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Marshall Financial Group

Latest statistics and disclosures from Marshall Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are OBND, JSI, MFSB, QQQ, DIVO, and represent 19.40% of Marshall Financial Group's stock portfolio.
Added to shares of these 10 stocks: JSI (+$21M), DIVO (+$16M), VOO (+$9.7M), QQQ (+$8.6M), MFSB, CVX, PAVE, SCHR, UPS, JAAA.
Started 16 new stock positions in JSI, GLD, BABA, MBND, MFSM, BK, WEC, VCIT, CRF, WTW. GENM, UPS, KFEB, DIVO, CVX, GLW.
Reduced shares in these 10 stocks: QLD (-$29M), SSO (-$21M), JBBB (-$20M), JEPQ (-$16M), , , HTRB, , PULS, OBND.
Sold out of its positions in DE, FICO, FTNT, HES, SPLV, TQQQ, UPRO, VRTX, LYB.
Marshall Financial Group was a net seller of stock by $-28M.
Marshall Financial Group has $513M in assets under management (AUM), dropping by 0.65%.
Central Index Key (CIK): 0001841496

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Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 258 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ssga Active Tr Spdr Loomis Sayl (OBND)	5.1	$26M		1.0M	26.28	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	4.0	$21M	NEW	392k	52.27	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	3.9	$20M	+8%	799k	25.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$17M	+110%	27k	600.38	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	3.2	$16M	NEW	363k	44.57	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.9	$15M	+2%	598k	25.13	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.9	$15M		688k	21.75	View chart
Apple (AAPL)	2.9	$15M		59k	254.63	View chart
NVIDIA Corporation (NVDA)	2.9	$15M		80k	186.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.3	$12M	+3%	244k	47.63	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.1	$11M	+2%	249k	44.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.0	$10M	+1921%	17k	612.38	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.4	$7.2M	-74%	64k	112.13	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.4	$7.2M	-10%	144k	49.83	View chart
Broadcom (AVGO)	1.3	$6.8M		21k	329.91	View chart
Vanguard World Extended Dur (EDV)	1.2	$6.4M		93k	68.45	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.2	$6.4M	-81%	46k	137.20	View chart
Microsoft Corporation (MSFT)	1.1	$5.9M		11k	517.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$5.1M	+6%	101k	50.78	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$5.0M		21k	243.55	View chart
Wal-Mart Stores (WMT)	0.9	$4.5M	+2%	44k	103.06	View chart
Lam Research Corp Com New (LRCX)	0.9	$4.5M		34k	133.90	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.9	$4.4M	+5%	76k	57.49	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.8	$4.3M		102k	41.91	View chart
Procter & Gamble Company (PG)	0.7	$3.7M		24k	153.65	View chart
Visa Com Cl A (V)	0.7	$3.6M		11k	341.37	View chart
Meta Platforms Cl A (META)	0.7	$3.6M	-2%	4.9k	734.34	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.6M	+3%	7.1k	499.24	View chart
Netflix (NFLX)	0.6	$3.3M		2.8k	1198.92	View chart
Digital Realty Trust (DLR)	0.6	$3.3M	+3%	19k	172.88	View chart
Verizon Communications (VZ)	0.6	$3.2M	+2%	74k	43.95	View chart
Kroger (KR)	0.6	$3.2M	+3%	47k	67.41	View chart
McDonald's Corporation (MCD)	0.6	$3.2M	+3%	10k	303.89	View chart
Southern Company (SO)	0.6	$3.1M	+5%	33k	94.77	View chart
Garmin SHS (GRMN)	0.6	$3.1M	+2%	13k	246.21	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.6	$3.1M	-25%	90k	34.29	View chart
Merck & Co (MRK)	0.6	$3.0M	+3%	36k	83.93	View chart
Cadence Design Systems (CDNS)	0.6	$2.9M	+2%	8.2k	351.26	View chart
Consolidated Edison (ED)	0.6	$2.9M	+4%	29k	100.52	View chart
Southern Copper Corporation (SCCO)	0.6	$2.8M	+3%	23k	121.36	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$2.7M	+2%	72k	38.02	View chart
ResMed (RMD)	0.5	$2.7M	+2%	9.8k	273.74	View chart
