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
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
188
+ 0.29%
$39.37 - $41.68 $7.4K - $7.84K
65.3K $2.7M
JNJ
Johnson & Johnson

Healthcare
207
+ 3.97%
$145.48 - $167.38 $30.1K - $34.6K
5.42K $878K
PAC
Pacific Airport Group

Industrials
22
+ 0.4%
$150.24 - $184.66 $3.31K - $4.06K
5.59K $972K
ELS
Equity Lifestyle Properties Inc

Real Estate
58
+ 0.37%
$63.6 - $76.23 $3.69K - $4.42K
15.6K $1.11M
MNST
Monster Beverage Corp

Consumer Defensive
303
+ 0.86%
$45.01 - $52.47 $13.6K - $15.9K
35.5K $1.85M
VTI
Vanguard Total Stock Market Et

ETFs
265
+ 31.97%
$255.18 - $283.2 $67.6K - $75K
1.09K $309K
CBSH
Commerce Bancshares Inc

Financial Services
223
+ 1.24%
$55.02 - $65.08 $12.3K - $14.5K
18.3K $1.08M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
296
+ 6.86%
$178.94 - $207.0 $53K - $61.3K
4.61K $926K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
67
+ 1.41%
$210.25 - $231.86 $14.1K - $15.5K
4.81K $1.07M
AMGN
Amgen Inc

Healthcare
104
+ 2.77%
$309.38 - $337.38 $32.2K - $35.1K
3.86K $1.24M
KO
Coca Cola CO

Consumer Defensive
20
+ 0.27%
$62.69 - $73.01 $1.25K - $1.46K
7.47K $536K
RELX
Relx PLC

Communication Services
246
+ 0.81%
$44.1 - $48.86 $10.8K - $12K
30.5K $1.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
166
+ 2.99%
$64.35 - $75.71 $10.7K - $12.6K
5.72K $421K
VOOV
Vanguard S&P 500 Value ETF

ETFs
13
+ 0.37%
$175.0 - $190.72 $2.28K - $2.48K
3.53K $672K
HSY
Hershey CO

Consumer Defensive
83
+ 1.72%
$182.45 - $203.25 $15.1K - $16.9K
4.92K $942K
AME
Ametek Inc

Industrials
89
+ 1.3%
$152.74 - $176.01 $13.6K - $15.7K
6.91K $1.19M
IDXX
Idexx Laboratories Inc

Healthcare
30
+ 1.62%
$455.08 - $517.19 $13.7K - $15.5K
1.88K $951K
XP
Xp Inc.

Financial Services
1.76K
+ 4.36%
$15.95 - $20.0 $28.1K - $35.2K
42.2K $756K
RWL
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.08%
$90.36 - $98.07 $542 - $588
7.53K $738K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
73
+ 3.7%
$125.95 - $142.04 $9.19K - $10.4K
2.04K $290K
SOFI
So Fi Technologies, Inc.

Financial Services
737
+ 3.72%
$6.32 - $8.19 $4.66K - $6.04K
20.5K $161K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
66
+ 0.69%
$36.98 - $41.55 $2.44K - $2.74K
9.64K $396K
UPS
United Parcel Service Inc

Industrials
200
+ 11.4%
$123.32 - $147.38 $24.7K - $29.5K
1.96K $266K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 6.92%
$801.83 - $917.05 $14.4K - $16.5K
278 $246K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11
+ 1.69%
$386.81 - $423.12 $4.25K - $4.65K
661 $279K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
34
+ 1.6%
$112.99 - $126.45 $3.84K - $4.3K
2.16K $271K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
221
+ 1.47%
$22.51 - $23.92 $4.97K - $5.29K
15.3K $363K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
293
+ 2.09%
$27.88 - $28.71 $8.17K - $8.41K
14.3K $411K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
114
+ 0.76%
$24.38 - $25.2 $2.78K - $2.87K
15.1K $380K
CNI
Canadian National Railway CO

Industrials
164
+ 2.0%
$110.1 - $123.65 $18.1K - $20.3K
8.37K $980K
BAC
Bank Of America Corp

Financial Services
274
+ 1.3%
$36.65 - $44.13 $10K - $12.1K
21.4K $847K
WMS
Advanced Drainage Systems, Inc.

Industrials
170
+ 2.33%
$140.18 - $178.56 $23.8K - $30.4K
7.47K $1.17M
VRSK
Verisk Analytics, Inc.

Industrials
38
+ 0.78%
$260.31 - $285.99 $9.89K - $10.9K
4.93K $1.32M
ADSK
Autodesk, Inc.

Technology
35
+ 0.79%
$245.83 - $245.83 $8.6K - $8.6K
4.49K $1.1M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.05K
+ 2.82%
N/A
38.3K $0
BFB
Brown Forman Corp Cl B
68
+ 0.49%
N/A
13.9K $0
First Tr Exchng Traded Fd Vi
10.6K
New
N/A
10.6K $0
Innovator Etfs Trust
8.12K
New
N/A
8.12K $0
Te Connectivity PLC
6.73K
New
N/A
6.73K $0
NTES
Net Ease, Inc.

Communication Services
386
+ 2.16%
$76.41 - $96.46 $29.5K - $37.2K
18.3K $1.71M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.93K
+ 1.03%
$49.7 - $56.11 $146K - $164K
288K $15.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
6.03K
+ 502.75%
$150.73 - $974.56 $909K - $5.88M
7.23K $1.15M
CPRT
Copart Inc

Consumer Cyclical
490
+ 1.73%
$49.19 - $55.54 $24.1K - $27.2K
28.7K $1.51M
LSCC
Lattice Semiconductor Corp

Technology
436
+ 3.51%
$41.64 - $62.95 $18.2K - $27.4K
12.9K $683K
SWKS
Skyworks Solutions, Inc.

Technology
241
+ 2.33%
$96.22 - $120.68 $23.2K - $29.1K
10.6K $1.04M
NVDA
Nvidia Corp

Technology
655
+ 0.8%
$98.91 - $134.91 $64.8K - $88.4K
82.1K $9.97M
GNTX
Gentex Corp

Consumer Cyclical
868
+ 2.85%
$28.39 - $35.19 $24.6K - $30.5K
31.3K $928K
QLYS
Qualys, Inc.

Technology
219
+ 2.17%
$120.88 - $149.14 $26.5K - $32.7K
10.3K $1.32M
NXPI
Nxp Semiconductors N.V.

Technology
101
+ 2.03%
$225.14 - $290.78 $22.7K - $29.4K
5.08K $1.22M
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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