Marshall Financial Group LLC Sells in Q4 2024

Marshall Financial Group LLC

  • $408 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-108
- 1.33%
$100.22 - $100.73 $10.8K - $10.9K
8.01K $803K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-179
- 3.56%
$60.51 - $65.57 $10.8K - $11.7K
4.85K $295K
ATO
Atmos Energy Corp

Utilities
-84
- 2.55%
$136.41 - $151.43 $11.5K - $12.7K
3.22K $447K
ADSK
Autodesk, Inc.

Technology
-37
- 0.82%
N/A
4.45K $1.09M
SRLN
Ssga Active Trust

ETFs
-216
- 2.6%
$41.48 - $42.08 $8.96K - $9.09K
8.09K $337K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-58
- 0.82%
$114.67 - $126.49 $6.65K - $7.34K
7.02K $815K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-180
- 1.46%
$44.2 - $49.46 $7.96K - $8.9K
12.1K $555K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-67
- 0.36%
N/A
18.7K $1.61M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-3
- 0.03%
$18.62 - $19.05 $55.9 - $57.2
11.8K $220K
FJAN
First Exc Trd Viii Cboe Vest U
-1.76K
- 7.59%
N/A
21.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.55K
- 5.38%
N/A
27.3K $0
First Tr Exchng Traded Fd Vi
-58
- 0.58%
N/A
9.96K $0
MO
Altria Group, Inc.

Consumer Defensive
-105
- 1.34%
$49.06 - $57.74 $5.15K - $6.06K
7.73K $404K
FTNT
Fortinet, Inc.

Technology
-384
- 14.52%
$76.49 - $99.21 $29.4K - $38.1K
2.26K $213K
VV
Vanguard Large Cap ETF

ETFs
-50
- 1.4%
$260.27 - $280.65 $13K - $14K
3.52K $948K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-2
- 0.03%
$50.52 - $56.61 $101 - $113
6.28K $334K
VFH
Vanguard Financial ETF

ETFs
-50
- 1.74%
$108.87 - $126.2 $5.44K - $6.31K
2.82K $332K
AXP
American Express CO

Financial Services
-24
- 2.57%
$267.35 - $305.57 $6.42K - $7.33K
911 $270K
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 0.55%
$570.51 - $610.59 $6.28K - $6.72K
1.97K $1.16M
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 0.1%
$285.69 - $344.0 $286 - $344
1.01K $331K
FDS
Factset Research Systems Inc

Financial Services
-8
- 0.31%
$449.69 - $495.72 $3.6K - $3.97K
2.58K $1.24M
BAC
Bank Of America Corp

Financial Services
-674
- 3.16%
$39.22 - $47.77 $26.4K - $32.2K
20.7K $909K
APH
Amphenol Corp

Technology
-286
- 1.44%
$62.07 - $75.35 $17.8K - $21.6K
19.5K $1.36M
HON
Honeywell International Inc

Industrials
-24
- 0.56%
$202.84 - $236.0 $4.87K - $5.66K
4.23K $956K
WMT
Walmart Inc.

Consumer Defensive
-4.45K
- 8.61%
$79.1 - $95.7 $352K - $426K
47.2K $4.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-304
- 2.67%
$481.22 - $538.17 $146K - $164K
11.1K $5.67M
CPRT
Copart Inc

Consumer Cyclical
-68
- 0.24%
$51.36 - $63.8 $3.49K - $4.34K
28.7K $1.65M
SOFI
So Fi Technologies, Inc.

Financial Services
-483
- 2.35%
$7.63 - $16.88 $3.69K - $8.15K
20.1K $308K
DLR
Digital Realty Trust, Inc.

Real Estate
-718
- 3.83%
$156.46 - $195.69 $112K - $141K
18K $3.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-88
- 3.46%
$213.65 - $479.86 $18.8K - $42.2K
2.46K $992K
GRMN
Garmin LTD

Technology
-564
- 3.61%
$161.91 - $220.77 $91.3K - $125K
15K $3.1M
GOOG
Alphabet Inc.

Communication Services
-156
- 0.71%
$163.08 - $198.16 $25.4K - $30.9K
22K $4.18M
NVDA
Nvidia Corp

Technology
-1.32K
- 1.6%
$117.0 - $148.88 $154K - $196K
80.8K $10.9M
AVGO
Broadcom Inc.

Technology
-1.29K
- 5.43%
$159.67 - $250.0 $206K - $323K
22.5K $5.22M
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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