Holdings
Marshall & Sterling Wealth Advisors Inc.
As of Jun 30, 2026, Marshall & Sterling Wealth Advisors Inc. reported 170 positions worth US$26.1M. Largest: Apple Inc, International Business Machines Corporation and Norfolk Southern Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,045 | US$2.04M | −102 | Jun 30, 2026 |
| International Business Machines Corporation | 6,710 | US$1.89M | +309 | Jun 30, 2026 |
| Norfolk Southern Corporation | 4,361 | US$1.37M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,736 | US$1.37M | −10 | Jun 30, 2026 |
| Nvidia Corporation | 6,124 | US$1.23M | +2,652 | Jun 30, 2026 |
| Microsoft Corp. | 2,830 | US$1.06M | +150 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,645 | US$945K | +6 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 6,031 | US$884K | +1 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 1,049 | US$801K | −112 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,151 | US$751K | +132 | Jun 30, 2026 |