MARSHALL & STERLING WEALTH ADVISORS INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 9K | $2.25M |
 | BSY | 9K | $445.87K |
 | PG | 7K | $1.09M |
 | IBM | 7K | $1.85M |
 | NVDA | 5K | $957.95K |
 | CARR | 5K | $274.58K |
 | NSC | 5K | $1.36M |
 | AMZN | 4K | $893.65K |
 | ANET | 4K | $564.34K |
 | APLE | 4K | $44.73K |
 | COP | 3K | $325.99K |
 | BCPC | 3K | $506.45K |
 | SCHW | 3K | $317.27K |
 | MSFT | 3K | $1.67M |
 | BRK-B | 3K | $1.61M |
 | CBU | 3K | $184.72K |
 | LDOS | 3K | $567.53K |
 | GOOGL | 3K | $656.62K |
 | BK | 3K | $277.48K |
 | WM | 2K | $536.80K |
Apple Inc.
AAPL
Shares Held
9K
Value
$2.25M
Bentley Systems, Incorporated
BSY
Shares Held
9K
Value
$445.87K
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.09M
International Business Machines Corporation
IBM
Shares Held
7K
Value
$1.85M
NVIDIA Corporation
NVDA
Shares Held
5K
Value
$957.95K
Carrier Global Corporation
CARR
Shares Held
5K
Value
$274.58K
Norfolk Southern Corporation
NSC
Shares Held
5K
Value
$1.36M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$893.65K
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$564.34K
Apple Hospitality REIT, Inc.
APLE
Shares Held
4K
Value
$44.73K
ConocoPhillips
COP
Shares Held
3K
Value
$325.99K
Balchem Corporation
BCPC
Shares Held
3K
Value
$506.45K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$317.27K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.67M
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.61M
Community Bank System, Inc.
CBU
Shares Held
3K
Value
$184.72K
Leidos Holdings, Inc.
LDOS
Shares Held
3K
Value
$567.53K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$656.62K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$277.48K
Waste Management, Inc.
WM
Shares Held
2K
Value
$536.80K