MARSHALL & STERLING WEALTH ADVISORS INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 7K | $1.81M |
 | IBM | 6K | $1.55M |
 | PG | 6K | $870.95K |
 | NSC | 4K | $1.25M |
 | RIO | 4K | $387.62K |
 | ANET | 4K | $447.90K |
 | NVDA | 3K | $605.44K |
 | BCPC | 3K | $572.00K |
 | COP | 3K | $443.04K |
 | AMZN | 3K | $628.76K |
 | AIRJ | 3K | $7.53K |
 | CBU | 3K | $175.95K |
 | SCHW | 3K | $279.80K |
 | LDOS | 3K | $451.11K |
 | BRK-B | 3K | $1.32M |
 | MSFT | 3K | $992.04K |
 | WM | 2K | $512.41K |
 | AIRJW | 2K | $1.12K |
 | UPS | 2K | $194.40K |
 | XOM | 2K | $332.13K |
Apple Inc.
AAPL
Shares Held
7K
Value
$1.81M
International Business Machines Corporation
IBM
Shares Held
6K
Value
$1.55M
The Procter & Gamble Company
PG
Shares Held
6K
Value
$870.95K
Norfolk Southern Corporation
NSC
Shares Held
4K
Value
$1.25M
Rio Tinto Group
RIO
Shares Held
4K
Value
$387.62K
Arista Networks, Inc.
ANET
Shares Held
4K
Value
$447.90K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$605.44K
Balchem Corp
BCPC
Shares Held
3K
Value
$572.00K
ConocoPhillips
COP
Shares Held
3K
Value
$443.04K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$628.76K
AirJoule Technologies Corporation
AIRJ
Shares Held
3K
Value
$7.53K
Community Bank System, Inc.
CBU
Shares Held
3K
Value
$175.95K
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$279.80K
Leidos Holdings, Inc.
LDOS
Shares Held
3K
Value
$451.11K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.32M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$992.04K
Waste Management, Inc.
WM
Shares Held
2K
Value
$512.41K
AirJoule Technologies Corporation
AIRJW
Shares Held
2K
Value
$1.12K
United Parcel Service, Inc.
UPS
Shares Held
2K
Value
$194.40K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$332.13K