Monster Beverage Corp (MNST)	0.5	$2.6M	+3%	38k	67.31	View chart
Qualcomm (QCOM)	0.5	$2.5M	+4%	15k	166.36	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$2.4M	-86%	42k	57.52	View chart
Uber Technologies (UBER)	0.5	$2.4M	+4%	24k	97.97	View chart
Eaton Corp SHS (ETN)	0.5	$2.4M	+2%	6.3k	374.23	View chart
Eli Lilly & Co. (LLY)	0.5	$2.3M	+2%	3.1k	763.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.3M		3.5k	666.16	View chart
Amazon (AMZN)	0.4	$2.3M		11k	219.57	View chart
Cisco Systems (CSCO)	0.4	$2.3M	+3%	33k	68.42	View chart
Johnson & Johnson (JNJ)	0.4	$2.3M		12k	185.42	View chart
Kla Corp Com New (KLAC)	0.4	$2.2M		2.1k	1078.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.2M	+3%	21k	104.96	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.1M		3.7k	568.84	View chart
Novartis Sponsored Adr (NVS)	0.4	$2.1M	+4%	16k	128.24	View chart
Abbott Laboratories (ABT)	0.4	$2.0M	+4%	15k	133.94	View chart
Amphenol Corp Cl A (APH)	0.4	$2.0M		16k	123.75	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.4	$1.9M	+2%	2.0k	968.11	View chart
Adobe Systems Incorporated (ADBE)	0.4	$1.9M	+5%	5.4k	352.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.9M	-3%	6.1k	315.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.8M	+7%	7.4k	247.13	View chart
Gold Fields Sponsored Adr (GFI)	0.4	$1.8M	+3%	43k	41.96	View chart
Monolithic Power Systems (MPWR)	0.4	$1.8M		2.0k	920.66	View chart
Advanced Micro Devices (AMD)	0.4	$1.8M	+9%	11k	161.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.8M	-9%	9.5k	189.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.8M	-3%	33k	54.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.7M		38k	45.76	View chart
Old Dominion Freight Line (ODFL)	0.3	$1.7M	+6%	12k	140.78	View chart
Moody's Corporation (MCO)	0.3	$1.7M		3.6k	476.42	View chart
Zoetis Cl A (ZTS)	0.3	$1.7M	+5%	12k	146.32	View chart
Constellation Energy (CEG)	0.3	$1.7M		5.1k	329.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M		6.8k	243.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	-8%	3.3k	502.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.6M	-7%	8.4k	194.51	View chart
Medpace Hldgs (MEDP)	0.3	$1.6M		3.1k	514.16	View chart
Teradyne (TER)	0.3	$1.6M	+2%	12k	137.64	View chart
Mccormick & Co Com Non Vtg (MKC)	0.3	$1.6M		24k	66.91	View chart
IDEXX Laboratories (IDXX)	0.3	$1.5M		2.4k	638.89	View chart
Vistra Energy (VST)	0.3	$1.5M	+2%	7.8k	195.92	View chart
InterDigital (IDCC)	0.3	$1.5M	+3%	4.4k	345.22	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.3	$1.5M	-2%	61k	24.16	View chart
Autodesk (ADSK)	0.3	$1.4M	+2%	4.5k	317.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.4M	-8%	14k	99.11	View chart
Netease Sponsored Ads (NTES)	0.3	$1.4M	+3%	9.1k	152.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.4M		32k	42.96	View chart
Cintas Corporation (CTAS)	0.3	$1.4M	+2%	6.6k	205.27	View chart
Illinois Tool Works (ITW)	0.3	$1.4M	+3%	5.2k	260.78	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$1.3M	-9%	18k	73.54	View chart
Agilent Technologies Inc C ommon (A)	0.3	$1.3M	+4%	10k	128.35	View chart
Advanced Drain Sys Inc Del (WMS)	0.3	$1.3M	+2%	9.5k	138.70	View chart
Nxp Semiconductors N V (NXPI)	0.3	$1.3M	+2%	5.7k	227.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.3M	-2%	21k	59.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$1.3M		23k	55.15	View chart
Chevron Corporation (CVX)	0.2	$1.3M	NEW	8.2k	155.29	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.3M	+21%	25k	50.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.3M		5.0k	254.31	View chart
Ferrari Nv Ord (RACE)	0.2	$1.3M	+3%	2.6k	485.23	View chart
XP Cl A (XP)	0.2	$1.2M	+3%	66k	18.79	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.2M	-10%	30k	40.57	View chart
Marriott Intl Cl A (MAR)	0.2	$1.2M		4.7k	260.42	View chart
S&p Global (SPGI)	0.2	$1.2M		2.5k	486.71	View chart
