Marshall Financial Group LLC Reduced Holdings in Q1 2025

Marshall Financial Group LLC

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.25K
- 4.85%
$22.25 - $23.0 $50.1K - $51.8K
44.2K $1.01M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-473
- 7.53%
$48.9 - $56.81 $23.1K - $26.9K
5.81K $284K
PAYX
Paychex Inc

Industrials
-608
- 19.26%
$136.06 - $154.52 $82.7K - $93.9K
2.55K $393K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.97K
- 6.46%
$25.44 - $25.58 $50.2K - $50.5K
28.6K $729K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
-1.36K
- 8.75%
$28.04 - $28.63 $38.2K - $39K
14.2K $399K
PEP
Pepsico Inc

Consumer Defensive
-196
- 6.27%
$142.64 - $156.42 $28K - $30.7K
2.93K $439K
NEAR
Blackrock Short Maturity Bond

ETFs
-684
- 12.42%
$50.4 - $50.89 $34.5K - $34.8K
4.82K $245K
UPS
United Parcel Service Inc

Industrials
-1
- 0.05%
$109.66 - $136.26 $110 - $136
1.94K $213K
CVX
Chevron Corp

Energy
-425
- 22.62%
$146.71 - $167.97 $62.4K - $71.4K
1.45K $243K
T
At&T Inc.

Communication Services
-4.28K
- 25.41%
$21.56 - $28.28 $92.2K - $121K
12.6K $354K
NEE
Nextera Energy Inc

Utilities
-230
- 1.96%
$66.96 - $76.16 $15.4K - $17.5K
11.5K $815K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-452
- 9.32%
$59.15 - $62.71 $26.7K - $28.3K
4.4K $271K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-351
- 5.56%
$44.96 - $47.9 $15.8K - $16.8K
5.96K $271K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-1.08K
- 9.45%
$22.42 - $23.22 $24.3K - $25.1K
10.4K $238K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-160
- 7.83%
$128.74 - $138.67 $20.6K - $22.2K
1.88K $253K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-9
- 0.22%
$69.82 - $78.67 $628 - $708
4.11K $289K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-555
- 4.94%
$28.55 - $29.09 $15.8K - $16.1K
10.7K $307K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-141
- 1.76%
$100.32 - $100.76 $14.1K - $14.2K
7.87K $791K
AMGN
Amgen Inc

Healthcare
-189
- 19.75%
$258.59 - $327.36 $48.9K - $61.9K
768 $239K
SCHW
Schwab Charles Corp

Financial Services
-298
- 8.06%
$71.24 - $83.64 $21.2K - $24.9K
3.4K $266K
KHC
Kraft Heinz CO

Consumer Defensive
-82
- 0.67%
$28.51 - $32.22 $2.34K - $2.64K
12.1K $367K
VFH
Vanguard Financial ETF

ETFs
-22
- 0.78%
$114.07 - $127.34 $2.51K - $2.8K
2.8K $330K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-225
- 1.35%
$45.66 - $47.41 $10.3K - $10.7K
16.5K $774K
First Tr Exchng Traded Fd Vi
-504
- 7.09%
N/A
6.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.9K
- 6.98%
N/A
25.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-4.42K
- 10.53%
N/A
37.5K $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-139
- 0.97%
$24.6 - $24.99 $3.42K - $3.47K
14.2K $355K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-257
- 1.44%
$44.41 - $45.98 $11.4K - $11.8K
17.6K $801K
SPGI
S&P Global Inc.

Financial Services
-42
- 1.63%
$478.26 - $543.77 $20.1K - $22.8K
2.53K $1.29M
NFLX
Netflix Inc

Communication Services
-142
- 4.13%
$828.4 - $1058.6 $118K - $150K
3.29K $3.07M
HTRB
Hartford Fds Total Return Bd E

ETFs
-8.42K
- 1.32%
$33.03 - $34.09 $278K - $287K
631K $21.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-6
- 0.08%
$96.9 - $104.39 $581 - $626
7.53K $747K
GILD
Gilead Sciences, Inc.

Healthcare
-345
- 13.51%
$89.14 - $117.41 $30.8K - $40.5K
2.21K $247K
IXUS
Ishares Tr

ETFs
-302
- 3.29%
$65.06 - $72.31 $19.6K - $21.8K
8.87K $619K
WEC
Wec Energy Group, Inc.

Utilities
-132
- 6.01%
$92.12 - $108.98 $12.2K - $14.4K
2.07K $225K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.44K
- 5.99%
$58.04 - $65.84 $83.8K - $95.1K
22.6K $1.44M
ATO
Atmos Energy Corp

Utilities
-101
- 3.14%
$136.51 - $154.58 $13.8K - $15.6K
3.11K $481K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12
- 0.21%
$56.12 - $68.15 $673 - $818
5.68K $385K
KO
Coca Cola CO

Consumer Defensive
-315
- 4.12%
$60.81 - $72.32 $19.2K - $22.8K
7.33K $524K
EXC
Exelon Corp

Utilities
-378
- 4.62%
$37.3 - $46.08 $14.1K - $17.4K
7.8K $359K
MO
Altria Group, Inc.

Consumer Defensive
-84
- 1.09%
$50.81 - $60.02 $4.27K - $5.04K
7.65K $458K
VEA
Vanguard Ftse Developed Market

ETFs
-481
- 2.03%
$47.4 - $52.99 $22.8K - $25.5K
23.2K $1.19M
DUK
Duke Energy Corp

Utilities
-449
- 5.62%
$105.87 - $121.97 $47.5K - $54.8K
7.54K $920K
KLAC
Kla Corp

Technology
-6
- 0.27%
$636.62 - $777.63 $3.82K - $4.67K
2.2K $1.5M
MKC
Mccormick & CO Inc

Consumer Defensive
-9
- 0.04%
$71.24 - $84.73 $641 - $763
23.5K $1.93M
LLY
Eli Lilly & CO

Healthcare
-79
- 1.89%
$725.72 - $929.72 $57.3K - $73.4K
4.09K $3.38M
ABBV
Abb Vie Inc.

Healthcare
-135
- 2.25%
$169.2 - $216.66 $22.8K - $29.2K
5.88K $1.23M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.11%
$279.74 - $321.29 $3.08K - $3.53K
10.1K $3.14M
KR
Kroger CO

Consumer Defensive
-909
- 1.88%
$58.36 - $67.72 $53K - $61.6K
47.4K $3.21M
Activity Summary
Buys All Purchases 118 New Holdings 23 Increased Positions 95 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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