MARSHALL FINANCIAL GROUP INC /ADV Last Quarter Change: USA Stocks, Added

MARSHALL FINANCIAL GROUP INC /ADV quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, MARSHALL FINANCIAL GROUP INC /ADV opened 3 positions, added to 5, reduced 4, sold out of 1 and left 1 unchanged. The largest increase in value was JNJ (+$478,268); the largest decrease was ADP (-$227,599).

JPM: Country of operation United States; Class COM; Shares 2025-06-30 1,215; Shares 2025-09-30 1,271.
BAC: Country of operation United States; Class COM; Shares 2025-06-30 8,611; Shares 2025-09-30 8,655.
MSFT: Country of operation United States; Class COM; Shares 2025-06-30 1,092; Shares 2025-09-30 1,107.
T: Country of operation United States; Class COM; Shares 2025-06-30 9,293; Shares 2025-09-30 9,744.

Two Form 13F-HR filings compared (SEC CIK 701189): 2025-06-30 (filed 2025-08-05) and 2025-09-30 (filed 2025-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Shares 2025-09-30	Share change	Value 2025-06-30	Value 2025-09-30	Value change
JPM JPMORGAN CHASE & CO.	United States	COM	1,215	1,271	+56	$352,327	$401,005	+$48,678
BAC BANK AMERICA CORP	United States	COM	8,611	8,655	+44	$407,473	$446,530	+$39,057
MSFT MICROSOFT CORP	United States	COM	1,092	1,107	+15	$543,172	$573,371	+$30,199
T AT&T INC	United States	COM	9,293	9,744	+451	$268,936	$275,174	+$6,238
META META PLATFORMS INC	United States	CL A	573	579	+6	$422,895	$425,369	+$2,474

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