Marshall & Sterling Wealth Advisors Inc. ETFs

Marshall & Sterling Wealth Advisors Inc.

$145 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JEPI J P Morgan Exchange Traded Fd	$0	$5.01 Million 0.0% of portfolio	87	Q4 2024 New
CGGR Capital Group Growth ETF Shs C	$0	$4.97 Million 0.0% of portfolio	134	Q4 2024 New
FVAL Fidelity Covington Tr Value Fa	$0	$4.15 Million 0.0% of portfolio	68	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$4.05 Million 0.0% of portfolio	92	Q4 2024 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$3.78 Million 0.0% of portfolio	33	Q4 2024 New
IJT Ishares S&P Small Cap 600 Grow	$0	$3.25 Million 0.0% of portfolio	24	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$3.23 Million 0.0% of portfolio	25	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$3.22 Million 0.0% of portfolio	58	Q4 2024 New
BOND Pimco Active Bond Exchange Tra	$0	$3.11 Million 0.0% of portfolio	35	Q4 2024 New
IWP Ishares Russell Mid Cap Growth	$0	$2.92 Million 0.0% of portfolio	23	Q4 2024 New
VFH Vanguard Financial ETF	$0	$2.85 Million 0.0% of portfolio	25	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$2.82 Million 0.0% of portfolio	48	Q4 2024 New
FREL Fidelity Covington Tr Msci Rea	$0	$2.64 Million 0.0% of portfolio	98	Q4 2024 New
ARKF Ark ETF Tr Fintech Innovation	$0	$2.63 Million 0.0% of portfolio	71	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$2.63 Million 0.0% of portfolio	16	Q4 2024 New
AGZD Wisdom Tree Interest Rate Hedg	$0	$2.59 Million 0.0% of portfolio	116	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$2.34 Million 0.0% of portfolio	91	Q4 2024 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$2.34 Million 0.0% of portfolio	71	Q4 2024 New
XLK Technology Sector Spdr	$0	$2.33 Million 0.0% of portfolio	10	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$2.25 Million 0.0% of portfolio	82	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$2.02 Million 0.0% of portfolio	7	Q4 2024 New
KWEB Kraneshares Tr Csi China Inter	$0	$1.51 Million 0.0% of portfolio	52	Q4 2024 New
WCLD Wisdomtree Tr Cloud Computing	$0	$1.5 Million 0.0% of portfolio	40	Q4 2024 New
GOVZ Ishares 25+ Year Treasury Stri	$0	$1.49 Million 0.0% of portfolio	151	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$1.24 Million 0.0% of portfolio	25	Q4 2024 New
XLE Energy Sector Spdr	$0	$1.2 Million 0.0% of portfolio	14	Q4 2024 New
CGXU Capital Group Intl Focus Equit	$0	$1.15 Million 0.0% of portfolio	47	Q4 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$966,000 0.0% of portfolio	17	Q4 2024 New
IPO Renaissance Cap Greenwich Fds	$0	$87,000 0.0% of portfolio	2	Q4 2024 New

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