Gra (GGG)	0.2	$1.2M	+3%	14k	84.96	View chart
NetApp (NTAP)	0.2	$1.2M	+4%	10k	118.46	View chart
Federated Hermes CL B (FHI)	0.2	$1.2M	+3%	23k	51.93	View chart
Commerce Bancshares (CBSH)	0.2	$1.2M	+3%	20k	59.76	View chart
Pentair SHS (PNR)	0.2	$1.2M	+4%	11k	110.76	View chart
Relx Sponsored Adr (RELX)	0.2	$1.1M	+5%	24k	47.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.1M		1.7k	669.15	View chart
Fastenal Company (FAST)	0.2	$1.1M	+4%	23k	49.04	View chart
Gaming & Leisure Pptys (GLPI)	0.2	$1.1M	+3%	24k	46.61	View chart
Infosys Sponsored Adr (INFY)	0.2	$1.1M	+4%	68k	16.27	View chart
Copart (CPRT)	0.2	$1.1M	+5%	25k	44.97	View chart
Philip Morris International (PM)	0.2	$1.1M		6.8k	162.20	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.1M	+4%	1.4k	758.17	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$1.1M	-9%	11k	101.61	View chart
Vaneck Etf Trust Durable Hgh Div (DURA)	0.2	$1.1M	-7%	32k	33.92	View chart
Union Pacific Corporation (UNP)	0.2	$1.1M	+5%	4.6k	236.39	View chart
Simon Property (SPG)	0.2	$1.1M	+5%	5.8k	187.67	View chart
Tesla Motors (TSLA)	0.2	$1.1M	-3%	2.4k	444.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.1M		3.4k	307.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$1.1M		21k	50.15	View chart
Paychex (PAYX)	0.2	$1.1M	+4%	8.3k	126.77	View chart
Home Depot (HD)	0.2	$1.0M	+2%	2.6k	405.18	View chart
Onemain Holdings (OMF)	0.2	$1.0M	+4%	18k	56.46	View chart
Canadian Natl Ry (CNI)	0.2	$1.0M	+5%	11k	94.30	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.0M	-10%	40k	25.85	View chart
Insulet Corporation (PODD)	0.2	$1.0M	+4%	3.3k	308.73	View chart
Nortonlifelock (GEN)	0.2	$1.0M	+4%	35k	28.39	View chart
Bank of America Corporation (BAC)	0.2	$999k		19k	51.59	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$999k		18k	56.46	View chart
Linde SHS (LIN)	0.2	$994k	+5%	2.1k	474.97	View chart
SEI Investments Company (SEIC)	0.2	$993k	+4%	12k	84.85	View chart
Jack Henry & Associates (JKHY)	0.2	$990k	+4%	6.6k	148.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$958k		26k	36.35	View chart
Eagle Materials (EXP)	0.2	$925k	+6%	4.0k	233.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$918k	-12%	16k	57.10	View chart
Equity Lifestyle Properties (ELS)	0.2	$909k	+7%	15k	60.70	View chart
Public Storage (PSA)	0.2	$907k	+4%	3.1k	288.83	View chart
Kinsale Cap Group (KNSL)	0.2	$899k	+6%	2.1k	425.26	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$897k	-7%	51k	17.77	View chart
Tanger Factory Outlet Centers (SKT)	0.2	$896k	+6%	27k	33.84	View chart
Cactus Cl A (WHD)	0.2	$894k	+5%	23k	39.47	View chart
Deckers Outdoor Corporation (DECK)	0.2	$887k	+4%	8.8k	101.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.2	$878k		7.0k	125.02	View chart
Honeywell International (HON)	0.2	$853k	-4%	4.1k	210.48	View chart
Marsh & McLennan Companies (MMC)	0.2	$853k	+7%	4.2k	201.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$845k	-7%	37k	23.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$836k	-4%	13k	65.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$834k		7.5k	110.66	View chart
FactSet Research Systems (FDS)	0.2	$828k	+3%	2.9k	286.50	View chart
Hamilton Lane Cl A (HLNE)	0.2	$822k	+6%	6.1k	134.79	View chart
Lennox International (LII)	0.2	$818k	+6%	1.5k	529.37	View chart
Duke Energy Corp Com New (DUK)	0.2	$814k	-8%	6.6k	123.75	View chart
Nextera Energy (NEE)	0.2	$801k	-4%	11k	75.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$793k	-7%	12k	67.51	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$780k		15k	52.28	View chart
Arista Networks Com Shs (ANET)	0.1	$767k	-2%	5.3k	145.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Thomson Reuters Corp. (TRI)	0.1	$748k	+4%	4.8k	155.34	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$746k		30k	25.26	View chart
Brown Forman Corp CL B (BF.B)	0.1	$744k	+7%	28k	27.08	View chart
