Instuitional Investor - Marshall & Sterling Wealth Advisors Inc.
Fund Profile
Filing Period:
| Fund Name: | Marshall & Sterling Wealth Advisors Inc. |
| Portfolio Value | $156,019,625 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 83,910 | $7,047,980 | 4.52% | |
| 2. | Wisdomtree Us | 64,341 | $5,717,547 | 3.66% | |
| 3. | SMH | 57,577 | $5,701,049 | 3.65% | |
| 4. | Wisdomtree Us | 51,615 | $4,587,934 | 2.94% | |
| 5. | Vanguard Scottsdale Funds | 54,341 | $4,566,247 | 2.93% |