Marshall Financial Group LLC Incresed Positions in Q4 2024

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
108K
+ 11.63%
$25.65 - $26.37 $2.78M - $2.86M
1.04M $26.7M
AAPL
Apple Inc.

Technology
3.13K
+ 5.55%
$221.69 - $259.02 $693K - $810K
59.4K $14.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.71K
+ 3.38%
$53.94 - $58.15 $524K - $565K
297K $16.8M
JNJ
Johnson & Johnson

Healthcare
6.01K
+ 110.9%
$143.34 - $165.86 $862K - $997K
11.4K $1.65M
NFLX
Netflix Inc

Communication Services
147
+ 4.47%
$687.65 - $936.56 $101K - $138K
3.44K $3.06M
V
Visa Inc.

Financial Services
152
+ 1.29%
$273.87 - $320.91 $41.6K - $48.8K
11.9K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
636
+ 6.0%
$180.88 - $232.93 $115K - $148K
11.2K $2.46M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
222
+ 7.64%
$260.53 - $404.79 $57.8K - $89.9K
3.13K $1.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
554
+ 15.47%
$567.81 - $607.81 $315K - $337K
4.14K $2.42M
DECK
Deckers Outdoor Corp

Consumer Cyclical
238
+ 3.29%
$152.04 - $211.12 $36.2K - $50.2K
7.47K $1.52M
JPM
Jpmorgan Chase & CO

Financial Services
774
+ 14.06%
$205.18 - $250.29 $159K - $194K
6.28K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
733
+ 26.55%
$442.29 - $483.08 $324K - $354K
3.49K $1.58M
HTRB
Hartford Fds Total Return Bd E

ETFs
38.5K
+ 6.4%
$33.33 - $35.01 $1.28M - $1.35M
640K $21.3M
GOOGL
Alphabet Inc.

Communication Services
307
+ 4.87%
$161.86 - $196.66 $49.7K - $60.4K
6.61K $1.25M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
693
+ 15.03%
$198.04 - $221.51 $137K - $154K
5.31K $1.12M
KR
Kroger CO

Consumer Defensive
59
+ 0.12%
$55.21 - $63.3 $3.26K - $3.73K
48.3K $2.95M
CDNS
Cadence Design Systems Inc

Technology
100
+ 2.15%
$249.1 - $324.54 $24.9K - $32.5K
4.75K $1.43M
MA
Mastercard Inc

Financial Services
65
+ 1.65%
$491.3 - $536.15 $31.9K - $34.8K
4K $2.11M
MAR
Marriott International Inc

Consumer Cyclical
12
+ 0.26%
$246.06 - $292.59 $2.95K - $3.51K
4.69K $1.31M
META
Meta Platforms, Inc.

Communication Services
37
+ 0.68%
$554.08 - $632.68 $20.5K - $23.4K
5.52K $3.25M
CBSH
Commerce Bancshares Inc

Financial Services
965
+ 5.29%
$57.04 - $74.36 $55K - $71.8K
19.2K $1.2M
GS
Goldman Sachs Group Inc

Financial Services
138
+ 32.55%
$486.1 - $608.57 $67.1K - $84K
562 $321K
CVX
Chevron Corp

Energy
507
+ 36.95%
$141.15 - $162.53 $71.6K - $82.4K
1.88K $272K
MNST
Monster Beverage Corp

Consumer Defensive
1.05K
+ 2.96%
$49.24 - $56.38 $51.7K - $59.2K
36.6K $1.92M
BX
Blackstone Inc.

Financial Services
13
+ 0.39%
$148.45 - $199.05 $1.93K - $2.59K
3.35K $578K
SCHR
Schwab Intermediate Term Us Tr

ETFs
305K
+ 109.29%
$24.19 - $50.58 $7.38M - $15.4M
585K $14.2M
T
At&T Inc.

Communication Services
2.4K
+ 16.67%
$21.22 - $23.88 $51K - $57.4K
16.8K $383K
PAC
Pacific Airport Group

Industrials
338
+ 6.05%
$166.34 - $197.86 $56.2K - $66.9K
5.93K $1.04M
FICO
Fair Isaac Corp

Technology
25
+ 14.88%
$1911.01 - $2382.4 $47.8K - $59.6K
193 $384K
HD
Home Depot, Inc.

Consumer Cyclical
242
+ 9.87%
$385.02 - $431.37 $93.2K - $104K
2.69K $1.05M
MSFT
Microsoft Corp

Technology
355
+ 3.15%
$406.35 - $454.46 $144K - $161K
11.6K $4.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
882
+ 3.22%
$174.22 - $187.62 $154K - $165K
28.3K $4.96M
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 0.14%
$262.86 - $294.75 $1.84K - $2.06K
4.94K $1.36M
SCHW
Schwab Charles Corp

Financial Services
35
+ 0.96%
$63.31 - $82.85 $2.22K - $2.9K
3.7K $273K
ADP
Automatic Data Processing Inc

Industrials
61
+ 8.2%
$280.08 - $307.97 $17.1K - $18.8K
805 $235K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
1.25K
+ 8.73%
$28.25 - $28.72 $35.3K - $35.9K
15.6K $441K
PM
Philip Morris International Inc.

Consumer Defensive
297
+ 4.88%
$118.38 - $133.06 $35.2K - $39.5K
6.39K $768K
JKHY
Henry Jack & Associates Inc

Technology
197
+ 3.38%
$171.12 - $186.18 $33.7K - $36.7K
6.03K $1.06M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 0.64%
$77.25 - $91.3 $1.62K - $1.92K
3.28K $279K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
285
+ 4.73%
$45.35 - $47.21 $12.9K - $13.5K
6.32K $293K
BRO
Brown & Brown, Inc.

Financial Services
316
+ 2.78%
$100.93 - $113.42 $31.9K - $35.8K
11.7K $1.19M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
124
+ 1.99%
$46.48 - $51.32 $5.76K - $6.36K
6.36K $306K
ETN
Eaton Corp PLC

Industrials
36
+ 1.22%
$326.96 - $377.52 $11.8K - $13.6K
2.99K $991K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.18%
$280.04 - $302.45 $560 - $605
1.1K $317K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
278
+ 12.89%
$114.08 - $125.68 $31.7K - $34.9K
2.43K $278K
WEC
Wec Energy Group, Inc.

Utilities
100
+ 4.77%
$92.94 - $101.82 $9.29K - $10.2K
2.2K $206K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
147
+ 0.48%
$25.35 - $25.53 $3.73K - $3.75K
30.5K $776K
MCO
Moodys Corp

Financial Services
13
+ 0.34%
$454.04 - $500.88 $5.9K - $6.51K
3.79K $1.8M
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.35%
$261.5 - $284.63 $1.83K - $1.99K
2.01K $530K
Activity Summary
Buys All Purchases 122 New Holdings 18 Increased Positions 104 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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