Marshall Financial Group LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $353 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $26.6M, J P Morgan ETF Tr Nasdaq Equit with a value of $15.8M, Hartford Fds Total Return Bd E with a value of $15.7M, Ssga Active Tr Spdr Loomis Say with a value of $15.1M, and Schwab Intermediate Term Us Tr with a value of $13.5M.
Examining the 13F form we can see an increase of $9.18M in the current position value, from $344M to 353M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$353 Million
ETFs: $182 Million
Technology: $62.6 Million
Healthcare: $19.2 Million
Consumer Defensive: $16.5 Million
Industrials: $16.2 Million
Financial Services: $15.2 Million
Communication Services: $15.1 Million
Consumer Cyclical: $11.9 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more