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 15 of 32
165167735
Shares:
61
Value:
$6.8M
14020Y102
Shares:
302
Value:
$6.8M
G3643J108
Shares:
30
Value:
$6.6M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 48 | QoQ -31.42% (-22)YoY- | All Managers (Combined) | $6.8K | YoY- | |
| 129 | QoQ NEW(+129) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- | |
Ameren Corp(AEEcusip023608102) | 68 | QoQ NEW(+68) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- |
| 174 | QoQ NEW(+174) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- | |
(cusip165167735)✕ | 61 | QoQ NEW(+61) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- |
(cusip14020Y102)✕ | 302 | QoQ NEW(+302) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- |
| 49 | QoQ NEW(+49) YoY- | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) YoY- | |
Citigroup Inc(Ccusip172967424) | 95 | YoY- | All Managers (Combined) | $6.7K | YoY- |
| 99 | QoQ NEW(+99) YoY- | All Managers (Combined) | $6.7K | QoQ NEW(+$6.7K) YoY- | |
| 92 | QoQ NEW(+92) YoY- | All Managers (Combined) | $6.7K | QoQ NEW(+$6.7K) YoY- | |
| 157 | QoQ NEW(+157) YoY- | All Managers (Combined) | $6.7K | QoQ NEW(+$6.7K) YoY- | |
Entegris Inc(ENTGcusip29362U104) | 76 | QoQ NEW(+76) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- |
(cusipG3643J108)✕ | 30 | QoQ NEW(+30) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- |
Fiserv Inc(FIcusip337738108) | 30 | QoQ NEW(+30) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- |
| 74 | QoQ NEW(+74) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- | |
| 45 | QoQ NEW(+45) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- | |
| 60 | QoQ NEW(+60) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- | |
| 128 | QoQ NEW(+128) YoY- | All Managers (Combined) | $6.6K | QoQ NEW(+$6.6K) YoY- | |
Nextracker Inc.(NXTcusip65290E101) | 156 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $6.6K | YoY- |
| 80 | YoY- | All Managers (Combined) | $6.5K | YoY- |