Marshall Financial Group LLC Reduced Holdings in Q2 2025

Marshall Financial Group LLC

  • $478 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
-7
- 0.17%
$53.23 - $70.65 $373 - $495
4.1K $237K
VB
Vanguard Small Cap ETF

ETFs
-584
- 10.38%
$193.73 - $237.37 $113K - $139K
5.04K $1.19M
NEE
Nextera Energy Inc

Utilities
-332
- 2.89%
$64.11 - $75.0 $21.3K - $24.9K
11.2K $775K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.51K
- 10.07%
$51.16 - $62.02 $77.3K - $93.7K
13.5K $835K
GILD
Gilead Sciences, Inc.

Healthcare
-326
- 14.76%
$96.91 - $113.0 $31.6K - $36.8K
1.88K $208K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-605
- 13.75%
$55.57 - $62.73 $33.6K - $38K
3.79K $233K
KO
Coca Cola CO

Consumer Defensive
-318
- 4.34%
$68.37 - $73.9 $21.7K - $23.5K
7.01K $495K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-512
- 7.32%
$90.56 - $109.49 $46.4K - $56.1K
6.48K $708K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-893
- 8.36%
$27.29 - $29.28 $24.4K - $26.1K
9.79K $286K
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 11.42%
$908.13 - $1056.85 $30K - $34.9K
256 $253K
HD
Home Depot, Inc.

Consumer Cyclical
-48
- 1.89%
$335.24 - $380.78 $16.1K - $18.3K
2.5K $915K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-2.49K
- 10.98%
$56.88 - $70.77 $141K - $176K
20.2K $1.43M
MO
Altria Group, Inc.

Consumer Defensive
-63
- 0.82%
$55.56 - $60.91 $3.5K - $3.84K
7.58K $444K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-1.06K
- 18.25%
$43.2 - $57.36 $45.8K - $60.8K
4.75K $272K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-621
- 9.98%
$65.41 - $79.66 $40.6K - $49.5K
5.6K $446K
NEAR
Blackrock Short Maturity Bond

ETFs
-219
- 4.54%
$50.41 - $51.17 $11K - $11.2K
4.6K $235K
RVNU
Xtrackers Municipal Infrastruc

ETFs
-100
- 0.92%
$23.4 - $24.92 $2.34K - $2.49K
10.8K $259K
WST
West Pharmaceutical Services Inc

Healthcare
-12
- 1.25%
$190.39 - $227.7 $2.28K - $2.73K
948 $207K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-413
- 2.9%
$24.66 - $25.17 $10.2K - $10.4K
13.8K $348K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-50
- 0.33%
$50.34 - $51.86 $2.52K - $2.59K
14.9K $766K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-25
- 0.44%
$63.54 - $68.5 $1.59K - $1.71K
5.66K $381K
First Tr Exchng Traded Fd Vi
-15
- 0.23%
N/A
6.59K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.38K
- 9.39%
N/A
23K $0
Arista Networks Inc
-572
- 9.61%
N/A
5.38K $0
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-108
- 0.76%
$27.01 - $28.54 $2.92K - $3.08K
14.1K $402K
GD
General Dynamics Corp

Industrials
-99
- 4.89%
$247.68 - $291.66 $24.5K - $28.9K
1.92K $561K
MCO
Moodys Corp

Financial Services
-246
- 6.45%
$396.7 - $501.59 $97.6K - $123K
3.57K $1.79M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-263
- 4.33%
$47.24 - $58.55 $12.4K - $15.4K
5.81K $339K
SCHW
Schwab Charles Corp

Financial Services
-286
- 8.41%
$69.06 - $91.24 $19.8K - $26.1K
3.12K $284K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.27K
- 9.69%
$76.98 - $98.31 $98K - $125K
11.9K $1.17M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-13
- 0.15%
$36.35 - $41.07 $473 - $534
8.82K $362K
RACE
Ferrari N.V.

Consumer Cyclical
-311
- 11.1%
$397.86 - $499.02 $124K - $155K
2.49K $1.22M
BX
Blackstone Inc.

Financial Services
-31
- 0.91%
$120.07 - $151.11 $3.72K - $4.68K
3.38K $505K
VO
Vanguard Mid Cap ETF

ETFs
-57
- 2.83%
$228.54 - $279.83 $13K - $16K
1.96K $547K
AXP
American Express CO

Financial Services
-39
- 4.19%
$231.39 - $318.98 $9.02K - $12.4K
892 $284K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-8
- 0.11%
$89.02 - $104.29 $712 - $834
7.52K $784K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.26K
- 6.26%
$39.89 - $49.46 $90K - $112K
33.8K $1.67M
DFAI
Dimensional ETF Tr

ETFs
-1.46K
- 5.31%
$28.02 - $34.71 $40.9K - $50.6K
26K $898K
SPGI
S&P Global Inc.

Financial Services
-9
- 0.36%
$438.31 - $527.29 $3.94K - $4.75K
2.52K $1.33M
GS
Goldman Sachs Group Inc

Financial Services
-59
- 10.23%
$462.22 - $707.75 $27.3K - $41.8K
518 $366K
VEA
Vanguard Ftse Developed Market

ETFs
-1.41K
- 6.08%
$45.65 - $57.01 $64.4K - $80.4K
21.8K $1.24M
MGC
Vanguard Mega Cap ETF

ETFs
-8
- 0.34%
$179.23 - $224.92 $1.43K - $1.8K
2.36K $531K
BAC
Bank Of America Corp

Financial Services
-978
- 4.85%
$34.39 - $47.46 $33.6K - $46.4K
19.2K $908K
HON
Honeywell International Inc

Industrials
-98
- 2.27%
$182.86 - $232.88 $17.9K - $22.8K
4.23K $984K
KR
Kroger CO

Consumer Defensive
-1.66K
- 3.5%
$64.62 - $74.0 $107K - $123K
45.7K $3.28M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
-1.48K
- 0.15%
$25.13 - $26.04 $37.2K - $38.5K
1.02M $26.4M
MNST
Monster Beverage Corp

Consumer Defensive
-977
- 2.6%
$55.01 - $64.24 $53.7K - $62.8K
36.7K $2.3M
RMD
Resmed Inc

Healthcare
-952
- 9.09%
$204.54 - $258.0 $195K - $246K
9.52K $2.46M
PM
Philip Morris International Inc.

Consumer Defensive
-188
- 2.69%
$149.23 - $184.95 $28.1K - $34.8K
6.81K $1.24M
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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