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 VOO VB SCHA VTV 39 stocks	$326,084 97.69% of portfolio	17	22	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$2,320 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,425 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$759 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WSFS 1 stocks	$664 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$615 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$543 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$422 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$268 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT 1 stocks	$262 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$227 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs RWR 1 stocks	$205 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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