Marshall & Sterling Wealth Advisors Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 640
- Total Value
- 11915774
- Accession Number
- 0002056315-25-000009
- Form Type
- 13F-HR
- CIK
- 0002056315
- Manager Name
- Marshall & Sterling Wealth Advisors Inc.
Data Enrichment
82% identified526 identified114 unidentified
Holdings
640 positions
Manager:
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Page 11 of 32
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 56 | QoQ NEW(+56) YoY- | All Managers (Combined) | $9.7K | QoQ NEW(+$9.7K) YoY- | |
Dover Corp(DOVcusip260003108) | 55 | QoQ NEW(+55) YoY- | All Managers (Combined) | $9.7K | QoQ NEW(+$9.7K) YoY- |
Metlife Inc(METcusip59156R108) | 119 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $9.6K | YoY- |
| 114 | QoQ NEW(+114) YoY- | All Managers (Combined) | $9.5K | QoQ NEW(+$9.5K) YoY- | |
| 73 | QoQ NEW(+73) YoY- | All Managers (Combined) | $9.5K | QoQ NEW(+$9.5K) YoY- | |
| 208 | YoY- | All Managers (Combined) | $9.4K | YoY- | |
| 284 | QoQ NEW(+284) YoY- | All Managers (Combined) | $9.3K | QoQ NEW(+$9.3K) YoY- | |
Fair Isaac Corp(FICOcusip303250104) | 5 | QoQ NEW(+5) YoY- | All Managers (Combined) | $9.2K | QoQ NEW(+$9.2K) YoY- |
| 54 | QoQ NEW(+54) YoY- | All Managers (Combined) | $9.2K | QoQ NEW(+$9.2K) YoY- | |
Nvidia Corp(NVDAcusip67066G104) | 85 | YoY- | All Managers (Combined) | $9.2K | YoY- |
| 66 | QoQ NEW(+66) YoY- | All Managers (Combined) | $9.2K | QoQ NEW(+$9.2K) YoY- | |
Abbvie Inc.(ABBVcusip00287Y109) | 44 | YoY- | All Managers (Combined) | $9.2K | YoY- |
| 106 | QoQ NEW(+106) YoY- | All Managers (Combined) | $9.1K | QoQ NEW(+$9.1K) YoY- | |
Unilever Plc(ULcusip904767704) | 152 | QoQ NEW(+152) YoY- | All Managers (Combined) | $9.1K | QoQ NEW(+$9.1K) YoY- |
Fastenal Co(FASTcusip311900104) | 116 | QoQ NEW(+116) YoY- | All Managers (Combined) | $9.0K | QoQ NEW(+$9.0K) YoY- |
Dte Energy Co(DTEcusip233331107) | 64 | QoQ NEW(+64) YoY- | All Managers (Combined) | $8.8K | QoQ NEW(+$8.8K) YoY- |
| 44 | YoY- | All Managers (Combined) | $8.7K | YoY- | |
| 180 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $8.7K | YoY- | |
Garmin Ltd(GRMNcusipH2906T109) | 40 | QoQ NEW(+40) YoY- | All Managers (Combined) | $8.7K | QoQ NEW(+$8.7K) YoY- |
| 109 | YoY- | All Managers (Combined) | $8.6K | YoY- |