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| Name: |
MARSHALL FINANCIAL GROUP INC /ADV |
| City: |
DOYLESTOWN |
| State: |
PA |
| Zip: |
18901 |
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data |
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| Holdings
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5 |
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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 |
|
WSFS |
Wsfs Financial Corp |
39 |
- |
$46.48 |
$545,000 |
12,075 |
0.18% |
-10,000 |
0 |
0.019 |
Domestic Regional Banks |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
42 |
- |
$81.36 |
$474,000 |
5,932 |
0.16% |
27,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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PM |
Philip Morris International... |
46 |
- |
$100.66 |
$309,000 |
3,378 |
0.1% |
-9,000 |
0 |
0 |
Cigarettes & Other To... |
|
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FB |
Meta Platforms Inc |
47 |
- |
$473.23 |
$277,000 |
571 |
0.09% |
75,000 |
0 |
0 |
Internet Service Prov... |
|
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MRK |
Merck & Co Inc |
50 |
- |
$131.20 |
$259,000 |
1,965 |
0.09% |
45,000 |
0 |
0 |
Drug Manufacturers - ... |
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