Marshall Financial Group LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $408 Million distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active Tr Spdr Loomis Say with a value of $26.7M, Hartford Fds Total Return Bd E with a value of $21.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $16.8M, Janus Detroit Str Tr Henderson with a value of $15.8M, and Apple Inc. with a value of $14.9M.
Examining the 13F form we can see an decrease of $4.09M in the current position value, from $412M to 408M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$408 Million
ETFs: $218 Million
Technology: $62.9 Million
Financial Services: $21.4 Million
Healthcare: $20.5 Million
Consumer Defensive: $18.2 Million
Industrials: $18.1 Million
Communication Services: $15.4 Million
Consumer Cyclical: $14.4 Million
Other: $18.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
