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 251–300 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 31 | $1K–$15K | SH |
| PDM | PIEDMONT REALTY | 712 | $1K–$15K | SH |
| NFLX | NETFLIX INC | 60 | $1K–$15K | SH |
| ASML | ASML HOLDING | 5 | $1K–$15K | SH |
| VWO | VANGUARD FSTE | 92 | $1K–$15K | SH |
| OHI | OMEGA HEALTHCARE | 109 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 22 | $1K–$15K | SH |
| APP | APPLOVIN CORP | 7 | $1K–$15K | SH |
| MIN | MFS INTERMEDIATE INCOME | 2K | $1K–$15K | SH |
| UPS | UNITED PARCEL | 46 | $1K–$15K | SH |
| CGGR | CAPITAL GROUP | 102 | $1K–$15K | SH |
| LPTH | LIGHTPATH TECHNOLOGIES | 410 | $1K–$15K | SH |
| INTC | INTEL CORP | 115 | $1K–$15K | SH |
| ABAT | AMERICAN BATTERY | 1K | $1K–$15K | SH |
| RGTI | RIGETTI COMPUTING | 190 | $1K–$15K | SH |
| FTNT | FORTINET INC | 52 | $1K–$15K | SH |
| XLF | STATE STREET | 75 | $1K–$15K | SH |
| FULT | FULTON FINANCIAL | 211 | $1K–$15K | SH |
| WH | WYNDHAM HOTELS | 53 | $1K–$15K | SH |
| AXON | AXON ENTERPRISE | 7 | $1K–$15K | SH |
| TNL | TRAVEL LEISURE | 54 | $1K–$15K | SH |
| VNQ | VANGUARD REAL | 42 | $1K–$15K | SH |
| IHI | ISHARES U S | 60 | $1K–$15K | SH |
| VTI | VANGUARD TOTAL | 11 | $1K–$15K | SH |
| TAN | INVESCO SOLAR | 71 | $1K–$15K | SH |
| ARKF | ARK BLOCKCHAIN | 71 | $1K–$15K | SH |
| BOND | PIMCO ACTIVE | 36 | $1K–$15K | SH |
| PDBC | INVESCO OPTIMUM | 249 | $1K–$15K | SH |
| REET | ISHARES GLOBAL | 131 | $1K–$15K | SH |
| SHOP | SHOPIFY INC | 20 | $1K–$15K | SH |
| XLY | STATE STREET | 26 | $1K–$15K | SH |
| TER | TERADYNE INC | 15 | $1K–$15K | SH |
| SPOT | SPOTIFY TECHNOLOGY | 5 | $1K–$15K | SH |
| XLK | STATE STREET | 20 | $1K–$15K | SH |
| KMB | KIMBERLY CLARK | 27 | $1K–$15K | SH |
| FREL | FIDELITY MSCI | 101 | $1K–$15K | SH |
| CRM | SALESFORCE INC | 10 | $1K–$15K | SH |
| BBJP | JPMORGAN BETABUILDERS | 40 | $1K–$15K | SH |
| JMTG | JPMORGAN MORTGAE | 45 | $1K–$15K | SH |
| QUBT | QUANTUM COMPUTING | 200 | $1K–$15K | SH |
| TGT | TARGET CORP | 21 | $1K–$15K | SH |
| MOD | MODINE MANUFACTURING | 15 | $1K–$15K | SH |
| CMP | COMPASS MNRLS | 100 | $1K–$15K | SH |
| BB | BLACKBERRY LTD | 510 | $1K–$15K | SH |
| HACK | AMPLIFY CYBERSECURITY | 23 | $1K–$15K | SH |
| XLI | STATE STREET | 12 | $1K–$15K | SH |
| FXN | FIRST TRUST | 112 | $1K–$15K | SH |
| AIRJW | AIRJOULE TECHNOLOGIES | 2K | $1K–$15K | SH |
| WCLD | WISDOMTREE CLOUD | 44 | $1K–$15K | SH |
| RRX | REGAL REXNORD | 10 | $1K–$15K | SH |