Marshall & Sterling Wealth Advisors Inc.
Q4 2024 13F Holdings
- Locationpoughkeepsie, NY
- Num holdings
361
- Value ($000)
$144,700
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002056315
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TRUST | MF CLOSED AND MF OPEN | 97717X669 | $9.26M | 6 % | 114,445 | ||
MOAT VANECK MORNINGSTAR | MF CLOSED AND MF OPEN | 92189F643 | $8.75M | 6 % | 94,394 | ||
VUG VANGUARD GROWTH | MF CLOSED AND MF OPEN | 922908736 | $7.73M | 5 % | 18,844 | ||
VCIT VANGUARD INTERMEDIATE | MF CLOSED AND MF OPEN | 92206C870 | $7.64M | 5 % | 95,167 | ||
RSP INVESCO S&P | MF CLOSED AND MF OPEN | 46137V357 | $6.87M | 5 % | 39,180 | ||
VANGUARD INFORMATION | MF CLOSED AND MF OPEN | 92204A702 | $6.13M | 4 % | 9,853 | ||
VIG VANGUARD DIVIDEND | MF CLOSED AND MF OPEN | 921908844 | $5.40M | 4 % | 27,582 | ||
HELO JP MORGAN | MF CLOSED AND MF OPEN | 46654Q724 | $4.77M | 3 % | 76,940 | ||
COWZ PACER US | MF CLOSED AND MF OPEN | 69374H881 | $4.64M | 3 % | 82,234 | ||
RWK INVESCO S&P | MF CLOSED AND MF OPEN | 46138G672 | $4.12M | 3 % | 35,410 |
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