MARSHALL FINANCIAL GROUP INC /ADV current holdings: USA Stocks
MARSHALL FINANCIAL GROUP INC /ADV reported $0.01 billion in share positions in stocks (listed in the US), 13 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are JNJ, AAPL, WSFS.
- JNJ: Country of operation United States; Class COM; Shares 15,094; Value $2,798,799.
- AAPL: Country of operation United States; Class COM; Shares 6,774; Value $1,724,927.
- WSFS: Country of operation United States; Class COM; Shares 12,075; Value $651,205.
- MSFT: Country of operation United States; Class COM; Shares 1,107; Value $573,371.
Form 13F-HR as filed (SEC CIK 701189): quarter ended 2025-09-30, filed 2025-11-04. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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