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Marshall & Sterling Wealth Advisors Inc. → CRF

Marshall & Sterling Wealth Advisors Inc. CRF Position History

Cornerstone Total Return Fund, Inc. • Financial Services

Quarters held
1
Latest value
$24.1M
Q3 2025
Peak value
$24.1M
First seen
Q3 2025

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2025$24.1M3.0K——

Other funds holding CRF

Other Marshall & Sterling Wealth Advisors Inc. positions

BTCW

WISDOMTREE US

$1.6B
NSC

NORFOLK SOUTHERN

$1.3B
VGES

VANGUARD INFORMATION

$1.2B
VGES

VANGUARD INTERMEDIATE

$1B
PG

PROCTER & GAMBLE

$991.5M
BLK

ISHARES 1-3YR

$923.9M
HODL

VANECK MORNINGSTAR

$735.5M
AMGN

U S TREASURY

$720.1M