MF

Marshall Financial Group, LLC

13F
Marshall Financial Group, LLC
Last update 2025-07-10 251 Stocks (42 new)
Value $510.00 Mil Turnover 17 %
Countries:
Marshall Financial Group, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QLD
ProShares Ultra QQQ 2x Shares
256,981
30,246.7
+40.12%
5.930
+1.70%
0.350
+56.50%
+12.28%
9,048.1
 
OBND
SPDR Loomis Sayles Opportunistic Bond ETF
SPDR Loomis Sayles Opportunistic Bond ETF
1,015,832
26,294.8
-0.15%
5.160
-0.01%
56.440
+3.73%
+4.07%
46.7
 
SSO
ProShares Ultra S&P500 2x Shares
252,979
24,921.0
+45.88%
4.890
+1.54%
0.390
+40.12%
+9.04%
6,570.1
 
JBBB
Janus Henderson B-BBB CLO ETF
421,268
20,343.0
+3.69%
3.990
+0.14%
1.510
+3.13%
+1.65%
1,329.1
 
MFSB
MFS ACTIVE EXCHANG
735,391
18,245.1
New Holding
3.580
+3.58%
29.070
+2.20%
+3.20%
71.9
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
314,165
16,974.3
+4.99%
3.330
+0.16%
0.070
+15.94%
+2.97%
25,337.9
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
582,454
14,427.4
-1.41%
2.830
-0.05%
0.130
+0.85%
+4.06%
10,853.1
 
LGOV
First Trust Long Duration Opportunities ETF
First Trust Long Duration Opportunities ETF
680,894
14,380.5
-1.38%
2.820
-0.04%
2.070
-0.05%
+3.23%
645.0
 
NVDA
NVIDIA Corp
79,447
12,571.7
+1.38%
2.470
+0.03%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AAPL
Apple Inc
58,879
12,361.5
+0.51%
2.420
+0.01%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware

Marshall Financial Group, LLC's Historical Top Holdings Breakdowns

Marshall Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HTRB
Hartford Total Return Bond ETF
2025-06-30
Reduce
Reduce
-3.78%
33.14 ($33.53) 34.12
$33.61
0.24%
Reduce -80.89%
120,639
-510,525
MFSB
MFS ACTIVE EXCHANG
2025-06-30
New Buy
New Buy
+3.58%
24.31 ($24.64) 25
$24.80
0.63%
New holding
735,391
735,391
QLD
ProShares Ultra QQQ 2x Shares
2025-06-30
Add
Add
+1.70%
69.34 ($97.03) 117.71
$121.37
25.09%
Add 40.12%
256,981
73,580
VOO
Vanguard S&P 500 ETF
2025-06-30
Reduce
Reduce
-1.59%
456.74 ($525.37) 568.03
$576.92
9.81%
Reduce -94.51%
822
-14,156
QQQ
INVESCO QQQ Trust
2025-06-30
Reduce
Reduce
-1.56%
416.06 ($496.89) 551.64
$561.26
12.95%
Reduce -53.82%
13,058
-15,220
SSO
ProShares Ultra S&P500 2x Shares
2025-06-30
Add
Add
+1.54%
64.8 ($84.44) 97.72
$100.46
18.97%
Add 45.88%
252,979
79,559
HALO
Halozyme Therapeutics Inc
2025-06-30
Sold Out
Sold Out
-0.47%
47.91 ($57.01) 70.14
$56.45
-0.98%
Sold Out
0
-33,545
UBER
Uber Technologies Inc
2025-06-30
New Buy
New Buy
+0.44%
64.62 ($82.17) 93.3
$90.59
10.25%
New holding
23,291
23,291
CSCO
Cisco Systems Inc
2025-06-30
New Buy
New Buy
+0.43%
53.19 ($61.46) 69.38
$68.05
10.72%
New holding
31,867
31,867
LOGI
Logitech International SA
2025-06-30
Sold Out
Sold Out
-0.39%
65.57 ($81.19) 90.16
$95.71
17.88%
Sold Out
0
-21,187

Marshall Financial Group, LLC Total Holding History ($B)

To

Marshall Financial Group, LLC's Asset Allocation

To

Marshall Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Marshall Financial Group, LLC's Hypothetical Growth since 2025-06-30

Marshall Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Marshall Financial Group, LLC's Holdings Heat Map

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Marshall Financial Group, LLC's Holdings Bubble Chart

Marshall Financial Group, LLC News

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