Marshall Financial Group LLC New Holdings in Q2 2025

Marshall Financial Group LLC

  • $478 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
31.9K
New
$53.19 - $69.38 $1.7M - $2.21M
31.9K $2.21M
UBER
Uber Technologies, Inc

Technology
23.3K
New
$64.62 - $93.3 $1.51M - $2.17M
23.3K $2.17M
ABT
Abbott Laboratories

Healthcare
14.5K
New
$123.95 - $138.08 $1.79M - $2M
14.5K $1.97M
NVS
Novartis Ag

Healthcare
15.6K
New
$101.96 - $121.01 $1.59M - $1.89M
15.6K $1.89M
VST
Vistra Corp.

Utilities
7.61K
New
$98.07 - $195.04 $747K - $1.48M
7.61K $1.48M
NTES
Net Ease, Inc.

Communication Services
8.76K
New
$91.37 - $134.58 $800K - $1.18M
8.76K $1.18M
UPRO
Proshares Trust Proshares Ultr

ETFs
11.7K
New
$50.65 - $91.44 $593K - $1.07M
11.7K $1.07M
NTAP
Net App, Inc.

Technology
9.71K
New
$76.1 - $106.55 $739K - $1.03M
9.71K $1.03M
PNR
Pentair PLC

Industrials
10.1K
New
$76.17 - $103.58 $767K - $1.04M
10.1K $1.03M
OMF
One Main Holdings, Inc.

Financial Services
17.7K
New
$40.42 - $57.0 $715K - $1.01M
17.7K $1.01M
SEIC
Sei Investments CO

Financial Services
11.2K
New
$66.45 - $89.86 $742K - $1M
11.2K $1M
GFI
Gold Fields LTD

Basic Materials
42K
New
$19.94 - $25.71 $837K - $1.08M
42K $993K
PODD
Insulet Corp

Healthcare
3.14K
New
$238.57 - $327.47 $748K - $1.03M
3.14K $985K
FHI
Federated Hermes, Inc.

Financial Services
22.2K
New
$35.85 - $44.32 $796K - $984K
22.2K $983K
PH
Parker Hannifin Corp

Industrials
1.39K
New
$517.23 - $700.54 $718K - $973K
1.39K $970K
IDCC
Inter Digital, Inc.

Communication Services
4.26K
New
$183.37 - $234.7 $781K - $1M
4.26K $955K
WHD
Cactus, Inc.

Energy
21.4K
New
$35.05 - $47.38 $750K - $1.01M
21.4K $935K
FAST
Fastenal CO

Industrials
22.2K
New
$40.65 - $83.16 $902K - $1.85M
22.2K $932K
HES
Hess Corp

Energy
6.44K
New
$126.32 - $161.29 $814K - $1.04M
6.44K $892K
PSA
Public Storage

Real Estate
3.01K
New
$266.31 - $309.77 $802K - $933K
3.01K $883K
SPG
Simon Property Group Inc

Real Estate
5.49K
New
$140.37 - $171.44 $770K - $941K
5.49K $882K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.94K
New
$212.1 - $244.27 $837K - $963K
3.94K $862K
ELS
Equity Lifestyle Properties Inc

Real Estate
13.9K
New
$61.46 - $68.02 $855K - $946K
13.9K $857K
PLMR
Palomar Holdings, Inc.

Financial Services
5.48K
New
$129.99 - $175.67 $712K - $962K
5.48K $844K
LII
Lennox International Inc

Industrials
1.45K
New
$508.76 - $605.77 $736K - $876K
1.45K $828K
HLNE
Hamilton Lane Inc

Financial Services
5.74K
New
$126.65 - $175.49 $727K - $1.01M
5.74K $816K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
24.8K
New
$28.81 - $34.65 $714K - $859K
24.8K $757K
EXP
Eagle Materials Inc

Basic Materials
3.72K
New
$193.68 - $241.95 $720K - $899K
3.72K $751K
NLOK
Norton Life Lock Inc.

Technology
33.7K
New
N/A
33.7K $723K
WU
Western Union CO

Financial Services
82.6K
New
$8.37 - $10.63 $691K - $878K
82.6K $695K
PNW
Pinnacle West Capital Corp

Utilities
6K
New
$88.3 - $95.43 $529K - $572K
6K $536K
IWF
Ishares Russell 1000 Gr ETF

ETFs
625
New
$320.42 - $421.7 $200K - $264K
625 $263K
PLTR
Palantir Technologies Inc.

Technology
1.79K
New
$74.01 - $144.25 $132K - $258K
1.79K $244K
FTNT
Fortinet, Inc.

Technology
2.07K
New
$84.71 - $108.69 $175K - $225K
2.07K $218K
DE
Deere & CO

Industrials
411
New
$412.99 - $531.48 $170K - $218K
411 $208K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
444
New
$328.01 - $475.68 $146K - $211K
444 $207K
SLS
Sellas Life Sciences Group, Inc.

Healthcare
10.3K
New
$1.04 - $2.19 $10.7K - $22.6K
10.3K $22K
Innovator Etfs Trust
10.7K
New
N/A
10.7K $0
Linde PLC
1.98K
New
N/A
1.98K $0
Mfs Active Exchange Traded F
735K
New
N/A
735K $0
Thomson Reuters Corp
4.59K
New
N/A
4.59K $0
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
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