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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 BILS, BIL, OBND, CEF, MFSB, and represent 22.40% of Marshall Financial Group's stock portfolio.
Added to shares of these 10 stocks: BILS (+$36M), BIL (+$28M), CEF (+$26M), ALLW (+$13M), FEMB (+$9.0M), TFPM (+$8.0M), QQQ, VOO, HSY, INOD.
Started 25 new stock positions in CAT, IBM, CEF, PATH, PANW, DE, VFC, HSY, COF, SA.
Reduced shares in these 10 stocks: PAVE (-$12M), EDV (-$5.6M), , VEA, SSO, QLD, VV, CYBR, JSI, VWO.
Sold out of its positions in AMLP, ALB, EXAS, FICO, NEAR, TECB, KHC, PNC, PAYX, AKRE. ULTA, ANGL, VOOG, VEA, BNDX, VO, VV, WST, PNR, CYBR.
Marshall Financial Group was a net buyer of stock by $112M.
Marshall Financial Group has $625M in assets under management (AUM), dropping by 21.20%.
Central Index Key (CIK): 0001841496

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Portfolio Holdings for Marshall Financial Group

Marshall Financial Group holds 293 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BILS)	5.7	$36M	NEW	361k	99.44	View chart
Spdr Series Trust State Street Spd (BIL)	4.4	$28M	NEW	300k	91.64	View chart
Ssga Active Tr State Street Loo (OBND)	4.2	$26M	-2%	1.0M	25.61	View chart
Sprott Asset Management Physical Gold An (CEF)	4.2	$26M	NEW	544k	47.72	View chart
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)	3.9	$24M	+6%	970k	24.89	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	3.3	$20M	-4%	394k	51.55	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$20M	+27%	34k	577.17	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.8	$17M		387k	44.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$16M		630k	24.91	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	2.4	$15M	-2%	696k	21.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$14M	+43%	23k	597.55	View chart
NVIDIA Corporation (NVDA)	2.2	$14M		79k	174.40	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	2.0	$13M	NEW	432k	28.85	View chart
Apple (AAPL)	1.9	$12M	-4%	47k	253.79	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.9	$12M		255k	46.23	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	1.4	$9.0M	NEW	312k	28.74	View chart
Triple Flag Precious Metals (TFPM)	1.3	$8.0M	NEW	231k	34.71	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$6.1M	+15%	122k	50.37	View chart
Lam Research Corp Com New (LRCX)	0.9	$5.4M	-2%	25k	213.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$5.2M		18k	286.86	View chart
Wal-Mart Stores (WMT)	0.8	$5.1M		41k	124.28	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.8	$5.0M		85k	59.04	View chart
Broadcom (AVGO)	0.8	$4.9M		16k	309.51	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.7	$4.6M		113k	40.90	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$4.1M	-23%	80k	51.88	View chart
Lumentum Hldgs (LITE)	0.7	$4.1M	-8%	5.9k	702.76	View chart
Lockheed Martin Corporation (LMT)	0.6	$3.9M	-3%	6.5k	604.42	View chart
Merck & Co (MRK)	0.6	$3.9M	-4%	32k	120.29	View chart
Microsoft Corporation (MSFT)	0.6	$3.9M		11k	370.17	View chart
Hershey Company (HSY)	0.6	$3.9M	NEW	19k	207.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.6	$3.8M	+27%	77k	49.50	View chart
Verizon Communications (VZ)	0.6	$3.8M		75k	50.20	View chart
Innodata Com New (INOD)	0.6	$3.7M	NEW	96k	38.62	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.5	$3.4M	NEW	19k	178.23	View chart
Digital Realty Trust (DLR)	0.5	$3.4M	+2%	19k	180.21	View chart
Kroger (KR)	0.5	$3.4M	+2%	47k	72.36	View chart
Consolidated Edison (ED)	0.5	$3.4M		30k	113.18	View chart
Southern Copper Corporation (SCCO)	0.5	$3.3M		19k	172.06	View chart
McDonald's Corporation (MCD)	0.5	$3.2M		10k	310.79	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.5	$3.2M	-28%	52k	61.00	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$3.1M	-2%	80k	39.43	View chart
Visa Com Cl A (V)	0.5	$3.1M		10k	302.25	View chart
Southern Company (SO)	0.5	$3.1M	+2%	32k	96.52	View chart
Applied Materials (AMAT)	0.4	$2.8M		8.1k	341.80	View chart
Procter & Gamble Company (PG)	0.4	$2.7M	-3%	19k	144.44	View chart
Cisco Systems (CSCO)	0.4	$2.6M		34k	77.59	View chart
