Marshall Financial Group LLC Portfolio Holdings
Marshall Financial Group LLC
- $458 Million
- Q3 2025
Marshall Financial Group LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $458 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active Tr Spdr Loomis Say with a value of $26.3M, Invesco Qqq Trust, Series 1 with a value of $16.5M, Amplify ETF Tr Amplify Cwp Enh with a value of $16.2M, Schwab Intermediate Term Us Tr with a value of $15M, and Apple Inc. with a value of $15M.
Examining the 13F form we can see an decrease of $20.5M in the current position value, from $478M to 458M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$458 Million
ETFs: $226 Million
Technology: $76 Million
Financial Services: $27.6 Million
Healthcare: $22.5 Million
Industrials: $22.4 Million
Communication Services: $21.1 Million
Consumer Defensive: $18.8 Million
Consumer Cyclical: $13.2 Million
Other: $29.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 258
- Current Value $458 Million
- Prior Value $478 Million
- Filing
- Period Q3 2025
- Filing Date October 08, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 16 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks