Marshall Financial Group, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$457.8B
Holdings
232
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (232 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SCHWSCHWAB CHARLES CORP | 3,401 | $266.2M | 0.06% | |
| 202 | SDYSPDR SER TR | 1,884 | $255.6M | 0.06% | |
| 203 | SMMUPIMCO ETF TR | 5,100 | $255.1M | 0.06% | |
| 204 | ZNOVINNOVATOR ETFS TRUST | 10,009 | $250.8M | 0.05% | |
| 205 | AXPAMERICAN EXPRESS CO | 931 | $250.5M | 0.05% | |
| 206 | GILDGILEAD SCIENCES INC | 2,208 | $247.4M | 0.05% | |
| 207 | NEARISHARES U S ETF TR | 4,822 | $245.3M | 0.05% | |
| 208 | CVXCHEVRON CORP NEW | 1,454 | $243.2M | 0.05% | |
| 209 | HDVISHARES TR | 2,000 | $242.2M | 0.05% | |
| 210 | SOFISOFI TECHNOLOGIES INC | 20,776 | $241.6M | 0.05% | |
| 211 | AMGNAMGEN INC | 768 | $239.3M | 0.05% | |
| 212 | SUSCISHARES TR | 10,364 | $239.0M | 0.05% | |
| 213 | XLKSELECT SECTOR SPDR TR | 1,142 | $235.8M | 0.05% | |
| 214 | TLTISHARES TR | 2,589 | $235.7M | 0.05% | |
| 215 | GOCTFIRST TR EXCHNG TRADED FD VI | 6,602 | $226.6M | 0.05% | |
| 216 | MMM3M CO | 1,541 | $226.3M | 0.05% | |
| 217 | WECWEC ENERGY GROUP INC | 2,066 | $225.2M | 0.05% | |
| 218 | FPEIFIRST TR EXCH TRADED FD III | 11,775 | $220.2M | 0.05% | |
| 219 | WSTWEST PHARMACEUTICAL SVSC INC | 960 | $214.9M | 0.05% | |
| 220 | PMARINNOVATOR ETFS TRUST | 5,367 | $214.3M | 0.05% | |
| 221 | UPSUNITED PARCEL SERVICE INC | 1,943 | $213.7M | 0.05% | |
| 222 | PGXINVESCO EXCH TRADED FD TR II | 19,040 | $213.6M | 0.05% | |
| 223 | QDPLPACER FDS TR | 5,689 | $207.8M | 0.05% | |
| 224 | QCJLFIRST TR EXCHNG TRADED FD VI | 10,087 | $205.3M | 0.04% | |
| 225 | PYPLPAYPAL HLDGS INC | 3,125 | $203.9M | 0.04% | |
| 226 | COPCONOCOPHILLIPS | 1,940 | $203.7M | 0.04% | |
| 227 | SFEBFIRST TR EXCHNG TRADED FD VI | 9,962 | $203.1M | 0.04% | |
| 228 | ZSEPINNOVATOR ETFS TRUST | 8,119 | $202.4M | 0.04% | |
| 229 | NFBKNORTHFIELD BANCORP INC DEL | 14,000 | $152.7M | 0.03% | |
| 230 | ETJEATON VANCE RISK-MANAGED DIV | 12,402 | $104.9M | 0.02% | |
| 231 | FSCOFS CREDIT OPPORTUNITIES CORP | 10,953 | $77.2M | 0.02% | |
| 232 | CLMCORNERSTONE STRATEGIC INVEST | 10,000 | $74.3M | 0.02% |
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