Marshall Financial Group LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhunt valley, MD
- CIK0001841496
- Alternate namesMarshall Financial Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
218 | $412.86M | OBND, HTRB, JEPQ, JBBB | 13F-HR | Jan 21, 2025 | 000166773125000068 | ||
218 | $418.49M | OBND, HTRB, JAAA, JEPQ | 13F-HR | Oct 16, 2024 | 000184149624000013 | ||
169 | $357.51M | JAAA, JEPQ, HTRB, OBND | 13F-HR | Jul 19, 2024 | 000184149624000006 | ||
173 | $347.74M | HTRB, JAAA, JEPQ, SCHR | 13F-HR | Apr 19, 2024 | 000184149624000005 | ||
175 | $310.18M | HTRB, VCSH, SCHR, LGOV | 13F-HR | Jan 10, 2024 | 000184149624000001 | ||
163 | $277.42M | HTRB, VCSH, SCHR, LGOV | 13F-HR | Oct 19, 2023 | 000184149623000006 | ||
174 | $293.27M | HTRB, VCSH, SCHR, LGOV | 13F-HR | Jul 17, 2023 | 000184149623000004 | ||
176 | $278.77M | HTRB, VCSH, LGOV, SCHR | 13F-HR | Apr 18, 2023 | 000184149623000003 | ||
168 | $257.51M | HTRB, VCSH, LGOV, AAPL | 13F-HR | Feb 1, 2023 | 000184149623000002 | ||
176 | $236.76M | SRLN, BUFT, VCSH, HTRB | 13F-HR | Oct 12, 2022 | 000184149622000005 | ||
179 | $250.26M | SRLN, BUFT, VCSH, HTRB | 13F-HR | Jul 25, 2022 | 000184149622000004 | ||
203 | $244.35M | SRLN, VCSH, HTRB, AAPL | 13F-HR | May 10, 2022 | 000184149622000003 | ||
208 | $271.42M | HTRB, AAPL, VCSH, SCHR | 13F-HR | Jan 27, 2022 | 000184149622000001 | ||
171 | $193.37M | HTRB, IUSB, AAPL, VCSH | 13F-HR | Oct 28, 2021 | 000184149621000004 | ||
170 | $185.12M | HTRB, IUSB, AAPL, ANGL | 13F-HR | Jul 14, 2021 | 000184149621000003 | ||
134 | $167.34M | HTRB, IUSB, AAPL, ANGL | 13F-HR | Apr 20, 2021 | 000184149621000002 | ||
122 | $153.31M | HTRB, IUSB, AAPL, ANGL | 13F-HR | Jan 29, 2021 | 000184149621000001 |