Marshall & Sterling Wealth Advisors Inc. Options Holdings

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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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