Marshall Financial Group Inc Portfolio Holdings
Marshall Financial Group Inc
- $308 Million
- Q2 2024
Marshall Financial Group Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $308 Million distributed in 54 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 $31M, Schwab Strategic Tr Us Large C with a value of $29M, Schwab Strategic Tr Us Large C with a value of $23.5M, Schwab Strategic Us Tips ETF with a value of $20.8M, and Schwab Strategic Tr Us Small C with a value of $18.9M.
Examining the 13F form we can see an increase of $4.81M in the current position value, from $303M to 308M.
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 $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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