Marshall Financial Group LLC Incresed Positions in Q1 2025

Marshall Financial Group LLC

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SSO
Proshares Ultra S&P 500

ETFs
164K
+ 1650.13%
$80.57 - $100.21 $13.2M - $16.4M
173K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.2K
+ 155.03%
$468.34 - $539.52 $8.05M - $9.27M
28.3K $13.3M
JBBB
Janus Detroit Str Tr Henderson

ETFs
84.1K
+ 26.11%
$48.34 - $49.66 $4.07M - $4.18M
406K $19.8M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
37.4K
+ 71.6%
$50.48 - $51.04 $1.89M - $1.91M
89.6K $4.54M
IQLT
Ishares Msci Intl Quality Fact

ETFs
18.8K
+ 8.56%
$36.91 - $41.03 $694K - $772K
238K $9.46M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
25.9K
+ 61.42%
$32.49 - $37.99 $843K - $986K
68.2K $2.28M
LGOV
First Tr ETF Iv Long Duration

ETFs
13.9K
+ 2.05%
$20.41 - $21.7 $283K - $301K
690K $14.8M
ED
Consolidated Edison Inc

Utilities
1.15K
+ 4.26%
$88.0 - $110.59 $101K - $127K
28.1K $3.11M
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.55K
+ 4.84%
$47.74 - $65.16 $73.9K - $101K
33.5K $2.14M
XP
Xp Inc.

Financial Services
34.8K
+ 71.51%
$11.05 - $15.69 $385K - $546K
83.5K $1.15M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.49K
+ 170.3%
$49.69 - $50.76 $422K - $431K
13.5K $673K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.22K
+ 121.8%
$51.26 - $52.53 $422K - $432K
15K $770K
VZ
Verizon Communications Inc

Communication Services
250
+ 0.35%
$37.81 - $46.49 $9.45K - $11.6K
72.3K $3.28M
JNJ
Johnson & Johnson

Healthcare
846
+ 7.4%
$142.06 - $167.7 $120K - $142K
12.3K $2.04M
SO
Southern CO

Utilities
862
+ 2.89%
$80.96 - $92.96 $69.8K - $80.1K
30.7K $2.82M
PM
Philip Morris International Inc.

Consumer Defensive
615
+ 9.63%
$117.15 - $158.79 $72K - $97.7K
7K $1.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.83%
$442.66 - $534.52 $12.8K - $15.5K
3.52K $1.88M
HSY
Hershey CO

Consumer Defensive
1.65K
+ 31.91%
$144.74 - $186.36 $239K - $308K
6.83K $1.17M
BRO
Brown & Brown, Inc.

Financial Services
167
+ 1.43%
$100.54 - $124.4 $16.8K - $20.8K
11.8K $1.47M
MNST
Monster Beverage Corp

Consumer Defensive
1.06K
+ 2.89%
$46.16 - $58.58 $48.8K - $62K
37.6K $2.2M
VTI
Vanguard Total Stock Market Et

ETFs
869
+ 79.29%
$271.18 - $303.12 $236K - $263K
1.97K $537K
CTAS
Cintas Corp

Industrials
130
+ 1.7%
$182.09 - $208.14 $23.7K - $27.1K
7.8K $1.6M
WELL
Welltower Inc.

Real Estate
254
+ 5.15%
$124.05 - $156.86 $31.5K - $39.8K
5.19K $795K
KNSL
Kinsale Capital Group, Inc.

Financial Services
246
+ 12.45%
$416.48 - $494.72 $102K - $122K
2.22K $1.08M
VRSK
Verisk Analytics, Inc.

Industrials
140
+ 2.83%
$268.63 - $301.33 $37.6K - $42.2K
5.08K $1.51M
PG
Procter & Gamble CO

Consumer Defensive
550
+ 2.76%
$158.56 - $176.26 $87.2K - $96.9K
20.5K $3.49M
RIO
Rio Tinto PLC

Basic Materials
1.99K
+ 14.43%
$58.19 - $64.29 $116K - $128K
15.8K $946K
IDXX
Idexx Laboratories Inc

Healthcare
290
+ 14.53%
$406.29 - $469.04 $118K - $136K
2.29K $960K
JPM
Jpmorgan Chase & CO

Financial Services
392
+ 6.24%
$225.19 - $279.95 $88.3K - $110K
6.67K $1.64M
PAC
Pacific Airport Group

Industrials
377
+ 6.36%
$178.82 - $203.81 $67.4K - $76.8K
6.31K $1.17M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.3K
+ 6.05%
$45.62 - $51.12 $59.2K - $66.3K
22.7K $1.16M
MA
Mastercard Inc

Financial Services
56
+ 1.4%
$504.67 - $576.31 $28.3K - $32.3K
4.06K $2.22M
ZTS
Zoetis Inc.

Healthcare
587
+ 6.27%
$156.48 - $175.67 $91.9K - $103K
9.94K $1.64M
LOGI
Logitech International S.A.

Technology
827
+ 4.06%
$81.64 - $105.06 $67.5K - $86.9K
21.2K $1.79M
NDSN
Nordson Corp

Industrials
675
+ 15.97%
$200.12 - $224.07 $135K - $151K
4.9K $988K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
279
+ 28.76%
$634.14 - $744.83 $177K - $208K
1.25K $792K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.01K
+ 19.02%
$192.82 - $222.1 $195K - $224K
6.31K $1.22M
JKHY
Henry Jack & Associates Inc

Technology
315
+ 5.22%
$166.47 - $191.28 $52.4K - $60.3K
6.34K $1.16M
CNI
Canadian National Railway CO

Industrials
1.41K
+ 16.05%
$95.46 - $106.79 $134K - $150K
10.2K $989K
XOM
Exxon Mobil Corp

Energy
147
+ 2.21%
$105.44 - $118.93 $15.5K - $17.5K
6.81K $810K
SCCO
Southern Copper Corp

Basic Materials
292
+ 1.36%
$85.92 - $101.48 $25.1K - $29.6K
21.7K $2.03M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.18K
+ 15.65%
$105.29 - $126.99 $124K - $149K
8.7K $945K
MPWR
Monolithic Power Systems Inc

Technology
141
+ 8.29%
$565.7 - $720.25 $79.8K - $102K
1.84K $1.07M
ASML
Asml Holding Nv

Technology
164
+ 9.21%
$662.63 - $776.99 $109K - $127K
1.95K $1.29M
RACE
Ferrari N.V.

Consumer Cyclical
106
+ 3.93%
$413.73 - $508.15 $43.9K - $53.9K
2.8K $1.2M
CBSH
Commerce Bancshares Inc

Financial Services
798
+ 4.15%
$58.85 - $68.59 $47K - $54.7K
20K $1.25M
GGG
Graco Inc

Industrials
684
+ 5.44%
$80.53 - $87.54 $55.1K - $59.9K
13.3K $1.11M
HLI
Houlihan Lokey, Inc.

Financial Services
661
+ 12.71%
$154.43 - $187.4 $102K - $124K
5.86K $946K
GD
General Dynamics Corp

Industrials
96
+ 4.98%
$241.94 - $272.58 $23.2K - $26.2K
2.02K $551K
Activity Summary
Buys All Purchases 118 New Holdings 23 Increased Positions 95 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email