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 301–338 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 13 | $1K–$15K | SH |
| FOXA | FOX CORP | 18 | $1K–$15K | SH |
| XLE | STATE STREET | 28 | $1K–$15K | SH |
| LULU | LULULEMON ATHLETICA | 6 | $1K–$15K | SH |
| CMPX | COMPASS THERAPEUTICS | 200 | $1K–$15K | SH |
| WAB | WABTEC | 5 | $1K–$15K | SH |
| KRE | SPDR S&P | 16 | $1K–$15K | SH |
| BRO | BROWN & BROWN | 13 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD | 41 | <$1K | SH |
| VOD | VODAFONE GROUP | 72 | <$1K | SH |
| MSOS | ADVISORSHARES PURE | 200 | <$1K | SH |
| CGXU | CAPITAL GROUP | 30 | <$1K | SH |
| PLUG | PLUG POWER | 400 | <$1K | SH |
| AVA | AVISTA CORP | 20 | <$1K | SH |
| FDMT | 4D MOLECULAR | 100 | <$1K | SH |
| AEVA | AEVA TECHNOLOGIES | 50 | <$1K | SH |
| BHF | BRIGHTHOUSE FINANCIAL | 10 | <$1K | SH |
| APLD | APPLIED DIGITAL | 25 | <$1K | SH |
| AIRS | AIRSCULPT TECHNOLOGIES | 300 | <$1K | SH |
| PYPL | PAYPAL HOLDINGS | 10 | <$1K | SH |
| OLB | OLB GROUP | 900 | <$1K | SH |
| SOLS | SOLSTICE ADVANCED | 11 | <$1K | SH |
| EFC | ELLINGTON FINANCIAL | 33 | <$1K | SH |
| LUMN | LUMEN TECHNOLOGIES | 53 | <$1K | SH |
| NWSA | NEWS CORP | 13 | <$1K | SH |
| INVZ | INNOVIZ TECHNOLOGIES | 400 | <$1K | SH |
| GOF | GUGGENHEIM STRATEGIC | 26 | <$1K | SH |
| CALF | PACER U S | 6 | <$1K | SH |
| NOK | NOKIA CORP | 42 | <$1K | SH |
| AMRZ | AMRIZE LTD | 4 | <$1K | SH |
| VERU | VERU INC | 95 | <$1K | SH |
| BMBL | BUMBLE INC | 50 | <$1K | SH |
| CGC | CANOPY GROWTH | 154 | <$1K | SH |
| IFRA | ISHARES TRUST | 2 | <$1K | SH |
| IBRX | IMMUNITYBIO INC | 50 | <$1K | SH |
| DXC | DXC TECHNOLOGY | 3 | <$1K | SH |
| ASIX | ADVANSIX INC | 2 | <$1K | SH |
| ACB | AURORA CANNABIS | 1 | <$1K | SH |