Marshall & Sterling Wealth Advisors Inc.
Q2 2025 13F Holdings
- Locationpoughkeepsie, NY
- Num holdings
662
- Value ($000)
$147,725
- Date Filed08/12/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VCIT VANGUARD INTERMEDIATE | MF CLOSED AND MF OPEN | 92206C870 | $10.76M | 7 % | 129,934 | ||
DGRW WISDOMTREE US | MF CLOSED AND MF OPEN | 97717X669 | $9.81M | 7 % | 117,305 | ||
MOAT VANECK MORNINGSTAR | MF CLOSED AND MF OPEN | 92189F643 | $8.50M | 6 % | 90,750 | ||
RSP INVESCO S&P | MF CLOSED AND MF OPEN | 46137V357 | $7.47M | 5 % | 41,247 | ||
VANGUARD INFORMATION | MF CLOSED AND MF OPEN | 92204A702 | $6.62M | 5 % | 10,065 | ||
VIG VANGUARD DIVIDEND | MF CLOSED AND MF OPEN | 921908844 | $5.78M | 4 % | 28,329 | ||
VUG VANGUARD GROWTH | MF CLOSED AND MF OPEN | 922908736 | $4.81M | 3 % | 11,061 | ||
COWZ PACER US | MF CLOSED AND MF OPEN | 69374H881 | $4.47M | 3 % | 81,252 | ||
FDVV FIDELITY HIGH | MF CLOSED AND MF OPEN | 316092840 | $4.25M | 3 % | 81,695 | ||
RWK INVESCO S&P | MF CLOSED AND MF OPEN | 46138G672 | $4.08M | 3 % | 35,000 |
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