Marshall & Sterling Wealth Advisors Inc.

Position in DELL — Dell Technologies Inc.

CIK 2056315 POUGHKEEPSIE, NY

Position in DELL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$40,557

+$25,293 QoQ

Shares Held

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,978

of 2,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $708,196 across 6 Computer Hardware names. DELL ranks #2 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANET	Arista Networks, Inc.	3,790	$643,845
2	DELL	Dell Technologies Inc. This page	94	$40,557
3	QBTS	D-Wave Quantum Inc.	425	$10,195
4	IONQ	IonQ, Inc.	150	$7,989
5	RGTI	Rigetti Computing, Inc.	190	$3,670
6	QUBT	Quantum Computing Inc.	200	$1,940

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,557	94	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$15,264	93	0.0%	Shares	Sole	2026-05-07
2025-12-31	$11,706	93	+158.3%	Shares	Sole	2026-02-10
2025-09-30	$5,103	36	0.0%	Shares	Other	2025-11-10
2025-06-30	$4,413	36	+2.9%	Shares	Sole	2025-08-12
2025-03-31	$3,190	35	-2.8%	Shares	Sole	2025-05-15
2024-12-31	$4,148	36	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.