Marshall Financial Group Inc Portfolio Holdings

Marshall Financial Group Inc

  • $334 Million
  • Q2 2025

Marshall Financial Group Inc has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $334 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $32M, Schwab Strategic Tr Us Large C with a value of $30.6M, Schwab Strategic Tr Us Large C with a value of $29.1M, Schwab Strategic Us Tips ETF with a value of $23.7M, and Vanguard Index Fds S&P 500 ETF with a value of $23.5M.

Examining the 13F form we can see an increase of $16M in the current position value, from $318M to 334M.

Marshall Financial Group Inc is based out at Doylestown, PA

Below you can find more details about Marshall Financial Group Inc portfolio as well as his latest detailed transactions.

Portfolio value $334 Million
ETFs: $326 Million
Healthcare: $2.58 Million
Technology: $1.97 Million
Financial Services: $1.42 Million
Communication Services: $690,000
Consumer Defensive: $615,000
Industrials: $227,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43B
$664,000 0.2% of portfolio
12,075
Q1 2022 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $334 Million
  • Prior Value $318 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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