All Stocks Held By Marshall Financial Group LLC

As of 03/31/2024, we find all stocks held by Marshall Financial Group LLC to be as follows, presented in the table below with each row detailing each Marshall Financial Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Marshall Financial Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Marshall Financial Group LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
HARTFORD FDS EXCHANGE TRADED (HTRB)	870,375	+125,682	$29,366
HTRB	870,375	+125,682	$29,366
JANUS DETROIT STR TR	496,774	+364,261	$25,206
JAAA	496,774	+364,261	$25,206
J P MORGAN EXCHANGE TRADED F (JEPQ)	259,735	+141,638	$14,088
JEPQ	259,735	+141,638	$14,088
SCHWAB STRATEGIC TR	265,019	+36,391	$12,999
SCHR	265,019	+36,391	$12,999
FIRST TR EXCHANGE TRADED FD (LGOV)	592,698	+83,300	$12,672
LGOV	592,698	+83,300	$12,672
APPLE INC	51,741	+522	$8,873
AAPL	51,741	+522	$8,873
ISHARES TR (IQLT)	222,541	+7,362	$8,826
IQLT	222,541	+7,362	$8,826
SCHWAB STRATEGIC TR	240,877	+9,373	$8,578
FNDF	240,877	+9,373	$8,578
ISHARES INC (EMXC)	138,912	+8,761	$7,997
EMXC	138,912	+8,761	$7,997
NVIDIA CORPORATION	8,824	-169	$7,973
NVDA	8,824	-169	$7,973
VANGUARD WORLD FD (EDV)	88,097	+11,775	$6,748
EDV	88,097	+11,775	$6,748
INVESCO QQQ TR	13,007	-86	$5,775
QQQ	13,007	-86	$5,775
PROCTER AND GAMBLE CO	25,844	+1,074	$4,193
PG	25,844	+1,074	$4,193
ALPHABET INC	27,447	+768	$4,179
GOOG	27,447	+768	$4,179
MICROSOFT CORP	9,343	+213	$3,931
MSFT	9,343	+213	$3,931
ISHARES TR (DGRO)	61,737	+4,882	$3,584
DGRO	61,737	+4,882	$3,584
BROADCOM INC	2,695	+58	$3,572
AVGO	2,695	+58	$3,572
ELI LILLY & CO	4,332	UNCH	$3,370
LLY	4,332	UNCH	$3,370
LAM RESEARCH CORP	3,262	+6	$3,170
LRCX	3,262	+6	$3,170
VERIZON COMMUNICATIONS INC	74,609	+1,424	$3,131
VZ	74,609	+1,424	$3,131
WALMART INC	51,599	+35,172	$3,105
WMT	51,599	+35,172	$3,105
KROGER CO	48,942	+2,254	$2,796
KR	48,942	+2,254	$2,796
VISA INC	9,999	+257	$2,791
V	9,999	+257	$2,791
INVESCO EXCHANGE TRADED FD T (XSVM)	48,750	-12,223	$2,776
XSVM	48,750	-12,223	$2,776
J P MORGAN EXCHANGE TRADED F (JEPI)	47,748	+47,748	$2,763
JEPI	47,748	+47,748	$2,763
DIGITAL RLTY TR INC	18,939	+602	$2,728
DLR	18,939	+602	$2,728
INVESCO EXCHANGE TRADED FD T (RSP)	15,925	+15,925	$2,697
RSP	15,925	+15,925	$2,697
MCDONALDS CORP	9,373	+350	$2,643
MCD	9,373	+350	$2,643
SSGA ACTIVE ETF TR (TOTL)	63,665	+1,543	$2,550
TOTL	63,665	+1,543	$2,550
META PLATFORMS INC	5,161	+210	$2,506
META	5,161	+210	$2,506
APPLIED MATLS INC	11,889	+970	$2,452
AMAT	11,889	+970	$2,452
DUKE ENERGY CORP NEW	24,936	+1,038	$2,412
DUK	24,936	+1,038	$2,412
GARMIN LTD	16,007	+1,117	$2,383
GRMN	16,007	+1,117	$2,383
DIMENSIONAL ETF TRUST (DFAU)	64,702	-9,838	$2,364
DFAU	64,702	-9,838	$2,364
QUALCOMM INC	13,823	+342	$2,340
QCOM	13,823	+342	$2,340
SIMPSON MFG INC	11,379	+255	$2,335
SSD	11,379	+255	$2,335
SMUCKER J M CO	18,521	+892	$2,331
SJM	18,521	+892	$2,331
CONSOLIDATED EDISON INC	25,432	+1,077	$2,310
ED	25,432	+1,077	$2,310
SOUTHERN COPPER CORP	21,505	+755	$2,291
