MARSHALL FINANCIAL GROUP INC /ADV
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 15K | $2.80M |
 | WSFS | 12K | $651.21K |
 | T | 10K | $275.17K |
 | BAC | 9K | $446.53K |
 | NAMS | 8K | $213.30K |
 | AAPL | 7K | $1.72M |
 | MO | 3K | $221.83K |
 | PM | 3K | $497.95K |
 | MDT | 2K | $212.19K |
 | JPM | 1K | $401.00K |
 | MSFT | 1K | $573.37K |
 | AVGO | 683 | $225.33K |
 | META | 579 | $425.37K |
Johnson & Johnson
JNJ
Shares Held
15K
Value
$2.80M
WSFS Financial Corporation
WSFS
Shares Held
12K
Value
$651.21K
AT&T Inc.
T
Shares Held
10K
Value
$275.17K
Bank of America Corporation
BAC
Shares Held
9K
Value
$446.53K
NewAmsterdam Pharma Company N.V.
NAMS
Shares Held
8K
Value
$213.30K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.72M
Altria Group, Inc.
MO
Shares Held
3K
Value
$221.83K
Philip Morris International Inc.
PM
Shares Held
3K
Value
$497.95K
Medtronic plc
MDT
Shares Held
2K
Value
$212.19K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$401.00K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$573.37K
Broadcom Inc.
AVGO
Shares Held
683
Value
$225.33K
Meta Platforms, Inc.
META
Shares Held
579
Value
$425.37K