Marshall & Sterling Wealth Advisors Inc. Portfolio Holdings
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
Marshall & Sterling Wealth Advisors Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 7268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $11.7B, Wisdomtree Tr Us Quality Divid with a value of $10.3B, Vaneck Morningstar Wide Moat E with a value of $8.65B, Invesco S&P 500 Equal Weight E with a value of $7.87B, and Vanguard Information Technolog with a value of $7.47B.
Examining the 13F form we can see an increase of $8.29B in the current position value, from $148B to 156B.
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 Companies Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 7,268
- Current Value $156 Billion
- Prior Value $148 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 60 stocks
- Additional Purchases 147 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks