Marshall Financial Group LLC Reduced Holdings in Q3 2025

Marshall Financial Group LLC

  • $458 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
-211K
- 81.94%
$115.66 - $138.31 $24.4M - $29.1M
46.4K $6.37M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-412K
- 97.84%
$48.04 - $48.61 $19.8M - $20M
9.11K $439K
SSO
Proshares Ultra S&P 500

ETFs
-189K
- 74.76%
$97.48 - $112.71 $18.4M - $21.3M
63.9K $7.16M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-273K
- 86.76%
$53.81 - $57.52 $14.7M - $15.7M
41.6K $2.39M
HTRB
Hartford Fds Total Return Bd E

ETFs
-31.1K
- 25.74%
$33.47 - $34.58 $1.04M - $1.07M
89.6K $3.09M
PULS
Pgim ETF Tr

ETFs
-17.4K
- 10.81%
$49.58 - $49.83 $862K - $867K
144K $7.16M
PM
Philip Morris International Inc.

Consumer Defensive
-39
- 0.57%
$157.77 - $183.27 $6.15K - $7.15K
6.77K $1.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.7K
- 10.85%
$39.58 - $40.74 $146K - $151K
30.4K $1.23M
HON
Honeywell International Inc

Industrials
-175
- 4.14%
$207.7 - $240.4 $36.3K - $42.1K
4.05K $852K
T
At&T Inc.

Communication Services
-4.16K
- 25.94%
$26.94 - $29.62 $112K - $123K
11.9K $335K
SPGI
S&P Global Inc.

Financial Services
-25
- 0.99%
$484.94 - $564.15 $12.1K - $14.1K
2.5K $1.22M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.33K
- 8.51%
N/A
14.2K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-989
- 9.46%
$181.56 - $190.33 $180K - $188K
9.47K $1.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-302
- 8.47%
$459.11 - $506.91 $139K - $153K
3.26K $1.64M
META
Meta Platforms, Inc.

Communication Services
-101
- 2.03%
$695.21 - $791.73 $70.2K - $80K
4.87K $3.57M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.97K
- 9.77%
$69.02 - $73.57 $136K - $145K
18.2K $1.34M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
-13.7K
- 1.35%
$25.82 - $26.45 $354K - $362K
1M $26.3M
VRSK
Verisk Analytics, Inc.

Industrials
-51
- 4.83%
$242.3 - $312.95 $12.4K - $16K
1.01K $252K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.09K
- 9.2%
$96.83 - $101.71 $106K - $111K
10.8K $1.09M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-658
- 9.42%
$100.16 - $100.7 $65.9K - $66.3K
6.33K $636K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.02K
- 7.64%
$22.64 - $23.22 $68.5K - $70.2K
36.6K $845K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-1.47K
- 10.07%
$46.84 - $48.45 $68.7K - $71K
13.1K $628K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.47K
- 9.45%
$45.26 - $46.63 $66.6K - $68.6K
14.1K $651K
NVO
Novo Nordisk A S

Healthcare
-25
- 0.64%
$45.38 - $71.7 $1.13K - $1.79K
3.91K $216K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-1.83K
- 12.94%
$28.34 - $28.67 $51.7K - $52.3K
12.3K $351K
AMZN
Amazon Com Inc

Consumer Cyclical
-199
- 1.86%
$211.65 - $238.24 $42.1K - $47.4K
10.5K $2.31M
DURA
Vaneck Morningstar Durable Div

ETFs
-2.56K
- 7.36%
$32.67 - $34.5 $83.6K - $88.3K
32.2K $1.09M
KO
Coca Cola CO

Consumer Defensive
-170
- 2.43%
$65.67 - $71.67 $11.2K - $12.2K
6.84K $453K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.74K
- 6.65%
$25.39 - $25.57 $44.1K - $44.4K
24.4K $623K
XOM
Exxon Mobil Corp

Energy
-592
- 8.95%
$105.83 - $117.22 $62.7K - $69.4K
6.02K $678K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-3.86K
- 7.1%
$17.13 - $17.98 $66K - $69.3K
50.5K $896K
BNDX
Vanguard Total International B

ETFs
-623
- 9.61%
$49.0 - $49.51 $30.5K - $30.8K
5.86K $289K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-55
- 0.97%
$60.9 - $70.75 $3.35K - $3.89K
5.6K $349K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-62
- 1.73%
$65.64 - $78.22 $4.07K - $4.85K
3.52K $236K
DUK
Duke Energy Corp

Utilities
-575
- 8.04%
$116.31 - $125.93 $66.9K - $72.4K
6.58K $814K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 5.86%
$915.95 - $994.57 $13.7K - $14.9K
241 $223K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-697
- 7.65%
$182.33 - $194.5 $127K - $136K
8.41K $1.64M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-556
- 14.65%
$60.96 - $64.31 $33.9K - $35.8K
3.24K $205K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.11K
- 8.05%
$25.0 - $25.33 $27.9K - $28.2K
12.7K $321K
IXUS
Ishares Tr

ETFs
-882
- 9.89%
$76.35 - $82.58 $67.3K - $72.8K
8.03K $663K
DGRO
Ishares Core Dividend Growth E

ETFs
-893
- 10.19%
$64.12 - $68.08 $57.3K - $60.8K
7.87K $535K
MGC
Vanguard Mega Cap ETF

ETFs
-267
- 11.3%
$224.2 - $245.55 $59.9K - $65.6K
2.1K $511K
PEP
Pepsico Inc

Consumer Defensive
-307
- 10.93%
$133.81 - $152.16 $41.1K - $46.7K
2.5K $351K
KHC
Kraft Heinz CO

Consumer Defensive
-818
- 6.91%
$25.63 - $28.94 $21K - $23.7K
11K $286K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-184
- 7.53%
$85.01 - $90.35 $15.6K - $16.6K
2.26K $202K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-584
- 5.32%
$22.89 - $23.7 $13.4K - $13.8K
10.4K $244K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-926
- 7.31%
$62.54 - $68.42 $57.9K - $63.4K
11.7K $792K
SRLN
Ssga Active Trust

ETFs
-106
- 1.23%
$41.28 - $41.65 $4.38K - $4.41K
8.53K $354K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
-377
- 3.04%
$8.88 - $9.09 $3.35K - $3.43K
12K $108K
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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