Marshall Financial Group LLC Closed Holding Positions

Marshall Financial Group LLC

  • $412 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q2 2022 Filed on Jul 25, 2022
8,100
N/A
CABO
Cable One, Inc.

Communication Services
Q2 2022 Filed on Jul 25, 2022
440
$1067.56 - $1500.77 $470K - $660K
BKE
Buckle Inc

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
20,262
$27.17 - $33.91 $551K - $687K
Bottomline Tech Del Inc
Q2 2022 Filed on Jul 25, 2022
6,350
N/A
AES
Aes Corp

Utilities
Q2 2022 Filed on Jul 25, 2022
12,056
$18.91 - $26.22 $228K - $316K
ACIW
Aci Worldwide, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
7,545
$24.08 - $30.05 $182K - $227K
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Jul 25, 2022
2,670
$102.07 - $123.37 $273K - $329K
ADI
Analog Devices Inc

Technology
Q2 2022 Filed on Jul 25, 2022
3,519
$143.46 - $169.24 $505K - $596K
VMW
Vmware, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
7,040
$93.63 - $131.99 $659K - $929K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 25, 2022
1,356
$389.13 - $547.75 $528K - $743K
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 25, 2022
4,037
$191.82 - $227.95 $774K - $920K
EXP
Eagle Materials Inc

Basic Materials
Q2 2022 Filed on Jul 25, 2022
5,803
$105.58 - $136.18 $613K - $790K
EVTC
Evertec, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
5,340
$33.57 - $41.85 $179K - $223K
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Jul 25, 2022
1,690
$87.46 - $121.92 $148K - $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2022 Filed on Jul 25, 2022
13,960
$49.43 - $58.65 $690K - $819K
SYK
Stryker Corp

Healthcare
Q2 2022 Filed on Jul 25, 2022
1,090
$194.09 - $276.37 $212K - $301K
PFG
Principal Financial Group Inc

Financial Services
Q2 2022 Filed on Jul 25, 2022
4,465
$62.84 - $76.21 $281K - $340K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2022 Filed on Jul 25, 2022
56,225
$21.16 - $21.27 $1.19M - $1.2M
Mgm Growth Pptys LLC
Q2 2022 Filed on Jul 25, 2022
6,385
N/A
HOLX
Hologic Inc

Healthcare
Q2 2022 Filed on Jul 25, 2022
2,710
$67.12 - $79.99 $182K - $217K
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Jul 25, 2022
1,755
$204.62 - $316.01 $359K - $555K
FISV
Fiserv Inc

Technology
Q2 2022 Filed on Jul 25, 2022
2,724
$88.38 - $104.74 $241K - $285K
CE
Celanese Corp

Basic Materials
Q2 2022 Filed on Jul 25, 2022
5,731
$117.61 - $161.3 $674K - $924K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2022 Filed on Jul 25, 2022
1,196
$463.67 - $597.16 $555K - $714K
VEEV
Veeva Systems Inc

Healthcare
Q2 2022 Filed on Jul 25, 2022
4,800
$153.1 - $216.76 $735K - $1.04M
INTU
Intuit Inc

Technology
Q2 2022 Filed on Jul 25, 2022
2,257
$353.31 - $505.65 $797K - $1.14M
Investors Bancorp Inc New
Q2 2022 Filed on Jul 25, 2022
10,072
N/A
FDM
First Trust Dow Jones Select M

ETFs
Q2 2022 Filed on Jul 25, 2022
3,736
$51.18 - $60.64 $191K - $227K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2022 Filed on Jul 25, 2022
15,639
$67.45 - $78.77 $1.05M - $1.23M
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
5,165
$42.82 - $51.88 $221K - $268K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Jul 25, 2022
687
$287.53 - $335.76 $198K - $231K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q1 2022 Filed on May 10, 2022
46,420
$25.16 - $26.41 $1.17M - $1.23M
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
985
$156.73 - $233.51 $154K - $230K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,970
$86.25 - $121.71 $170K - $240K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q1 2022 Filed on May 10, 2022
16,970
$25.22 - $25.66 $428K - $435K
ICF
Ishares Tr

ETFs
Q1 2022 Filed on May 10, 2022
2,643
$64.57 - $75.32 $171K - $199K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
20,750
$21.05 - $21.46 $437K - $445K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2022 Filed on May 10, 2022
2,600
$67.88 - $85.29 $176K - $222K
UWM
Proshares Ultra Russell 2000

ETFs
Q1 2022 Filed on May 10, 2022
4,275
$40.88 - $56.9 $175K - $243K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
45,550
$21.0 - $21.81 $957K - $993K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2022 Filed on May 10, 2022
482
$382.7 - $439.25 $184K - $212K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2022 Filed on May 10, 2022
7,401
$39.91 - $40.32 $295K - $298K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 10, 2022
6,645
$48.35 - $50.5 $321K - $336K
Xilinx Inc
Q1 2022 Filed on May 10, 2022
9,929
N/A
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q1 2022 Filed on May 10, 2022
20,120
$20.8 - $21.87 $418K - $440K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,407
$111.96 - $177.7 $605K - $961K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
5,048
$63.71 - $80.59 $322K - $407K
ATHM
Autohome Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
8,484
$26.13 - $51.03 $222K - $433K
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Jan 27, 2022
2,775
$120.23 - $145.44 $334K - $404K
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