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.

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$723M
$2.73 Million 0.0% of portfolio
419
Q4 2024 New
$1.34B
$6.62 Million 0.0% of portfolio
800
Q4 2024 New
$1.8B
$7.04 Million 0.0% of portfolio
648
Q4 2024 New
$779M
$1.3 Million 0.0% of portfolio
108
Q4 2024 New
$1.45B
$128,000 0.0% of portfolio
50
Q4 2024 New
$1.05B
$1.22 Million 0.0% of portfolio
23
Q4 2024 New
$832M
$60,000 0.0% of portfolio
3
Q4 2024 New
$342M
$290,000 0.0% of portfolio
200
Q4 2024 New
$460M
$1.13 Million 0.0% of portfolio
100
Q4 2024 New
$1.63B
$52,000 0.0% of portfolio
3
Q4 2024 New
$962M
$2.3 Million 0.0% of portfolio
292
Q4 2024 New
$1.02B
$1.81 Million 0.0% of portfolio
850
Q4 2024 New
$879M
$6.52 Million 0.0% of portfolio
712
Q4 2024 New
$893M
$1.57 Million 0.0% of portfolio
97
Q4 2024 New

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
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