MF

Marshall Financial Group, LLC

13F
Marshall Financial Group, LLC
Last update 2025-04-16 232 Stocks (23 new)
Value $458.00 Mil Turnover 20 %
Countries:
Top Holdings: OBND(5.76%)HTRB(4.67%)JBBB(4.32%)QLD(3.56%)JEPQ(3.38%)
Summary Stock Picks Current Portfolio
Marshall Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OBND 		SPDR Loomis Sayles Opportunistic Bond ETF
1,017,312
26,357.0
-2.11%
5.760
-0.14%
56.520
-0.02%
+2.47%
46.2
 
HTRB 		Hartford Total Return Bond ETF
631,164
21,371.2
-1.32%
4.670
-0.07%
1.060
-1.18%
+1.78%
1,981.8
 
JBBB 		Janus Henderson B-BBB CLO ETF
406,258
19,772.6
+26.11%
4.320
+0.89%
1.130
+0.05%
+1.07%
1,306.7
 
QLD 		ProShares Ultra QQQ 2x Shares
183,401
16,300.7
New Holding
3.560
+3.56%
0.260
+7.21%
-0.17%
7,897.3
 
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF
299,242
15,494.8
+0.65%
3.380
+0.02%
0.080
-0.26%
-2.20%
24,286.2
 
LGOV 		First Trust Long Duration Opportunities ETF
690,417
14,844.0
+2.05%
3.240
+0.06%
2.160
-2.23%
+2.49%
687.8
 
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
590,805
14,687.4
+1.07%
3.210
+0.03%
0.140
+0.44%
+3.20%
10,791.2
 
SSO 		ProShares Ultra S&P500 2x Shares
173,420
14,355.7
+1,650.13%
3.140
+2.96%
0.290
+0.67%
-1.35%
5,697.8
 
QQQ 		INVESCO QQQ Trust
28,278
13,260.1
+155.03%
2.900
+1.76%
0.000
+6.24%
+3.30%
335,521.0
 
AAPL 		Apple Inc
58,579
13,012.1
-1.42%
2.840
-0.05%
0.000
-14.49%
-18.63%
3,036,005.4
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
QLD 		ProShares Ultra QQQ 2x Shares2025-03-31New Buy
+3.56%
●
88.88 ($105.81) 119.12
$108.03
2.10%
New holding
183,401
183,401
SSO 		ProShares Ultra S&P500 2x Shares2025-03-31Add
+2.96%
●
80.57 ($92.26) 100.21
$91.09
-1.27%
Add 1650.13%
173,420
163,511
QQQ 		INVESCO QQQ Trust2025-03-31Add
+1.76%
●
468.34 ($508.07) 539.52
$527.30
3.78%
Add 155.03%
28,278
17,190
PAVE 		Global X U.S. Infrastructure Development ETF2025-03-31New Buy
+1.71%
●
37.31 ($40.53) 43.82
$42.16
4.02%
New holding
206,966
206,966
VOO 		Vanguard S&P 500 ETF2025-03-31New Buy
+1.68%
●
507.05 ($540.58) 563.67
$548.00
1.37%
New holding
14,978
14,978
FNDF 		Schwab Fundamental International Equity ETF2025-03-31Reduce
-1.65%
●
32.9 ($35.31) 37.45
$39.22
11.07%
Reduce -84.31%
38,323
-205,892
EMXC 		iShares MSCI Emerging Markets ex China ETF2025-03-31Reduce
-1.62%
●
54.25 ($56.1) 57.64
$59.68
6.38%
Reduce -86.63%
18,596
-120,475
PULS 		PGIM Ultra Short Bond ETF2025-03-31New Buy
+1.48%
●
49.56 ($49.66) 49.78
$49.56
-0.20%
New holding
136,340
136,340
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Reduce
-1.28%
●
56.17 ($58.26) 59.71
$55.74
-4.33%
Reduce -80.04%
22,868
-91,707
JBBB 		Janus Henderson B-BBB CLO ETF2025-03-31Add
+0.89%
●
48.34 ($49.11) 49.66
$48.13
-2.00%
Add 26.11%
406,258
84,116

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

Top Ranked Articles

  • 1

Marshall Financial Group, LLC's Hypothetical Growth since 2025-03-31

Marshall Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Marshall Financial Group, LLC's Holdings Heat Map

Size field:

Marshall Financial Group, LLC's Holdings Bubble Chart

Marshall Financial Group, LLC News

  • 1

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