Marshall Financial Group LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $344 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hartford Fds Total Return Bd E with a value of $29.4M, Janus Detroit Str Tr Janus Hen with a value of $25.2M, J P Morgan ETF Tr Nasdaq Equit with a value of $14.1M, Schwab Intermediate Term Us Tr with a value of $13M, and First Tr ETF Iv Long Duration with a value of $12.7M.
Examining the 13F form we can see an increase of $37.5M in the current position value, from $306M to 344M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.