Instuitional Investor - Marshall & Sterling Wealth Advisors Inc.
Fund Profile
Filing Period:
Fund Name: | Marshall & Sterling Wealth Advisors Inc. |
Portfolio Value | $147,724,768 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Scottsdale Funds | 129,934 | $10,760,400 | 7.28% | |
2. | Wisdomtree Us | 117,305 | $9,814,491 | 6.64% | |
3. | Vaneck Morningstar | 90,750 | $8,502,910 | 5.76% | |
4. | Invesco S&Amp;P | 41,247 | $7,472,953 | 5.06% | |
5. | Vanguard World Fund | 10,065 | $6,621,714 | 4.48% |