Novartis Sponsored Adr (NVS)	0.4	$2.6M		17k	152.75	View chart
Monster Beverage Corp (MNST)	0.4	$2.6M		35k	72.46	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.4	$2.5M	NEW	19k	134.71	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.4	$2.5M	-11%	75k	33.74	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.4M		24k	103.37	View chart
Johnson & Johnson (JNJ)	0.4	$2.4M	-6%	9.9k	244.45	View chart
Netflix (NFLX)	0.4	$2.4M		25k	96.15	View chart
Meta Platforms Cl A (META)	0.4	$2.3M	-6%	4.1k	572.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$2.3M	-3%	9.7k	237.62	View chart
Kla Corp Com New (KLAC)	0.4	$2.3M		1.5k	1472.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.2M		3.5k	650.34	View chart
ResMed (RMD)	0.3	$2.2M	+4%	9.6k	224.48	View chart
Amgen (AMGN)	0.3	$2.1M	+2%	6.0k	351.84	View chart
Arista Networks Com Shs (ANET)	0.3	$2.1M	+6%	17k	122.78	View chart
East West Ban (EWBC)	0.3	$2.1M		19k	106.76	View chart
Qualcomm (QCOM)	0.3	$2.0M	+5%	16k	128.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$2.0M	-5%	36k	55.52	View chart
Uber Technologies (UBER)	0.3	$1.9M	+9%	27k	71.93	View chart
Advanced Micro Devices (AMD)	0.3	$1.9M	+6%	9.5k	203.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.9M		1.5k	1320.88	View chart
Newmont Mining Corporation (NEM)	0.3	$1.9M	NEW	17k	108.25	View chart
Sharplink Com New (SBET)	0.3	$1.8M	NEW	283k	6.45	View chart
Uipath Cl A (PATH)	0.3	$1.8M	NEW	164k	11.10	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.7M	-2%	3.5k	499.70	View chart
Amazon (AMZN)	0.3	$1.7M	-12%	8.1k	208.27	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.7M		37k	45.12	View chart
Carpenter Technology Corporation (CRS)	0.3	$1.7M	-2%	4.3k	394.15	View chart
Eli Lilly & Co. (LLY)	0.3	$1.7M	-2%	1.8k	919.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	-6%	5.7k	287.58	View chart
Motorola Solutions Com New (MSI)	0.3	$1.6M	+6%	3.7k	433.99	View chart
Marriott Intl Cl A (MAR)	0.2	$1.5M		4.7k	327.04	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.5M		30k	49.99	View chart
Allegion Ord Shs (ALLE)	0.2	$1.5M	+8%	10k	145.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.5M	-11%	5.0k	294.15	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$1.4M	+2%	37k	39.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.4M	-4%	3.0k	479.20	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.2	$1.4M		58k	24.81	View chart
Moody's Corporation (MCO)	0.2	$1.4M		3.3k	436.20	View chart
Constellation Energy (CEG)	0.2	$1.4M		5.1k	279.25	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$1.4M	-2%	29k	48.93	View chart
Gold Fields Sponsored Adr (GFI)	0.2	$1.4M		31k	45.40	View chart
Amphenol Corp Cl A (APH)	0.2	$1.3M		11k	126.35	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.3M	+10%	35k	36.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.3M		4.8k	261.92	View chart
Cullen/Frost Bankers (CFR)	0.2	$1.3M		9.1k	137.08	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.2M		1.4k	895.28	View chart
Canadian Natural Resources (CNQ)	0.2	$1.2M		26k	48.73	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$1.2M	+3%	49k	25.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.2M	-24%	6.5k	191.91	View chart
Eaton Corp SHS (ETN)	0.2	$1.2M	-8%	3.4k	357.62	View chart
Federated Hermes CL B (FHI)	0.2	$1.2M		22k	56.71	View chart
Crocs (CROX)	0.2	$1.2M		15k	83.02	View chart
Itt (ITT)	0.2	$1.2M		6.4k	190.53	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.2	$1.2M		11k	106.21	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$1.2M		23k	50.44	View chart
Cognex Corporation (CGNX)	0.2	$1.2M		24k	48.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$1.1M		21k	55.85	View chart
Chart Industries (GTLS)	0.2	$1.1M		5.6k	206.75	View chart
EOG Resources (EOG)	0.2	$1.1M		7.9k	144.57	View chart
Gra (GGG)	0.2	$1.1M		13k	84.65	View chart
Credicorp (BAP)	0.2	$1.1M		3.2k	339.18	View chart
United Therapeutics Corporation (UTHR)	0.2	$1.1M		1.8k	592.98	View chart
Simon Property (SPG)	0.2	$1.1M		5.8k	186.53	View chart
S&p Global (SPGI)	0.2	$1.1M		2.5k	425.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$1.0M		21k	50.41	View chart
