Marshall Financial Group LLC Purchases in Q4 2024

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JBBB
Janus Detroit Str Tr Henderson

ETFs
322K
New
$48.59 - $49.45 $15.7M - $15.9M
322K $15.8M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
108K
+ 11.63%
$25.65 - $26.37 $2.78M - $2.86M
1.04M $26.7M
AAPL
Apple Inc.

Technology
3.13K
+ 5.55%
$221.69 - $259.02 $693K - $810K
59.4K $14.9M
PANW
Palo Alto Networks Inc

Technology
9.23K
New
$181.96 - $405.9 $1.68M - $3.75M
9.23K $1.68M
LOGI
Logitech International S.A.

Technology
20.4K
New
$77.08 - $91.82 $1.57M - $1.87M
20.4K $1.68M
HALO
Halozyme Therapeutics, Inc.

Healthcare
32K
New
$42.57 - $61.09 $1.36M - $1.95M
32K $1.53M
ZTS
Zoetis Inc.

Healthcare
9.36K
New
$162.24 - $194.42 $1.52M - $1.82M
9.36K $1.52M
CSX
Csx Corp

Industrials
33.6K
New
$31.58 - $36.88 $1.06M - $1.24M
33.6K $1.08M
DXCM
Dexcom Inc

Healthcare
13.2K
New
$65.68 - $81.01 $869K - $1.07M
13.2K $1.03M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.71K
+ 3.38%
$53.94 - $58.15 $524K - $565K
297K $16.8M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
5.45K
New
$165.45 - $196.93 $901K - $1.07M
5.45K $903K
HLI
Houlihan Lokey, Inc.

Financial Services
5.2K
New
$158.81 - $190.49 $826K - $990K
5.2K $902K
MEDP
Medpace Holdings, Inc.

Healthcare
2.58K
New
$308.93 - $363.58 $797K - $938K
2.58K $857K
RIO
Rio Tinto PLC

Basic Materials
13.8K
New
$58.59 - $71.15 $807K - $980K
13.8K $810K
JNJ
Johnson & Johnson

Healthcare
6.01K
+ 110.9%
$143.34 - $165.86 $862K - $997K
11.4K $1.65M
NFLX
Netflix Inc

Communication Services
147
+ 4.47%
$687.65 - $936.56 $101K - $138K
3.44K $3.06M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
970
New
$701.85 - $1046.91 $681K - $1.02M
970 $690K
V
Visa Inc.

Financial Services
152
+ 1.29%
$273.87 - $320.91 $41.6K - $48.8K
11.9K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
636
+ 6.0%
$180.88 - $232.93 $115K - $148K
11.2K $2.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
222
+ 7.64%
$260.53 - $404.79 $57.8K - $89.9K
3.13K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
554
+ 15.47%
$567.81 - $607.81 $315K - $337K
4.14K $2.42M
DECK
Deckers Outdoor Corp

Consumer Cyclical
238
+ 3.29%
$152.04 - $211.12 $36.2K - $50.2K
7.47K $1.52M
QLYS
Qualys, Inc.

Technology
1.66K
+ 16.12%
$119.24 - $159.23 $198K - $265K
12K $1.68M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.75K
New
$51.58 - $52.91 $348K - $357K
6.75K $349K
JPM
Jpmorgan Chase & CO

Financial Services
774
+ 14.06%
$205.18 - $250.29 $159K - $194K
6.28K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
733
+ 26.55%
$442.29 - $483.08 $324K - $354K
3.49K $1.58M
HTRB
Hartford Fds Total Return Bd E

ETFs
38.5K
+ 6.4%
$33.33 - $35.01 $1.28M - $1.35M
640K $21.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.99K
New
$50.02 - $51.24 $249K - $255K
4.99K $250K
QDPL
Pacer Fds Tr Metaurus Us Large
5.54K
New
$37.54 - $40.11 $208K - $222K
5.54K $212K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
487
New
$338.38 - $446.21 $165K - $217K
487 $211K
GOOGL
Alphabet Inc.

Communication Services
307
+ 4.87%
$161.86 - $196.66 $49.7K - $60.4K
6.61K $1.25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
693
+ 15.03%
$198.04 - $221.51 $137K - $154K
5.31K $1.12M
KR
Kroger CO

Consumer Defensive
59
+ 0.12%
$55.21 - $63.3 $3.26K - $3.73K
48.3K $2.95M
CDNS
Cadence Design Systems Inc

Technology
100
+ 2.15%
$249.1 - $324.54 $24.9K - $32.5K
4.75K $1.43M
MA
Mastercard Inc

Financial Services
65
+ 1.65%
$491.3 - $536.15 $31.9K - $34.8K
4K $2.11M
NFBK
Northfield Bancorp, Inc.

Financial Services
14K
New
$11.03 - $14.1 $154K - $197K
14K $162K
MAR
Marriott International Inc

Consumer Cyclical
12
+ 0.26%
$246.06 - $292.59 $2.95K - $3.51K
4.69K $1.31M
META
Meta Platforms, Inc.

Communication Services
37
+ 0.68%
$554.08 - $632.68 $20.5K - $23.4K
5.52K $3.25M
CBSH
Commerce Bancshares Inc

Financial Services
965
+ 5.29%
$57.04 - $74.36 $55K - $71.8K
19.2K $1.2M
GS
Goldman Sachs Group Inc

Financial Services
138
+ 32.55%
$486.1 - $608.57 $67.1K - $84K
562 $321K
CVX
Chevron Corp

Energy
507
+ 36.95%
$141.15 - $162.53 $71.6K - $82.4K
1.88K $272K
MNST
Monster Beverage Corp

Consumer Defensive
1.05K
+ 2.96%
$49.24 - $56.38 $51.7K - $59.2K
36.6K $1.92M
BX
Blackstone Inc.

Financial Services
13
+ 0.39%
$148.45 - $199.05 $1.93K - $2.59K
3.35K $578K
SCHR
Schwab Intermediate Term Us Tr

ETFs
305K
+ 109.29%
$24.19 - $50.58 $7.38M - $15.4M
585K $14.2M
T
At&T Inc.

Communication Services
2.4K
+ 16.67%
$21.22 - $23.88 $51K - $57.4K
16.8K $383K
PAC
Pacific Airport Group

Industrials
338
+ 6.05%
$166.34 - $197.86 $56.2K - $66.9K
5.93K $1.04M
FICO
Fair Isaac Corp

Technology
25
+ 14.88%
$1911.01 - $2382.4 $47.8K - $59.6K
193 $384K
HD
Home Depot, Inc.

Consumer Cyclical
242
+ 9.87%
$385.02 - $431.37 $93.2K - $104K
2.69K $1.05M
MSFT
Microsoft Corp

Technology
355
+ 3.15%
$406.35 - $454.46 $144K - $161K
11.6K $4.9M
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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