Marshall Financial Group LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $478 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proshares Ultra Qqq with a value of $30.2M, Ssga Active Tr Spdr Loomis Say with a value of $26.4M, Proshares Ultra S&P 500 with a value of $24.7M, Janus Detroit Str Tr Henderson with a value of $20.3M, and J P Morgan ETF Tr Nasdaq Equit with a value of $17.1M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $449M to 478M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
ETFs: $266 Million
Technology: $65.6 Million
Financial Services: $27.3 Million
Industrials: $21.3 Million
Healthcare: $20.6 Million
Communication Services: $19.1 Million
Consumer Defensive: $18.8 Million
Consumer Cyclical: $12.6 Million
Other: $26.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
