Marshall Financial Group LLC Reduced Holdings in Q4 2025

Marshall Financial Group LLC

  • $460 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-83.5K
- 58.15%
$49.64 - $49.83 $4.14M - $4.16M
60.1K $2.99M
GRMN
Garmin LTD

Technology
-8.89K
- 70.28%
$194.13 - $259.77 $1.72M - $2.31M
3.76K $729K
CDNS
Cadence Design Systems Inc

Technology
-5.91K
- 72.44%
$314.93 - $353.36 $1.86M - $2.09M
2.25K $708K
AAPL
Apple Inc.

Technology
-9.31K
- 15.85%
$245.27 - $275.25 $2.28M - $2.56M
49.4K $13.2M
ABT
Abbott Laboratories

Healthcare
-11.9K
- 78.87%
$123.62 - $134.59 $1.48M - $1.61M
3.2K $415K
ADBE
Adobe Inc.

Technology
-4.39K
- 80.86%
$325.07 - $359.91 $1.43M - $1.58M
1.04K $337K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-10.2K
- 82.93%
$132.29 - $144.78 $1.35M - $1.48M
2.11K $278K
AVGO
Broadcom Inc.

Technology
-4.78K
- 23.31%
$324.63 - $385.98 $1.55M - $1.85M
15.7K $5.39M
MPWR
Monolithic Power Systems Inc

Technology
-1.47K
- 74.85%
$904.44 - $1105.05 $1.33M - $1.62M
494 $454K
VST
Vistra Corp.

Utilities
-6.33K
- 80.73%
$171.56 - $210.85 $1.09M - $1.33M
1.51K $263K
TER
Teradyne, Inc

Technology
-9.04K
- 78.88%
$132.08 - $187.59 $1.19M - $1.7M
2.42K $411K
ITW
Illinois Tool Works Inc

Industrials
-4.02K
- 77.33%
$242.03 - $260.73 $973K - $1.05M
1.18K $287K
WMS
Advanced Drainage Systems, Inc.

Industrials
-7.73K
- 81.08%
$134.05 - $150.85 $1.04M - $1.17M
1.8K $260K
ETN
Eaton Corp PLC

Industrials
-2.57K
- 40.68%
$352.39 - $387.75 $907K - $998K
3.75K $1.32M
XP
Xp Inc.

Financial Services
-54.4K
- 82.26%
$15.81 - $19.8 $860K - $1.08M
11.7K $218K
PNR
Pentair PLC

Industrials
-8.51K
- 81.18%
$104.33 - $112.36 $888K - $956K
1.97K $205K
CTAS
Cintas Corp

Industrials
-4.46K
- 67.22%
$182.04 - $203.64 $812K - $908K
2.18K $406K
META
Meta Platforms, Inc.

Communication Services
-513
- 10.54%
$609.01 - $751.67 $312K - $386K
4.35K $2.65M
A
Agilent Technologies, Inc.

Healthcare
-7.41K
- 71.67%
$136.62 - $151.52 $1.01M - $1.12M
2.93K $430K
PG
Procter & Gamble CO

Consumer Defensive
-4.77K
- 19.53%
$145.5 - $153.18 $693K - $730K
19.6K $2.86M
UNP
Union Pacific Corp

Industrials
-3.64K
- 78.85%
$216.37 - $237.41 $788K - $865K
977 $215K
CVX
Chevron Corp

Energy
-5.64K
- 69.16%
$148.9 - $157.72 $839K - $889K
2.51K $389K
PAYX
Paychex Inc

Industrials
-6.21K
- 74.57%
$111.08 - $128.59 $689K - $798K
2.12K $237K
MSFT
Microsoft Corp

Technology
-986
- 8.65%
$496.82 - $542.07 $490K - $534K
10.4K $5.28M
GFI
Gold Fields LTD

Basic Materials
-12.9K
- 29.83%
$35.68 - $46.62 $460K - $601K
30.3K $1.24M
APH
Amphenol Corp

Technology
-5.33K
- 33.52%
$121.7 - $143.85 $648K - $766K
10.6K $1.41M
IDCC
Inter Digital, Inc.

Communication Services
-1.35K
- 30.42%
$337.32 - $396.54 $454K - $534K
3.08K $1.04M
KLAC
Kla Corp

Technology
-524
- 25.41%
$982.75 - $1235.28 $515K - $647K
1.54K $1.74M
LLY
Eli Lilly & CO

Healthcare
-1.21K
- 39.58%
$799.57 - $1025.28 $967K - $1.24M
1.85K $1.89M
DLR
Digital Realty Trust, Inc.

Real Estate
-902
- 4.7%
$158.11 - $179.28 $143K - $162K
18.3K $2.89M
RMD
Resmed Inc

Healthcare
-545
- 5.58%
$244.46 - $283.36 $133K - $154K
9.22K $2.25M
MEDP
Medpace Holdings, Inc.

Healthcare
-1.11K
- 35.58%
$501.22 - $605.2 $555K - $671K
2.01K $1.18M
ASML
Asml Holding Nv

Technology
-505
- 25.36%
$936.19 - $1075.45 $473K - $543K
1.49K $1.52M
LMT
Lockheed Martin Corp

Industrials
-347
- 4.88%
$452.1 - $514.24 $157K - $178K
6.76K $3.18M
SO
Southern CO

Utilities
-2.05K
- 6.16%
$90.58 - $99.72 $185K - $204K
31.2K $2.82M
NXPI
Nxp Semiconductors N.V.

Technology
-751
- 13.17%
$197.1 - $231.42 $148K - $174K
4.95K $976K
SCCO
Southern Copper Corp

Basic Materials
-4.13K
- 17.61%
$122.64 - $141.68 $506K - $584K
19.3K $2.52M
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 6.73%
$101.18 - $109.03 $298K - $321K
40.8K $4.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.42K
- 16.82%
$191.01 - $199.18 $270K - $282K
7K $1.36M
BAC
Bank Of America Corp

Financial Services
-4.9K
- 25.29%
$48.65 - $54.11 $238K - $265K
14.5K $744K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-881
- 10.07%
$79.54 - $103.8 $70.1K - $91.4K
7.87K $651K
V
Visa Inc.

Financial Services
-204
- 1.92%
$325.75 - $352.42 $66.5K - $71.9K
10.4K $3.39M
MA
Mastercard Inc

Financial Services
-204
- 5.47%
$536.85 - $580.45 $110K - $118K
3.53K $1.89M
NTAP
Net App, Inc.

Technology
-1.21K
- 11.93%
$109.44 - $121.82 $133K - $148K
8.95K $979K
JPM
Jpmorgan Chase & CO

Financial Services
-389
- 6.42%
$294.11 - $320.41 $114K - $125K
5.67K $1.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-971
- 10.26%
$185.12 - $192.11 $180K - $187K
8.5K $1.59M
RELX
Relx PLC

Communication Services
-1.08K
- 4.47%
$41.33 - $47.07 $44.5K - $50.6K
23K $950K
HTRB
Hartford Fds Total Return Bd E

ETFs
-5.3K
- 5.92%
$34.29 - $34.81 $182K - $184K
84.3K $2.89M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.62K
- 8.69%
$56.33 - $59.22 $204K - $214K
38K $2.2M
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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