Marshall Financial Group LLC Incresed Positions in Q4 2025

Marshall Financial Group LLC

  • $460 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SSO
Proshares Ultra S&P 500

ETFs
41K
+ 64.14%
$107.49 - $118.65 $4.4M - $4.86M
105K $11.8M
QLD
Proshares Ultra Qqq

ETFs
25.9K
+ 55.7%
$131.81 - $152.77 $3.41M - $3.95M
72.3K $10.1M
NVO
Novo Nordisk A S

Healthcare
27.8K
+ 711.08%
$45.68 - $59.65 $1.27M - $1.66M
31.7K $1.54M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
54.5K
+ 5.44%
$26.06 - $26.43 $1.42M - $1.44M
1.06M $27.6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
18.7K
+ 5.15%
$43.6 - $45.68 $815K - $854K
381K $17.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
36.3K
+ 6.06%
$25.03 - $25.34 $908K - $919K
634K $15.9M
AXP
American Express CO

Financial Services
2.26K
+ 243.21%
$316.26 - $372.77 $714K - $841K
3.19K $1.09M
LGOV
First Tr ETF Iv Long Duration

ETFs
28.5K
+ 4.14%
$21.78 - $22.24 $621K - $634K
716K $15.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.69K
+ 36.32%
$242.67 - $261.79 $653K - $704K
10.1K $2.53M
VRSK
Verisk Analytics, Inc.

Industrials
3.17K
+ 315.72%
$208.0 - $249.55 $660K - $792K
4.18K $901K
ROUS
Hartford Multifactor Us Equity

ETFs
9.58K
+ 12.6%
$56.11 - $58.15 $537K - $557K
85.6K $4.89M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.66K
+ 2.27%
$43.84 - $45.35 $248K - $257K
255K $11.4M
XLK
Technology Sector Spdr

ETFs
1.14K
+ 100.0%
$278.39 - $304.13 $318K - $347K
2.28K $658K
CSCO
Cisco Systems, Inc.

Technology
259
+ 0.78%
$67.46 - $78.0 $17.5K - $20.2K
33.3K $2.59M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
9.31K
+ 12.93%
$36.47 - $38.19 $339K - $355K
81.2K $3.05M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.02K
+ 20.02%
$50.33 - $50.81 $253K - $255K
30.1K $1.52M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.39K
+ 16.42%
$100.68 - $106.15 $341K - $359K
24K $2.42M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
5.33K
+ 17.56%
$40.28 - $40.85 $215K - $218K
35.7K $1.44M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.88K
+ 3.83%
$50.55 - $50.74 $196K - $197K
105K $5.33M
MBND
Ssga Active Tr Spdr Nuveen Mun

ETFs
4.75K
+ 59.08%
$27.28 - $27.61 $130K - $131K
12.8K $351K
NVS
Novartis Ag

Healthcare
484
+ 2.96%
$121.8 - $132.39 $59K - $64.1K
16.9K $2.22M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
3.76K
+ 30.65%
$28.25 - $28.58 $106K - $108K
16K $455K
ED
Consolidated Edison Inc

Utilities
588
+ 2.06%
$96.11 - $102.39 $56.5K - $60.2K
29.1K $2.96M
OMF
One Main Holdings, Inc.

Financial Services
125
+ 0.68%
$52.15 - $61.38 $6.52K - $7.67K
18.5K $1.1M
PAVE
Global X Fds Us Infrastructure

ETFs
4.5K
+ 1.84%
$46.42 - $48.56 $209K - $218K
248K $11.7M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.29K
+ 4.88%
$31.85 - $34.76 $41.2K - $44.9K
27.8K $942K
VEA
Vanguard Ftse Developed Market

ETFs
143
+ 0.67%
$59.18 - $62.09 $8.46K - $8.88K
21.4K $1.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
58
+ 9.43%
$459.47 - $491.71 $26.6K - $28.5K
673 $316K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
392
+ 2.07%
$23.02 - $24.23 $9.02K - $9.5K
19.3K $462K
TLT
Ishares Barclays 20+ Year Trea

ETFs
228
+ 10.08%
$88.67 - $92.06 $20.2K - $21K
2.49K $221K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
757
+ 5.95%
$25.18 - $25.37 $19.1K - $19.2K
13.5K $339K
VV
Vanguard Large Cap ETF

ETFs
18
+ 0.52%
$301.9 - $317.98 $5.43K - $5.72K
3.47K $1.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
143
+ 2.12%
$44.68 - $47.47 $6.39K - $6.79K
6.89K $323K
QDPL
Pacer Fds Tr Metaurus Us Large
48
+ 0.85%
$41.18 - $43.1 $1.98K - $2.07K
5.7K $240K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$321.8 - $337.95 $322 - $338
1.35K $443K
Innovator Etfs Trust
4.08K
+ 13.83%
N/A
33.6K $0
BFB
Brown Forman Corp Cl B
4.98K
+ 18.13%
N/A
32.5K $0
Mfs Active Exchange Traded F
5.21K
+ 57.99%
N/A
14.2K $0
Mfs Active Exchange Traded F
115K
+ 14.38%
N/A
913K $0
Spinnaker ETF Series
28.1K
+ 131.61%
N/A
49.4K $0
Arista Networks Inc
10.9K
+ 206.5%
N/A
16.1K $0
Janus Detroit Str Tr
20.1K
+ 5.12%
N/A
412K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
7.39K
+ 18.68%
N/A
47K $0
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.83%
$910.94 - $954.99 $1.82K - $1.91K
243 $221K
VFH
Vanguard Financial ETF

ETFs
10
+ 0.36%
$125.75 - $131.12 $1.26K - $1.31K
2.82K $360K
PLTR
Palantir Technologies Inc.

Technology
28
+ 1.65%
$172.14 - $207.18 $4.82K - $5.8K
1.73K $300K
SEIC
Sei Investments CO

Financial Services
222
+ 1.9%
$80.51 - $85.62 $17.9K - $19K
11.9K $972K
EDV
Vanguard Extended Duration Tre

ETFs
748
+ 0.8%
$67.2 - $71.16 $50.3K - $53.2K
94K $6.35M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.5%
$401.99 - $468.37 $4.82K - $5.62K
2.41K $984K
Activity Summary
Buys All Purchases 112 New Holdings 58 Increased Positions 54 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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