Marshall Financial Group LLC Incresed Positions in Q3 2025

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.8K
+ 1921.53%
$567.77 - $614.76 $8.97M - $9.71M
16.6K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14.4K
+ 110.04%
$546.99 - $602.2 $7.86M - $8.65M
27.4K $16.5M
NVDA
Nvidia Corp

Technology
476
+ 0.6%
$153.3 - $186.58 $73K - $88.8K
79.9K $14.9M
PAVE
Global X Fds Us Infrastructure

ETFs
8.74K
+ 3.72%
$44.02 - $47.63 $385K - $416K
244K $11.6M
GOOG
Alphabet Inc.

Communication Services
70
+ 0.34%
$175.16 - $255.24 $12.3K - $17.9K
20.5K $4.99M
AVGO
Broadcom Inc.

Technology
98
+ 0.48%
$264.74 - $369.57 $25.9K - $36.2K
20.5K $6.77M
GFI
Gold Fields LTD

Basic Materials
1.26K
+ 3.0%
$23.36 - $42.3 $29.4K - $53.3K
43.2K $1.81M
MEDP
Medpace Holdings, Inc.

Healthcare
44
+ 1.43%
$308.88 - $514.16 $13.6K - $22.6K
3.11K $1.6M
IDCC
Inter Digital, Inc.

Communication Services
163
+ 3.83%
$221.35 - $349.23 $36.1K - $56.9K
4.42K $1.53M
TER
Teradyne, Inc

Technology
266
+ 2.38%
$90.15 - $137.64 $24K - $36.6K
11.5K $1.58M
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.84K
+ 2.82%
$41.43 - $44.2 $283K - $302K
249K $11M
GRMN
Garmin LTD

Technology
276
+ 2.23%
$211.13 - $246.22 $58.3K - $68K
12.6K $3.11M
ROUS
Hartford Multifactor Us Equity

ETFs
4.08K
+ 5.67%
$53.3 - $57.49 $217K - $234K
76K $4.37M
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.45%
$174.36 - $254.72 $5.23K - $7.64K
6.75K $1.64M
SCHR
Schwab Intermediate Term Us Tr

ETFs
15.7K
+ 2.69%
$24.69 - $25.26 $387K - $396K
598K $15M
CDNS
Cadence Design Systems Inc

Technology
199
+ 2.5%
$309.46 - $373.37 $61.6K - $74.3K
8.16K $2.87M
APH
Amphenol Corp

Technology
156
+ 0.99%
$97.39 - $125.4 $15.2K - $19.6K
15.9K $1.97M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.16%
$155.17 - $185.42 $3.1K - $3.71K
12.2K $2.26M
KLAC
Kla Corp

Technology
24
+ 1.18%
$843.9 - $1078.6 $20.3K - $25.9K
2.06K $2.22M
MPWR
Monolithic Power Systems Inc

Technology
27
+ 1.39%
$711.24 - $922.81 $19.2K - $24.9K
1.96K $1.81M
LGOV
First Tr ETF Iv Long Duration

ETFs
6.89K
+ 1.01%
$20.98 - $22.03 $145K - $152K
688K $15M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
1.6K
+ 1.6%
$38.85 - $41.97 $62.1K - $67.1K
102K $4.26M
ASML
Asml Holding Nv

Technology
46
+ 2.37%
$689.63 - $968.09 $31.7K - $44.5K
1.99K $1.93M
LMT
Lockheed Martin Corp

Industrials
216
+ 3.13%
$410.74 - $499.21 $88.7K - $108K
7.11K $3.55M
AMD
Advanced Micro Devices Inc

Technology
921
+ 9.03%
$134.8 - $184.42 $124K - $170K
11.1K $1.8M
WMT
Walmart Inc.

Consumer Defensive
918
+ 2.14%
$94.4 - $104.27 $86.7K - $95.7K
43.7K $4.51M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.11K
+ 6.41%
$50.53 - $50.82 $309K - $310K
101K $5.15M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
546
+ 7.96%
$225.11 - $247.9 $123K - $135K
7.41K $1.83M
MNST
Monster Beverage Corp

Consumer Defensive
1.41K
+ 3.83%
$58.65 - $67.31 $82.4K - $94.6K
38.1K $2.56M
MRK
Merck & Co., Inc.

Healthcare
1.14K
+ 3.3%
$77.6 - $87.37 $88.7K - $99.9K
35.8K $3M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.77K
+ 2.52%
$35.42 - $38.65 $62.6K - $68.3K
71.9K $2.74M
WMS
Advanced Drainage Systems, Inc.

Industrials
268
+ 2.89%
$110.89 - $148.5 $29.7K - $39.8K
9.53K $1.32M
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 0.21%
$514.61 - $682.78 $2.57K - $3.41K
2.42K $1.55M
SO
Southern CO

Utilities
1.67K
+ 5.29%
$90.83 - $96.0 $152K - $160K
33.2K $3.15M
MSFT
Microsoft Corp

Technology
7
+ 0.06%
$491.09 - $535.64 $3.44K - $3.75K
11.4K $5.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.36K
+ 21.07%
$49.09 - $50.58 $214K - $221K
25.1K $1.27M
UBER
Uber Technologies, Inc

Technology
1.13K
+ 4.85%
$86.91 - $99.57 $98.2K - $113K
24.4K $2.39M
MCD
Mcdonalds Corp

Consumer Cyclical
324
+ 3.21%
$291.67 - $316.99 $94.5K - $103K
10.4K $3.17M
RMD
Resmed Inc

Healthcare
243
+ 2.55%
$252.01 - $293.73 $61.2K - $71.4K
9.77K $2.67M
FHI
Federated Hermes, Inc.

Financial Services
824
+ 3.71%
$44.78 - $54.1 $36.9K - $44.6K
23K $1.2M
NVS
Novartis Ag

Healthcare
741
+ 4.74%
$113.5 - $129.73 $84.1K - $96.1K
16.4K $2.1M
QCOM
Qualcomm Inc

Technology
613
+ 4.17%
$145.84 - $173.55 $89.4K - $106K
15.3K $2.55M
FAST
Fastenal CO

Industrials
1.01K
+ 4.53%
$42.47 - $50.39 $42.7K - $50.7K
23.2K $1.14M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
630
+ 3.15%
$98.53 - $107.1 $62.1K - $67.5K
20.6K $2.17M
SPG
Simon Property Group Inc

Real Estate
284
+ 5.17%
$159.93 - $187.67 $45.4K - $53.3K
5.77K $1.08M
NTES
Net Ease, Inc.

Communication Services
306
+ 3.49%
$127.31 - $159.34 $39K - $48.8K
9.07K $1.38M
SOFI
So Fi Technologies, Inc.

Financial Services
856
+ 4.17%
$17.64 - $29.81 $15.1K - $25.5K
21.4K $564K
EXP
Eagle Materials Inc

Basic Materials
251
+ 6.75%
$209.12 - $242.26 $52.5K - $60.8K
3.97K $924K
NTAP
Net App, Inc.

Technology
453
+ 4.67%
$101.1 - $126.36 $45.8K - $57.2K
10.2K $1.2M
Activity Summary
Buys All Purchases 144 New Holdings 16 Increased Positions 128 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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