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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$572 Million 0.39% of portfolio
144,374
Q2 2025 Reduced 10.44%
$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%
$0
$454 Million 0.31% of portfolio
56,006
Q2 2025 Reduced 26.34%
$0
$40.7 Million 0.03% of portfolio
2,837
Q4 2024 New
$0
$31.2 Million 0.02% of portfolio
1,504
Q4 2024 New
$0
$23.3 Million 0.02% of portfolio
3,000
Q4 2024 New
$0
$34.9 Million 0.02% of portfolio
3,400
Q4 2024 New
$0
$36.1 Million 0.02% of portfolio
8,422
Q4 2024 New
$0
$35.1 Million 0.02% of portfolio
3,538
Q2 2025 Reduced 5.35%
$0
$19.7 Million 0.01% of portfolio
2,532
Q2 2025 Reduced 95.8%
$0
$4.8 Million 0.0% of portfolio
1,771
Q4 2024 New
$0
$1.2 Million 0.0% of portfolio
115
Q2 2025 Added 3.6%
$0
$387,000 0.0% of portfolio
26
Q4 2024 New

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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