American Express Company (AXP)	0.2	$1.0M	+6%	3.4k	302.44	View chart
Dover Corporation (DOV)	0.2	$1.0M		4.9k	208.44	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.2	$1.0M		17k	60.26	View chart
AutoNation (AN)	0.2	$1.0M	+2%	5.2k	195.26	View chart
Onemain Holdings (OMF)	0.2	$990k		19k	53.49	View chart
Medpace Hldgs (MEDP)	0.2	$984k	+2%	2.1k	480.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$969k		25k	38.96	View chart
Philip Morris International (PM)	0.2	$968k	-3%	5.9k	165.34	View chart
Commerce Bancshares (CBSH)	0.2	$968k		20k	49.20	View chart
Bhp Billiton Sponsored Ads (BHP)	0.2	$962k		13k	72.74	View chart
Nxp Semiconductors N V (NXPI)	0.2	$960k		4.9k	196.88	View chart
Brown Forman Corp CL B (BF.B)	0.2	$959k	+11%	36k	26.44	View chart
Tanger Factory Outlet Centers (SKT)	0.2	$948k		28k	33.98	View chart
InterDigital (IDCC)	0.2	$948k		3.1k	301.98	View chart
SEI Investments Company (SEIC)	0.2	$945k		12k	78.47	View chart
NetApp (NTAP)	0.1	$933k		9.1k	102.39	View chart
Equity Lifestyle Properties (ELS)	0.1	$926k		15k	62.42	View chart
Grupo Aeroportunario Del Pac Spon Ads B (PAC)	0.1	$919k		3.7k	246.87	View chart
Autodesk (ADSK)	0.1	$912k		3.8k	239.40	View chart
Nordson Corporation (NDSN)	0.1	$909k		3.4k	266.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.1	$902k		7.0k	128.26	View chart
Williams Companies (WMB)	0.1	$902k		12k	72.78	View chart
Arch Cap Group Ord (ACGL)	0.1	$865k		9.0k	95.99	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$861k		34k	25.62	View chart
Tesla Motors (TSLA)	0.1	$855k	-4%	2.3k	371.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$854k	-36%	4.5k	191.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$854k	-48%	16k	54.05	View chart
Infosys Sponsored Adr (INFY)	0.1	$851k		63k	13.51	View chart
Public Storage (PSA)	0.1	$846k		3.1k	270.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$844k		7.3k	114.92	View chart
Mueller Industries (MLI)	0.1	$832k	+2%	7.5k	110.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$824k	-5%	11k	78.66	View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB)	0.1	$819k		7.1k	114.73	View chart
Garmin SHS (GRMN)	0.1	$815k	-6%	3.5k	232.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$812k	-5%	14k	56.68	View chart
Verisk Analytics (VRSK)	0.1	$807k		4.3k	189.76	View chart
Cincinnati Financial Corporation (CINF)	0.1	$798k		5.1k	157.36	View chart
Snap-on Incorporated (SNA)	0.1	$796k		2.2k	363.14	View chart
Synchrony Financial (SYF)	0.1	$789k	+2%	12k	68.02	View chart
Pulte (PHM)	0.1	$787k		6.7k	117.61	View chart
Home Depot (HD)	0.1	$785k		2.4k	328.93	View chart
Copart (CPRT)	0.1	$776k		23k	33.20	View chart
Carlisle Companies (CSL)	0.1	$776k		2.3k	333.64	View chart
Deckers Outdoor Corporation (DECK)	0.1	$776k		7.7k	100.09	View chart
Relx Sponsored Adr (RELX)	0.1	$771k		23k	33.15	View chart
Nextera Energy (NEE)	0.1	$770k	-15%	8.3k	92.88	View chart
Honeywell International (HON)	0.1	$756k	-12%	3.3k	226.02	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$744k	-36%	7.7k	96.71	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$740k	-37%	9.8k	75.74	View chart
Ameriprise Financial (AMP)	0.1	$736k		1.7k	444.42	View chart
Marsh & McLennan Companies	0.1	$735k	+3%	4.2k	173.47	View chart
First Bancorp Corporation Com New (FBP)	0.1	$734k		34k	21.36	View chart
Lennox International (LII)	0.1	$721k		1.6k	464.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$716k		14k	52.19	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$711k		3.5k	203.80	View chart
Kinsale Cap Group (KNSL)	0.1	$709k	+2%	2.1k	341.66	View chart
Waters Corporation (WAT)	0.1	$707k	+6%	2.4k	297.80	View chart
Teradyne (TER)	0.1	$699k	-2%	2.4k	296.42	View chart
Cleveland-cliffs (CLF)	0.1	$698k	+5%	83k	8.45	View chart
Bank of America Corporation (BAC)	0.1	$696k		14k	48.75	View chart
Rambus (RMBS)	0.1	$694k	+3%	8.1k	86.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$690k	-19%	4.1k	169.66	View chart
Royal Caribbean Cruises (RCL)	0.1	$689k		2.5k	275.19	View chart
Palo Alto Networks (PANW)	0.1	$688k	NEW	4.3k	160.32	View chart
Copa Holdings Sa Cl A (CPA)	0.1	$674k	+4%	5.9k	113.62	View chart