Western Union Company (WU)	0.1	$722k	+9%	90k	7.99	View chart
Lululemon Athletica (LULU)	0.1	$715k	+11%	4.0k	177.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$711k	-7%	6.0k	118.82	View chart
Palomar Hldgs (PLMR)	0.1	$702k	+9%	6.0k	116.75	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$699k		3.5k	199.46	View chart
Exxon Mobil Corporation (XOM)	0.1	$679k	-8%	6.0k	112.74	View chart
Welltower Inc Com reit (WELL)	0.1	$666k	-10%	3.7k	178.16	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$663k	-9%	8.0k	82.58	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$652k	-9%	14k	46.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$643k		14k	45.80	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$640k	+3%	14k	47.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$637k	-9%	6.3k	100.68	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$629k	-10%	13k	48.00	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$623k	-6%	24k	25.57	View chart
General Dynamics Corporation (GD)	0.1	$610k	-7%	1.8k	340.98	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$584k		12k	48.30	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$579k		2.0k	293.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$577k		3.4k	170.85	View chart
Atmos Energy Corporation (ATO)	0.1	$567k	-7%	3.3k	170.77	View chart
Sofi Technologies (SOFI)	0.1	$565k	+4%	21k	26.42	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$538k		6.0k	89.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$536k	-10%	7.9k	68.08	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$512k	-11%	2.1k	244.14	View chart
Altria (MO)	0.1	$501k		7.6k	66.06	View chart
Coca-Cola Company (KO)	0.1	$454k	-2%	6.8k	66.32	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$452k	-2%	5.4k	83.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$444k		4.2k	106.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$441k		1.3k	328.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$441k		19k	23.28	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$439k	-97%	9.1k	48.17	View chart
Goldman Sachs (GS)	0.1	$426k	+3%	536.00	795.61	View chart
United Parcel Service CL B (UPS)	0.1	$391k	NEW	4.7k	83.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$381k		8.8k	43.20	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$369k		795.00	463.86	View chart
Vanguard World Financials Etf (VFH)	0.1	$369k		2.8k	131.25	View chart
Spdr Series Trust S&p 500 Esg Etf (EFIV)	0.1	$367k		5.8k	63.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$363k		1.5k	241.96	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$355k		8.5k	41.58	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.1	$352k	-12%	12k	28.65	View chart
Pepsi (PEP)	0.1	$352k	-10%	2.5k	140.45	View chart
Exelon Corporation (EXC)	0.1	$351k		7.8k	45.01	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$350k		5.6k	62.47	View chart
At&t (T)	0.1	$336k	-25%	12k	28.24	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$332k	+25%	13k	26.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$322k		1.1k	281.86	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$322k	-8%	13k	25.31	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$316k	+2%	6.7k	46.93	View chart
Palantir Technologies Cl A (PLTR)	0.1	$310k	-5%	1.7k	182.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$310k		6.0k	51.91	View chart
American Express Company (AXP)	0.1	$308k	+4%	928.00	331.98	View chart
Charles Schwab Corporation (SCHW)	0.1	$308k	+3%	3.2k	95.46	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$290k		9.8k	29.73	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$290k	-9%	5.9k	49.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$288k		615.00	468.41	View chart
Corning Incorporated (GLW)	0.1	$288k	NEW	3.5k	82.04	View chart
Kraft Heinz (KHC)	0.1	$287k	-6%	11k	26.04	View chart
