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Marshall & Sterling Wealth Advisors’s HEICO Class A HEI.A Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio HEI.A Stock Details HEI.A Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8K Sell
88
-2
-2% -$518 0.02% 248
2025
Q1 		$19K Buy
+90
New +$19K 0.01% 255