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MARSHALL FINANCIAL GROUP INC /ADV

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13F filer, CIK 701189, DOYLESTOWN, PA

MARSHALL FINANCIAL GROUP INC /ADV reported $327,270,383 across 52 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. Its ten largest share positions make up 67.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001221073-25-000011

Period
2024-12-31
Reported value
$327M
Holdings
52
Top 10 weight
67.99%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHGadded+861,050$24M
SCHXadded+830,387$19.2M
SCHVadded+668,989$17.4M
SCHBadded+530,601$12M
SCHMadded+427,995$11.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHHreduced-21,422-$451K
VTVreduced-2,485-$421K
VBreduced-1,097-$264K
USRTreduced-4,415-$253K
MDTexited-2,310-$208K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001221073-25-000011, largest first. % of portfolio is the value over $327,270,383, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 319,415 shares; 2024Q1: 305,896 shares; 2024Q2: 307,071 shares; 2024Q3: 296,168 shares; 2024Q4: 1,157,218 shares 1,157,218$32.3M9.85%+861,050Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 447,155 shares; 2024Q1: 449,093 shares; 2024Q2: 451,919 shares; 2024Q3: 433,591 shares; 2024Q4: 1,263,978 shares 1,263,978$29.3M8.95%+830,387Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298,046 shares; 2024Q1: 307,359 shares; 2024Q2: 317,575 shares; 2024Q3: 333,707 shares; 2024Q4: 1,002,696 shares 1,002,696$26.1M7.99%+668,989Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,866 shares; 2024Q1: 396,921 shares; 2024Q2: 399,730 shares; 2024Q3: 427,779 shares; 2024Q4: 848,851 shares 848,851$21.9M6.7%+421,072Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 387,270 shares; 2024Q1: 393,283 shares; 2024Q2: 397,983 shares; 2024Q3: 393,032 shares; 2024Q4: 775,429 shares 775,429$20.1M6.13%+382,397Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,334 shares; 2024Q1: 81,978 shares; 2024Q2: 82,470 shares; 2024Q3: 83,637 shares; 2024Q4: 82,540 shares 82,540$19.8M6.06%-1,097Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,745 shares; 2024Q1: 33,139 shares; 2024Q2: 33,793 shares; 2024Q3: 35,026 shares; 2024Q4: 35,061 shares 35,061$18.9M5.77%+35Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 303,599 shares; 2024Q1: 300,840 shares; 2024Q2: 296,298 shares; 2024Q3: 283,132 shares; 2024Q4: 813,733 shares 813,733$18.5M5.64%+530,601Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,419 shares; 2024Q1: 107,760 shares; 2024Q2: 107,606 shares; 2024Q3: 107,901 shares; 2024Q4: 105,416 shares 105,416$17.8M5.45%-2,485Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,761 shares; 2024Q1: 208,115 shares; 2024Q2: 211,278 shares; 2024Q3: 213,839 shares; 2024Q4: 641,834 shares 641,834$17.8M5.43%+427,995Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,695 shares; 2024Q1: 58,375 shares; 2024Q2: 58,258 shares; 2024Q3: 60,619 shares; 2024Q4: 61,394 shares 61,394$16.2M4.95%+775Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,134 shares; 2024Q1: 31,534 shares; 2024Q2: 31,390 shares; 2024Q3: 32,851 shares; 2024Q4: 33,008 shares 33,008$13.5M4.14%+157Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325,460 shares; 2024Q1: 328,410 shares; 2024Q2: 328,909 shares; 2024Q3: 335,150 shares; 2024Q4: 672,971 shares 672,971$12.4M3.8%+337,821Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 189,075 shares; 2024Q1: 189,015 shares; 2024Q2: 190,181 shares; 2024Q3: 188,574 shares; 2024Q4: 188,704 shares 188,704$9.02M2.76%+130Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,970 shares; 2024Q1: 103,291 shares; 2024Q2: 110,948 shares; 2024Q3: 111,851 shares; 2024Q4: 107,436 shares 107,436$6.16M1.88%-4,415Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,901 shares; 2024Q1: 12,284 shares; 2024Q2: 12,027 shares; 2024Q3: 11,831 shares; 2024Q4: 11,837 shares 11,837$4.75M1.45%+6Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,085 shares; 2024Q1: 87,207 shares; 2024Q2: 88,938 shares; 2024Q3: 101,863 shares; 2024Q4: 195,694 shares 195,694$4.44M1.36%+93,831Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,789 shares; 2024Q1: 161,549 shares; 2024Q2: 163,060 shares; 2024Q3: 170,315 shares; 2024Q4: 148,893 shares 148,893$3.14M0.96%-21,422Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,094 shares; 2024Q1: 16,571 shares; 2024Q2: 19,573 shares; 2024Q3: 33,009 shares; 2024Q4: 35,148 shares 35,148$2.82M0.86%+2,139Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,610 shares; 2024Q1: 17,073 shares; 2024Q2: 16,677 shares; 2024Q3: 15,782 shares; 2024Q4: 15,787 shares 15,787$2.28M0.7%+5Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,956 shares; 2024Q1: 78,724 shares; 2024Q2: 82,409 shares; 2024Q3: 81,452 shares; 2024Q4: 83,284 shares 83,284$2.22M0.68%+1,832Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,880 shares; 2024Q1: 8,466 shares; 2024Q2: 8,256 shares; 2024Q3: 7,465 shares; 2024Q4: 10,677 shares 10,677$2.21M0.68%+3,212Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,811 