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 Market Cap. of $10 Billions to $200 Billions
