Marshall Financial Group LLC Portfolio Holdings
Marshall Financial Group LLC
- $412 Million
- Q3 2024
Marshall Financial Group LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $412 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 $24.7M, Hartford Fds Total Return Bd E with a value of $21M, Janus Detroit Str Tr Janus Hen with a value of $16.6M, J P Morgan ETF Tr Nasdaq Equit with a value of $15.8M, and First Tr ETF Iv Long Duration with a value of $14.2M.
Examining the 13F form we can see an increase of $59M in the current position value, from $353M to 412M.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 218
- Current Value $412 Million
- Prior Value $353 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 50 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks