Marshall & Sterling Wealth Advisors Inc. has disclosed 638 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $147.00 Mil. The turnover rate is 10%.
In Marshall & Sterling Wealth Advisors Inc.'s current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard Intermediate-Term Corporate Bond ETF (VCIT), WisdomTree U.S. Dividend Growth Fund (DGRW), VanEck Morningstar Wide Moat ETF (MOAT), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard Dividend Appreciation FTF (VIG), not including call and put options.
Marshall & Sterling Wealth Advisors Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Marshall & Sterling Wealth Advisors Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Marshall & Sterling Wealth Advisors Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Marshall & Sterling Wealth Advisors Inc..