Stock Taper

MARSHALL FINANCIAL GROUP INC /ADV

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Johnson & JohnsonJNJ15.09K$2.8M
WSFS Financial CorporationWSFS12.07K$651.21K
AT&T Inc.T9.74K$275.17K
Bank of America CorporationBAC8.65K$446.53K
NewAmsterdam Pharma Company N.V.NAMS7.5K$213.3K
Apple Inc.AAPL6.77K$1.72M
Altria Group, Inc.MO3.36K$221.83K
Philip Morris International Inc.PM3.07K$497.95K
Medtronic plcMDT2.23K$212.19K
JPMorgan Chase & Co.JPM1.27K$401K
Microsoft CorporationMSFT1.11K$573.37K
Broadcom Inc.AVGO683$225.33K
Meta Platforms, Inc.META579$425.37K