Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARSHALL FINANCIAL GROUP LLC 07-19-2024 06-30-2024 169 357,510,117
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ADOBE INC COM 51 $2,232,715 4,019 0.00 0.00 310 8.36 06-30-2024
PUBLIC STORAGE COM Liquidated $0 0 0.00 0.00 403 5.55 06-30-2024
ISHARES TR MRGSTR MD CP ETF 53 $2,166,421 30,907 0.00 0.00 -83 -0.27 06-30-2024
RESMED INC COM 54 $2,087,525 10,905 0.00 0.00 433 4.13 06-30-2024
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