Marshall & Sterling Wealth Advisors Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Poughkeepsie, NY
CIK
0002056315
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
673
147,137
VCIT, DGRW, MOAT, RSP
13F-HR
5/15/2025
000205631525000009
Q4 2024
361
144,700
DGRW, MOAT, VUG, VCIT
13F-HR
2/14/2025
000205631525000001