Marshall & Sterling Wealth Advisors Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationpoughkeepsie, NY
- CIK0002056315
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,115 | $156.02 M | VCIT, DGRW, MOAT, DGRW | 13F-HR | Nov 10, 2025 | 000205631525000011 | ||
662 | $147.72 M | VCIT, DGRW, MOAT, RSP | 13F-HR | Aug 12, 2025 | 000205651925000006 | ||
673 | $147.14 M | VCIT, DGRW, MOAT, RSP | 13F-HR | May 15, 2025 | 000205631525000009 | ||
361 | $144.70 M | DGRW, MOAT, VUG, VCIT | 13F-HR | Feb 14, 2025 | 000205631525000001 |