$151 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 50 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $513,000 | +29.2% | 2,519 | 0.0% | 0.34% | +6.2% | |
| BMTC | BRYN MAWR BK CORP | $371,000 | -2.6% | 13,417 | 0.0% | 0.25% | -20.1% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $315,000 | +31.2% | 1,131 | 0.0% | 0.21% | +7.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $269,000 | +17.0% | 6,730 | 0.0% | 0.18% | -3.8% | |
| T | AT&T INC | $265,000 | +3.5% | 8,768 | 0.0% | 0.18% | -15.0% | |
| OPTN | OPTINOSE INC | $110,000 | +66.7% | 14,800 | 0.0% | 0.07% | +37.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 11.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 12.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 10.1% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 10.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.7% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.4% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 7.0% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 6.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.9% |
View MARSHALL FINANCIAL GROUP INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-08 |
View MARSHALL FINANCIAL GROUP INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.