Chevron Corporation (CVX)	0.1	$670k	+28%	3.2k	206.93	View chart
Automatic Data Processing (ADP)	0.1	$665k	+2%	3.3k	203.19	View chart
Armstrong World Industries (AWI)	0.1	$651k	+2%	3.9k	164.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$648k		14k	46.13	View chart
Vaneck Etf Trust Durable Hgh Div (DURA)	0.1	$640k	-36%	17k	37.42	View chart
Duke Energy Corp Com New (DUK)	0.1	$638k	-19%	4.9k	130.94	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$612k		12k	50.48	View chart
Cadence Design Systems (CDNS)	0.1	$610k	-2%	2.2k	277.87	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$609k	-34%	6.2k	98.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$605k	-95%	12k	50.81	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$604k		6.0k	100.75	View chart
Grand Canyon Education (LOPE)	0.1	$599k	+2%	3.5k	170.03	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$592k	+3%	4.1k	142.85	View chart
Qualys (QLYS)	0.1	$583k	+5%	6.6k	87.85	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$568k	-32%	32k	17.54	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$568k	-3%	12k	47.54	View chart
United Rentals (URI)	0.1	$568k	+4%	779.00	728.58	View chart
Gartner (IT)	0.1	$559k	+6%	3.5k	158.34	View chart
Spinnaker Etf Series Genter Cap Munic (GENM)	0.1	$559k	+10%	55k	10.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$536k	-32%	23k	22.91	View chart
Monolithic Power Systems (MPWR)	0.1	$535k		489.00	1093.42	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$531k		7.6k	70.18	View chart
Coca-Cola Company (KO)	0.1	$514k		6.8k	76.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$503k	-32%	7.5k	67.53	View chart
Altria (MO)	0.1	$500k		7.6k	65.99	View chart
Everpure Cl A (PSTG)	0.1	$493k	-21%	8.3k	59.04	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$488k		2.1k	236.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$478k		19k	24.75	View chart
Vanguard World Extended Dur (EDV)	0.1	$478k	-92%	7.4k	64.95	View chart
Goldman Sachs (GS)	0.1	$469k	+6%	554.00	845.99	View chart
Ssga Active Tr State Street Bla (HYBL)	0.1	$456k	+2%	16k	27.84	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$452k	NEW	47k	9.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$424k	-34%	3.4k	124.32	View chart
Corning Incorporated (GLW)	0.1	$423k	+5%	3.1k	135.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$408k	+5%	3.5k	114.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$405k	-34%	8.9k	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$404k	-6%	1.3k	320.85	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$402k		4.8k	83.43	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$399k	-34%	4.0k	100.56	View chart
General Dynamics Corporation (GD)	0.1	$397k	-26%	1.2k	343.14	View chart
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR)	0.1	$392k	-33%	8.3k	47.13	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$388k	-34%	4.5k	86.63	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$388k	-32%	15k	25.48	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.1	$382k	+8%	15k	24.86	View chart
Exelon Corporation (EXC)	0.1	$382k		7.8k	49.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$382k		8.8k	43.43	View chart
Spdr Series Trust State Street Spd (EFIV)	0.1	$381k	+12%	6.0k	63.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$380k		3.6k	106.50	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$377k	+2%	814.00	463.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$372k		1.5k	248.00	View chart
Cintas Corporation (CTAS)	0.1	$364k		2.2k	169.15	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$364k	-4%	7.8k	46.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$362k	-67%	554.00	653.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Small (SFEB)	0.1	$355k	+50%	15k	23.75	View chart
Old Dominion Freight Line (ODFL)	0.1	$353k	-14%	1.8k	195.40	View chart
Ssga Active Tr State Street Nuv (MBND)	0.1	$347k		13k	27.16	View chart
Vanguard World Financials Etf (VFH)	0.1	$341k		2.8k	120.80	View chart
At&t (T)	0.1	$341k		12k	28.99	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$338k		8.4k	40.14	View chart
