Marshall Financial Group LLC New Holdings in Q3 2024

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.4K
New
$162.64 - $179.3 $1.85M - $2.04M
11.4K $2.04M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
18.8K
New
$85.84 - $85.84 $1.61M - $1.61M
18.8K $1.61M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
23.7K
New
$60.25 - $66.85 $1.43M - $1.59M
23.7K $1.57M
DURA
Vaneck Morningstar Durable Div

ETFs
41K
New
$31.26 - $34.76 $1.28M - $1.43M
41K $1.43M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
14.2K
New
$82.41 - $92.06 $1.17M - $1.3M
14.2K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
23.1K
New
$47.6 - $53.31 $1.1M - $1.23M
23.1K $1.22M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
62.5K
New
$17.02 - $18.39 $1.06M - $1.15M
62.5K $1.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
47K
New
$22.38 - $23.66 $1.05M - $1.11M
47K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16.2K
New
$57.32 - $62.65 $931K - $1.02M
16.2K $1.01M
NEE
Nextera Energy Inc

Utilities
11.3K
New
$69.9 - $84.97 $791K - $961K
11.3K $956K
HON
Honeywell International Inc

Industrials
4.26K
New
$196.73 - $220.21 $838K - $938K
4.26K $880K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.51K
New
$105.53 - $118.34 $793K - $889K
7.51K $878K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
18K
New
$44.65 - $47.21 $805K - $852K
18K $843K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.12K
New
$100.09 - $100.69 $813K - $818K
8.12K $817K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
16.9K
New
$45.82 - $48.72 $774K - $823K
16.9K $816K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
30.4K
New
$25.19 - $25.5 $765K - $775K
30.4K $773K
IXUS
Ishares Tr

ETFs
9.14K
New
$64.9 - $73.35 $593K - $670K
9.14K $663K
WELL
Welltower Inc.

Real Estate
5.11K
New
$104.0 - $129.74 $531K - $662K
5.11K $653K
GD
General Dynamics Corp

Industrials
1.93K
New
$279.51 - $308.09 $539K - $594K
1.93K $582K
VO
Vanguard Mid Cap ETF

ETFs
2K
New
$237.84 - $263.83 $476K - $528K
2K $528K
PEP
Pepsico Inc

Consumer Defensive
3.06K
New
$161.9 - $179.3 $495K - $548K
3.06K $519K
ATO
Atmos Energy Corp

Utilities
3.3K
New
$114.08 - $138.75 $376K - $458K
3.3K $457K
KHC
Kraft Heinz CO

Consumer Defensive
12.8K
New
$31.86 - $36.13 $408K - $463K
12.8K $449K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.07K
New
$92.56 - $99.46 $376K - $405K
4.07K $389K
BNDX
Vanguard Total International B

ETFs
7.63K
New
$48.42 - $50.35 $369K - $384K
7.63K $383K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.64K
New
$64.57 - $71.76 $300K - $333K
4.64K $332K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.1K
New
$28.11 - $29.42 $313K - $328K
11.1K $327K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
6.28K
New
$45.31 - $51.64 $285K - $325K
6.28K $321K
T
At&T Inc.

Communication Services
14.4K
New
$18.21 - $22.28 $263K - $321K
14.4K $317K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.03K
New
$54.31 - $61.04 $273K - $307K
5.03K $307K
WST
West Pharmaceutical Services Inc

Healthcare
1.01K
New
$277.16 - $333.3 $281K - $338K
1.01K $304K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.24K
New
$44.66 - $49.15 $278K - $306K
6.24K $293K
BIIB
Biogen Inc.

Healthcare
1.48K
New
$189.07 - $236.8 $280K - $350K
1.48K $286K
NEAR
Blackrock Short Maturity Bond

ETFs
5.44K
New
$50.09 - $51.31 $273K - $279K
5.44K $278K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.26K
New
$57.22 - $80.08 $186K - $261K
3.26K $254K
AXP
American Express CO

Financial Services
935
New
$225.92 - $271.17 $211K - $254K
935 $253K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.78K
New
$76.94 - $79.54 $214K - $221K
2.78K $220K
LKOR
Flexshares Cr Scored Us Long C

ETFs
4.7K
New
$41.93 - $46.12 $197K - $217K
4.7K $214K
MMM
3 M CO

Industrials
1.55K
New
$99.69 - $139.42 $154K - $216K
1.55K $211K
GS
Goldman Sachs Group Inc

Financial Services
424
New
$459.02 - $510.25 $195K - $216K
424 $209K
ALB
Albemarle Corp

Basic Materials
2.17K
New
$72.85 - $100.09 $158K - $217K
2.17K $205K
ADP
Automatic Data Processing Inc

Industrials
744
New
$233.44 - $279.45 $174K - $208K
744 $205K
FTNT
Fortinet, Inc.

Technology
2.65K
New
$55.39 - $77.55 $147K - $205K
2.65K $205K
CVX
Chevron Corp

Energy
1.37K
New
$137.88 - $161.97 $189K - $222K
1.37K $202K
YLDE
Legg Mason ETF Invt Tr

ETFs
3.99K
New
$46.1 - $50.39 $184K - $201K
3.99K $201K
WEC
Wec Energy Group, Inc.

Utilities
2.1K
New
$77.68 - $96.19 $163K - $202K
2.1K $201K
Innovator Etfs Trust
8.12K
New
N/A
8.12K $0
Te Connectivity PLC
6.73K
New
N/A
6.73K $0
First Tr Exchng Traded Fd Vi
10.6K
New
N/A
10.6K $0
Activity Summary
Buys All Purchases 154 New Holdings 50 Increased Positions 104 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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