Marshall & Sterling Wealth Advisors Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Craig M. Pesce - Chief Compliance Officer
Location
Poughkeepsie, NY
Holdings as of
31 Dec 2024
Value $
$145M
Num holdings
360
Filing time
14 Feb 2025, 15:29:47 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DGRW, MOAT, VUG, VCIT, and RSP.
Next filing
Q1 2025 - 15 May 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Craig M. Pesce Chief Compliance Officer Poughkeepsie, New York 14 Feb 2025