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
HD
Home Depot, Inc.

Consumer Cyclical
-195
- 7.58%
$358.03 - $397.02 $69.8K - $77.4K
2.38K $850K
DURA
Vaneck Morningstar Durable Div

ETFs
-5.15K
- 15.98%
$31.35 - $33.78 $161K - $174K
27.1K $912K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.09K
- 14.69%
N/A
12.1K $1.04M
PM
Philip Morris International Inc.

Consumer Defensive
-729
- 10.76%
$144.33 - $160.86 $105K - $117K
6.04K $923K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-426
- 1.55%
$589.5 - $635.77 $251K - $271K
27K $16.3M
ADSK
Autodesk, Inc.

Technology
-661
- 14.65%
N/A
3.85K $946K
NVDA
Nvidia Corp

Technology
-857
- 1.07%
$179.83 - $207.04 $154K - $177K
79.1K $14.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-2.44K
- 13.43%
$72.75 - $76.17 $178K - $186K
15.7K $1.18M
KR
Kroger CO

Consumer Defensive
-1.83K
- 3.87%
$63.15 - $69.15 $115K - $126K
45.4K $3.03M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.35K
- 12.57%
$99.77 - $105.23 $135K - $142K
9.42K $947K
CBSH
Commerce Bancshares Inc

Financial Services
-277
- 1.41%
$52.19 - $59.46 $14.5K - $16.5K
19.4K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.27K
- 12.03%
$213.04 - $254.0 $269K - $321K
9.25K $2.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-366
- 2.2%
$600.51 - $631.95 $220K - $231K
16.3K $10M
FHI
Federated Hermes, Inc.

Financial Services
-1.37K
- 5.95%
$47.3 - $52.93 $64.8K - $72.5K
21.7K $1.06M
GGG
Graco Inc

Industrials
-762
- 5.36%
$80.15 - $84.86 $61.1K - $64.7K
13.5K $1.08M
JNJ
Johnson & Johnson

Healthcare
-1.51K
- 12.4%
$185.98 - $199.58 $281K - $301K
10.7K $2.13M
MCO
Moodys Corp

Financial Services
-291
- 8.03%
$468.56 - $495.08 $136K - $144K
3.33K $1.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.7K
- 13.24%
$63.25 - $66.24 $107K - $112K
11.1K $713K
VO
Vanguard Mid Cap ETF

ETFs
-351
- 17.82%
$286.27 - $296.23 $100K - $104K
1.62K $464K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-137
- 3.24%
$176.58 - $207.02 $24.2K - $28.4K
4.09K $740K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-91
- 4.3%
$388.45 - $478.99 $35.3K - $43.6K
2.02K $789K
BX
Blackstone Inc.

Financial Services
-5
- 0.15%
$138.42 - $168.45 $692 - $842
3.37K $466K
HON
Honeywell International Inc

Industrials
-230
- 5.68%
$194.07 - $220.67 $44.6K - $50.8K
3.82K $749K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-760
- 12.7%
$114.27 - $121.15 $86.8K - $92.1K
5.22K $610K
WELL
Welltower Inc.

Real Estate
-803
- 21.49%
$165.94 - $193.82 $133K - $156K
2.93K $568K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.08K
- 6.34%
$52.54 - $55.77 $109K - $116K
30.6K $1.68M
IXUS
Ishares Tr

ETFs
-1.24K
- 15.4%
$81.21 - $85.27 $100K - $105K
6.8K $572K
XOM
Exxon Mobil Corp

Energy
-957
- 15.9%
$110.64 - $119.78 $106K - $115K
5.06K $595K
MNST
Monster Beverage Corp

Consumer Defensive
-3.19K
- 8.37%
$66.31 - $71.91 $211K - $229K
34.9K $2.49M
QCOM
Qualcomm Inc

Technology
-481
- 3.14%
$153.59 - $187.68 $73.9K - $90.3K
14.8K $2.47M
GD
General Dynamics Corp

Industrials
-221
- 12.36%
$330.59 - $353.77 $73.1K - $78.2K
1.57K $539K
PSA
Public Storage

Real Estate
-76
- 2.42%
$272.78 - $311.8 $20.7K - $23.7K
3.07K $840K
SUB
Ishares Short Term National Mu

ETFs
-595
- 14.3%
$106.22 - $106.81 $63.2K - $63.6K
3.57K $379K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-679
- 12.49%
$80.91 - $83.82 $54.9K - $56.9K
4.76K $388K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.2K
- 8.05%
$52.21 - $52.72 $62.7K - $63.3K
13.7K $719K
DUK
Duke Energy Corp

Utilities
-554
- 8.42%
$121.57 - $129.03 $67.3K - $71.5K
6.03K $754K
ATO
Atmos Energy Corp

Utilities
-416
- 12.54%
$168.85 - $179.19 $70.2K - $74.5K
2.9K $508K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-929
- 5.78%
$56.0 - $57.6 $52K - $53.5K
15.1K $859K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-479
- 2.71%
$54.07 - $56.94 $25.9K - $27.3K
17.2K $942K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.39K
- 4.75%
$17.44 - $18.04 $41.8K - $43.2K
48.1K $842K
VB
Vanguard Small Cap ETF

ETFs
-119
- 2.4%
$248.1 - $260.08 $29.5K - $30.9K
4.84K $1.21M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-1.87K
- 7.67%
$25.44 - $25.56 $47.6K - $47.8K
22.5K $574K
JBBB
Janus Detroit Str Tr Henderson

ETFs
-967
- 10.61%
$47.78 - $48.21 $46.2K - $46.6K
8.15K $390K
KHC
Kraft Heinz CO

Consumer Defensive
-1.4K
- 12.72%
$23.72 - $26.28 $33.2K - $36.8K
9.61K $238K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.12K
- 8.29%
$47.55 - $48.22 $53.1K - $53.9K
12.4K $592K
GLW
Corning Inc

Technology
-559
- 15.92%
$82.06 - $90.29 $45.9K - $50.5K
2.95K $242K
INFY
Infosys LTD

Technology
-4.76K
- 6.97%
$16.07 - $17.53 $76.5K - $83.5K
63.5K $1.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.87K
- 5.11%
$23.04 - $23.36 $43K - $43.6K
34.7K $801K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-69
- 15.9%
$506.07 - $566.91 $34.9K - $39.1K
365 $193K
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
Track This Portfolio

Track Marshall Financial Group LLC Portfolio

Follow Marshall Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email