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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
106
+ 16.04%
$408.78 - $448.82 $43.3K - $47.6K
767 $322K
ADSK
Autodesk, Inc.

Technology
167
+ 3.75%
N/A
4.62K $1.14M
MEDP
Medpace Holdings, Inc.

Healthcare
354
+ 13.72%
$304.69 - $360.97 $108K - $128K
2.94K $894K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
536
+ 9.84%
$154.39 - $176.55 $82.8K - $94.6K
5.98K $939K
PANW
Palo Alto Networks Inc

Technology
793
+ 8.59%
$167.82 - $208.28 $133K - $165K
10K $1.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
119
+ 1.87%
$48.65 - $53.06 $5.79K - $6.31K
6.48K $336K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 7.43%
$890.62 - $1076.86 $17.8K - $21.5K
289 $273K
QCOM
Qualcomm Inc

Technology
84
+ 0.6%
$151.94 - $175.86 $12.8K - $14.8K
14.1K $2.17M
SRLN
Ssga Active Trust

ETFs
384
+ 4.75%
$41.02 - $41.99 $15.8K - $16.1K
8.48K $348K
ITW
Illinois Tool Works Inc

Industrials
139
+ 2.97%
$244.9 - $274.48 $34K - $38.2K
4.83K $1.2M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
2
+ 0.02%
$18.54 - $18.88 $37.1 - $37.8
11.8K $219K
BNDX
Vanguard Total International B

ETFs
8
+ 0.1%
$48.33 - $49.5 $387 - $396
7.72K $377K
QDPL
Pacer Fds Tr Metaurus Us Large
148
+ 2.67%
$36.5 - $40.04 $5.4K - $5.93K
5.69K $209K
VOOV
Vanguard S&P 500 Value ETF

ETFs
10
+ 0.29%
$179.71 - $192.06 $1.8K - $1.92K
3.48K $635K
LMT
Lockheed Martin Corp

Industrials
521
+ 8.59%
$423.19 - $506.29 $220K - $264K
6.59K $2.94M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 2.67%
$524.81 - $672.19 $7.87K - $10.1K
577 $315K
FDS
Factset Research Systems Inc

Financial Services
131
+ 5.08%
$427.5 - $476.51 $56K - $62.4K
2.71K $1.23M
NXPI
Nxp Semiconductors N.V.

Technology
431
+ 8.42%
$189.99 - $245.86 $81.9K - $106K
5.55K $1.05M
AMD
Advanced Micro Devices Inc

Technology
1.34K
+ 16.28%
$96.63 - $129.55 $129K - $173K
9.56K $982K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.15%
$251.87 - $277.95 $756 - $834
2.01K $517K
SNPS
Synopsys Inc

Technology
222
+ 11.27%
$428.58 - $551.54 $95.1K - $122K
2.19K $939K
MCO
Moodys Corp

Financial Services
22
+ 0.58%
$437.8 - $527.48 $9.63K - $11.6K
3.81K $1.78M
AXP
American Express CO

Financial Services
20
+ 2.2%
$255.39 - $325.87 $5.11K - $6.52K
931 $250K
ODFL
Old Dominion Freight Line, Inc.

Industrials
516
+ 5.35%
$161.13 - $209.29 $83.1K - $108K
10.2K $1.68M
APH
Amphenol Corp

Technology
579
+ 2.96%
$61.62 - $78.55 $35.7K - $45.5K
20.1K $1.32M
HON
Honeywell International Inc

Industrials
91
+ 2.15%
$202.75 - $226.52 $18.5K - $20.6K
4.33K $915K
CSX
Csx Corp

Industrials
1.8K
+ 5.37%
$29.11 - $33.67 $52.5K - $60.7K
35.4K $1.04M
MRK
Merck & Co., Inc.

Healthcare
2.22K
+ 8.44%
$83.01 - $101.02 $185K - $225K
28.6K $2.56M
DXCM
Dexcom Inc

Healthcare
907
+ 6.85%
$67.74 - $90.75 $61.4K - $82.3K
14.1K $965K
SOFI
So Fi Technologies, Inc.

Financial Services
716
+ 3.57%
$11.18 - $18.03 $8K - $12.9K
20.8K $241K
QLYS
Qualys, Inc.

Technology
716
+ 5.98%
$121.57 - $147.7 $87K - $106K
12.7K $1.6M
ADBE
Adobe Inc.

Technology
443
+ 10.74%
$377.84 - $464.11 $167K - $206K
4.57K $1.75M
A
Agilent Technologies, Inc.

Healthcare
428
+ 4.99%
$116.69 - $152.6 $49.9K - $65.3K
9K $1.05M
BX
Blackstone Inc.

Financial Services
54
+ 1.61%
$136.53 - $186.74 $7.37K - $10.1K
3.41K $476K
ETN
Eaton Corp PLC

Industrials
248
+ 8.3%
$271.83 - $371.23 $67.4K - $92.1K
3.24K $879K
MAR
Marriott International Inc

Consumer Cyclical
19
+ 0.41%
$237.01 - $304.45 $4.5K - $5.78K
4.7K $1.12M
INFY
Infosys LTD

Technology
1.77K
+ 2.98%
$18.06 - $22.89 $32K - $40.6K
61.3K $1.12M
CDNS
Cadence Design Systems Inc

Technology
55
+ 1.16%
$233.96 - $324.52 $12.9K - $17.8K
4.8K $1.22M
GOOGL
Alphabet Inc.

Communication Services
42
+ 0.64%
$154.33 - $206.19 $6.48K - $8.66K
6.65K $1.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
234
+ 7.48%
$283.06 - $421.16 $66.2K - $98.6K
3.36K $951K
TER
Teradyne, Inc

Technology
628
+ 6.42%
$82.6 - $140.0 $51.9K - $87.9K
10.4K $860K
MSFT
Microsoft Corp

Technology
158
+ 1.36%
$375.39 - $447.2 $59.3K - $70.7K
11.8K $4.42M
DECK
Deckers Outdoor Corp

Consumer Cyclical
85
+ 1.14%
$111.56 - $223.11 $9.48K - $19K
7.56K $844K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.94K
+ 0.65%
$51.45 - $58.51 $99.9K - $114K
299K $15.5M
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
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