Marshall & Sterling Wealth Advisors Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpoughkeepsie, NY
- CIK0002056315
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
361 | $144.70M | DGRW, MOAT, VUG, VCIT | 13F-HR | Feb 14, 2025 | 000205631525000001 |