Marshall Financial Group, LLC Q3 2025 Filing
Filed October 8, 2025
Portfolio Value
$513.3B
Holdings
258
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | HYBLSSGA ACTIVE TR | 12,277 | $351.7M | 0.07% | |
| 202 | PEPPEPSICO INC | 2,503 | $351.5M | 0.07% | |
| 203 | PEOEXELON CORP | 7,795 | $350.9M | 0.07% | |
| 204 | MDLZMONDELEZ INTL INC | 5,600 | $349.8M | 0.07% | |
| 205 | TAT&T INC | 11,890 | $335.8M | 0.07% | |
| 206 | ZNOVINNOVATOR ETFS TRUST | 12,582 | $332.1M | 0.06% | |
| 207 | XLKSELECT SECTOR SPDR TR | 1,142 | $321.9M | 0.06% | |
| 208 | SUSBISHARES TR | 12,717 | $321.9M | 0.06% | |
| 209 | AMLPALPS ETF TR | 6,743 | $316.4M | 0.06% | |
| 210 | PLTRPALANTIR TECHNOLOGIES INC | 1,700 | $310.1M | 0.06% | |
| 211 | FAUGFIRST TR EXCHNG TRADED FD VI | 5,964 | $309.6M | 0.06% | |
| 212 | AXPAMERICAN EXPRESS CO | 928 | $308.1M | 0.06% | |
| 213 | SCHWSCHWAB CHARLES CORP | 3,224 | $307.8M | 0.06% | |
| 214 | ANGLVANECK ETF TRUST | 9,758 | $290.1M | 0.06% | |
| 215 | BNDXVANGUARD CHARLOTTE FDS | 5,862 | $289.9M | 0.06% | |
| 216 | IWFISHARES TR | 615 | $288.1M | 0.06% | |
| 217 | GLWCORNING INC | 3,511 | $288.0M | 0.06% | |
| 218 | KHCKRAFT HEINZ CO | 11,015 | $286.8M | 0.06% | |
| 219 | ABBVABBVIE INC | 1,208 | $279.7M | 0.05% | |
| 220 | TECBISHARES TR | 4,618 | $278.7M | 0.05% | |
| 221 | ZAPRINNOVATOR ETFS TRUST | 10,710 | $272.5M | 0.05% | |
| 222 | RVNUDBX ETF TR | 10,817 | $266.9M | 0.05% | |
| 223 | SDYSPDR SERIES TRUST | 1,884 | $263.9M | 0.05% | |
| 224 | SMMUPIMCO ETF TR | 5,100 | $257.9M | 0.05% | |
| 225 | VRSKVERISK ANALYTICS INC | 1,005 | $252.8M | 0.05% | |
| 226 | GOCTFIRST TR EXCHNG TRADED FD VI | 6,587 | $252.4M | 0.05% | |
| 227 | HDVISHARES TR | 2,010 | $246.1M | 0.05% | |
| 228 | NEARISHARES U S ETF TR | 4,771 | $244.7M | 0.05% | |
| 229 | SUSCISHARES TR | 10,385 | $244.7M | 0.05% | |
| 230 | ULTAULTA BEAUTY INC | 434 | $237.3M | 0.05% | |
| 231 | QDPLPACER FDS TR | 5,654 | $236.9M | 0.05% | |
| 232 | PYPLPAYPAL HLDGS INC | 3,524 | $236.3M | 0.05% | |
| 233 | PMARINNOVATOR ETFS TRUST | 5,367 | $235.7M | 0.05% | |
| 234 | GQ9SPDR GOLD TR | 648 | $230.3M | 0.04% | |
| 235 | WSTWEST PHARMACEUTICAL SVSC INC | 870 | $228.3M | 0.04% | |
| 236 | FPEIFIRST TR EXCH TRADED FD III | 11,775 | $227.7M | 0.04% | |
| 237 | SFEBFIRST TR EXCHNG TRADED FD VI | 9,962 | $227.2M | 0.04% | |
| 238 | MFSMMFS ACTIVE EXCHANGE TRADED F | 8,985 | $223.1M | 0.04% | |
| 239 | COSTCOSTCO WHSL CORP NEW | 241 | $222.7M | 0.04% | |
| 240 | PGXINVESCO EXCH TRADED FD TR II | 19,040 | $220.9M | 0.04% | |
| 241 | VCITVANGUARD SCOTTSDALE FDS | 2,616 | $220.0M | 0.04% | |
| 242 | MBNDSSGA ACTIVE TR | 8,040 | $219.9M | 0.04% | |
| 243 | GENMSPINNAKER ETF SERIES | 21,340 | $219.6M | 0.04% | |
| 244 | NVONOVO-NORDISK A S | 3,907 | $216.8M | 0.04% | |
| 245 | ZSEPINNOVATOR ETFS TRUST | 8,119 | $215.1M | 0.04% | |
| 246 | BABAALIBABA GROUP HLDG LTD | 1,187 | $212.2M | 0.04% | |
| 247 | WECWEC ENERGY GROUP INC | 1,837 | $210.5M | 0.04% | |
| 248 | GILDGILEAD SCIENCES INC | 1,875 | $208.1M | 0.04% | |
| 249 | XMLVINVESCO EXCH TRADED FD TR II | 3,238 | $205.8M | 0.04% | |
| 250 | KFEBINNOVATOR ETFS TRUST | 7,636 | $204.4M | 0.04% | |
| 251 | BKBANK NEW YORK MELLON CORP | 1,875 | $204.3M | 0.04% | |
| 252 | TLTISHARES TR | 2,261 | $202.1M | 0.04% | |
| 253 | WTWWILLIS TOWERS WATSON PLC LTD | 583 | $201.4M | 0.04% | |
| 254 | CRFCORNERSTONE TOTAL RETURN FD | 18,065 | $145.2M | 0.03% | |
| 255 | ETJEATON VANCE RISK-MANAGED DIV | 12,025 | $108.1M | 0.02% | |
| 256 | CLMCORNERSTONE STRATEGIC INVEST | 10,000 | $82.8M | 0.02% | |
| 257 | FSCOFS CREDIT OPPORTUNITIES CORP | 10,953 | $75.7M | 0.01% | |
| 258 | SLSSELLAS LIFE SCIENCES GROUP I | 10,309 | $16.6M | 0.00% |
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