MARSHALL FINANCIAL GROUP INC /ADV has disclosed 53 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $331.00 Mil. The turnover rate is 37%.
In MARSHALL FINANCIAL GROUP INC /ADV's current portfolio as of 2024-09-30, the top 5 holdings are
Schwab U.S. Large-Cap Growth ETF (SCHG), Schwab U.S. Large-Cap ETF (SCHX), Schwab U.S. Large-Cap Value ETF (SCHV), Schwab U.S. Tips ETF (SCHP), Schwab U.S. Small-Cap ETF (SCHA), not including call and put options.
MARSHALL FINANCIAL GROUP INC /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for MARSHALL FINANCIAL GROUP INC /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for MARSHALL FINANCIAL GROUP INC /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for MARSHALL FINANCIAL GROUP INC /ADV.