Marshall & Sterling Wealth Advisors Inc.
Position in PENN — PENN Entertainment, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in PENN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,360
+$6,330 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#271
of 378 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $25,979 across 2 Resorts & Casinos names. PENN ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PENN |
PENN Entertainment, Inc.
This page
|
1,000 | $21,360 | |
| 2 | LVS |
Las Vegas Sands Corp
|
100 | $4,619 |
All Filings in PENN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,360 | 1,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,030 | 1,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,750 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,260 | 1,000 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $17,870 | 1,000 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||