Marshall Financial Group Inc Portfolio Holdings by Sector
Marshall Financial Group Inc
- $303 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHG SCHX SCHV SCHP SCHA VB SCHB VTV 41 stocks |
$295,247
97.34% of portfolio
|
  24  
|
  16  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK 2 stocks |
$2,959
0.98% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,239
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$838
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$762
0.25% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
WSFS 1 stocks |
$545
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$309
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$277
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$265
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
RWR 1 stocks |
$237
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$231
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$202
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$201
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|