Portfolio (Quarterly)
Guide ↗
Marshall Financial Group, LLC
· CIK 0001841496| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,524 | $236K | 0.05% | SOLD |
| 22 | VCIT | VANGUARD SCOTTSDALE FDS | — | 2,616 | $220K | 0.04% | SOLD |
| 23 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,187 | $212K | 0.04% | SOLD |
| 24 | WEC | WEC ENERGY GROUP INC | Utilities | 1,837 | $211K | 0.04% | SOLD |
| 25 | GILD | GILEAD SCIENCES INC | Healthcare | 1,875 | $208K | 0.04% | SOLD |
| 26 | XMLV | INVESCO EXCH TRADED FD TR II | — | 3,238 | $206K | 0.04% | SOLD |
| 27 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 583 | $201K | 0.04% | SOLD |
| 28 | SLS | SELLAS LIFE SCIENCES GROUP I | Healthcare | 10,309 | $17K | 0.00% | SOLD |
Sector Allocation
Technology
31.3%
Financial Services
19.1%
Industrials
10.8%
Healthcare
8.1%
Consumer Defensive
7.2%
Communication Services
6.8%
Consumer Cyclical
5.3%
Utilities
4.3%
Real Estate
3.3%
Basic Materials
2.5%