Abbvie (ABBV)	0.1	$280k	-7%	1.2k	231.57	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$279k	-2%	4.6k	60.36	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$273k		11k	25.44	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.1	$267k		11k	24.67	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$264k		1.9k	140.08	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$258k		5.1k	50.57	View chart
Verisk Analytics (VRSK)	0.0	$253k	-4%	1.0k	251.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.0	$252k		6.6k	38.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$246k		2.0k	122.45	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$245k	+3%	4.8k	51.28	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$245k	-5%	10k	23.56	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$237k	-2%	434.00	546.75	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$237k		5.7k	41.90	View chart
Paypal Holdings (PYPL)	0.0	$236k		3.5k	67.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$236k		5.4k	43.91	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$230k	NEW	648.00	355.47	View chart
West Pharmaceutical Services (WST)	0.0	$228k	-8%	870.00	262.39	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$228k		12k	19.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.0	$227k		10k	22.80	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.0	$223k	NEW	9.0k	24.83	View chart
Costco Wholesale Corporation (COST)	0.0	$223k	-5%	241.00	924.19	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$221k		19k	11.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$220k	NEW	2.6k	84.11	View chart
Ssga Active Tr Spdr Nuveen Mun (MBND)	0.0	$220k	NEW	8.0k	27.36	View chart
Spinnaker Etf Series Genter Cap Munic (GENM)	0.0	$220k	NEW	21k	10.29	View chart
Novo-nordisk A S Adr (NVO)	0.0	$217k		3.9k	55.49	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$215k		8.1k	26.49	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$212k	NEW	1.2k	178.75	View chart
Wec Energy Group (WEC)	0.0	$211k	NEW	1.8k	114.62	View chart
Gilead Sciences (GILD)	0.0	$208k		1.9k	111.00	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$206k	-14%	3.2k	63.57	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.0	$204k	NEW	7.6k	26.77	View chart
Bank of New York Mellon Corporation (BK)	0.0	$204k	NEW	1.9k	108.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$202k	-7%	2.3k	89.37	View chart
Willis Towers Watson SHS (WTW)	0.0	$201k	NEW	583.00	345.45	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$145k	NEW	18k	8.04	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$108k	-3%	12k	8.99	View chart
Cornerstone Strategic Value (CLM)	0.0	$83k		10k	8.28	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$76k		11k	6.91	View chart
Sellas Life Sciences Group I Com New (SLS)	0.0	$17k		10k	1.61	View chart

Past Filings by Marshall Financial Group

SEC 13F filings are viewable for Marshall Financial Group going back to 2020

Marshall Financial Group 2025 Q3 filed Oct. 8, 2025
Marshall Financial Group 2025 Q2 filed July 10, 2025
Marshall Financial Group 2025 Q1 filed April 16, 2025
Marshall Financial Group 2024 Q4 filed Jan. 21, 2025
Marshall Financial Group 2024 Q3 filed Oct. 16, 2024
Marshall Financial Group 2024 Q2 filed July 19, 2024
Marshall Financial Group 2024 Q1 filed April 19, 2024
Marshall Financial Group 2023 Q4 filed Jan. 10, 2024
Marshall Financial Group 2023 Q3 filed Oct. 19, 2023
Marshall Financial Group 2023 Q2 filed July 17, 2023
Marshall Financial Group 2023 Q1 filed April 18, 2023
Marshall Financial Group 2022 Q4 filed Feb. 1, 2023
Marshall Financial Group 2022 Q3 filed Oct. 12, 2022
Marshall Financial Group 2022 Q2 filed July 25, 2022
Marshall Financial Group 2022 Q1 filed May 10, 2022
Marshall Financial Group 2021 Q4 filed Jan. 27, 2022

View all past filings

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