MARSHALL & STERLING WEALTH ADVISORS INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 8K | $2.06M |
 | PG | 7K | $965.47K |
 | IBM | 6K | $1.92M |
 | NSC | 4K | $1.26M |
 | ANET | 4K | $515.47K |
 | NVDA | 3K | $647.45K |
 | BCPC | 3K | $517.59K |
 | COP | 3K | $314.19K |
 | SCHW | 3K | $331.52K |
 | AMZN | 3K | $759.16K |
 | NOW | 3K | $486.53K |
 | CBU | 3K | $180.94K |
 | LDOS | 3K | $544.22K |
 | BRK-B | 3K | $1.42M |
 | MSFT | 3K | $1.27M |
 | WM | 3K | $555.75K |
 | BK | 2K | $286.12K |
 | AMGN | 2K | $737.55K |
 | XOM | 2K | $260.36K |
 | AIRJW | 2K | $1.70K |
Apple Inc.
AAPL
Shares Held
8K
Value
$2.06M
The Procter & Gamble Company
PG
Shares Held
7K
Value
$965.47K
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.92M
Norfolk Southern Corporation
NSC
Shares Held
4K
Value
$1.26M
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$515.47K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$647.45K
Balchem Corporation
BCPC
Shares Held
3K
Value
$517.59K
ConocoPhillips
COP
Shares Held
3K
Value
$314.19K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$331.52K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$759.16K
ServiceNow, Inc.
NOW
Shares Held
3K
Value
$486.53K
Community Bank System, Inc.
CBU
Shares Held
3K
Value
$180.94K
Leidos Holdings, Inc.
LDOS
Shares Held
3K
Value
$544.22K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.42M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.27M
Waste Management, Inc.
WM
Shares Held
3K
Value
$555.75K
The Bank of New York Mellon Corporation
BK
Shares Held
2K
Value
$286.12K
Amgen Inc.
AMGN
Shares Held
2K
Value
$737.55K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$260.36K
AirJoule Technologies Corporation
AIRJW
Shares Held
2K
Value
$1.70K