Marshall & Sterling Wealth Advisors Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 361 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $9.26B, Vaneck Morningstar Wide Moat E with a value of $8.75B, Vanguard Growth ETF with a value of $7.73B, Vanguard Intermediate Term Cor with a value of $7.64B, and Invesco S&P 500 Equal Weight E with a value of $6.87B.
Examining the 13F form we can see an increase of $145B in the current position value.
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
$145 Billion
ETFs: $108 Billion
Technology: $7.79 Billion
Financial Services: $7.02 Billion
Industrials: $3.7 Billion
Consumer Cyclical: $2.54 Billion
Consumer Defensive: $2.33 Billion
Healthcare: $1.85 Billion
Energy: $1.46 Billion
Other: $1.97 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
