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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 5 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FNDF SCHWAB STRATEGIC TR 29,705.0 $1.3M 0.26% -2K -6.4% $45.21 +16.8%
82 VEA VANGUARD TAX-MANAGED FDS 21,436.0 $1.3M 0.26% +143.0 +0.7% $62.47 +10.9%
83 MSI MOTOROLA SOLUTIONS INC Technology 3,483.0 $1.3M 0.26% NEW $383.32 +4.4%
84 GFI GOLD FIELDS LTD Basic Materials 30,330.0 $1.3M 0.26% -13K -29.8% $43.66 -7.0%
85 SPGI S&P GLOBAL INC Financial Services 2,497.0 $1.3M 0.25% $522.59 -20.2%
86 MOAT VANECK ETF TRUST 12,146.0 $1.3M 0.24% -2K -14.7% $103.56 -3.2%
87 OMF ONEMAIN HLDGS INC Financial Services 18,524.0 $1.3M 0.24% +125.0 +0.7% $67.55 -20.4%
88 VB VANGUARD INDEX FDS 4,841.0 $1.2M 0.24% -119.0 -2.4% $257.95 +9.1%
89 CROX CROCS INC Consumer Cyclical 14,463.0 $1.2M 0.24% NEW $85.52 +13.1%
90 RDVI FIRST TR EXCHANGE-TRADED FD 46,957.0 $1.2M 0.24% +7K +18.7% $26.24 +3.0%
91 PH PARKER-HANNIFIN CORP Industrials 1,400.0 $1.2M 0.24% -46.0 -3.2% $878.99 -2.5%
92 ETN EATON CORP PLC Industrials 3,753.0 $1.2M 0.23% -3K -40.7% $318.50 +19.0%
93 JIRE J P MORGAN EXCHANGE TRADED F 15,746.0 $1.2M 0.23% -2K -13.4% $74.88 +5.9%
94 AXP AMERICAN EXPRESS CO Financial Services 3,185.0 $1.2M 0.23% +2K +243.2% $369.89 -15.3%
95 FFEB FIRST TR EXCHNG TRADED FD VI 20,778.0 $1.2M 0.23% -2K -9.6% $56.62 +6.4%
96 IVV ISHARES TR 1,715.0 $1.2M 0.23% $684.85 +8.0%
97 GTLS CHART INDS INC Industrials 5,543.0 $1.1M 0.22% NEW $206.23 +0.5%
98 CFR CULLEN FROST BANKERS INC Financial Services 9,015.0 $1.1M 0.22% NEW $126.62 +8.1%
99 FRT FEDERAL RLTY INVT TR NEW Real Estate 11,312.0 $1.1M 0.22% NEW $100.80 +13.8%
100 ADSK AUTODESK INC Technology 3,852.0 $1.1M 0.22% -661.0 -14.7% $296.01 -18.6%
Page 5 of 15  ·  288 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%