StockDriftsStockDriftsTop 50 Marshall & Sterling Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE | 8.1% | 149.6K | $12.4M | -2.74%(-4.22K) | $82.19(+0.19%) | 2026-03-31 | |
| DGRW | WISDOMTREE US | 6.86% | 119.4K | $10.5M | +3.10%(+3.59K) | $82.56(+16.11%) | 2026-03-31 | |
| SPYI | NEOS S&P | 5.57% | 172.5K | $8.5M | +102.73%(+87.40K) | $51.64(+2.76%) | 2026-03-31 | |
| MOAT | VANECK MORNINGSTAR | 4.37% | 69.1K | $6.7M | -16.87%(-14.03K) | $93.77(+13.35%) | 2026-03-31 | |
| FDVV | FIDELITY HIGH | 3.81% | 105.3K | $5.8M | +7.94%(+7.75K) | $51.63(+18.69%) | 2026-03-31 | |
| VGT | VANGUARD INFORMATION | 3.44% | 7.5K | $5.3M | -19.53%(-1.83K) | $75.49(+51.85%) | 2026-03-31 | |
| GARP | ISHARES MSCI | 2.91% | 69.5K | $4.4M | +3.04%(+2.05K) | $62.51(+28.74%) | 2026-03-31 | |
| RWK | INVESCO S&P | 2.85% | 34.0K | $4.4M | -3.58%(-1.26K) | $116.30(+25.67%) | 2026-03-31 | |
| VO | VANGUARD MID | 2.79% | 14.9K | $4.3M | +7.06%(+980) | $66.53(+21.01%) | 2026-03-31 | |
| TPYP | TORTOISE NORTH | 2.78% | 100.2K | $4.2M | +4.09%(+3.94K) | $33.69(+24.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.25% | +16.61% |
| Top 20 Holdings Unweighted | +5.45% | +17.26% |
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