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Marshall Financial Group

Latest statistics and disclosures from Marshall Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHX, SCHV, SCHP, SCHA, and represent 39.62% of Marshall Financial Group's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$24M), SCHX (+$19M), SCHV (+$17M), SCHB (+$12M), SCHM (+$12M), SCHP (+$11M), SCHA (+$9.9M), SCHF (+$6.2M), SCHZ, MTUM.
Reduced shares in these 10 stocks: SCHH, VTV, VB, USRT, MDT, IWD, IWP, JPM, IWM, VWO.
Sold out of its position in MDT.
Marshall Financial Group was a net buyer of stock by $114M.
Marshall Financial Group has $327M in assets under management (AUM), dropping by -1.16%.
Central Index Key (CIK): 0000701189

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Positions held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	9.9	$32M	+290%	1.2M	27.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.0	$29M	+191%	1.3M	23.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.0	$26M	+200%	1.0M	26.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	6.7	$22M	+98%	849k	25.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.1	$20M	+97%	775k	25.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.1	$20M		83k	240.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$19M		35k	538.80	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.6	$19M	+187%	814k	22.70	View chart
Vanguard Index Fds Value Etf (VTV)	5.5	$18M	-2%	105k	169.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	5.4	$18M	+200%	642k	27.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$16M		61k	264.13	View chart
Vanguard Index Fds Growth Etf (VUG)	4.1	$14M		33k	410.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.8	$12M	+100%	673k	18.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$9.0M		189k	47.82	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.9	$6.2M	-3%	107k	57.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$4.8M		12k	401.57	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.4	$4.4M	+92%	196k	22.70	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$3.1M	-12%	149k	21.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$2.8M	+6%	35k	80.27	View chart
Johnson & Johnson (JNJ)	0.7	$2.3M		16k	144.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$2.2M	+2%	83k	26.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$2.2M	+43%	11k	206.92	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.6	$2.1M	+5%	20k	104.89	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.6	$2.0M		6.8k	287.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.9M		5.8k	322.14	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.8M	+2%	36k	49.05	View chart
Apple (AAPL)	0.5	$1.8M		7.0k	250.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$1.8M	-6%	9.5k	185.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$1.6M	+2%	28k	56.70	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$1.3M	+43%	12k	106.55	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$1.1M	+6%	10k	106.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$916k	-4%	4.1k	220.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$896k	-8%	7.1k	126.74	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$732k	+3%	21k	34.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$670k	-2%	15k	44.04	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$650k		8.5k	76.61	View chart
WSFS Financial Corporation (WSFS)	0.2	$642k		12k	53.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$620k		996.00	622.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$618k		3.5k	175.24	View chart
Microsoft Corporation (MSFT)	0.2	$566k		1.3k	421.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$555k		4.4k	127.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$457k		6.0k	75.61	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$424k		3.3k	129.33	View chart
Philip Morris International (PM)	0.1	$407k		3.4k	120.35	View chart
Bank of America Corporation (BAC)	0.1	$374k		8.5k	43.95	View chart
Meta Platforms Cl A (META)	0.1	$335k		572.00	585.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$291k	-14%	1.2k	239.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$281k		1.7k	164.14	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.1	$250k		2.5k	98.87	View chart
Automatic Data Processing (ADP)	0.1	$216k		738.00	292.73	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$213k		3.7k	57.31	View chart
At&t (T)	0.1	$210k		9.2k	22.77	View chart

Past Filings by Marshall Financial Group

SEC 13F filings are viewable for Marshall Financial Group going back to 2018

Marshall Financial Group 2024 Q4 filed Jan. 24, 2025
Marshall Financial Group 2024 Q3 filed Nov. 4, 2024
Marshall Financial Group 2024 Q2 filed Aug. 9, 2024
Marshall Financial Group 2024 Q1 filed May 9, 2024
Marshall Financial Group 2023 Q4 filed Feb. 8, 2024
Marshall Financial Group 2023 Q3 filed Nov. 3, 2023
Marshall Financial Group 2023 Q2 filed Aug. 10, 2023
Marshall Financial Group 2023 Q1 filed May 3, 2023
Marshall Financial Group 2022 Q4 filed Feb. 6, 2023
Marshall Financial Group 2022 Q3 filed Nov. 14, 2022
Marshall Financial Group 2022 Q2 filed Aug. 10, 2022
Marshall Financial Group 2022 Q1 filed May 10, 2022
Marshall Financial Group 2021 Q4 filed Feb. 8, 2022
Marshall Financial Group 2021 Q3 filed Nov. 15, 2021
Marshall Financial Group 2021 Q2 filed July 29, 2021
Marshall Financial Group 2021 Q1 filed May 10, 2021

View all past filings

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