Marshall & Sterling Wealth Advisors Inc. Portfolio Holdings

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

Marshall & Sterling Wealth Advisors Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 7185 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $10.8B, Wisdomtree Tr Us Quality Divid with a value of $9.83B, Vaneck Morningstar Wide Moat E with a value of $8.52B, Invesco S&P 500 Equal Weight E with a value of $7.52B, and Vanguard Information Technolog with a value of $6.62B.

Examining the 13F form we can see an increase of $588M in the current position value, from $147B to 148B. Also it can be appreciated an additional of 55 stocks purchases and 1 closed positions.

Marshall & Sterling Wealth Advisors Inc. is based out at Poughkeepsie, NY

Below you can find more details about Marshall & Sterling Wealth Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $101 Billion
Technology: $10.2 Billion
Financial Services: $7.37 Billion
Industrials: $4.59 Billion
Healthcare: $2.5 Billion
Consumer Defensive: $2.31 Billion
Consumer Cyclical: $2.23 Billion
Energy: $1.41 Billion
Other: $2.21 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.12 Billion 1.44% of portfolio
-
Q2 2025 Added 10.71%
$210B
$1.94 Billion 1.31% of portfolio
6,576
Q2 2025 Reduced 6.12%
$3.69T
$1.87 Billion 1.26% of portfolio
9,123
Q2 2025 Added 3.22%
$3.95T
$1.67 Billion 1.13% of portfolio
3,385
Q2 2025 Reduced 3.86%
$621B
$1.55 Billion 1.05% of portfolio
3,193
Q2 2025 Reduced 5.53%
-
$1.42 Billion 0.96% of portfolio
-
Q2 2025 Added 4.21%
$64.4B
$1.23 Billion 0.84% of portfolio
4,820
Q2 2025 Reduced 1.03%
$368B
$1.17 Billion 0.79% of portfolio
7,321
Q2 2025 Reduced 2.33%
$2.26T
$937 Million 0.63% of portfolio
4,273
Q1 2025 Added 16.27%
$456B
$820 Million 0.56% of portfolio
5,200
Q2 2025 Added 5.86%
-
$716 Million 0.48% of portfolio
-
Q2 2025 Added 6.32%
$93.6B
$688 Million 0.47% of portfolio
1,351
Q2 2025 Reduced 10.53%
$127B
$692 Million 0.47% of portfolio
2,527
Q2 2025 Added 22.25%
$405B
$652 Million 0.44% of portfolio
1,792
Q2 2025 Reduced 0.44%
$152B
$631 Million 0.43% of portfolio
2,273
Q2 2025 Added 11.37%
$227B
$618 Million 0.42% of portfolio
1,953
Q2 2025 Added 2.25%
$26.4B
$600 Million 0.41% of portfolio
2,589
Q2 2025 Reduced 1.33%
$439B
$586 Million 0.4% of portfolio
605
Q2 2025 Added 0.17%
$0
$572 Million 0.39% of portfolio
144,374
Q2 2025 Reduced 10.44%
$145B
$558 Million 0.38% of portfolio
1,580
Q2 2025 Added 36.21%
$95.6B
$559 Million 0.38% of portfolio
2,451
Q2 2025 Reduced 1.45%
$0
$556 Million 0.38% of portfolio
46,148
Q2 2025 Reduced 6.02%
$0
$558 Million 0.38% of portfolio
44,828
Q2 2025 Reduced 7.52%
$113B
$561 Million 0.38% of portfolio
1,226
Q2 2025 Added 5.87%
$5.17B
$537 Million 0.36% of portfolio
3,376
Q2 2025 Added 0.03%
$70.1B
$473 Million 0.32% of portfolio
3,046
Q2 2025 Reduced 8.45%
$157B
$452 Million 0.31% of portfolio
1,168
Q2 2025 Reduced 9.18%
$0
$454 Million 0.31% of portfolio
56,006
Q2 2025 Reduced 26.34%
$24.6B
$438 Million 0.3% of portfolio
3,198
Q2 2025 Added 8.11%
$859B
$334 Million 0.23% of portfolio
1,157
Q2 2025 Reduced 0.94%
$179B
$324 Million 0.22% of portfolio
3,569
Q2 2025 Added 4.11%
$55B
$332 Million 0.22% of portfolio
4,543
Q2 2025 Reduced 0.13%
$351B
$318 Million 0.22% of portfolio
1,727
Q2 2025 Added 0.52%
$120B
$304 Million 0.21% of portfolio
3,385
Q2 2025 Reduced 1.68%
$24.3B
$288 Million 0.2% of portfolio
1,829
Q2 2025 Added 957.23%
$442B
$267 Million 0.18% of portfolio
2,483
Q2 2025 Reduced 11.76%
$150B
$236 Million 0.16% of portfolio
1,210
Q2 2025 Reduced 0.82%
$1.24T
$230 Million 0.16% of portfolio
1,302
Q2 2025 Reduced 5.45%
$83.7B
$232 Million 0.16% of portfolio
2,547
Q2 2025 Reduced 0.89%
$55.1B
$223 Million 0.15% of portfolio
394
Q2 2025 Added 0.25%
$142B
$200 Million 0.14% of portfolio
509
Q2 2025 Added 544.3%
$281B
$207 Million 0.14% of portfolio
2,117
Q2 2025 Reduced 0.66%
$1.78T
$206 Million 0.14% of portfolio
283
Q2 2025 Added 1.43%
$57.7B
$196 Million 0.13% of portfolio
1,639
Q2 2025 Reduced 0.49%
$1.21T
$170 Million 0.12% of portfolio
971
Q2 2025 Reduced 75.04%
$3.16B
$179 Million 0.12% of portfolio
3,150
Q1 2025 Reduced 5.26%
$124B
$174 Million 0.12% of portfolio
565
Q2 2025 Reduced 1.05%
$367B
$156 Million 0.11% of portfolio
1,144
Q2 2025 Added 3.81%
$250B
$133 Million 0.09% of portfolio
944
Q1 2025 Added 72.26%

Summary

  • Portfolio
  • No. of Stocks 7,185
  • Current Value $148 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 204 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 152 stocks
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