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Portfolio (Quarterly) Guide ↗

Marshall Financial Group, LLC

· CIK 0001841496
13F Portfolio $515M AUM 288 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 58 New 52 Added 140 Reduced 28 Exited
Page 2 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SO SOUTHERN CO Utilities 31,160.0 $2.7M 0.53% -2K -6.2% $87.20 +6.1%
22 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 34,876.0 $2.7M 0.52% -3K -8.4% $76.67 +13.5%
23 QCOM QUALCOMM INC Technology 14,838.0 $2.5M 0.49% -481.0 -3.1% $171.05 +21.9%
24 RMD RESMED INC Healthcare 9,222.0 $2.2M 0.43% -545.0 -5.6% $240.88 -16.0%
25 JEPQ J P MORGAN EXCHANGE TRADED F 37,982.0 $2.2M 0.43% -4K -8.7% $58.12 +2.9%
26 JNJ JOHNSON & JOHNSON Healthcare 10,663.0 $2.2M 0.43% -2K -12.4% $206.95 +9.2%
27 AMZN AMAZON COM INC Consumer Cyclical 9,251.0 $2.1M 0.41% -1K -12.0% $230.82 +14.4%
28 MA MASTERCARD INCORPORATED Financial Services 3,528.0 $2.0M 0.39% -204.0 -5.5% $570.92 -13.7%
29 LLY ELI LILLY & CO Healthcare 1,847.0 $2.0M 0.39% -1K -39.6% $1074.41 -7.8%
30 GOOGL ALPHABET INC Communication Services 6,128.0 $1.9M 0.37% -623.0 -9.2% $312.98 +27.1%
31 AMD ADVANCED MICRO DEVICES INC Technology 8,870.0 $1.9M 0.37% -2K -20.2% $214.16 +103.1%
32 KLAC KLA CORP Technology 1,538.0 $1.9M 0.36% -524.0 -25.4% $1214.74 +47.7%
33 JPM JPMORGAN CHASE & CO. Financial Services 5,666.0 $1.8M 0.35% -389.0 -6.4% $322.24 -7.2%
34 DFAU DIMENSIONAL ETF TRUST 37,639.0 $1.8M 0.34% -585.0 -1.5% $46.80 +8.3%
35 MCO MOODYS CORP Financial Services 3,331.0 $1.7M 0.33% -291.0 -8.0% $510.79 -15.6%
36 VWO VANGUARD INTL EQUITY INDEX F 30,646.0 $1.6M 0.32% -2K -6.3% $53.76 +9.1%
37 RSP INVESCO EXCHANGE TRADED FD T 8,495.0 $1.6M 0.32% -971.0 -10.3% $191.57 +5.3%
38 BERKSHIRE HATHAWAY INC DEL 3,164.0 $1.6M 0.31% -98.0 -3.0% $502.65
39 ASML ASML HOLDING N V Technology 1,486.0 $1.6M 0.31% -505.0 -25.4% $1069.89 +40.8%
40 BUFT FIRST TR EXCHNG TRADED FD VI 58,943.0 $1.5M 0.28% -2K -2.9% $24.61 +4.7%
Page 2 of 7  ·  140 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 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%