Marshall & Sterling Wealth Advisors Inc.

13F Portfolio Filings

Most recent 13F: Q4 2024
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
Q4 2024	361	144,700	DGRW, MOAT, VUG, VCIT	13F-HR	2/14/2025	000205631525000001