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Lumentum Hldgs shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Lumentum Hldgs held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.6k 10 858.10

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Invesco S&p MF Closed and MF Open (RSP)
Ishares Msci MF Closed and MF Open (GARP)
Vanguard Mid MF Closed and MF Open (VO)
Invesco S&p MF Closed and MF Open (RWK)
Swan Hedged MF Closed and MF Open (HEGD)
Tortoise North MF Closed and MF Open (TPYP)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares 7-10yr MF Closed and MF Open (IEF)
Neos Russell MF Closed and MF Open (IWMI)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Lumentum Hldgs

BlackRock
Susquehanna International
Jane Street
Vanguard Capital Management
Vanguard Portfolio Management
Jpmorgan Chase & Co
FMR
Invesco
State Street Corporation
Citadel Advisors
Geode Capital Management
D. E. Shaw & Co
Jupiter Topco
UBS Group
Arrowstreet Capital, Limited Partnership

View all funds holding Lumentum Hldgs