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
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.64K
New
$64.57 - $71.76 $300K - $333K
4.64K $332K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.1K
New
$28.11 - $29.42 $313K - $328K
11.1K $327K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
6.28K
New
$45.31 - $51.64 $285K - $325K
6.28K $321K
T
At&T Inc.

Communication Services
14.4K
New
$18.21 - $22.28 $263K - $321K
14.4K $317K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.03K
New
$54.31 - $61.04 $273K - $307K
5.03K $307K
WST
West Pharmaceutical Services Inc

Healthcare
1.01K
New
$277.16 - $333.3 $281K - $338K
1.01K $304K
VZ
Verizon Communications Inc

Communication Services
979
+ 1.4%
$38.89 - $45.0 $38.1K - $44.1K
71.2K $3.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.24K
New
$44.66 - $49.15 $278K - $306K
6.24K $293K
BIIB
Biogen Inc.

Healthcare
1.48K
New
$189.07 - $236.8 $280K - $350K
1.48K $286K
NEAR
Blackrock Short Maturity Bond

ETFs
5.44K
New
$50.09 - $51.31 $273K - $279K
5.44K $278K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19
+ 0.01%
$56.04 - $62.99 $1.06K - $1.2K
139K $8.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
267
+ 10.71%
$405.19 - $478.57 $108K - $128K
2.76K $1.27M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$57.22 - $80.08 $186K - $261K
3.26K $254K
AVGO
Broadcom Inc.

Technology
21.4K
+ 892.16%
$136.27 - $1745.86 $2.92M - $37.4M
23.8K $4.1M
AXP
American Express CO

Financial Services
935
New
$225.92 - $271.17 $211K - $254K
935 $253K
CTAS
Cintas Corp

Industrials
5.96K
+ 300.45%
$201.38 - $819.83 $1.2M - $4.88M
7.94K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
211
+ 9.42%
$333.64 - $405.2 $70.4K - $85.5K
2.45K $993K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.81K
+ 7.16%
$32.65 - $36.69 $91.8K - $103K
42.1K $1.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.78K
New
$76.94 - $79.54 $214K - $221K
2.78K $220K
INFY
Infosys LTD

Technology
70
+ 0.12%
$18.76 - $23.28 $1.31K - $1.63K
59.4K $1.32M
LKOR
Flexshares Cr Scored Us Long C

ETFs
4.7K
New
$41.93 - $46.12 $197K - $217K
4.7K $214K
MA
Mastercard Inc

Financial Services
8
+ 0.2%
$429.6 - $500.99 $3.44K - $4.01K
3.94K $1.94M
MMM
3 M CO

Industrials
1.55K
New
$99.69 - $139.42 $154K - $216K
1.55K $211K
GS
Goldman Sachs Group Inc

Financial Services
424
New
$459.02 - $510.25 $195K - $216K
424 $209K
MCO
Moodys Corp

Financial Services
14
+ 0.37%
$421.49 - $494.67 $5.9K - $6.93K
3.78K $1.79M
ODFL
Old Dominion Freight Line, Inc.

Industrials
42
+ 0.47%
$178.41 - $210.18 $7.49K - $8.83K
9.06K $1.8M
ADP
Automatic Data Processing Inc

Industrials
744
New
$233.44 - $279.45 $174K - $208K
744 $205K
FTNT
Fortinet, Inc.

Technology
2.65K
New
$55.39 - $77.55 $147K - $205K
2.65K $205K
ALB
Albemarle Corp

Basic Materials
2.17K
New
$72.85 - $100.09 $158K - $217K
2.17K $205K
CVX
Chevron Corp

Energy
1.37K
New
$137.88 - $161.97 $189K - $222K
1.37K $202K
YLDE
Legg Mason ETF Invt Tr

ETFs
3.99K
New
$46.1 - $50.39 $184K - $201K
3.99K $201K
WEC
Wec Energy Group, Inc.

Utilities
2.1K
New
$77.68 - $96.19 $163K - $202K
2.1K $201K
MSI
Motorola Solutions, Inc.

Technology
49
+ 1.83%
$385.65 - $450.49 $18.9K - $22.1K
2.72K $1.22M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
101
+ 0.33%
$68.79 - $76.02 $6.95K - $7.68K
31K $2.36M
TSLA
Tesla, Inc.

Consumer Cyclical
92
+ 3.75%
$191.76 - $263.26 $17.6K - $24.2K
2.55K $666K
RACE
Ferrari N.V.

Consumer Cyclical
30
+ 1.11%
$405.92 - $496.79 $12.2K - $14.9K
2.73K $1.28M
ABBV
Abb Vie Inc.

Healthcare
194
+ 3.6%
$163.84 - $199.33 $31.8K - $38.7K
5.58K $1.1M
BRO
Brown & Brown, Inc.

Financial Services
139
+ 1.24%
$89.11 - $105.82 $12.4K - $14.7K
11.4K $1.18M
SCCO
Southern Copper Corp

Basic Materials
58
+ 0.27%
$94.1 - $120.43 $5.46K - $6.98K
21.2K $2.45M
A
Agilent Technologies, Inc.

Healthcare
82
+ 1.0%
$125.42 - $148.48 $10.3K - $12.2K
8.24K $1.22M
ETN
Eaton Corp PLC

Industrials
358
+ 13.8%
$272.52 - $333.02 $97.6K - $119K
2.95K $978K
PAYX
Paychex Inc

Industrials
46
+ 0.47%
$116.17 - $135.19 $5.34K - $6.22K
9.92K $1.33M
FDS
Factset Research Systems Inc

Financial Services
40
+ 1.57%
$397.04 - $469.48 $15.9K - $18.8K
2.59K $1.19M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
289
+ 1.4%
$43.9 - $52.34 $12.7K - $15.1K
20.9K $1.08M
NDSN
Nordson Corp

Industrials
64
+ 1.57%
$225.0 - $262.63 $14.4K - $16.8K
4.14K $1.09M
SPY
Spdr S&P 500 ETF Trust

ETFs
48
+ 1.36%
$517.38 - $573.86 $24.8K - $27.5K
3.58K $2.05M
GGG
Graco Inc

Industrials
366
+ 3.04%
$77.82 - $87.64 $28.5K - $32.1K
12.4K $1.09M
ITW
Illinois Tool Works Inc

Industrials
67
+ 1.49%
$233.14 - $263.97 $15.6K - $17.7K
4.56K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.21%
$101.25 - $127.45 $1.32K - $1.66K
6.09K $739K
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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