Institutions / Marshall & Sterling Wealth Advisors Inc.
Marshall & Sterling Wealth Advisors Inc.
CIK 2056315 · Institution · as of Dec 31, 2025
Portfolio value
$151.48M
Positions
338
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 338 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Intermediate | $12.88M | 8.5% |
| WisdomTree US | $10.36M | 6.8% |
| VanEck Morningstar | $8.61M | 5.7% |
| Vanguard Information | $7.06M | 4.7% |
| Vanguard Dividend | $6.00M | 4.0% |
| Fidelity High | $5.53M | 3.7% |
| Vanguard Growth | $4.71M | 3.1% |
| iShares MSCI | $4.59M | 3.0% |
| Pacer Metaurus | $4.53M | 3.0% |
| Neos S&P | $4.47M | 3.0% |
| Invesco S&P | $4.46M | 2.9% |
| JPMorgan Hedged | $4.08M | 2.7% |
| Vanguard Mid | $4.03M | 2.7% |
| Swan Hedged | $3.75M | 2.5% |
| Tortoise North | $3.40M | 2.2% |
| SPDR Euro | $2.94M | 1.9% |
| Invesco S&P | $2.84M | 1.9% |
| iShares Aerospace | $2.20M | 1.4% |
| U S Treasury | $2.15M | 1.4% |
| Apple Inc. | $2.06M | 1.4% |
| WisdomTree US | $2.05M | 1.4% |
| International Business Machines Corp | $1.92M | 1.3% |
| Global X | $1.50M | 1.0% |
| SPDR S&P | $1.44M | 1.0% |
| Warren E. Buffett | $1.42M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.