Welltower Inc Com reit (WELL)	0.1	$336k	-42%	1.7k	197.75	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$335k		13k	25.06	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.1	$334k		13k	26.55	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$323k		5.6k	57.64	View chart
Caterpillar (CAT)	0.1	$321k	NEW	453.00	708.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$313k	+12%	728.00	430.29	View chart
Sofi Technologies (SOFI)	0.0	$309k	-3%	20k	15.88	View chart
Abbott Laboratories (ABT)	0.0	$307k	-6%	3.0k	102.67	View chart
Agilent Technologies Inc C ommon (A)	0.0	$305k	-8%	2.7k	113.99	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$304k		2.3k	132.90	View chart
Illinois Tool Works (ITW)	0.0	$300k	-2%	1.2k	260.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$299k		5.8k	51.78	View chart
Charles Schwab Corporation (SCHW)	0.0	$293k		3.1k	93.97	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$280k		11k	26.10	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$275k	-4%	11k	24.80	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$273k		2.0k	135.72	View chart
Micron Technology (MU)	0.0	$270k	+6%	798.00	337.84	View chart
IDEXX Laboratories (IDXX)	0.0	$268k		477.00	561.89	View chart
Atmos Energy Corporation (ATO)	0.0	$260k	-51%	1.4k	184.68	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$257k		5.1k	50.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.0	$254k		6.6k	38.63	View chart
Nucor Corporation (NUE)	0.0	$253k	NEW	1.5k	169.07	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$253k		5.3k	47.83	View chart
Costco Wholesale Corporation (COST)	0.0	$253k	+4%	254.00	995.61	View chart
ConocoPhillips (COP)	0.0	$252k	NEW	1.9k	131.98	View chart
Capital One Financial (COF)	0.0	$252k	NEW	1.4k	182.43	View chart
Palantir Technologies Cl A (PLTR)	0.0	$248k		1.7k	146.28	View chart
Advanced Drain Sys Inc Del (WMS)	0.0	$246k		1.8k	137.14	View chart
Pepsi (PEP)	0.0	$245k	-28%	1.6k	155.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$240k	-16%	562.00	426.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$240k		5.4k	44.62	View chart
International Business Machines (IBM)	0.0	$236k	NEW	972.00	242.35	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$234k	+2%	5.8k	40.14	View chart
Adobe Systems Incorporated (ADBE)	0.0	$233k	-7%	958.00	243.08	View chart
Deere & Company (DE)	0.0	$230k	NEW	409.00	563.35	View chart
Abbvie (ABBV)	0.0	$230k	-2%	1.1k	217.52	View chart
United Parcel Svcs CL B (UPS)	0.0	$229k	-49%	2.3k	98.38	View chart
Seabridge Gold (SA)	0.0	$228k	NEW	8.1k	28.34	View chart
Union Pacific Corporation (UNP)	0.0	$228k	-3%	940.00	242.52	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.0	$224k		12k	19.00	View chart
Bank of New York Mellon Corporation (BK)	0.0	$222k		1.9k	118.63	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$217k		8.1k	26.72	View chart
Ge Vernova (GEV)	0.0	$217k	-26%	248.00	873.10	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$215k	-17%	1.5k	145.90	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	0.0	$215k		7.6k	28.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$214k		2.5k	86.69	View chart
Vistra Energy (VST)	0.0	$208k	-8%	1.4k	150.33	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$207k	NEW	6.1k	33.86	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$207k		19k	10.88	View chart
3M Company (MMM)	0.0	$201k	-4%	1.4k	145.26	View chart
XP Cl A (XP)	0.0	$197k	-11%	10k	19.04	View chart
V.F. Corporation (VFC)	0.0	$196k	NEW	12k	16.99	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$126k		18k	6.95	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$98k		12k	8.17	View chart
Cornerstone Strategic Value (CLM)	0.0	$73k		10k	7.28	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$52k		10k	5.10	View chart
Vivopower Shs New (VVPR)	0.0	$46k	NEW	20k	2.30	View chart

Past Filings by Marshall Financial Group

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

Marshall Financial Group 2026 Q1 filed April 13, 2026
Marshall Financial Group 2025 Q4 filed Jan. 9, 2026
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

View all past filings

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