Marshall & Sterling Wealth Advisors Inc. Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$151.5M
Holdings
338
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (338 positions)
| Stock | Value |
|---|---|
LOWLOWES COMPANIES | $138K |
VOOVANGUARD S&P | $133K |
ARKTARK NEXT | $122K |
CATCATERPILLAR INC | $120K |
DFUSDIMENSIONAL US | $113K |
ARKKARK INNOVATION | $107K |
MTBM&T BANK | $105K |
PEPPEPSICO INC | $103K |
PLTRPALANTIR TECHNOLOGIES | $100K |
AQLTISHARES SELECT | $93K |
MDYSPDR S&P | $88K |
DWDMORGAN STANLEY | $86K |
PRUPRUDENTIAL FINANCIAL | $85K |
SCHBSCHWAB US | $84K |
LOUPINNOVATOR DEEPWATER | $84K |
IEMGISHARES CORE | $80K |
XSDSTATE STREET | $80K |
FCTRFIRST TRUST | $78K |
GSGOLDMAN SACHS | $77K |
DFATDIMENSIONAL US | $73K |
JHMMJOHN HANCOCK | $70K |
LHLABCORP HOLDINGS | $69K |
NVSNNOVARTIS AG | $69K |
SPDWSPDR DEVELOPED | $66K |
VMBSVANGUARD MORTGAGE | $63K |
ABTABBOTT LABORATORIES | $62K |
IJRISHARES CORE | $61K |
HDVISHARES CORE | $59K |
BRBROADRIDGE FINANCIAL | $58K |
MOALTRIA GROUP | $57K |
FNDXSCHWAB FUNDAMENTAL | $56K |
DISWALT DISNEY | $55K |
ZZILLOW GROUP | $55K |
IDMOINVESCO S&P | $55K |
DFASDIMENSIONAL US | $54K |
FLEXFLEX LTD | $54K |
SUSCISHARES ESG | $53K |
CBCHUBB LTD | $52K |
ROSTROSS STORES | $51K |
HYDVANECK HIGH | $50K |
WFCWELLS FARGO | $49K |
IJHISHARES CORE | $49K |
GEGE AEROSPACE | $48K |
QYLDGLOBAL X | $48K |
MRKMERCK & COMPANY | $48K |
FQIDIGITAL REALTY | $46K |
MCDMCDONALDS CORP | $45K |
AQLTISHARES CORE | $45K |
RDVYFIRST TRUST | $45K |
IAU*ISHARES GOLD | $45K |
DIAXNUVEEN DOW | $43K |
DKNGDRAFTKINGS INC | $43K |
WDFCWD 40 | $40K |
BACBANK AMERICA | $39K |
EPDENTERPRISE PRODUCTS | $38K |
TAT&T INC | $37K |
AMDADVANCED MICRO | $37K |
IAUMISHARES GOLD | $36K |
XMLVINVESCO S&P | $36K |
NRKNUVEEN NEW YORK | $35K |
TSMTAIWAN SEMICONDUCTOR | $35K |
HIXWESTERN ASSET | $35K |
NUENUCOR CORP | $35K |
GQ9SPDR GOLD | $34K |
XEVVXEATON VANCE | $33K |
TSLATESLA INC | $33K |
BACVERIZON COMMUNICATIONS | $33K |
ACMAECOM | $31K |
CSXCSX CORP | $31K |
IJJISHARES S&P | $31K |
SUNSUNOCO LTD | $31K |
EDVVANGUARD EXTENDED | $31K |
CPRTCOPART INC | $30K |
MDTMEDTRONIC PLC | $30K |
IWYISHARES RUSSELL | $28K |
LINLINDE PLC | $28K |
ORCLORACLE CORP | $27K |
LLYELI LILLY | $27K |
IDV*ISHARES INTL | $27K |
IVVISHARES CORE | $25K |
7HPHP INC | $25K |
IBITISHARES BITCOIN | $25K |
KEYSKEYSIGHT TECHNOLOGIES | $25K |
SJMSMUCKER JM | $24K |
GEVGE VERNOVA | $24K |
JOBYJOBY AVIATION | $23K |
KDKYNDRYL HOLDINGS | $23K |
ADIANALOG DEVICES | $22K |
FSKFS KKR | $22K |
AMATAPPLIED MATERIALS | $22K |
ICFISHARES SELECT | $21K |
6RJ0ROCKET LAB | $20K |
MARMARRIOTT INTL | $20K |
DLNWISDOMTREE U S | $19K |
CLSCELESTICA INC | $19K |
ARKQARK AUTONOMOUS | $19K |
JHSCJOHN HANCOCK | $19K |
CSCOCISCO SYSTEMS | $19K |
QC10FLAGSTAR BANK | $19K |
VBKVANGUARD SMALL | $18K |