MARSHALL FINANCIAL GROUP INC /ADV
CIK: 0000701189SEC EDGAR →
Portfolio Value
$363.5B
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
52
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (52)
$32.0B · 1.1M shares
$30.6B · 1.3M shares
$29.1B · 1.1M shares
$23.7B · 888K shares
$23.5B · 41K shares
$19.2B · 81K shares
$18.4B · 729K shares
$18.1B · 102K shares
$17.6B · 739K shares
$17.5B · 624K shares
$16.8B · 60K shares
$14.3B · 33K shares
$14.1B · 637K shares
$10.1B · 178K shares
$5.1B · 62K shares
$5.0B · 12K shares
$4.4B · 191K shares
$2.5B · 10K shares
$2.4B · 22K shares
$2.4B · 80K shares
$2.3B · 15K shares
$2.0B · 6K shares
$1.9B · 29K shares
$1.8B · 37K shares
$1.8B · 9K shares
$1.8B · 6K shares
$1.4B · 7K shares
$1.3B · 13K shares
$1.3B · 12K shares
$982.0M · 7K shares
$890.4M · 4K shares
$866.2M · 20K shares
$672.2M · 14K shares
$664.1M · 12K shares
$662.4M · 999 shares
$657.0M · 8K shares
$646.8M · 4K shares
$615.2M · 3K shares
$569.1M · 4K shares
$545.0M · 6K shares
$543.2M · 1K shares
$435.4M · 3K shares
$422.9M · 573 shares
$407.5M · 9K shares
$352.3M · 1K shares
$268.9M · 9K shares
$262.4M · 3K shares
$228.3M · 4K shares
$227.6M · 738 shares
$227.0M · 4K shares
$224.7M · 1K shares
$206.0M · 2K shares