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
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Page 17 of 32
LENNAR CORP /NEW/
LEN|526057104
Shares:
53
Value:
$6.1M
381430503
GSLC|381430503
Shares:
55(+0.0%)
Value:
$6.1M(-4.4%)
MASCO CORP /DE/
MAS|574599106
Shares:
87
Value:
$6.0M
Prologis, Inc.
PLD|74340W103
Shares:
54
Value:
$6.0M
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
109
Value:
$6.0M
QUALCOMM INC/DE
QCOM|747525103
Shares:
39
Value:
$6.0M
464288448
464288448
Shares:
193(-70.9%)
Value:
$6.0M(-67.0%)
American Homes 4 Rent
AMH|02665T306
Shares:
158
Value:
$6.0M
PULTEGROUP INC/MI/
PHM|745867101
Shares:
58
Value:
$6.0M
IRON MOUNTAIN INC
IRM|46284V101
Shares:
69
Value:
$5.9M
SYNOVUS FINANCIAL CORP
SNV|87161C501
Shares:
127
Value:
$5.9M
US BANCORP \DE\
USB|902973304
Shares:
140
Value:
$5.9M
FLOWSERVE CORP
FLS|34354P105
Shares:
121
Value:
$5.9M
UNION PACIFIC CORP
UNP|907818108
Shares:
25
Value:
$5.9M
78464A375
78464A375
Shares:
177
Value:
$5.9M
AECOM
ACM|00766T100
Shares:
63(-80.9%)
Value:
$5.8M(-83.4%)
EQT Corp
EQT|26884L109
Shares:
109(+211.4%)
Value:
$5.8M(+260.8%)
VEEVA SYSTEMS INC
VEEV|922475108
Shares:
25
Value:
$5.8M
Meta Platforms, Inc.
META|30303M102
Shares:
10(-87.0%)
Value:
$5.8M(-87.0%)
CDW Corp
CDW|12514G108
Shares:
36
Value:
$5.8M