Marshall & Sterling Wealth Advisors Inc. Portfolio Holdings
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 361
- Current Value $145 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 360 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks