70 is the total number of securities MARSHALL FINANCIAL GROUP INC /ADV has owned. The longest MARSHALL FINANCIAL GROUP INC /ADV has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SCHX | SCHWAB STRATEGIC TR | 20 | 20 | 9.32% | 10.46% | 11.61% | Q4 2018 | Q3 2023 | 20 |
| SCHG | SCHWAB STRATEGIC TR | 20 | 20 | 7.96% | 9.52% | 10.98% | Q4 2018 | Q3 2023 | 20 |
| SCHP | SCHWAB STRATEGIC TR | 20 | 20 | 6.82% | 8.70% | 12.39% | Q4 2018 | Q3 2023 | 20 |
| SCHV | SCHWAB STRATEGIC TR | 20 | 20 | 7.52% | 8.61% | 10.12% | Q4 2018 | Q3 2023 | 20 |
| SCHA | SCHWAB STRATEGIC TR | 20 | 20 | 6.28% | 7.70% | 10.90% | Q4 2018 | Q3 2023 | 20 |
| SCHM | SCHWAB STRATEGIC TR | 20 | 20 | 4.55% | 6.07% | 7.72% | Q4 2018 | Q3 2023 | 20 |
| SCHF | SCHWAB STRATEGIC TR | 20 | 20 | 4.08% | 5.57% | 7.44% | Q4 2018 | Q3 2023 | 20 |
| SCHB | SCHWAB STRATEGIC TR | 20 | 20 | 1.69% | 4.90% | 6.96% | Q4 2018 | Q3 2023 | 20 |
| VB | VANGUARD INDEX FDS | 20 | 20 | 0.40% | 4.42% | 6.22% | Q4 2018 | Q3 2023 | 20 |
| VTV | VANGUARD INDEX FDS | 20 | 20 | 1.39% | 3.88% | 5.92% | Q4 2018 | Q3 2023 | 20 |
| VEA | VANGUARD TAX-MANAGED I... | 20 | 20 | 1.31% | 3.04% | 4.17% | Q4 2018 | Q3 2023 | 20 |
| VOO | VANGUARD INDEX FDS | 20 | 20 | 0.90% | 3.02% | 5.31% | Q4 2018 | Q3 2023 | 20 |
| VO | VANGUARD INDEX FDS | 20 | 20 | 0.76% | 2.97% | 4.66% | Q4 2018 | Q3 2023 | 20 |
| IWF | ISHARES TR | 20 | 20 | 1.38% | 2.14% | 3.12% | Q4 2018 | Q3 2023 | 20 |
| JNJ | JOHNSON & JOHNSON | 20 | 20 | 0.77% | 1.67% | 4.78% | Q4 2018 | Q3 2023 | 20 |
| SCHH | SCHWAB STRATEGIC TR | 20 | 20 | 0.94% | 1.45% | 2.37% | Q4 2018 | Q3 2023 | 20 |
| VUG | VANGUARD INDEX FDS | 20 | 20 | 0.33% | 1.33% | 3.48% | Q4 2018 | Q3 2023 | 20 |
| IWD | ISHARES TR | 20 | 20 | 0.63% | 1.24% | 2.26% | Q4 2018 | Q3 2023 | 20 |
| SCHE | SCHWAB STRATEGIC TR | 20 | 20 | 0.65% | 1.23% | 2.14% | Q4 2018 | Q3 2023 | 20 |
| BNDX | VANGUARD CHARLOTTE FDS | 20 | 20 | 0.72% | 1.04% | 1.48% | Q4 2018 | Q3 2023 | 20 |
| USRT | ISHARES TR | 20 | 20 | 0.19% | 0.92% | 1.93% | Q4 2018 | Q3 2023 | 20 |
| IWO | ISHARES TR | 20 | 20 | 0.58% | 0.84% | 1.23% | Q4 2018 | Q3 2023 | 20 |
| IWB | ISHARES TR | 20 | 20 | 0.61% | 0.82% | 1.03% | Q4 2018 | Q3 2023 | 20 |
| SCHZ | SCHWAB STRATEGIC TR | 20 | 20 | 0.37% | 0.78% | 1.16% | Q4 2018 | Q3 2023 | 20 |
| IWM | ISHARES TR | 20 | 20 | 0.32% | 0.55% | 1.02% | Q4 2018 | Q3 2023 | 20 |
| VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 0.25% | 0.46% | 0.74% | Q4 2018 | Q3 2023 | 20 |
| MUB | ISHARES TR | 20 | 20 | 0.29% | 0.46% | 0.79% | Q4 2018 | Q3 2023 | 20 |
| IWP | ISHARES TR | 20 | 20 | 0.27% | 0.43% | 0.62% | Q4 2018 | Q3 2023 | 20 |
| AAPL | APPLE INC | 20 | 20 | 0.27% | 0.40% | 0.52% | Q4 2018 | Q3 2023 | 20 |
| SCHC | SCHWAB STRATEGIC TR | 20 | 20 | 0.20% | 0.33% | 0.96% | Q4 2018 | Q3 2023 | 20 |
| EMB | ISHARES TR | 20 | 20 | 0.10% | 0.32% | 0.90% | Q4 2018 | Q3 2023 | 20 |
| MSFT | MICROSOFT CORP | 20 | 20 | 0.21% | 0.29% | 0.34% | Q4 2018 | Q3 2023 | 20 |
| JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.12% | 0.28% | 0.42% | Q4 2018 | Q3 2023 | 20 |
| VYM | VANGUARD WHITEHALL FDS... | 20 | 20 | 0.20% | 0.28% | 0.41% | Q4 2018 | Q3 2023 | 20 |
| RSP | INVESCO EXCHANGE TRADE... | 20 | 20 | 0.20% | 0.26% | 0.34% | Q4 2018 | Q3 2023 | 20 |
| EFA | ISHARES TR | 20 | 20 | 0.15% | 0.26% | 0.58% | Q4 2018 | Q3 2023 | 20 |
| VGT | VANGUARD WORLD FDS | 19 | 19 | 0.13% | 0.18% | 0.21% | Q1 2019 | Q3 2023 | 19 |
| IWS | ISHARES TR | 14 | 5 | 0.13% | 0.17% | 0.23% | Q4 2018 | Q3 2023 | 19 |
| RWR | SPDR SER TR | 14 | 5 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q3 2023 | 19 |
| IWN | ISHARES TR | 12 | 5 | 0.09% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 17 |
| AOR | ISHARES TR | 10 | 2 | 0.08% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 17 |
| MTUM | ISHARES TR | 16 | 16 | 0.19% | 0.81% | 1.08% | Q4 2019 | Q3 2023 | 16 |
| JPST | JP MORGAN EXCHANGE TRA... | 16 | 16 | 0.13% | 0.22% | 0.32% | Q2 2019 | Q1 2023 | 16 |
| BAC | BK OF AMERICA CORP | 12 | 4 | 0.09% | 0.13% | 0.18% | Q1 2019 | Q3 2023 | 16 |
| EEM | ISHARES TR | 15 | 15 | 0.09% | 0.20% | 0.35% | Q4 2018 | Q2 2022 | 15 |
| ESGV | VANGUARD WORLD FD | 14 | 14 | 0.14% | 0.32% | 0.42% | Q2 2020 | Q3 2023 | 14 |
| T | AT&T INC | 14 | 14 | 0.08% | 0.19% | 0.37% | Q4 2018 | Q1 2022 | 14 |
| OPTN | OPTINOSE INC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
| BMTC | BRYN MAWR BK CORP | 13 | 13 | 0.20% | 0.30% | 0.44% | Q4 2018 | Q4 2021 | 13 |
| VSGX | VANGUARD WORLD FD | 13 | 13 | 0.14% | 0.25% | 0.38% | Q3 2020 | Q3 2023 | 13 |
| AOA | ISHARES TR | 12 | 1 | 0.14% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 13 |
| OTLK | OUTLOOK THERAPEUTICS INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
| SHY | ISHARES TR | 10 | 10 | 0.13% | 0.24% | 0.50% | Q2 2020 | Q3 2022 | 10 |
| IWR | ISHARES TR | 6 | 3 | 0.09% | 0.13% | 0.16% | Q2 2019 | Q4 2021 | 9 |
| WSFS | WSFS FINL CORP | 7 | 7 | 0.18% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
| ARKG | ARK ETF TR | 7 | 7 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q4 2021 | 7 |
| MDT | MEDTRONIC PLC | 5 | 1 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q2 2023 | 7 |
| ADP | AUTOMATIC DATA PROCESS... | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 6 |
| SCZ | ISHARES TR | 5 | 5 | 0.28% | 0.31% | 0.39% | Q4 2018 | Q4 2019 | 5 |
| IQV | IQVIA HLDGS INC | 4 | 4 | 0.54% | 0.59% | 0.66% | Q2 2022 | Q1 2023 | 4 |
| LECO | LINCOLN ELEC HLDGS INC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q2 2022 | 4 |
| MDRX | ALLSCRIPTS HEALTHCARE ... | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q3 2019 | 4 |
| SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 0.19% | 0.21% | 0.24% | Q4 2018 | Q2 2019 | 3 |
| PEP | PEPSICO INC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2018 | Q2 2019 | 3 |
| DXC | DXC TECHNOLOGY CO | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 3 |
| DHR | DANAHER CORPORATION | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q1 2022 | 3 |
| IJR | ISHARES TR | 1 | 1 | 0.14% | 0.22% | 0.31% | Q4 2018 | Q4 2019 | 2 |
| ACWI | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
| PTXTQ | PERNIX THERAPEUTICS HL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| OTLK | OUTLOOK THERAPEUTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
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The securities at the top of the list , including SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of MARSHALL FINANCIAL GROUP INC /ADV.
The conviction is calculated by counting the number of quarters a security has been reported by MARSHALL FINANCIAL GROUP INC /ADV. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MARSHALL FINANCIAL GROUP INC /ADV owns currently or has owned in the past.