Marshall & Sterling Wealth Advisors Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
526 identified114 unidentified

Holdings

640 positions
Manager:
SEC
Search and click to pin securities to the top
Page 16 of 32
UDR, Inc.
UDR|902653104
Shares:
144
Value:
$6.5M
RESMED INC
RMD|761152107
Shares:
29
Value:
$6.5M
ALEXANDRIA REAL ESTATE EQUITIES, INC.
ARE|015271109
Shares:
70
Value:
$6.5M
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
70
Value:
$6.4M
Live Nation Entertainment, Inc.
LYV|538034109
Shares:
49
Value:
$6.4M
LAM RESEARCH CORP
LRCX|512807306
Shares:
88
Value:
$6.4M
Extra Space Storage Inc.
EXR|30225T102
Shares:
43
Value:
$6.4M
46434G822
EWJ|46434G822
Shares:
93(+0.0%)
Value:
$6.4M(+2.2%)
CRH PUBLIC LTD CO
CRH|G25508105
Shares:
72
Value:
$6.3M
46434G103
IEMG|46434G103
Shares:
117(-90.3%)
Value:
$6.3M(-89.9%)
Fidelity National Financial, Inc.
FNF|31620R303
Shares:
97
Value:
$6.3M
922042858
VWO|922042858
Shares:
139(+51.1%)
Value:
$6.3M(+55.4%)
Eaton Corp plc
ETN|G29183103
Shares:
23(+53.3%)
Value:
$6.3M(+34.3%)
69349H107
69349H107
Shares:
117(+0.0%)
Value:
$6.3M(+8.8%)
PACCAR INC
PCAR|693718108
Shares:
64
Value:
$6.2M
Alphabet Inc.
GOOGL|02079K305
Shares:
40(-98.8%)
Value:
$6.2M(-99.0%)
46435G193
46435G193
Shares:
269(-83.8%)
Value:
$6.2M(-83.5%)
DANAHER CORP /DE/
DHR|235851102
Shares:
30(-97.3%)
Value:
$6.2M(-97.6%)
EOG RESOURCES INC
EOG|26875P101
Shares:
48
Value:
$6.2M
BOEING CO
BA|097023105
Shares:
36
Value:
$6.1M