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Marshall & Sterling Wealth Advisors Inc. → NCZ-PA

Marshall & Sterling Wealth Advisors Inc. NCZ-PA Position History

NCZ-PA

Quarters held
1
Latest value
$28.2M
Q3 2025
Peak value
$28.2M
First seen
Q3 2025

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2025$28.2M2.1K——

Other funds holding NCZ-PA

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