Marshall & Sterling Wealth Advisors Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$144.7B
Holdings
361
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (361 positions)
| Stock | Value |
|---|---|
APLEAPPLE HOSPITALITY | $92K |
IWYISHARES RUSSELL | $92K |
AQLTISHARES SELECT | $87K |
MDYSPDR S&P | $84K |
CATCATERPILLAR INC | $78K |
JHMMJOHN HANCOCK | $77K |
MDYGSPDR SERIES | $75K |
PLTRPALANTIR TECHNOLOGIES | $75K |
SCHBSCHWAB US | $74K |
DWDMORGAN STANLEY | $69K |
DFATDIMENSIONAL US | $69K |
XSDSPDR SERIES | $65K |
LHLABCORP HOLDINGS | $63K |
IEMGISHARES CORE | $63K |
TSMTAIWAN SEMICONDUCTOR | $62K |
VMBSVANGUARD MORTGAGE | $61K |
BRBROADRIDGE FINANCIAL | $59K |
TAT&T INC | $58K |
VOOVANGUARD S&P | $57K |
NRKNUVEEN NEW YORK | $55K |
FQIDIGITAL REALTY | $53K |
ROSTROSS STORES | $53K |
PFEPFIZER INC | $53K |
NVSNNOVARTIS AG | $52K |
DFASDIMENSIONAL US | $51K |
QYLDGLOBAL X | $50K |
WDFCWD 40 | $49K |
DISWALT DISNEY | $49K |
GSGOLDMAN SACHS | $49K |
FNDXSCHWAB FUNDAMENTAL | $49K |
GEGE AEROSPACE | $47K |
IJHISHARES CORE | $47K |
CBCHUBB LTD | $46K |
CPRTCOPART INC | $45K |
MCDMCDONALDS CORP | $45K |
METAMETA PLATFORMS | $45K |
TEVATEVA PHARMACEUTICAL | $44K |
MRKMERCK & COMPANY | $44K |
JHSCJOHN HANCOCK | $43K |
DIAXNUVEEN DOW | $43K |
IJJISHARES S&P | $42K |
XMLVINVESCO EXCHANGE | $42K |
UTWORBB US | $41K |
BACVERIZON COMMUNICATIONS | $41K |
LINLINDE PLC | $41K |
TSLATESLA INC | $39K |
OKEONEOK INC | $39K |
RDVYFIRST TRUST | $38K |
SUSCISHARES TRUST | $38K |
WFCWELLS FARGO | $38K |
PRUPRUDENTIAL FINANCIAL | $38K |
EPDENTERPRISE PRODUCTS | $38K |
CMCSACOMCAST CORP | $36K |
AQLTISHARES CORE | $36K |
7HPHP INC | $36K |
NDQINVESCO QQQ | $36K |
HIXWESTERN ASSET | $35K |
ACMAECOM | $35K |
OBILRBB FC | $35K |
FLEXFLEX LTD | $35K |
XEVVXEATON VANCE | $33K |
IHIISHARES U S | $33K |
EDVVANGUARD EXTENDED | $33K |
FSKFS KKR | $33K |
IYHISHARES U S | $33K |
ZROZPIMCO 25 | $32K |
UPSUNITED PARCEL | $31K |
BACBANK AMERICA | $31K |
SUNSUNOCO LTD | $31K |
GALSPDR SSGA | $30K |
KDKYNDRYL HOLDINGS | $30K |
IAU*ISHARES GOLD | $28K |
CSXCSX CORP | $27K |
SJMSMUCKER JM | $27K |
CRFCORNERSTONE TOTAL | $26K |
XMHQINVESCO S&P | $26K |
UNHUNITEDHEALTH GROUP | $26K |
NCZVIRTUS CONVERTIBLE | $26K |
EWBCEAST WEST | $26K |
NUENUCOR CORP | $25K |
LDOSLEIDOS HOLDINGS | $25K |
VEAVANGUARD FTSE | $24K |
ORCLORACLE CORP | $24K |
TBILRBB US | $23K |
GEVGE VERNOVA | $23K |
IVVISHARES CORE | $22K |
AMDADVANCED MICRO | $21K |
GQ9SPDR GOLD | $21K |
ICFISHARES COHEN | $21K |
MPCMARATHON PETROLEUM | $21K |
KEYSKEYSIGHT TECHNOLOGIES | $20K |
AHRAMERICAN HEALTHCARE | $20K |
LLYELI LILLY | $19K |
MARMARRIOTT INTL | $19K |
VBRVANGUARD SMALL | $18K |
IDV*ISHARES INTL | $18K |
PANWPALO ALTO | $18K |
VODVODAFONE GROUP | $18K |
ADIANALOG DEVICES | $17K |
VBKVANGUARD SMALL | $17K |