Marshall Financial Group, LLC
Q4 2024 13F Holdings
- Locationhunt valley, MD
- Num holdings
218
- Value ($000)
$412,857
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001841496
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
OBND SSGA ACTIVE TR | SPDR LOOMIS SAYL | 78470P804 | $26.71M | 7 % | 1,039,195 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $21.32M | 5 % | 639,588 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $16.76M | 4 % | 297,301 | ||
JBBB JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | $15.84M | 4 % | 322,142 | ||
AAPL APPLE INC | COM | 037833100 | $14.88M | 4 % | 59,421 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $14.20M | 3 % | 584,564 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $14.10M | 3 % | 676,567 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.85M | 3 % | 80,800 | ||
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $8.18M | 2 % | 120,836 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $8.15M | 2 % | 219,654 |
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