Marshall & Sterling Wealth Advisors Inc.
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD SHORT | $1.41M | 0.9% |
| INVESCO S&P | $1.37M | 0.9% |
| U S TREASURY | $1.36M | 0.9% |
| ISHARES 7-10YR | $1.32M | 0.9% |
| MICROSOFT CORP | $1.27M | 0.8% |
| NORFOLK SOUTHERN CORP | $1.26M | 0.8% |
| SPDR GOLD | $1.01M | 0.7% |
| PROCTER & GAMBLE Co | $965.5K | 0.6% |
| ISHARES 1-3YR | $933.8K | 0.6% |
| iShares MSCI UAE ETF | $854.3K | 0.6% |
| NUVEEN ESG | $807.5K | 0.5% |
| U S TREASURY | $767.7K | 0.5% |
| JPMORGAN | $761.0K | 0.5% |
| Amazon.com Inc | $759.2K | 0.5% |
| AMGEN INC | $737.5K | 0.5% |
| U S TREASURY | $695.3K | 0.5% |
| AMERICAN EXPRESS CO | $666.6K | 0.4% |
| NVIDIA Corp | $647.4K | 0.4% |
| Broadcom Inc. | $615.3K | 0.4% |
| Cboe Global Markets Inc | $608.0K | 0.4% |
| Alphabet Inc. | $604.7K | 0.4% |
| LOCKHEED MARTIN CORP | $601.0K | 0.4% |
| CrowdStrike Holdings, Inc. | $600.0K | 0.4% |
| WASTE MANAGEMENT INC | $555.7K | 0.4% |
| Leidos Holdings Inc | $544.2K | 0.4% |