Marshall Financial Group LLC Portfolio Holdings
Marshall Financial Group LLC
- $460 Million
- Q4 2025
Marshall Financial Group LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $460 Million distributed in 288 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 $27.6M, Amplify ETF Tr Amplify Cwp Enh with a value of $17.2M, Invesco Qqq Trust, Series 1 with a value of $16.3M, Schwab Intermediate Term Us Tr with a value of $15.9M, and First Tr ETF Iv Long Duration with a value of $15.7M.
Examining the 13F form we can see an increase of $2.04M in the current position value, from $458M to 460M.
Below you can find more details about Marshall Financial Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 288
- Current Value $460 Million
- Prior Value $458 Million
- Filing
- Period Q4 2025
- Filing Date January 08, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 58 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks