MF
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Marshall Financial Group, LLC13F | |
Marshall Financial Group, LLC | |
Last update 2025-07-10 | 251 Stocks (42 new) |
Value $510.00 Mil | Turnover 17 % |
Marshall Financial Group, LLC Top Holdings of 2025-06-30
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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
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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)
Marshall Financial Group, LLC's Asset Allocation
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
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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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