Instuitional Investor - Marshall & Sterling Wealth Advisors Inc.
Fund Profile
Filing Period:
| Fund Name: | Marshall & Sterling Wealth Advisors Inc. |
| Portfolio Value | $151,482,130 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 153,818 | $12,882,229 | 8.5% | |
| 2. | Wisdomtree Us | 115,811 | $10,356,991 | 6.84% | |
| 3. | SMH | 83,173 | $8,613,416 | 5.69% | |
| 4. | Vanguard World Fund | 9,373 | $7,064,753 | 4.66% | |
| 5. | Vanguard Dividend | 27,314 | $6,002,961 | 3.96% |
Hedge Fund Resource Center 
