• 13F History

MARSHALL FINANCIAL GROUP INC /ADV

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$327M
Signature - Title
Daniel Cairns - Chief Financial Officer
Location
Doylestown, PA
Summary
This page shows a list of all the recent 13F filings made by MARSHALL FINANCIAL GROUP INC /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARSHALL FINANCIAL GROUP INC /ADV reported 52 stock holdings with total value $327M as of Q4 2024. Top holdings included SCHG, SCHX, SCHV, SCHP, and SCHA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 52 $327M +$116M -$1.94M +$114M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 1/24/2025, 05:25 PM
Q3 2024 53 $331M +$8.4M -$5.55M +$2.85M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 11/4/2024, 04:32 PM
Q2 2024 54 $308M +$4.67M -$1.95M +$2.72M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 8/9/2024, 05:06 PM
Q1 2024 55 $303M +$6.67M -$3.46M +$3.21M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 5/8/2024, 08:19 PM
Q4 2023 53 $280M +$9.78M -$1.63M +$8.15M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 2/7/2024, 07:59 PM
Q3 2023 50 $245M +$1.75M -$6.18M -$4.43M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 11/2/2023, 09:29 PM
Q2 2023 50 $261M +$4.14M -$1.13M +$3.01M SCHG, SCHX, SCHV, SCHP, SCHA 13F-HR 8/10/2023, 05:19 PM
Q1 2023 51 $246M +$4.75M -$3.6M +$1.15M SCHX, SCHG, SCHV, SCHP, SCHA 13F-HR 5/2/2023, 06:38 PM
Q4 2022 51 $233M +$9.21M -$2.09M +$7.12M SCHX, SCHV, SCHG, SCHP, SCHA 13F-HR 2/3/2023, 06:21 PM
Q3 2022 53 $212M +$6.86M -$2.62M +$4.23M SCHX, SCHV, SCHP, SCHG, SCHA 13F-HR 11/14/2022, 03:15 PM
Q2 2022 54 $220M +$10.6M -$1.57M +$9.04M SCHX, SCHV, SCHG, SCHP, SCHA 13F-HR 8/10/2022, 02:09 PM
Q1 2022 57 $251M +$51.4M -$1.69M +$49.8M SCHX, SCHG, SCHV, SCHA, SCHP 13F-HR 5/10/2022, 02:59 PM
Q4 2021 59 $258M +$7.62M -$1.43M +$6.18M SCHX, SCHG, SCHV, SCHP, SCHB 13F-HR 2/7/2022, 07:02 PM
Q3 2021 60 $238M +$6.29M -$1.23M +$5.05M SCHX, SCHG, SCHV, SCHP, SCHA 13F-HR 11/15/2021, 04:19 PM
Q2 2021 58 $235M +$2.88M -$1.99M +$894K SCHX, SCHG, SCHV, SCHA, SCHP 13F-HR 7/29/2021, 04:09 PM
Q1 2021 56 $220M +$6.96M -$2.65M +$4.31M SCHX, SCHG, SCHV, SCHA, SCHP 13F-HR 5/10/2021, 05:15 PM
Q4 2020 56 $204M +$12.8M -$1.51M +$11.3M SCHX, SCHG, SCHV, SCHP, SCHA 13F-HR 2/4/2021, 08:51 AM
Q3 2020 53 $169M +$11.1M -$1.78M +$9.37M SCHX, SCHG, SCHP, SCHV, SCHA 13F-HR 11/9/2020, 07:33 PM
Q2 2020 50 $151M +$9.4M -$4.79M +$4.62M SCHX, SCHG, SCHP, SCHV, SCHA 13F-HR 7/27/2020, 10:30 AM
Q1 2020 44 $124M +$14.1M -$6.55M +$7.52M SCHP, SCHX, SCHG, SCHV, SCHA 13F-HR 4/23/2020, 04:08 PM
Q4 2019 50 $148M +$9.09M -$929K +$8.16M SCHX, SCHA, SCHG, SCHV, SCHP 13F-HR 2/5/2020, 04:08 PM
Q3 2019 48 $131M +$3.39M -$2.72M +$667K SCHX, SCHA, SCHP, SCHV, SCHG 13F-HR 10/30/2019, 05:13 PM
Q2 2019 50 $131M +$7.23M -$1.7M +$5.53M SCHX, SCHP, SCHA, SCHG, SCHV 13F-HR 7/23/2019, 05:11 PM
Q1 2019 49 $122M +$7.43M -$2.13M +$5.29M SCHP, SCHX, SCHA, SCHG, SCHV 13F-HR 4/26/2019, 02:02 PM
Q4 2018 51 $106M SCHP, SCHX, SCHG, SCHV, SCHA 13F-HR 2/11/2019, 10:34 AM