Marshall Financial Group Inc
Last filed Nov 4, 2025
Inactive · not filing 13F
$364M
16
+$345K
2.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025 | |||||
 JNJ | $2.8M | 0.77% | 0.00% | -0.7% | Q4 2018 |
 AAPL | $1.72M | 0.47% | 0.00% | -2.5% | Q4 2018 |
 WSFS | $651K | 0.18% | 0.02% | Not reported | Q1 2022 |
 VYM | $592K | 0.16% | Not reported | -1.6% | Q4 2018 |
 MSFT | $573K | 0.16% | 0.00% | +1.4% | Q4 2018 |
 PM | $498K | 0.14% | 0.00% | -9.1% | Q4 2023 |
 IWS | $478K | 0.13% | Not reported | +3.8% | Q4 2018 |
 BAC | $447K | 0.12% | 0.00% | +0.5% | Q1 2019 |
 META | $425K | 0.12% | Not reported | +1.1% | Q4 2023 |
 JPM | $401K | 0.11% | 0.00% | +4.6% | Q4 2018 |
 T | $275K | 0.08% | 0.00% | +4.9% | Q4 2018 |
| IBIT | $242K | 0.07% | 0.00% | Not reported | Q2 2025 |
 AVGO | $225K | 0.06% | 0.00% | New | Q3 2025 |
 MO | $222K | 0.06% | 0.00% | Not reported | Q1 2025 |
 NAMS | $213K | 0.06% | 0.01% | New | Q3 2025 |
 MDT | $212K | 0.06% | 0.00% | -26.0% | Q3 2020 |
| Q2 2025 | |||||
| JNJ | $2.32M | 0.69% | 0.00% | 0.0% | Q4 2018 |
| AAPL | $1.43M | 0.43% | 0.00% | -1.4% | Q4 2018 |
| WSFS | $664K | 0.20% | 0.02% | Not reported | Q1 2022 |
| PM | $615K | 0.18% | 0.00% | Not reported | Q4 2023 |
| VYM | $569K | 0.17% | Not reported | +0.7% | Q4 2018 |
| MSFT | $543K | 0.16% | 0.00% | Not reported | Q4 2018 |
| IWS | $435K | 0.13% | Not reported | +0.3% | Q4 2018 |
| META | $423K | 0.13% | Not reported | Not reported | Q4 2023 |
| BAC | $407K | 0.12% | 0.00% | +0.5% | Q1 2019 |
| JPM | $352K | 0.11% | 0.00% | Not reported | Q4 2018 |
| T | $269K | 0.08% | 0.00% | +0.2% | Q4 2018 |
| MDT | $262K | 0.08% | 0.00% | Not reported | Q3 2020 |
| IBIT | $228K | 0.07% | 0.00% | New | Q2 2025 |
 ADP | $228K | 0.07% | 0.00% | Not reported | Q2 2021 |
| Q1 2025 | |||||
| JNJ | $2.52M | 0.79% | 0.00% | -3.8% | Q4 2018 |
| AAPL | $1.57M | 0.49% | 0.00% | 0.0% | Q4 2018 |
| WSFS | $626K | 0.20% | 0.02% | Not reported | Q1 2022 |
| VYM | $547K | 0.17% | Not reported | -2.6% | Q4 2018 |
| PM | $536K | 0.17% | 0.00% | Not reported | Q4 2023 |
| IWS | $414K | 0.13% | Not reported | +0.3% | Q4 2018 |
| MSFT | $410K | 0.13% | 0.00% | -18.6% | Q4 2018 |
| BAC | $357K | 0.11% | 0.00% | +0.6% | Q1 2019 |
| META | $330K | 0.10% | Not reported | +0.2% | Q4 2023 |
| USRT | $306K | 0.10% | Not reported | -95.1% | Q1 2019 |
| JPM | $298K | 0.09% | 0.00% | Not reported | Q4 2018 |
| MDT | $270K | 0.09% | 0.00% | Not reported | Q3 2020 |
| T | $262K | 0.08% | 0.00% | +0.7% | Q4 2018 |
| ADP | $225K | 0.07% | 0.00% | Not reported | Q2 2021 |
| MO | $202K | 0.06% | 0.00% | New | Q1 2025 |
| Q4 2024 | |||||
| USRT | $6.16M | 1.88% | Not reported | -4.0% | Q1 2019 |
| JNJ | $2.28M | 0.70% | 0.00% | 0.0% | Q4 2018 |
| AAPL | $1.76M | 0.54% | 0.00% | 0.0% | Q4 2018 |
| WSFS | $642K | 0.20% | 0.02% | Not reported | Q1 2022 |
| MSFT | $566K | 0.17% | 0.00% | Not reported | Q4 2018 |
| VYM | $555K | 0.17% | Not reported | +0.7% | Q4 2018 |
| IWS | $424K | 0.13% | Not reported | +0.4% | Q4 2018 |
| PM | $407K | 0.12% | 0.00% | Not reported | Q4 2023 |
| BAC | $374K | 0.11% | 0.00% | +0.6% | Q1 2019 |
| META | $335K | 0.10% | Not reported | Not reported | Q4 2023 |
| JPM | $291K | 0.09% | 0.00% | -14.4% | Q4 2018 |
| ADP | $216K | 0.07% | 0.00% | Not reported | Q2 2021 |
| T | $210K | 0.06% | 0.00% | +0.7% | Q4 2018 |