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Portfolio (Quarterly) Guide ↗

Marshall Financial Group, LLC

· CIK 0001841496
13F Portfolio $513M AUM Filed Oct 8, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 258 New
Page 4 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & CO. Financial Services 6,055.0 $1.9M 0.37% NEW $315.45 -5.0%
62 QQQM INVESCO EXCH TRADED FD TR II 7,406.0 $1.8M 0.36% NEW $247.13 +17.1%
63 GFI GOLD FIELDS LTD Basic Materials 43,225.0 $1.8M 0.35% NEW $41.96 -3.3%
64 MPWR MONOLITHIC PWR SYS INC Technology 1,964.0 $1.8M 0.35% NEW $920.66 +61.8%
65 AMD ADVANCED MICRO DEVICES INC Technology 11,116.0 $1.8M 0.35% NEW $161.79 +159.0%
66 RSP INVESCO EXCHANGE TRADED FD T 9,466.0 $1.8M 0.35% NEW $189.71 +6.5%
67 VWO VANGUARD INTL EQUITY INDEX F 32,722.0 $1.8M 0.34% NEW $54.18 +7.7%
68 DFAU DIMENSIONAL ETF TRUST 38,224.0 $1.7M 0.34% NEW $45.76 +10.5%
69 ODFL OLD DOMINION FREIGHT LINE IN Industrials 12,341.0 $1.7M 0.34% NEW $140.78 +45.2%
70 MCO MOODYS CORP Financial Services 3,622.0 $1.7M 0.34% NEW $476.42 -7.7%
71 ZTS ZOETIS INC Healthcare 11,713.0 $1.7M 0.33% NEW $146.32 -47.7%
72 CEG CONSTELLATION ENERGY CORP Utilities 5,114.0 $1.7M 0.33% NEW $329.08 -20.5%
73 GOOGL ALPHABET INC Communication Services 6,751.0 $1.6M 0.32% NEW $243.09 +65.2%
74 BERKSHIRE HATHAWAY INC DEL 3,262.0 $1.6M 0.32% NEW $502.74
75 QUAL ISHARES TR 8,413.0 $1.6M 0.32% NEW $194.51 +8.0%
76 MEDP MEDPACE HLDGS INC Healthcare 3,114.0 $1.6M 0.31% NEW $514.16 -17.9%
77 TER TERADYNE INC Technology 11,462.0 $1.6M 0.31% NEW $137.64 +134.1%
78 MKC MCCORMICK & CO INC Consumer Defensive 23,486.0 $1.6M 0.31% NEW $66.91 -30.1%
79 IDXX IDEXX LABS INC Healthcare 2,419.0 $1.5M 0.30% NEW $638.89 -15.3%
80 VST VISTRA CORP Utilities 7,837.0 $1.5M 0.30% NEW $195.92 -31.3%
Page 4 of 13  ·  258 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 17.1%
Industrials 9.2%
Healthcare 8.9%
Consumer Defensive 7.4%
Communication Services 7.2%
Utilities 4.9%
Consumer Cyclical 4.8%
Real Estate 3.5%
Basic Materials 2.6%