-
Value $
-
$145M
-
Signature - Title
-
Craig M. Pesce - Chief Compliance Officer
-
Location
-
Poughkeepsie, NY
-
Summary
-
This page shows a list of all the recent 13F filings made by Marshall & Sterling Wealth Advisors Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Marshall & Sterling Wealth Advisors Inc. reported 360 stock holdings with total value $145M as of Q4 2024. Top holdings included DGRW, MOAT, VUG, VCIT, and RSP.