shares; 2024Q1: 17,515 shares; 2024Q2: 17,559 shares; 2024Q3: 18,691 shares; 2024Q4: 19,774 shares 19,774$2.07M0.63%+1,083Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,079 shares; 2024Q1: 7,086 shares; 2024Q2: 7,093 shares; 2024Q3: 6,848 shares; 2024Q4: 6,810 shares 6,810$1.96M0.6%-38Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,408 shares; 2024Q1: 5,779 shares; 2024Q2: 5,787 shares; 2024Q3: 5,797 shares; 2024Q4: 5,760 shares 5,760$1.86M0.57%-37Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,114 shares; 2024Q1: 34,483 shares; 2024Q2: 34,912 shares; 2024Q3: 35,281 shares; 2024Q4: 36,072 shares 36,072$1.77M0.54%+791Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,311 shares; 2024Q1: 7,229 shares; 2024Q2: 7,043 shares; 2024Q3: 7,045 shares; 2024Q4: 7,047 shares 7,047$1.76M0.54%+2Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,271 shares; 2024Q1: 10,187 shares; 2024Q2: 10,209 shares; 2024Q3: 10,181 shares; 2024Q4: 9,499 shares 9,499$1.76M0.54%-682Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,099 shares; 2024Q1: 26,307 shares; 2024Q2: 26,560 shares; 2024Q3: 27,288 shares; 2024Q4: 28,099 shares 28,099$1.59M0.49%+811Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,598 shares; 2024Q1: 8,125 shares; 2024Q2: 8,501 shares; 2024Q3: 8,560 shares; 2024Q4: 12,274 shares 12,274$1.31M0.4%+3,714Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,529 shares; 2024Q1: 6,930 shares; 2024Q2: 9,725 shares; 2024Q3: 9,783 shares; 2024Q4: 10,424 shares 10,424$1.11M0.34%+641Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,499 shares; 2024Q1: 4,329 shares; 2024Q2: 4,332 shares; 2024Q3: 4,336 shares; 2024Q4: 4,147 shares 4,147$916K0.28%-189Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,673 shares; 2024Q1: 7,679 shares; 2024Q2: 7,686 shares; 2024Q3: 7,695 shares; 2024Q4: 7,071 shares 7,071$896K0.27%-624Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,366 shares; 2024Q1: 16,474 shares; 2024Q2: 16,422 shares; 2024Q3: 20,621 shares; 2024Q4: 21,314 shares 21,314$732K0.22%+693Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,903 shares; 2024Q1: 15,492 shares; 2024Q2: 15,560 shares; 2024Q3: 15,672 shares; 2024Q4: 15,220 shares 15,220$670K0.2%-452Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,861 shares; 2024Q1: 7,143 shares; 2024Q2: 8,241 shares; 2024Q3: 8,386 shares; 2024Q4: 8,489 shares 8,489$650K0.2%+103Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,075 shares; 2024Q1: 12,075 shares; 2024Q2: 12,075 shares; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares 12,075$642K0.2%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 978 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 982 shares; 2024Q4: 996 shares 996$620K0.19%+14Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,474 shares; 2024Q1: 3,488 shares; 2024Q2: 3,502 shares; 2024Q3: 3,516 shares; 2024Q4: 3,528 shares 3,528$618K0.19%+12Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,767 shares; 2024Q1: 1,992 shares; 2024Q2: 1,592 shares; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares 1,342$566K0.17%0Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,007 shares; 2024Q1: 4,701 shares; 2024Q2: 4,399 shares; 2024Q3: 4,320 shares; 2024Q4: 4,352 shares 4,352$555K0.17%+32Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,932 shares; 2024Q1: 5,932 shares; 2024Q2: 5,991 shares; 2024Q3: 5,991 shares; 2024Q4: 6,038 shares 6,038$457K0.14%+47Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,234 shares; 2024Q1: 3,242 shares; 2024Q2: 3,251 shares; 2024Q3: 3,263 shares; 2024Q4: 3,275 shares 3,275$424K0.13%+12Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares 3,378$407K0.12%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,259 shares; 2024Q1: 8,315 shares; 2024Q2: 8,414 shares; 2024Q3: 8,467 shares; 2024Q4: 8,515 shares 8,515$374K0.11%+48Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 572 shares 572$335K0.1%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,222 shares; 2024Q1: 2,235 shares; 2024Q2: 2,248 shares; 2024Q3: 1,419 shares; 2024Q4: 1,215 shares 1,215$291K0.09%-204Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,680 shares; 2024Q1: 1,686 shares; 2024Q2: 1,694 shares; 2024Q3: 1,703 shares; 2024Q4: 1,712 shares 1,712$281K0.09%+9Timeline
RWRSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,517 shares; 2024Q1: 2,519 shares; 2024Q2: 2,522 shares; 2024Q3: 2,525 shares; 2024Q4: 2,529 shares 2,529$250K0.08%+4Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 738 shares; 2024Q4: 738 shares 738$216K0.07%0Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,118 shares; 2024Q1: not reported; 2024Q2: 3,624 shares; 2024Q3: 3,666 shares; 2024Q4: 3,708 shares 3,708$213K0.06%+42Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,491 shares; 2024Q2: not reported; 2024Q3: 9,146 shares; 2024Q4: 9,211 shares 9,211$210K0.06%+65Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MDTMEDTRONIC PLC2,310$208Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001221073-25-000011 base2025-01-24acceptance time not in the bulk data set