The Analysis of MARSHALL FINANCIAL GROUP INC /ADV's Holdings
Currently, MARSHALL FINANCIAL GROUP INC /ADV holds 53 types of securities in its portfolio with a total value $363.5M. In the most recent quarter, they have increased their positions in VOO (+4.6K shares, valued at $2.8M), VCIT (+21.6K shares, valued at $1.8M), SCHX (+47.1K shares, valued at $1.2M); decreased their positions in SCHG (-38.3K shares, valued at $1.2M), SCHM (-13.7K shares, valued at $405.1K), SCHA (-8.0K shares, valued at $222.7K); initiated new positions in AVGO (+683 shares, valued at $225.3K), MO (+3.4K shares, valued at $221.8K), NAMS (+7.5K shares, valued at $213.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR1.3M shares3.76%2025-09-302025-11-04
SCHG SCHWAB STRATEGIC TR1.1M shares-3.49%2025-09-302025-11-04 SCHV SCHWAB STRATEGIC TR1.1M shares2.95%2025-09-302025-11-04 VOO VANGUARD INDEX FDS46.0K shares11.16%2025-09-302025-11-04 SCHP SCHWAB STRATEGIC TR923.2K shares3.98%2025-09-302025-11-04 VB VANGUARD INDEX FDS81.7K shares0.92%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR721.0K shares-1.09%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR746.6K shares1.02%2025-09-302025-11-04 VTV VANGUARD INDEX FDS102.8K shares0.63%2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR610.2K shares-2.19%2025-09-302025-11-04 VO VANGUARD INDEX FDS60.9K shares1.70%2025-09-302025-11-04 VUG VANGUARD INDEX FDS32.3K shares-1.29%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR635.8K shares-0.17%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS175.7K shares-1.30%2025-09-302025-11-04 VCIT VANGUARD SCOTTSDALE FDS83.4K shares34.94%2025-09-302025-11-04 IWF ISHARES TR11.8K shares0.27%2025-09-302025-11-04 SCHZ SCHWAB STRATEGIC TR215.1K shares12.85%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON15.1K shares-0.65%2025-09-302025-11-04 ESGV VANGUARD WORLD FD22.2K shares1.44%2025-09-302025-11-04 SCHE SCHWAB STRATEGIC TR78.2K shares-1.88%2025-09-302025-11-04 MTUM ISHARES TR9.7K shares-5.18%2025-09-302025-11-04 IWB ISHARES TR5.8K shares-0.47%2025-09-302025-11-04 VSGX VANGUARD WORLD FD28.6K shares0.19%2025-09-302025-11-04 IWO ISHARES TR6.1K shares0.07%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS38.7K shares5.41%2025-09-302025-11-04 IWD ISHARES TR9.2K shares-0.64%2025-09-302025-11-04 AAPL APPLE INC6.8K shares-2.49%2025-09-302025-11-04 MUB ISHARES TR14.4K shares11.73%2025-09-302025-11-04 TIP ISHARES TR13.6K shares11.32%2025-09-302025-11-04 IWP ISHARES TR7.2K shares1.82%2025-09-302025-11-04 IWM ISHARES TR4.1K shares-1.38%2025-09-302025-11-04 SCHC SCHWAB STRATEGIC TR20.3K shares0.00%2025-09-302025-11-04 VGT VANGUARD WORLD FD1.0K shares0.10%2025-09-302025-11-04 VWO VANGUARD INTL EQUITY INDEX F13.5K shares-1.02%2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T3.7K shares3.40%2025-09-302025-11-04 WSFS WSFS FINL CORP12.1K shares0.00%2025-09-302025-11-04 AOA ISHARES TR7.0K shares-11.76%2025-09-302025-11-04 VYM VANGUARD WHITEHALL FDS4.2K shares-1.55%2025-09-302025-11-04 MSFT MICROSOFT CORP1.1K shares1.37%2025-09-302025-11-04 EFA ISHARES TR6.1K shares0.00%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC3.1K shares-9.12%2025-09-302025-11-04 IWS ISHARES TR3.4K shares3.79%2025-09-302025-11-04 BAC BANK AMERICA CORP8.7K shares0.51%2025-09-302025-11-04 META META PLATFORMS INC579 shares1.05%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.1.3K shares4.61%2025-09-302025-11-04 T AT&T INC9.7K shares4.85%2025-09-302025-11-04 IWN ISHARES TR1.4K shares0.21%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF3.7K shares0.00%2025-09-302025-11-04 AOR ISHARES TR3.7K shares-0.11%2025-09-302025-11-04 AVGO BROADCOM INC683 sharesnew addition2025-09-302025-11-04 MO ALTRIA GROUP INC3.4K sharesnew addition2025-09-302025-11-04 NAMS NEWAMSTERDAM PHARMA COMPANY7.5K sharesnew addition2025-09-302025-11-04 MDT MEDTRONIC PLC2.2K shares-25.98%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available