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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 5 of 13  ·  258 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IDCC INTERDIGITAL INC Technology 4,424.0 $1.5M 0.30% NEW $345.22 -24.5%
82 BUFT FIRST TR EXCHNG TRADED FD VI 60,721.0 $1.5M 0.29% NEW $24.16 +6.7%
83 ADSK AUTODESK INC Technology 4,513.0 $1.4M 0.28% NEW $317.67 -24.2%
84 MOAT VANECK ETF TRUST 14,237.0 $1.4M 0.28% NEW $99.11 +1.1%
85 NTES NETEASE INC Technology 9,065.0 $1.4M 0.27% NEW $152.00 -25.3%
86 FNDF SCHWAB STRATEGIC TR 31,742.0 $1.4M 0.27% NEW $42.96 +22.9%
87 CTAS CINTAS CORP Industrials 6,635.0 $1.4M 0.27% NEW $205.27 -15.5%
88 ITW ILLINOIS TOOL WKS INC Industrials 5,197.0 $1.4M 0.26% NEW $260.78 -4.2%
89 JIRE J P MORGAN EXCHANGE TRADED F 18,188.0 $1.3M 0.26% NEW $73.54 +7.8%
90 A AGILENT TECHNOLOGIES INC Healthcare 10,339.0 $1.3M 0.26% NEW $128.35 -12.7%
91 WMS ADVANCED DRAIN SYS INC DEL Industrials 9,529.0 $1.3M 0.26% NEW $138.70 -2.5%
92 NXPI NXP SEMICONDUCTORS N V Technology 5,703.0 $1.3M 0.25% NEW $227.74 +27.5%
93 VEA VANGUARD TAX-MANAGED FDS 21,293.0 $1.3M 0.25% NEW $59.92 +15.7%
94 FFEB FIRST TR EXCHNG TRADED FD VI 22,975.0 $1.3M 0.25% NEW $55.14 +9.2%
95 CVX CHEVRON CORP NEW Energy 8,151.0 $1.3M 0.25% NEW $155.29 +25.4%
96 JMUB J P MORGAN EXCHANGE TRADED F 25,075.0 $1.3M 0.25% NEW $50.47 -1.0%
97 VB VANGUARD INDEX FDS 4,960.0 $1.3M 0.25% NEW $254.31 +10.6%
98 RACE FERRARI N V Consumer Cyclical 2,581.0 $1.3M 0.24% NEW $485.23 -33.4%
99 XP XP INC Financial Services 66,156.0 $1.2M 0.24% NEW $18.79 -9.0%
100 TOTL SSGA ACTIVE ETF TR 30,364.0 $1.2M 0.24% NEW $40.57 -3.5%
Page 5 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%