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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.5 Million 0.01% of portfolio
213
Q4 2024 New
American Healthcare
-
$19.7 Million 0.01% of portfolio
-
Q4 2024 New
$0
$10.7 Million 0.01% of portfolio
322
Q4 2024 New
$115B
$15.1 Million 0.01% of portfolio
267
Q4 2024 New
$6.29B
$11.5 Million 0.01% of portfolio
334
Q4 2024 New
$42.1B
$15 Million 0.01% of portfolio
112
Q4 2024 New
$0
$14.7 Million 0.01% of portfolio
1,215
Q4 2024 New
$68.9B
$13.2 Million 0.01% of portfolio
131
Q4 2024 New
$65.3B
$17 Million 0.01% of portfolio
165
Q4 2024 New
$78.3B
$12.7 Million 0.01% of portfolio
66
Q4 2024 New
$65.2B
$9.74 Million 0.01% of portfolio
119
Q4 2024 New
$77.8B
$20.8 Million 0.01% of portfolio
150
Q4 2024 New
$0
$12.6 Million 0.01% of portfolio
44
Q4 2024 New
$802B
$19.4 Million 0.01% of portfolio
26
Q4 2024 New
Te Connectivity
-
$9.93 Million 0.01% of portfolio
-
Q4 2024 New
$0
$18.4 Million 0.01% of portfolio
94
Q4 2024 New
$0
$17.4 Million 0.01% of portfolio
63
Q4 2024 New
$0
$13.9 Million 0.01% of portfolio
239
Q4 2024 New
$21.3B
$15.3 Million 0.01% of portfolio
266
Q4 2024 New
$0
$11 Million 0.01% of portfolio
142
Q4 2024 New
$0
$12.9 Million 0.01% of portfolio
204
Q4 2024 New
Flagstar Financial
-
$14.5 Million 0.01% of portfolio
-
Q4 2024 New
$177B
$14.8 Million 0.01% of portfolio
79
Q4 2024 New
$0
$20.8 Million 0.01% of portfolio
346
Q4 2024 New
$0
$8.74 Million 0.01% of portfolio
87
Q4 2024 New
$0
$8.06 Million 0.01% of portfolio
43
Q4 2024 New
$67.6B
$12.7 Million 0.01% of portfolio
27
Q4 2024 New
$3.31B
$8.64 Million 0.01% of portfolio
501
Q4 2024 New
$136B
$10.4 Million 0.01% of portfolio
46
Q4 2024 New
$229B
$13 Million 0.01% of portfolio
116
Q4 2024 New
$210B
$15.7 Million 0.01% of portfolio
30
Q4 2024 New
$19.3B
$10.6 Million 0.01% of portfolio
139
Q4 2024 New
$92B
$18.7 Million 0.01% of portfolio
68
Q4 2024 New
$0
$18.1 Million 0.01% of portfolio
663
Q4 2024 New
$52.7B
$9.06 Million 0.01% of portfolio
26
Q4 2024 New
$86.4B
$8.39 Million 0.01% of portfolio
187
Q4 2024 New
Ge Healthcare
-
$9.78 Million 0.01% of portfolio
-
Q4 2024 New
$0
$11.5 Million 0.01% of portfolio
367
Q4 2024 New
$3.57B
$5.75 Million 0.0% of portfolio
117
Q4 2024 New
$723M
$2.73 Million 0.0% of portfolio
419
Q4 2024 New
$0
$3.78 Million 0.0% of portfolio
33
Q4 2024 New
Urgently Inc
-
$1,000 0.0% of portfolio
-
Q4 2024 New
$1.34B
$6.62 Million 0.0% of portfolio
800
Q4 2024 New
$0
$4.05 Million 0.0% of portfolio
92
Q4 2024 New
$0
$1.15 Million 0.0% of portfolio
47
Q4 2024 New
$9.66B
$5.37 Million 0.0% of portfolio
54
Q4 2024 New
$0
$87,000 0.0% of portfolio
2
Q4 2024 New
$20.6B
$2.56 Million 0.0% of portfolio
54
Q4 2024 New
$0
$2.85 Million 0.0% of portfolio
25
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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