Marshall & Sterling Wealth Advisors Inc.
Q1 2025 13F Holdings
- Locationpoughkeepsie, NY
- Num holdings
673
- Value ($000)
$147,137
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD INTERMEDIATE | MF CLOSED AND MF OPEN | 92206C870 | $9.23M | 6 % | 112,909 | ||
DGRW WISDOMTREE US | MF CLOSED AND MF OPEN | 97717X669 | $8.91M | 6 % | 111,616 | ||
MOAT VANECK MORNINGSTAR | MF CLOSED AND MF OPEN | 92189F643 | $8.31M | 6 % | 94,380 | ||
RSP INVESCO S&P | MF CLOSED AND MF OPEN | 46137V357 | $6.96M | 5 % | 40,186 | ||
VIG VANGUARD DIVIDEND | MF CLOSED AND MF OPEN | 921908844 | $5.61M | 4 % | 28,934 | ||
VUG VANGUARD GROWTH | MF CLOSED AND MF OPEN | 922908736 | $5.26M | 4 % | 14,177 | ||
VANGUARD INFORMATION | MF CLOSED AND MF OPEN | 92204A702 | $5.16M | 4 % | 9,511 | ||
HELO JPMORGAN HEDGED | MF CLOSED AND MF OPEN | 46654Q724 | $4.89M | 3 % | 81,923 | ||
COWZ PACER US | MF CLOSED AND MF OPEN | 69374H881 | $4.45M | 3 % | 81,237 | ||
FDVV FIDELITY HIGH | MF CLOSED AND MF OPEN | 316092840 | $4.18M | 3 % | 84,257 |
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