Instuitional Investor - Marshall & Sterling Wealth Advisors Inc.
Fund Profile
Filing Period:
| Fund Name: | Marshall & Sterling Wealth Advisors Inc. |
| Portfolio Value | $144,700,006 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Trust | 114,445 | $9,262,011 | 6.4% | |
| 2. | Vaneck Morningstar | 94,394 | $8,752,592 | 6.04% | |
| 3. | Vanguard Growth | 18,844 | $7,733,875 | 5.34% | |
| 4. | Vanguard Scottsdale Funds | 95,167 | $7,638,998 | 5.27% | |
| 5. | Invesco S&P | 39,180 | $6,865,317 | 4.74% |
