Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $408 Million
  • Prior Value $412 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.