MSWA
SMLR

Marshall & Sterling Wealth Advisors’s Semler Scientific SMLR Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-37
Closed -$1.43K – 680
2025
Q2 		$1.43K Buy
37
+17
+85% +$606 ﹤0.01% 560
2025
Q1 		$724 Buy
+20
New +$937 ﹤0.01% 605

Other funds holding SMLR

ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SMLR Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Semler Scientific (SMLR) in Q3 2025, closing a stake of 37 shares — an estimated $1.43K sold.

Marshall & Sterling Wealth Advisors first reported a position in SMLR in Q1 2025 and held it in 2 quarters. The position peaked at $1.43K in Q2 2025. 126 funds tracked by Wall St. Rank hold SMLR as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Semler Scientific position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 37 Semler Scientific shares in Q3 2025, an estimated $1.43K.
  • Marshall & Sterling Wealth Advisors first reported a position in Semler Scientific in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Semler Scientific position peaked at $1.43K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Semler Scientific as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.