Instuitional Investor - Marshall & Sterling Wealth Advisors Inc.
Fund Profile
Filing Period:
| Fund Name: | Marshall & Sterling Wealth Advisors Inc. |
| Portfolio Value | $147,137,029 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 112,909 | $9,231,558 | 6.27% | |
| 2. | Wisdomtree Us | 111,616 | $8,913,723 | 6.06% | |
| 3. | Vaneck Morningstar | 94,380 | $8,305,421 | 5.64% | |
| 4. | Invesco S&Ampp | 40,186 | $6,962,704 | 4.73% | |
| 5. | Vanguard Dividend | 28,934 | $5,612,025 | 3.81% |
