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
ETN
Eaton Corp PLC

Industrials
142
+ 2.3%
$342.99 - $392.76 $48.7K - $55.8K
6.33K $2.37M
A
Agilent Technologies, Inc.

Healthcare
402
+ 4.05%
$112.04 - $128.75 $45K - $51.8K
10.3K $1.33M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.71K
+ 6.89%
$29.52 - $34.78 $50.4K - $59.4K
26.5K $896K
ED
Consolidated Edison Inc

Utilities
1.31K
+ 4.8%
$95.57 - $105.36 $125K - $138K
28.5K $2.86M
DFAU
Dimensional ETF Tr

ETFs
81
+ 0.21%
$42.42 - $45.96 $3.44K - $3.72K
38.2K $1.75M
PNR
Pentair PLC

Industrials
410
+ 4.07%
$100.62 - $112.59 $41.3K - $46.2K
10.5K $1.16M
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 2.96%
$357.4 - $423.42 $26.4K - $31.3K
2.57K $1.04M
PH
Parker Hannifin Corp

Industrials
57
+ 4.1%
$697.13 - $769.67 $39.7K - $43.9K
1.45K $1.1M
VZ
Verizon Communications Inc

Communication Services
1.49K
+ 2.07%
$40.84 - $45.06 $60.9K - $67.2K
73.6K $3.23M
ITW
Illinois Tool Works Inc

Industrials
162
+ 3.22%
$252.31 - $269.41 $40.9K - $43.6K
5.2K $1.36M
BAC
Bank Of America Corp

Financial Services
165
+ 0.86%
$44.92 - $52.42 $7.41K - $8.65K
19.4K $999K
UNP
Union Pacific Corp

Industrials
249
+ 5.7%
$214.91 - $237.16 $53.5K - $59.1K
4.62K $1.09M
NXPI
Nxp Semiconductors N.V.

Technology
153
+ 2.76%
$205.16 - $239.07 $31.4K - $36.6K
5.7K $1.3M
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.23%
$620.67 - $670.08 $2.48K - $2.68K
1.72K $1.15M
DLR
Digital Realty Trust, Inc.

Real Estate
648
+ 3.5%
$161.21 - $180.02 $104K - $117K
19.2K $3.31M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.04%
$42.88 - $49.1 $214 - $246
12.1K $584K
GS
Goldman Sachs Group Inc

Financial Services
18
+ 3.47%
$696.56 - $806.32 $12.5K - $14.5K
536 $426K
VST
Vistra Corp.

Utilities
224
+ 2.94%
$182.0 - $217.92 $40.8K - $48.8K
7.84K $1.54M
DFAI
Dimensional ETF Tr

ETFs
358
+ 1.38%
$34.05 - $36.55 $12.2K - $13.1K
26.3K $957K
ABT
Abbott Laboratories

Healthcare
669
+ 4.63%
$120.51 - $136.62 $80.6K - $91.4K
15.1K $2.03M
RWK
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.09%
$116.93 - $128.98 $702 - $774
7.02K $877K
CSCO
Cisco Systems, Inc.

Technology
1.22K
+ 3.83%
$66.2 - $71.79 $80.8K - $87.7K
33.1K $2.26M
MA
Mastercard Inc

Financial Services
50
+ 1.36%
$550.18 - $598.96 $27.5K - $29.9K
3.73K $2.12M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.07K
+ 7.68%
$58.43 - $62.12 $62.4K - $66.3K
15K $909K
RWL
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.27%
$102.17 - $110.66 $2.04K - $2.21K
7.54K $834K
VOOV
Vanguard S&P 500 Value ETF

ETFs
11
+ 0.31%
$187.97 - $199.47 $2.07K - $2.19K
3.5K $698K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
848
+ 3.67%
$45.54 - $48.43 $38.6K - $41.1K
24K $1.12M
NLOK
Norton Life Lock Inc.

Technology
1.61K
+ 4.78%
N/A
35.3K $757K
CEG
Constellation Energy Corp

Utilities
4
+ 0.08%
$298.82 - $354.89 $1.2K - $1.42K
5.11K $1.68M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
422
+ 3.23%
$45.92 - $47.76 $19.4K - $20.2K
13.5K $640K
VO
Vanguard Mid Cap ETF

ETFs
15
+ 0.77%
$279.83 - $293.74 $4.2K - $4.41K
1.97K $578K
RACE
Ferrari N.V.

Consumer Cyclical
90
+ 3.61%
$436.24 - $517.65 $39.3K - $46.6K
2.58K $1.25M
OMF
One Main Holdings, Inc.

Financial Services
711
+ 4.02%
$55.61 - $62.61 $39.5K - $44.5K
18.4K $1.04M
ADSK
Autodesk, Inc.

Technology
118
+ 2.68%
N/A
4.51K $1.11M
WU
Western Union CO

Financial Services
7.78K
+ 9.42%
$7.88 - $8.84 $61.3K - $68.7K
90.3K $721K
DECK
Deckers Outdoor Corp

Consumer Cyclical
383
+ 4.58%
$95.32 - $123.91 $36.5K - $47.5K
8.75K $887K
PSA
Public Storage

Real Estate
129
+ 4.28%
$271.94 - $298.09 $35.1K - $38.5K
3.14K $907K
AXP
American Express CO

Financial Services
36
+ 4.04%
$294.27 - $342.31 $10.6K - $12.3K
928 $308K
PODD
Insulet Corp

Healthcare
130
+ 4.14%
$277.3 - $352.82 $36K - $45.9K
3.27K $1.01M
GGG
Graco Inc

Industrials
437
+ 3.17%
$82.58 - $88.81 $36.1K - $38.8K
14.2K $1.21M
SCHW
Schwab Charles Corp

Financial Services
109
+ 3.5%
$91.03 - $98.69 $9.92K - $10.8K
3.22K $307K
VFH
Vanguard Financial ETF

ETFs
6
+ 0.21%
$125.23 - $132.78 $751 - $797
2.81K $368K
NEAR
Blackrock Short Maturity Bond

ETFs
168
+ 3.65%
$50.8 - $51.32 $8.53K - $8.62K
4.77K $244K
HLNE
Hamilton Lane Inc

Financial Services
352
+ 6.13%
$134.79 - $160.88 $47.4K - $56.6K
6.1K $821K
LLY
Eli Lilly & CO

Healthcare
69
+ 2.31%
$625.65 - $812.69 $43.2K - $56.1K
3.06K $2.33M
BFB
Brown Forman Corp Cl B
1.89K
+ 7.37%
N/A
27.5K $0
Innovator Etfs Trust
2.57K
+ 25.71%
N/A
12.6K $0
Lam Research Corp
450
+ 1.36%
N/A
33.5K $0
Thomson Reuters Corp
223
+ 4.86%
N/A
4.82K $0
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
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