Marshall Financial Group Inc Portfolio Holdings
Marshall Financial Group Inc
- $331 Million
- Q3 2024
Marshall Financial Group Inc has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $331 Million distributed in 53 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 $30.9M, Schwab Strategic Tr Us Large C with a value of $29.4M, Schwab Strategic Tr Us Large C with a value of $26.8M, Schwab Strategic Us Tips ETF with a value of $22.9M, and Schwab Strategic Tr Us Small C with a value of $20.2M.
Examining the 13F form we can see an increase of $23M in the current position value, from $308M to 331M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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