Marshall Financial Group Inc Portfolio Holdings by Sector

Marshall Financial Group Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHG SCHX SCHV SCHP SCHA VB VTV SCHB 41 stocks	$323,452 97.69% of portfolio	29	11	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$2,557 0.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,640 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$635 0.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WSFS 1 stocks	$615 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$577 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$410 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$327 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR 1 stocks	$269 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$207 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$204 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$201 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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