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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.24K
- 12.72%
$29.21 - $29.73 $36.2K - $36.9K
8.52K $248K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1
- 0.02%
$55.57 - $63.17 $55.6 - $63.2
5.6K $311K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.78K
- 2.93%
$24.05 - $24.34 $42.8K - $43.3K
58.9K $1.43M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.04K
- 6.42%
$42.35 - $45.18 $86.3K - $92K
29.7K $1.33M
T
At&T Inc.

Communication Services
-5
- 0.04%
$24.44 - $27.55 $122 - $138
11.9K $302K
SPG
Simon Property Group Inc

Real Estate
-25
- 0.43%
$173.35 - $185.76 $4.33K - $4.64K
5.75K $1.05M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-598
- 4.57%
$47.83 - $48.72 $28.6K - $29.1K
12.5K $597K
WST
West Pharmaceutical Services Inc

Healthcare
-108
- 12.41%
$261.17 - $307.25 $28.2K - $33.2K
762 $199K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98
- 3.0%
$475.68 - $513.11 $46.6K - $50.3K
3.16K $1.61M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-533
- 11.54%
$60.19 - $64.12 $32.1K - $34.2K
4.09K $249K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-589
- 4.18%
$46.2 - $46.85 $27.2K - $27.6K
13.5K $624K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-264
- 4.17%
$100.33 - $100.69 $26.5K - $26.6K
6.06K $609K
ABBV
Abb Vie Inc.

Healthcare
-124
- 10.26%
$211.96 - $244.38 $26.3K - $30.3K
1.08K $253K
PEP
Pepsico Inc

Consumer Defensive
-299
- 11.95%
$138.84 - $153.71 $41.5K - $46K
2.2K $325K
NEAR
Blackrock Short Maturity Bond

ETFs
-456
- 9.56%
$51.08 - $51.37 $23.3K - $23.4K
4.32K $220K
SCHW
Schwab Charles Corp

Financial Services
-134
- 4.16%
$91.91 - $97.71 $12.3K - $13.1K
3.09K $284K
GS
Goldman Sachs Group Inc

Financial Services
-16
- 2.99%
$744.6 - $838.97 $11.9K - $13.4K
520 $403K
DFAI
Dimensional ETF Tr

ETFs
-1.08K
- 4.11%
$35.82 - $37.52 $38.8K - $40.6K
25.3K $936K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-412
- 7.14%
$62.42 - $66.06 $25.7K - $27.2K
5.36K $347K
DFAU
Dimensional ETF Tr

ETFs
-585
- 1.53%
$44.77 - $47.01 $26.2K - $27.5K
37.6K $1.73M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-29
- 0.41%
$120.2 - $126.58 $3.49K - $3.67K
6.99K $858K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-245
- 3.25%
$108.48 - $113.54 $26.6K - $27.8K
7.29K $816K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-34
- 0.28%
$46.23 - $49.22 $1.57K - $1.67K
12.1K $566K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-90
- 4.78%
$136.06 - $140.64 $12.2K - $12.7K
1.79K $247K
BNDX
Vanguard Total International B

ETFs
-286
- 4.88%
$49.3 - $49.91 $14.1K - $14.3K
5.58K $275K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-194
- 3.25%
$51.23 - $52.62 $9.94K - $10.2K
5.77K $299K
SRLN
Ssga Active Trust

ETFs
-189
- 2.22%
$41.05 - $41.54 $7.76K - $7.85K
8.34K $344K
DGRO
Ishares Core Dividend Growth E

ETFs
-161
- 2.04%
$66.93 - $69.17 $10.8K - $11.1K
7.71K $527K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.17%
$653.02 - $687.39 $3.92K - $4.12K
3.5K $2.33M
MGC
Vanguard Mega Cap ETF

ETFs
-43
- 2.05%
$239.57 - $253.74 $10.3K - $10.9K
2.05K $507K
ELS
Equity Lifestyle Properties Inc

Real Estate
-363
- 2.42%
$59.85 - $63.37 $21.7K - $23K
14.6K $907K
SOFI
So Fi Technologies, Inc.

Financial Services
-1.13K
- 5.29%
$25.24 - $32.21 $28.5K - $36.4K
20.2K $563K
Lam Research Corp
-7.59K
- 22.64%
N/A
25.9K $0
FSCO
Fs Cr Opportunities Corp Com
-736
- 6.72%
N/A
10.2K $0
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-11
- 0.09%
$19.25 - $19.51 $212 - $215
11.8K $227K
FJAN
First Exc Trd Viii Cboe Vest U
-478
- 2.26%
N/A
20.7K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.2K
- 9.56%
N/A
20.8K $0
BK
Bank Of New York Mellon Corp

Financial Services
-8
- 0.43%
$104.54 - $112.64 $836 - $901
1.87K $206K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-27
- 0.77%
$195.54 - $204.93 $5.28K - $5.53K
3.48K $704K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-605
- 5.15%
$67.07 - $73.01 $40.6K - $44.2K
11.1K $798K
KO
Coca Cola CO

Consumer Defensive
-56
- 0.82%
$66.1 - $71.61 $3.7K - $4.01K
6.78K $479K
UPS
United Parcel Service Inc

Industrials
-57
- 1.22%
$82.87 - $97.4 $4.72K - $5.55K
4.62K $434K
NEE
Nextera Energy Inc

Utilities
-754
- 7.11%
$78.18 - $86.03 $58.9K - $64.9K
9.86K $845K
GOOGL
Alphabet Inc.

Communication Services
-623
- 9.23%
$236.57 - $291.31 $147K - $181K
6.13K $1.69M
PH
Parker Hannifin Corp

Industrials
-46
- 3.18%
$716.66 - $857.93 $33K - $39.5K
1.4K $1.16M
MRK
Merck & Co., Inc.

Healthcare
-1.79K
- 4.99%
$82.49 - $92.93 $147K - $166K
34K $3.16M
GOOG
Alphabet Inc.

Communication Services
-2.22K
- 10.84%
$237.49 - $291.74 $527K - $647K
18.3K $5.21M
AMD
Advanced Micro Devices Inc

Technology
-2.25K
- 20.21%
$164.01 - $264.33 $368K - $594K
8.87K $2.13M
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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