MARSHALL FINANCIAL GROUP INC /ADV
CIK: 0000701189SEC EDGAR →
Portfolio Value
$363.5M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
52
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (52)
$32.0M · 1.1M shares
$30.6M · 1.3M shares
$29.1M · 1.1M shares
$23.7M · 888K shares
$23.5M · 41K shares
$19.2M · 81K shares
$18.4M · 729K shares
$18.1M · 102K shares
$17.6M · 739K shares
$17.5M · 624K shares
$16.8M · 60K shares
$14.3M · 33K shares
$14.1M · 637K shares
$10.1M · 178K shares
$5.1M · 62K shares
$5.0M · 12K shares
$4.4M · 191K shares
$2.5M · 10K shares
$2.4M · 22K shares
$2.4M · 80K shares
$2.3M · 15K shares
$2.0M · 6K shares
$1.9M · 29K shares
$1.8M · 37K shares
$1.8M · 9K shares
$1.8M · 6K shares
$1.4M · 7K shares
$1.3M · 13K shares
$1.3M · 12K shares
$982K · 7K shares
$890K · 4K shares
$866K · 20K shares
$672K · 14K shares
$664K · 12K shares
$662K · 999 shares
$657K · 8K shares
$647K · 4K shares
$615K · 3K shares
$569K · 4K shares
$545K · 6K shares
$543K · 1K shares
$435K · 3K shares
$423K · 573 shares
$407K · 9K shares
$352K · 1K shares
$269K · 9K shares
$262K · 3K shares
$228K · 4K shares
$228K · 738 shares
$227K · 4K shares
$225K · 1K shares
$206K · 2K shares