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  Name: MARSHALL FINANCIAL GROUP INC /ADV
  City: DOYLESTOWN
  State: PA
  Zip: 18901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $303,339,000
  Total Value Change : $23,285,000
  Securities Held Change : 2
   
All Securities Held : 55
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 28
  Unchanged Positions : 5
  Decreased Positions : 17

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PG)1 Year Chart         PG Procter & Gamble Co 49 New $167.06 $266,000 1,639 0.09% 266,000 1,639 0    Cleaning Products
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 52 New $219.23 $231,000 914 0.08% 231,000 914 0    Medical Laboratories ...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 53 New $0.00 $211,000 5,774 0.07% 211,000 5,774 0.006    N/A
   (T)1 Year Chart         T AT&T Corp 54 New $18.10 $202,000 11,491 0.07% 202,000 11,491 0    Long Distance Carriers
   (MDT)1 Year Chart         MDT Medtronic Plc 55 New $84.07 $201,000 2,310 0.07% 201,000 2,310 0    Medical Appliances & ...

      5 Records Found
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