Marshall Financial Group Inc Incresed Positions in Q3 2025

Marshall Financial Group Inc

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.62K
+ 11.16%
$567.77 - $614.76 $2.62M - $2.84M
46K $28.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
47.1K
+ 3.76%
$24.46 - $26.5 $1.15M - $1.25M
1.3M $34.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
31K
+ 2.95%
$27.61 - $29.15 $857K - $905K
1.08M $31.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.6K
+ 34.94%
$81.75 - $84.54 $1.76M - $1.82M
83.4K $7.01M
VB
Vanguard Small Cap ETF

ETFs
748
+ 0.92%
$237.58 - $259.17 $178K - $194K
81.7K $20.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.57K
+ 1.02%
$23.82 - $25.84 $180K - $196K
747K $19.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
35.3K
+ 3.98%
$26.44 - $27.1 $934K - $957K
923K $24.9M
VO
Vanguard Mid Cap ETF

ETFs
1.02K
+ 1.7%
$279.83 - $293.74 $285K - $300K
60.9K $17.9M
VTV
Vanguard Value ETF

ETFs
643
+ 0.63%
$175.51 - $186.57 $113K - $120K
103K $19.2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.5K
+ 12.85%
$22.9 - $23.58 $561K - $578K
215K $5.05M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
315
+ 1.44%
$109.47 - $119.06 $34.5K - $37.5K
22.2K $2.63M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.07%
$284.45 - $324.95 $1.14K - $1.3K
6.13K $1.96M
MUB
Ishares National Muni Bond ETF

ETFs
1.51K
+ 11.73%
$103.24 - $106.68 $156K - $162K
14.4K $1.54M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.39K
+ 11.32%
$109.11 - $111.88 $151K - $155K
13.6K $1.52M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
54
+ 0.19%
$64.58 - $69.94 $3.49K - $3.78K
28.6K $1.98M
BNDX
Vanguard Total International B

ETFs
1.99K
+ 5.41%
$49.0 - $49.51 $97.4K - $98.4K
38.7K $1.91M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.1%
$656.44 - $753.15 $656 - $753
1K $746K
RSP
Invesco S&P 500 Equal Weight E

ETFs
121
+ 3.4%
$181.56 - $190.33 $22K - $23K
3.68K $698K
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 4.61%
$282.78 - $316.06 $15.8K - $17.7K
1.27K $400K
IWP
Ishares Russell Mid Cap Growth

ETFs
129
+ 1.82%
$137.51 - $145.26 $17.7K - $18.7K
7.21K $1.03M
IWS
Ishares Russell Midcap Value E

ETFs
125
+ 3.79%
$132.83 - $140.61 $16.6K - $17.6K
3.42K $477K
BAC
Bank Of America Corp

Financial Services
44
+ 0.51%
$44.92 - $52.42 $1.98K - $2.31K
8.66K $446K
MSFT
Microsoft Corp

Technology
15
+ 1.37%
$491.09 - $535.64 $7.37K - $8.03K
1.11K $573K
IWN
Ishares Russell2000 Val ETF

ETFs
3
+ 0.21%
$157.1 - $178.94 $471 - $537
1.43K $252K
T
At&T Inc.

Communication Services
451
+ 4.85%
$26.94 - $29.62 $12.1K - $13.4K
9.74K $275K
META
Meta Platforms, Inc.

Communication Services
6
+ 1.05%
$695.21 - $791.73 $4.17K - $4.75K
579 $425K
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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