Marshall & Sterling Wealth Advisors Inc. Options Holdings

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 7,842
  • Current Value $147 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 309 stocks
  • Additional Purchases 160 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 88 stocks
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