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Marshall Financial Group LLC
Marshall Financial Group LLC is an institution, managing $491.1M across 251 long positions as of Q3 2025 with 50% ETF concentration.
- Portfolio Value
- $491.1M
- Positions
- 251
- Top Holding
- OBND at 5.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Marshall Financial Group LLC's portfolio (33% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.3M | 5.36% | -$360.1K Sold | — 1.0M shares | |
ETF ETF | $20.5M | 4.17% | +$20.5M New | — 391.7K shares | |
ETF ETF | $16.5M | 3.35% | +$8.6M Bought | — 27.4K shares | |
ETF ETF | $16.2M | 3.29% | +$16.2M New | — 362.8K shares | |
ETF ETF | $15.0M | 3.06% | +$393.5K Bought | — 598.1K shares | |
ETF ETF | $15.0M | 3.05% | +$149.9K Bought | — 687.8K shares | |
Consumer Electronics Technology | $15.0M | 3.05% | -$36.9K Sold | 0.00% 58.7K shares | |
Semiconductors Technology | $14.9M | 3.04% | +$88.8K Bought | 0.00% 79.9K shares | |
ETF ETF | $11.6M | 2.37% | +$416.2K Bought | — 243.9K shares | |
ETF ETF | $11.0M | 2.24% | +$302.3K Bought | — 249.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Marshall Financial Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
|---|---|
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Analytics
Portfolio insights and performance metrics for Marshall Financial Group LLC
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