Marshall & Sterling Wealth Advisors’s Ares Management ARES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.53K	Buy	55 +4	+8%	+$693	0.01%	337
2025 Q1	$7.48K	Buy	+51	New	+$7.48K	0.01%	381