CIK 2056315
Marshall & Sterling Wealth Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
338
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFE | PFIZER INC | 749 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY | 215 | $15K–$50K | SH |
| PANW | PALO ALTO | 98 | $15K–$50K | SH |
| YUM | YUM BRANDS INC | 114 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL | 30 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP | 51 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY | 70 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN | 27 | $15K–$50K | SH |
| RKT | ROCKET COS | 792 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE | 184 | $15K–$50K | SH |
| FNDF | SCHWAB FUNDAMENTAL | 333 | $15K–$50K | SH |
| PENN | PENN ENTERTAINMENT | 1K | $1K–$15K | SH |
| CRWV | COREWEAVE INC | 200 | $1K–$15K | SH |
| MPC | MARATHON PETROLEUM | 86 | $1K–$15K | SH |
| PNC | PNC FINANCIAL | 66 | $1K–$15K | SH |
| TXN | TEXAS INSTRUMENTS | 79 | $1K–$15K | SH |
| NXT | NEXTPOWER INC | 156 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY | 168 | $1K–$15K | SH |
| AFL | AFLAC INC | 122 | $1K–$15K | SH |
| CMI | CUMMINS INC | 26 | $1K–$15K | SH |
| CNI | CANADIAN NATIONAL | 133 | $1K–$15K | SH |
| VHT | VANGUARD HEALTH | 42 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON | 122 | $1K–$15K | SH |
| DELL | DELL TECHNOLOGIES | 93 | $1K–$15K | SH |
| GILD | GILEAD SCIENCES | 94 | $1K–$15K | SH |
| FTNY | PUTNAM FRANKLIN | 1K | $1K–$15K | SH |
| QBTS | DWAVE QUANTUM | 425 | $1K–$15K | SH |
| NVO | NOVO NORDISK | 218 | $1K–$15K | SH |
| WBD | WARNER BROS | 381 | $1K–$15K | SH |
| IVW | ISHARES S&P | 87 | $1K–$15K | SH |
| VFH | VANGUARD FINANCIALS | 80 | $1K–$15K | SH |
| VBR | VANGUARD SMALL | 47 | $1K–$15K | SH |
| MET | METLIFE INC | 119 | $1K–$15K | SH |
| IYH | ISHARES U S | 141 | $1K–$15K | SH |
| HON | HONEYWELL INTL | 46 | $1K–$15K | SH |
| TLT | ISHARES 20 PLUS | 102 | $1K–$15K | SH |
| JRS | NUVEEN REAL | 1K | $1K–$15K | SH |
| SRVR | PACER DATA | 292 | $1K–$15K | SH |
| CMCSA | COMCAST CORP | 264 | $1K–$15K | SH |
| EWJ | ISHARES MSCI | 97 | $1K–$15K | SH |
| ETHA | ISHARES ETHEREUM | 350 | $1K–$15K | SH |
| VEA | VANGUARD FTSE | 125 | $1K–$15K | SH |
| JETS | U S GLOBAL | 271 | $1K–$15K | SH |
| OKE | ONEOK INC | 100 | $1K–$15K | SH |
| GSLC | GOLDMAN SACHS | 55 | $1K–$15K | SH |
| TXNM | TXNM ENERGY | 117 | $1K–$15K | SH |
| IONQ | IONQ INC | 150 | $1K–$15K | SH |
| JCI | JOHNSON CONTROLS | 56 | $1K–$15K | SH |
| ALC | ALCON INC | 83 | $1K–$15K | SH |
| LVS | LAS VEGAS SANDS | 100 | $1K–$15K | SH |