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
Mfs Active Exchange Traded F
63.1K
+ 8.58%
N/A
799K $0
Linde PLC
115
+ 5.81%
N/A
2.09K $0
CBSH
Commerce Bancshares Inc

Financial Services
727
+ 3.84%
$58.61 - $66.11 $42.6K - $48.1K
19.7K $1.17M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
134
+ 2.03%
$46.51 - $50.07 $6.23K - $6.71K
6.74K $316K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
287
+ 7.28%
$196.15 - $217.83 $56.3K - $62.5K
4.23K $852K
LII
Lennox International Inc

Industrials
100
+ 6.92%
$516.18 - $664.54 $51.6K - $66.5K
1.55K $818K
SEIC
Sei Investments CO

Financial Services
536
+ 4.8%
$84.85 - $93.8 $45.5K - $50.3K
11.7K $992K
ZTS
Zoetis Inc.

Healthcare
589
+ 5.29%
$141.13 - $159.19 $83.1K - $93.8K
11.7K $1.71M
WHD
Cactus, Inc.

Energy
1.24K
+ 5.77%
$38.17 - $47.92 $47.2K - $59.2K
22.6K $893K
CPRT
Copart Inc

Consumer Cyclical
1.19K
+ 5.11%
$44.6 - $49.97 $53.2K - $59.6K
24.5K $1.1M
CNI
Canadian National Railway CO

Industrials
533
+ 5.09%
$92.01 - $106.6 $49K - $56.8K
11K $1.04M
KNSL
Kinsale Capital Group, Inc.

Financial Services
125
+ 6.28%
$415.15 - $489.89 $51.9K - $61.2K
2.12K $899K
MCO
Moodys Corp

Financial Services
54
+ 1.51%
$472.69 - $521.32 $25.5K - $28.2K
3.62K $1.73M
PG
Procter & Gamble CO

Consumer Defensive
422
+ 1.76%
$150.47 - $161.22 $63.5K - $68K
24.4K $3.75M
ADBE
Adobe Inc.

Technology
291
+ 5.67%
$333.65 - $392.1 $97.1K - $114K
5.42K $1.91M
CTAS
Cintas Corp

Industrials
170
+ 2.63%
$199.29 - $226.27 $33.9K - $38.5K
6.64K $1.36M
RELX
Relx PLC

Communication Services
1.21K
+ 5.31%
$45.13 - $54.19 $54.8K - $65.8K
24.1K $1.15M
KR
Kroger CO

Consumer Defensive
1.53K
+ 3.34%
$64.52 - $74.35 $98.5K - $113K
47.2K $3.18M
PAYX
Paychex Inc

Industrials
368
+ 4.63%
$126.69 - $147.99 $46.6K - $54.5K
8.32K $1.06M
INFY
Infosys LTD

Technology
2.81K
+ 4.29%
$15.98 - $18.96 $44.9K - $53.3K
68.3K $1.11M
V
Visa Inc.

Financial Services
96
+ 0.91%
$332.09 - $358.86 $31.9K - $34.5K
10.6K $3.62M
PLMR
Palomar Holdings, Inc.

Financial Services
537
+ 9.8%
$112.26 - $148.79 $60.3K - $79.9K
6.02K $702K
ODFL
Old Dominion Freight Line, Inc.

Industrials
753
+ 6.5%
$138.59 - $171.12 $104K - $129K
12.3K $1.74M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
400
+ 11.05%
$159.87 - $247.68 $63.9K - $99.1K
4.02K $715K
JKHY
Henry Jack & Associates Inc

Technology
274
+ 4.3%
$148.45 - $182.09 $40.7K - $49.9K
6.64K $989K
NFLX
Netflix Inc

Communication Services
38
+ 1.39%
$1147.87 - $1297.18 $43.6K - $49.3K
2.77K $3.32M
FDS
Factset Research Systems Inc

Financial Services
111
+ 3.99%
$283.86 - $450.3 $31.5K - $50K
2.89K $828K
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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