Stock Taper 
MARSHALL FINANCIAL GROUP INC /ADV
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Meta Platforms, Inc. | META | 579 | $425.37K |
 Broadcom Inc. | AVGO | 683 | $225.33K |
 Microsoft Corporation | MSFT | 1.11K | $573.37K |
 JPMorgan Chase & Co. | JPM | 1.27K | $401K |
 Medtronic plc | MDT | 2.23K | $212.19K |
 Philip Morris International Inc. | PM | 3.07K | $497.95K |
 Altria Group, Inc. | MO | 3.36K | $221.83K |
 Apple Inc. | AAPL | 6.77K | $1.72M |
 NewAmsterdam Pharma Company N.V. | NAMS | 7.5K | $213.3K |
 Bank of America Corporation | BAC | 8.65K | $446.53K |
 AT&T Inc. | T | 9.74K | $275.17K |
 WSFS Financial Corporation | WSFS | 12.07K | $651.21K |
 Johnson & Johnson | JNJ | 15.09K | $2.8M |