Marshall Financial Group LLC Incresed Positions in Q2 2025

Marshall Financial Group LLC

  • $478 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
448
+ 12.07%
$104.77 - $106.34 $46.9K - $47.6K
4.16K $442K
ITW
Illinois Tool Works Inc

Industrials
209
+ 4.33%
$218.41 - $252.43 $45.6K - $52.8K
5.04K $1.24M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
89
+ 0.47%
$17.76 - $22.1 $1.58K - $1.97K
18.9K $418K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$34.78 - $43.42 $34.8 - $43.4
12.1K $523K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
30
+ 3.91%
$376.48 - $440.65 $11.3K - $13.2K
797 $351K
VFH
Vanguard Financial ETF

ETFs
7
+ 0.25%
$104.87 - $127.3 $734 - $891
2.8K $356K
VOOV
Vanguard S&P 500 Value ETF

ETFs
10
+ 0.29%
$162.65 - $188.71 $1.63K - $1.89K
3.49K $659K
DECK
Deckers Outdoor Corp

Consumer Cyclical
814
+ 10.77%
$100.44 - $129.37 $81.8K - $105K
8.37K $862K
QDPL
Pacer Fds Tr Metaurus Us Large
40
+ 0.7%
$32.46 - $39.77 $1.3K - $1.59K
5.73K $226K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
605
+ 5.84%
$22.43 - $23.23 $13.6K - $14.1K
11K $254K
FDS
Factset Research Systems Inc

Financial Services
69
+ 2.55%
$398.85 - $473.32 $27.5K - $32.7K
2.78K $1.24M
BFB
Brown Forman Corp Cl B
3.28K
+ 14.68%
N/A
25.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.88K
+ 18.32%
N/A
44.4K $0
Lam Research Corp
821
+ 2.55%
N/A
33.1K $0
FMHI
First Tr ETF Iii Municipal Hig

ETFs
268
+ 2.1%
$45.9 - $48.26 $12.3K - $12.9K
13.1K $609K
HDV
Ishares Core High Dividend ETF

ETFs
11
+ 0.55%
$108.41 - $120.51 $1.19K - $1.33K
2.01K $235K
JKHY
Henry Jack & Associates Inc

Technology
26
+ 0.41%
$163.54 - $186.02 $4.25K - $4.84K
6.37K $1.15M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
130
+ 2.01%
$45.07 - $52.57 $5.86K - $6.83K
6.61K $322K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
386
+ 1.7%
$45.92 - $50.78 $17.7K - $19.6K
23.1K $1.08M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
258
+ 7.68%
$225.56 - $335.19 $58.2K - $86.5K
3.62K $859K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 1.16%
$483.48 - $539.8 $19.8K - $22.1K
3.56K $1.73M
MCD
Mcdonalds Corp

Consumer Cyclical
43
+ 0.43%
$285.55 - $321.23 $12.3K - $13.8K
10.1K $2.95M
AAPL
Apple Inc.

Technology
300
+ 0.51%
$172.42 - $223.89 $51.7K - $67.2K
58.9K $12.1M
Activity Summary
Buys All Purchases 116 New Holdings 42 Increased Positions 74 Sells All Sells 113 Reductions 113 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