Marshall & Sterling Wealth Advisors Inc. Portfolio Holdings
Marshall & Sterling Wealth Advisors Inc.
- $147 Billion
- Q1 2025
Marshall & Sterling Wealth Advisors Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 7842 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $9.29B, Wisdomtree Tr Us Quality Divid with a value of $8.93B, Vaneck Morningstar Wide Moat E with a value of $8.33B, Invesco S&P 500 Equal Weight E with a value of $7.01B, and Vanguard Dividend Appreciation with a value of $5.68B.
Examining the 13F form we can see an increase of $2.44B in the current position value, from $145B to 147B. Also it can be appreciated an additional of 309 stocks purchases and 2 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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 7,842
- Current Value $147 Billion
- Prior Value $145 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 309 stocks
- Additional Purchases 160 stocks
- Sold out of 2 stocks
- Reduced holdings in 88 stocks