MARSHALL FINANCIAL GROUP INC /ADV - Q3 2023 holdings

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$245 Million is the total value of MARSHALL FINANCIAL GROUP INC /ADV's 48 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IWO  ISHARES TRrus 2000 grw etf$1,447,467
-7.6%
6,4580.0%0.59%
-1.8%
IWM  ISHARES TRrussell 2000 etf$793,691
-5.6%
4,4910.0%0.32%
+0.3%
IWP  ISHARES TRrus md cp gr etf$698,910
-5.5%
7,6510.0%0.28%
+0.7%
SCHC  SCHWAB STRATEGIC TRintl sceqt etf$514,214
-4.5%
15,9450.0%0.21%
+1.5%
WSFS  WSFS FINL CORP$440,738
-3.2%
12,0750.0%0.18%
+2.9%
EFA  ISHARES TRmsci eafe etf$406,103
-4.9%
5,8920.0%0.16%
+0.6%
IWS  ISHARES TRrus mdcp val etf$334,440
-5.0%
3,2050.0%0.14%
+0.7%
IWN  ISHARES TRrus 2000 val etf$224,880
-3.7%
1,6590.0%0.09%
+2.2%
OTLK  OUTLOOK THERAPEUTICS INC$2,624
-87.3%
11,8750.0%0.00%
-87.5%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR20Q3 202311.6%
SCHWAB STRATEGIC TR20Q3 202311.0%
SCHWAB STRATEGIC TR20Q3 202312.4%
SCHWAB STRATEGIC TR20Q3 202310.1%
SCHWAB STRATEGIC TR20Q3 202310.9%
SCHWAB STRATEGIC TR20Q3 20237.7%
SCHWAB STRATEGIC TR20Q3 20237.4%
SCHWAB STRATEGIC TR20Q3 20237.0%
VANGUARD INDEX FDS20Q3 20236.2%
VANGUARD INDEX FDS20Q3 20235.9%

View MARSHALL FINANCIAL GROUP INC /ADV's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-08
13F-HR2023-11-03
13F-HR2023-08-10
13F-HR2023-05-03
13F-HR2023-02-06
13F-HR2022-11-14
13F-HR2022-08-10
13F-HR2022-05-10
13F-HR2022-02-08
13F-HR2021-11-15

View MARSHALL FINANCIAL GROUP INC /ADV's complete filings history.

All filings

View complete filings history.

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