Marshall Financial Group LLC Purchases in Q2 2025

Marshall Financial Group LLC

  • $478 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MPWR
Monolithic Power Systems Inc

Technology
95
+ 5.16%
$455.19 - $737.73 $43.2K - $70.1K
1.94K $1.42M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
546
+ 8.65%
$171.4 - $227.1 $93.6K - $124K
6.86K $1.56M
IDXX
Idexx Laboratories Inc

Healthcare
128
+ 5.6%
$361.04 - $536.34 $46.2K - $68.7K
2.41K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
3.47K
+ 16.92%
$157.66 - $172.39 $547K - $598K
24K $3.82M
ROUS
Hartford Multifactor Us Equity

ETFs
2.14K
+ 3.06%
$45.36 - $53.69 $96.8K - $115K
71.9K $3.86M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.66K
+ 6.31%
$49.79 - $50.75 $282K - $287K
95.2K $4.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
625
New
$320.42 - $421.7 $200K - $264K
625 $263K
SCCO
Southern Copper Corp

Basic Materials
905
+ 4.17%
$75.63 - $104.64 $68.4K - $94.7K
22.6K $2.29M
LMT
Lockheed Martin Corp

Industrials
309
+ 4.69%
$430.82 - $486.45 $133K - $150K
6.9K $3.19M
PLTR
Palantir Technologies Inc.

Technology
1.79K
New
$74.01 - $144.25 $132K - $258K
1.79K $244K
FTNT
Fortinet, Inc.

Technology
2.07K
New
$84.71 - $108.69 $175K - $225K
2.07K $218K
DE
Deere & CO

Industrials
411
New
$412.99 - $531.48 $170K - $218K
411 $208K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
444
New
$328.01 - $475.68 $146K - $211K
444 $207K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.42K
+ 13.95%
$146.74 - $176.07 $208K - $250K
11.6K $1.88M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.98K
+ 2.9%
$29.52 - $35.31 $58.4K - $69.9K
70.2K $2.48M
TSLA
Tesla, Inc.

Consumer Cyclical
131
+ 5.58%
$221.86 - $362.89 $29.1K - $47.5K
2.48K $786K
MRK
Merck & Co., Inc.

Healthcare
6.06K
+ 21.2%
$73.47 - $87.12 $445K - $528K
34.6K $2.74M
QCOM
Qualcomm Inc

Technology
583
+ 4.13%
$124.66 - $159.48 $72.7K - $93K
14.7K $2.34M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
334
+ 1.7%
$82.17 - $99.96 $27.4K - $33.4K
20K $1.96M
GOOGL
Alphabet Inc.

Communication Services
74
+ 1.11%
$144.7 - $178.6 $10.7K - $13.2K
6.72K $1.18M
TER
Teradyne, Inc

Technology
783
+ 7.52%
$67.96 - $91.05 $53.2K - $71.3K
11.2K $1.01M
A
Agilent Technologies, Inc.

Healthcare
938
+ 10.42%
$99.29 - $120.52 $93.1K - $113K
9.94K $1.17M
WMS
Advanced Drainage Systems, Inc.

Industrials
563
+ 6.47%
$96.79 - $123.55 $54.5K - $69.6K
9.26K $1.06M
T
At&T Inc.

Communication Services
3.5K
+ 27.9%
$26.33 - $28.94 $92.2K - $101K
16.1K $464K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.32%
$228.25 - $285.3 $2.51K - $3.14K
3.45K $983K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.18%
$498.8 - $620.9 $1.5K - $1.86K
1.71K $1.06M
CNI
Canadian National Railway CO

Industrials
319
+ 3.14%
$92.66 - $108.13 $29.6K - $34.5K
10.5K $1.09M
ZTS
Zoetis Inc.

Healthcare
1.18K
+ 11.87%
$144.41 - $170.3 $170K - $201K
11.1K $1.73M
INFY
Infosys LTD

Technology
4.16K
+ 6.78%
$16.14 - $18.75 $67.1K - $78K
65.5K $1.21M
GGG
Graco Inc

Industrials
520
+ 3.92%
$74.02 - $87.26 $38.5K - $45.4K
13.8K $1.19M
SO
Southern CO

Utilities
864
+ 2.82%
$84.91 - $92.56 $73.4K - $80K
31.5K $2.9M
ATO
Atmos Energy Corp

Utilities
479
+ 15.38%
$145.06 - $162.66 $69.5K - $77.9K
3.59K $553K
IXUS
Ishares Tr

ETFs
46
+ 0.52%
$62.37 - $77.63 $2.87K - $3.57K
8.92K $689K
MEDP
Medpace Holdings, Inc.

Healthcare
135
+ 4.6%
$277.23 - $315.28 $37.4K - $42.6K
3.07K $963K
RWK
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.17%
$94.8 - $117.22 $1.14K - $1.41K
7.01K $819K
PYPL
Pay Pal Holdings, Inc.

Financial Services
461
+ 14.75%
$57.41 - $74.81 $26.5K - $34.5K
3.59K $266K
SUB
Ishares Short Term National Mu

ETFs
448
+ 12.07%
$104.77 - $106.34 $46.9K - $47.6K
4.16K $442K
ITW
Illinois Tool Works Inc

Industrials
209
+ 4.33%
$218.41 - $252.43 $45.6K - $52.8K
5.04K $1.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
89
+ 0.47%
$17.76 - $22.1 $1.58K - $1.97K
18.9K $418K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$34.78 - $43.42 $34.8 - $43.4
12.1K $523K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
30
+ 3.91%
$376.48 - $440.65 $11.3K - $13.2K
797 $351K
VFH
Vanguard Financial ETF

ETFs
7
+ 0.25%
$104.87 - $127.3 $734 - $891
2.8K $356K
VOOV
Vanguard S&P 500 Value ETF

ETFs
10
+ 0.29%
$162.65 - $188.71 $1.63K - $1.89K
3.49K $659K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
10.3K
New
$1.04 - $2.19 $10.7K - $22.6K
10.3K $22K
DECK
Deckers Outdoor Corp

Consumer Cyclical
814
+ 10.77%
$100.44 - $129.37 $81.8K - $105K
8.37K $862K
QDPL
Pacer Fds Tr Metaurus Us Large
40
+ 0.7%
$32.46 - $39.77 $1.3K - $1.59K
5.73K $226K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
605
+ 5.84%
$22.43 - $23.23 $13.6K - $14.1K
11K $254K
SRLN
Ssga Active Trust

ETFs
163
+ 1.92%
$39.47 - $41.59 $6.43K - $6.78K
8.64K $359K
FDS
Factset Research Systems Inc

Financial Services
69
+ 2.55%
$398.85 - $473.32 $27.5K - $32.7K
2.78K $1.24M
Activity Summary
Buys All Purchases 116 New Holdings 42 Increased Positions 74 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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