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Marshall Financial Group Inc Buys Vanguard ESG International Stock ETF, iShares Core U.S. REIT ETF, JPMorgan Ultra-Short Income ETF

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Nov 17, 2021
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Investment company Marshall Financial Group Inc (Current Portfolio) buys Vanguard ESG International Stock ETF, iShares Core U.S. REIT ETF, JPMorgan Ultra-Short Income ETF, Lincoln Electric Holdings Inc, Danaher Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Marshall Financial Group Inc . As of 2021Q3, Marshall Financial Group Inc owns 60 stocks with a total value of $238 million. These are the details of the buys and sells.

For the details of MARSHALL FINANCIAL GROUP INC 's stock buys and sells, go to https://www.gurufocus.com/guru/marshall+financial+group+inc+/current-portfolio/portfolio

These are the top 5 holdings of MARSHALL FINANCIAL GROUP INC
  1. Schwab U.S. Large-Cap ETF (SCHX) - 235,543 shares, 10.31% of the total portfolio. Shares reduced by 1.46%
  2. Schwab U.S. Large-Cap Growth ETF (SCHG) - 144,355 shares, 9.00% of the total portfolio. Shares added by 0.08%
  3. Schwab U.S. Large-Cap Value ETF (SCHV) - 288,729 shares, 8.20% of the total portfolio. Shares added by 3.02%
  4. Schwab U.S. Tips ETF (SCHP) - 271,293 shares, 7.15% of the total portfolio. Shares added by 5.83%
  5. Schwab U.S. Small-Cap ETF (SCHA) - 166,467 shares, 7.01% of the total portfolio. Shares added by 2.55%
New Purchase: Vanguard ESG International Stock ETF (VSGX)

Marshall Financial Group Inc initiated holding in Vanguard ESG International Stock ETF. The purchase prices were between $61.73 and $65.36, with an estimated average price of $63.57. The stock is now traded at around $64.290000. The impact to a portfolio due to this purchase was 0.2%. The holding were 7,673 shares as of 2021-09-30.

New Purchase: Lincoln Electric Holdings Inc (LECO)

Marshall Financial Group Inc initiated holding in Lincoln Electric Holdings Inc. The purchase prices were between $128.79 and $142.6, with an estimated average price of $136.01. The stock is now traded at around $145.400000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,000 shares as of 2021-09-30.

New Purchase: Danaher Corp (DHR)

Marshall Financial Group Inc initiated holding in Danaher Corp. The purchase prices were between $272.21 and $332.43, with an estimated average price of $306.96. The stock is now traded at around $305.590000. The impact to a portfolio due to this purchase was 0.09%. The holding were 695 shares as of 2021-09-30.

Added: iShares Core U.S. REIT ETF (USRT)

Marshall Financial Group Inc added to a holding in iShares Core U.S. REIT ETF by 21.45%. The purchase prices were between $58.38 and $63.23, with an estimated average price of $60.58. The stock is now traded at around $64.520000. The impact to a portfolio due to this purchase was 0.16%. The holding were 37,258 shares as of 2021-09-30.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Marshall Financial Group Inc added to a holding in JPMorgan Ultra-Short Income ETF by 115.40%. The purchase prices were between $50.6 and $50.67, with an estimated average price of $50.64. The stock is now traded at around $50.580000. The impact to a portfolio due to this purchase was 0.15%. The holding were 13,277 shares as of 2021-09-30.

Added: Vanguard ESG U.S. Stock ETF (ESGV)

Marshall Financial Group Inc added to a holding in Vanguard ESG U.S. Stock ETF by 25.74%. The purchase prices were between $79.14 and $84.64, with an estimated average price of $82.18. The stock is now traded at around $87.910000. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,233 shares as of 2021-09-30.

Added: iShares Russell Mid-Cap Value ETF (IWS)

Marshall Financial Group Inc added to a holding in iShares Russell Mid-Cap Value ETF by 32.48%. The purchase prices were between $110.19 and $118.52, with an estimated average price of $115.3. The stock is now traded at around $122.750000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,512 shares as of 2021-09-30.



Here is the complete portfolio of MARSHALL FINANCIAL GROUP INC . Also check out:

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2. MARSHALL FINANCIAL GROUP INC 's Top Growth Companies, and
3. MARSHALL FINANCIAL GROUP INC 's High Yield stocks
4. Stocks that MARSHALL FINANCIAL GROUP INC keeps buying
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