Marshall Financial Group LLC Purchases in Q3 2024

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
345K
+ 59.01%
$25.5 - $26.52 $8.81M - $9.16M
931K $24.7M
HTRB
Hartford Fds Total Return Bd E

ETFs
131K
+ 27.89%
$33.29 - $35.33 $4.36M - $4.63M
601K $21M
AAPL
Apple Inc.

Technology
3.8K
+ 7.23%
$207.23 - $234.82 $787K - $892K
56.3K $13.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.4K
New
$162.64 - $179.3 $1.85M - $2.04M
11.4K $2.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.69K
+ 54.68%
$162.83 - $179.16 $1.58M - $1.74M
27.4K $4.91M
EDV
Vanguard Extended Duration Tre

ETFs
13.2K
+ 13.89%
$70.73 - $83.52 $933K - $1.1M
108K $8.62M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
18.8K
New
$85.84 - $85.84 $1.61M - $1.61M
18.8K $1.61M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
23.7K
New
$60.25 - $66.85 $1.43M - $1.59M
23.7K $1.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
29.1K
+ 213.89%
$41.9 - $48.26 $1.22M - $1.4M
42.7K $2.04M
DURA
Vaneck Morningstar Durable Div

ETFs
41K
New
$31.26 - $34.76 $1.28M - $1.43M
41K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
23.1K
New
$47.6 - $53.31 $1.1M - $1.23M
23.1K $1.22M
LMT
Lockheed Martin Corp

Industrials
920
+ 17.01%
$460.3 - $584.56 $423K - $538K
6.33K $3.7M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
62.5K
New
$17.02 - $18.39 $1.06M - $1.15M
62.5K $1.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
47K
New
$22.38 - $23.66 $1.05M - $1.11M
47K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.2K
New
$57.32 - $62.65 $931K - $1.02M
16.2K $1.01M
NEE
Nextera Energy Inc

Utilities
11.3K
New
$69.9 - $84.97 $791K - $961K
11.3K $956K
VV
Vanguard Large Cap ETF

ETFs
3.57K
New
$236.92 - $263.4 $845K - $940K
3.57K $939K
PG
Procter & Gamble CO

Consumer Defensive
3.9K
+ 14.86%
$160.76 - $177.82 $626K - $693K
30.1K $5.21M
HON
Honeywell International Inc

Industrials
4.26K
New
$196.73 - $220.21 $838K - $938K
4.26K $880K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.51K
New
$105.53 - $118.34 $793K - $889K
7.51K $878K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18K
New
$44.65 - $47.21 $805K - $852K
18K $843K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.12K
New
$100.09 - $100.69 $813K - $818K
8.12K $817K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
16.9K
New
$45.82 - $48.72 $774K - $823K
16.9K $816K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
30.4K
New
$25.19 - $25.5 $765K - $775K
30.4K $773K
WMT
Walmart Inc.

Consumer Defensive
545
+ 1.07%
$66.91 - $81.4 $36.5K - $44.4K
51.6K $4.17M
MSFT
Microsoft Corp

Technology
1.98K
+ 21.28%
$395.15 - $467.56 $781K - $924K
11.3K $4.85M
META
Meta Platforms, Inc.

Communication Services
615
+ 12.65%
$453.41 - $572.44 $279K - $352K
5.48K $3.14M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
+ 125.39%
$194.9 - $224.8 $597K - $688K
5.5K $1.16M
IXUS
Ishares Tr

ETFs
9.14K
New
$64.9 - $73.35 $593K - $670K
9.14K $663K
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 122.04%
$520.18 - $576.82 $568K - $629K
1.99K $1.14M
WELL
Welltower Inc.

Real Estate
5.11K
New
$104.0 - $129.74 $531K - $662K
5.11K $653K
DUK
Duke Energy Corp

Utilities
5.21K
+ 158.86%
$99.35 - $117.71 $517K - $613K
8.48K $978K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.29K
+ 0.83%
$48.4 - $50.91 $111K - $116K
279K $14.1M
AMZN
Amazon Com Inc

Consumer Cyclical
3.5K
+ 49.27%
$161.02 - $200.0 $563K - $699K
10.6K $1.97M
MCD
Mcdonalds Corp

Consumer Cyclical
357
+ 3.72%
$245.82 - $304.51 $87.8K - $109K
9.97K $3.03M
GD
General Dynamics Corp

Industrials
1.93K
New
$279.51 - $308.09 $539K - $594K
1.93K $582K
V
Visa Inc.

Financial Services
1.59K
+ 15.58%
$253.74 - $291.56 $403K - $463K
11.8K $3.24M
XOM
Exxon Mobil Corp

Energy
4.53K
+ 153.67%
$109.72 - $119.0 $497K - $539K
7.47K $875K
VO
Vanguard Mid Cap ETF

ETFs
2K
New
$237.84 - $263.83 $476K - $528K
2K $528K
PEP
Pepsico Inc

Consumer Defensive
3.06K
New
$161.9 - $179.3 $495K - $548K
3.06K $519K
ATO
Atmos Energy Corp

Utilities
3.3K
New
$114.08 - $138.75 $376K - $458K
3.3K $457K
GOOGL
Alphabet Inc.

Communication Services
3.05K
+ 94.08%
$148.65 - $191.18 $454K - $584K
6.3K $1.04M
KHC
Kraft Heinz CO

Consumer Defensive
12.8K
New
$31.86 - $36.13 $408K - $463K
12.8K $449K
ED
Consolidated Edison Inc

Utilities
192
+ 0.72%
$88.42 - $104.97 $17K - $20.2K
26.8K $2.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.34K
+ 1.21%
$54.98 - $59.51 $73.5K - $79.5K
112K $6.67M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.07K
New
$92.56 - $99.46 $376K - $405K
4.07K $389K
BNDX
Vanguard Total International B

ETFs
7.63K
New
$48.42 - $50.35 $369K - $384K
7.63K $383K
KR
Kroger CO

Consumer Defensive
318
+ 0.66%
$50.43 - $57.3 $16K - $18.2K
48.2K $2.76M
NFLX
Netflix Inc

Communication Services
372
+ 12.75%
$598.55 - $722.26 $223K - $269K
3.29K $2.33M
Activity Summary
Buys All Purchases 154 New Holdings 50 Increased Positions 104 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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