Long-term investor
Marshall & Sterling Wealth Advisors Inc. @marshallsterlingwealthad
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056315).
Record
- Tracked since 2025-12-31 (270 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +900.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 7.5% · long · since 2025-12-31
- 97717X669 · 7.2% · long · since 2025-12-31
- 78433H303 · 6.0% · long · since 2025-12-31
- 316092840 · 3.8% · long · since 2025-12-31
- 92204A702 · 3.4% · long · since 2025-12-31
- 46137V357 · 3.4% · long · since 2025-12-31
- 46436E403 · 3.1% · long · since 2025-12-31
- 922908629 · 3.1% · long · since 2025-12-31
- 46138G672 · 3.0% · long · since 2025-12-31
- 53656F599 · 3.0% · long · since 2025-12-31
- 890930308 · 2.7% · long · since 2025-12-31
- 922908736 · 2.4% · long · since 2025-12-31