CIK 2056315
Marshall & Sterling Wealth Advisors Inc.
Institutional 13F holdings & portfolio
Holdings
338
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 338
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE | 154K | $1M+ | SH |
| DGRW | WISDOMTREE US | 116K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR | 83K | $1M+ | SH |
| VGT | VANGUARD INFORMATION | 9K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND | 27K | $1M+ | SH |
| FDVV | FIDELITY HIGH | 98K | $1M+ | SH |
| VUG | VANGUARD GROWTH | 10K | $1M+ | SH |
| GARP | ISHARES MSCI | 67K | $1M+ | SH |
| QDPL | PACER METAURUS | 107K | $1M+ | SH |
| SPYI | NEOS S&P | 85K | $1M+ | SH |
| RWK | INVESCO S&P | 35K | $1M+ | SH |
| HELO | JPMORGAN HEDGED | 61K | $1M+ | SH |
| VO | VANGUARD MID | 14K | $1M+ | SH |
| HEGD | SWAN HEDGED | 149K | $1M+ | SH |
| TPYP | TORTOISE NORTH | 96K | $1M+ | SH |
| FEZ | SPDR EURO | 46K | $1M+ | SH |
| RSPU | INVESCO S&P | 38K | $1M+ | SH |
| ITA | ISHARES AEROSPACE | 10K | $1M+ | SH |
| UTWO | U S TREASURY | 44K | $1M+ | SH |
| AAPL | APPLE INC | 8K | $1M+ | SH |
| DGRS | WISDOMTREE US | 41K | $1M+ | SH |
| IBM | INTL BUSINESS | 6K | $1M+ | SH |
| SHLD | GLOBAL X | 23K | $1M+ | SH |
| SPY | SPDR S&P | 2K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY | 3K | $1M+ | SH |
| VCSH | VANGUARD SHORT | 18K | $1M+ | SH |
| RSP | INVESCO S&P | 7K | $1M+ | SH |
| TBIL | U S TREASURY | 27K | $1M+ | SH |
| IEF | ISHARES 7-10YR | 14K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| NSC | NORFOLK SOUTHERN | 4K | $1M+ | SH |
| GLDM | SPDR GOLD | 12K | $1M+ | SH |
| PG | PROCTER & GAMBLE | 7K | $500K+ | SH |
| SHY | ISHARES 1-3YR | 11K | $500K+ | SH |
| QUAL | ISHARES MSCI | 4K | $500K+ | SH |
| NULG | NUVEEN ESG | 8K | $500K+ | SH |
| OBIL | U S TREASURY | 15K | $500K+ | SH |
| JEPQ | JPMORGAN | 13K | $500K+ | SH |
| AMZN | AMAZON COM | 3K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| XBIL | U S TREASURY | 14K | $500K+ | SH |
| AXP | AMERICAN EXPRESS | 2K | $500K+ | SH |
| NVDA | NVIDIA CORP | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| CBOE | CBOE GLOBAL | 2K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN | 1K | $500K+ | SH |
| CRWD | CROWDSTRIKE HOLDINGS | 1K | $500K+ | SH |
| WM | WASTE MANAGEMENT | 3K | $500K+ | SH |
| LDOS | LEIDOS HOLDINGS | 3K | $500K+ | SH |