5M |
JDJD.COM INC | $1.4M |
EFCELLINGTON FINANCIAL | $1.3M |
PRCTPROCEPT BIOROBOTICS | $1.3M |
USFRWISDOMTREE FLOATING | $1.2M |
OLBOLB GROUP | $1.2M |
CBRLCRACKER BARREL | $1.2M |
XLESECTOR ENERGY | $1.2M |
CGXUCAPITAL GROUP | $1.2M |
BBBLACKBERRY LTD | $1.1M |
CMPCOMPASS MNRLS | $1.1M |
AIRJWAIRJOULE TECHNOLOGIES | $1.1M |
CPNGCOUPANG INC | $1.1M |
PGZPRINCIPAL REAL | $1.1M |
TRVTRAVELERS COS | $968K |
LVLNSPDR S&P | $966K |
WABWABTEC | $948K |
FBIOFORTRESS BIOTECH | $932K |
FOXAFOX CORP | $874K |
PTONPELOTON INTERACTIVE | $870K |
AVAAVISTA CORP | $733K |
VERUEURVERU INC | $618K |
QTUMETF SER | $491K |
BHFBRIGHTHOUSE FINANCIAL | $480K |
WEEDCANOPY GROWTH | $423K |
MRNAMODERNA INC | $416K |
GOFGUGGENHEIM STRATEGIC | $397K |
NWSANEWS CORP | $358K |
JBLUJETBLUE AIRWAYS | $314K |
CMPXCOMPASS THERAPEUTICS | $290K |
IBITISHARES BITCOIN | $212K |
NOKNOKIA CORP | $182K |
IBRXIMMUNITYBIO INC | $128K |
LUMNLUMEN TECHNOLOGIES | $127K |
IPORENAISSANCE CAPITAL | $87K |
ASIXADVANSIX INC | $60K |
ADNTADIENT PLC | $52K |
—MONEYLION INC | $37K |
ACBAURORA CANNABIS | $4K |
UAACALL 1 UNDER ARMOUR CL C | $3K |
—URGENTLY INC | $1K |
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