Marshall Financial Group Inc Incresed Positions in Q1 2025

Marshall Financial Group Inc

  • $318 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.67K
+ 27.58%
$507.05 - $563.67 $4.9M - $5.45M
44.7K $23M
SCHV
Schwab Strategic Tr Us Large C

ETFs
48.3K
+ 4.82%
$25.77 - $27.6 $1.25M - $1.33M
1.05M $27.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
19.2K
+ 54.77%
$79.17 - $82.04 $1.52M - $1.58M
54.4K $4.45M
SCHP
Schwab Strategic Us Tips ETF

ETFs
23.5K
+ 2.77%
$25.69 - $26.89 $604K - $632K
872K $23.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
128K
+ 10.13%
$21.75 - $24.28 $2.79M - $3.11M
1.39M $30.7M
VTV
Vanguard Value ETF

ETFs
845
+ 0.8%
$167.73 - $179.21 $142K - $151K
106K $18.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.39K
+ 13.32%
$106.22 - $111.09 $147K - $154K
11.8K $1.31M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
37
+ 0.13%
$55.47 - $61.45 $2.05K - $2.27K
28.1K $1.66M
MUB
Ishares National Muni Bond ETF

ETFs
662
+ 5.39%
$104.71 - $107.69 $69.3K - $71.3K
12.9K $1.36M
T
At&T Inc.

Communication Services
60
+ 0.65%
$21.56 - $28.28 $1.29K - $1.7K
9.27K $262K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.37K
+ 6.94%
$96.93 - $109.51 $133K - $150K
21.1K $2.07M
RSP
Invesco S&P 500 Equal Weight E

ETFs
17
+ 0.48%
$169.43 - $182.84 $2.88K - $3.11K
3.55K $614K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.17%
$576.36 - $736.67 $576 - $737
573 $330K
IWS
Ishares Russell Midcap Value E

ETFs
10
+ 0.31%
$122.59 - $135.24 $1.23K - $1.35K
3.29K $413K
BAC
Bank Of America Corp

Financial Services
51
+ 0.6%
$39.61 - $47.74 $2.02K - $2.43K
8.57K $357K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.12%
$149.27 - $169.4 $299 - $339
1.71K $258K
VO
Vanguard Mid Cap ETF

ETFs
1.07K
+ 1.74%
$251.87 - $277.95 $270K - $297K
62.5K $16.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
4
+ 0.06%
$114.9 - $139.6 $460 - $558
7.08K $831K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.2%
$542.38 - $646.34 $1.08K - $1.29K
998 $541K
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.19%
$302.31 - $337.54 $3.33K - $3.71K
5.77K $1.77M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.05%
$198.1 - $229.79 $396 - $460
4.15K $827K
AAPL
Apple Inc.

Technology
1
+ 0.01%
$209.68 - $247.1 $210 - $247
7.05K $1.57M
VUG
Vanguard Growth ETF

ETFs
724
+ 2.19%
$369.1 - $427.61 $267K - $310K
33.7K $12.5M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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