SCCO	21,505	+755	$2,291
ISHARES TR (IMCB)	30,990	+2,954	$2,257
IMCB	30,990	+2,954	$2,257
PUBLIC STORAGE	7,669	+403	$2,225
PSA	7,669	+403	$2,225
VANGUARD INDEX FDS (VB)	9,726	-853	$2,223
VB	9,726	-853	$2,223
RESMED INC	10,472	+441	$2,074
RMD	10,472	+441	$2,074
VERTEX PHARMACEUTICALS INC	4,835	+168	$2,021
VRTX	4,835	+168	$2,021
MONSTER BEVERAGE CORP NEW	33,504	+1,420	$1,986
MNST	33,504	+1,420	$1,986
FIRST TR EXCHNG TRADED FD VI (BUFT)	92,014	-5,270	$1,964
BUFT	92,014	-5,270	$1,964
SPDR S&P 500 ETF TR (SPY)	3,733	-414	$1,953
SPY	3,733	-414	$1,953
VANGUARD WORLD FD (MGC)	10,283	-16,217	$1,922
MGC	10,283	-16,217	$1,922
ABBVIE INC	10,465	+558	$1,906
ABBV	10,465	+558	$1,906
RESTAURANT BRANDS INTL INC	23,933	+1,081	$1,901
QSR	23,933	+1,081	$1,901
ADOBE INC	3,709	+96	$1,872
ADBE	3,709	+96	$1,872
MASTERCARD INCORPORATED	3,872	+144	$1,865
MA	3,872	+144	$1,865
FORTINET INC	26,561	+1,148	$1,814
FTNT	26,561	+1,148	$1,814
MCCORMICK & CO INC	23,537	-348	$1,808
MKC	23,537	-348	$1,808
NOVO NORDISK A S	13,953	+702	$1,792
NVO	13,953	+702	$1,792
TESLA INC	9,871	+573	$1,735
TSLA	9,871	+573	$1,735
KLA CORP	2,437	+107	$1,702
KLAC	2,437	+107	$1,702
COPART INC	28,847	+2,935	$1,671
CPRT	28,847	+2,935	$1,671
ASML HOLDING N V	1,721	+67	$1,670
ASML	1,721	+67	$1,670
ADVANCED MICRO DEVICES INC	9,055	-437	$1,634
AMD	9,055	-437	$1,634
BRISTOL MYERS SQUIBB CO	28,437	+2,124	$1,542
BMY	28,437	+2,124	$1,542
FIRST TR EXCHNG TRADED FD VI (FFEB)	32,767	-1,556	$1,484
FFEB	32,767	-1,556	$1,484
MOODYS CORP	3,691	+190	$1,451
MCO	3,691	+190	$1,451
CADENCE DESIGN SYSTEM INC	4,656	+264	$1,449
CDNS	4,656	+264	$1,449
DIMENSIONAL ETF TRUST (DFAI)	46,666	-11,319	$1,410
DFAI	46,666	-11,319	$1,410
CINTAS CORP	2,013	+112	$1,383
CTAS	2,013	+112	$1,383
RELX PLC	30,088	+2,059	$1,303
RELX	30,088	+2,059	$1,303
FIRST TR EXCHANGE TRADED FD (SDVY)	36,660	+36,660	$1,277
SDVY	36,660	+36,660	$1,277
MONOLITHIC PWR SYS INC	1,883	+77	$1,276
MPWR	1,883	+77	$1,276
AMAZON COM INC	6,973	-135	$1,258
AMZN	6,973	-135	$1,258
PULTE GROUP INC	10,182	+579	$1,228
PHM	10,182	+579	$1,228
ADVANCED DRAIN SYS INC DEL	7,129	+544	$1,228
WMS	7,129	+544	$1,228
NXP SEMICONDUCTORS N V	4,924	+666	$1,220
NXPI	4,924	+666	$1,220
AMETEK INC	6,660	+504	$1,218
AME	6,660	+504	$1,218
CONSTELLATION ENERGY CORP	6,464	UNCH	$1,195
CEG	6,464	UNCH	$1,195
PAYCHEX INC	9,699	+735	$1,191
PAYX	9,699	+735	$1,191
MARRIOTT INTL INC NEW	4,673	UNCH	$1,179
MAR	4,673	UNCH	$1,179
FERRARI N V	2,630	+173	$1,147
RACE	2,630	+173	$1,147
ILLINOIS TOOL WKS INC	4,222	+243	$1,133
ITW	4,222	+243	$1,133
FACTSET RESH SYS INC	2,462	+183	$1,119
FDS	2,462	+183	$1,119
S&P GLOBAL INC	2,611	-15	$1,111
SPGI	2,611	-15	$1,111
VERISK ANALYTICS INC	4,700	+354	$1,108
VRSK	4,700	+354	$1,108
AMPHENOL CORP NEW	9,565	+537	$1,103
APH	9,565	+537	$1,103
AUTODESK INC	4,214	+303	$1,097
ADSK	4,214	+303	$1,097
GRACO INC	11,722	+1,028	$1,096
GGG	11,722	+1,028	$1,096
NORDSON CORP	3,970	+339	$1,090
NDSN	3,970	+339	$1,090
NASDAQ INC	17,133	+1,395	$1,081
NDAQ	17,133	+1,395	$1,081
CANADIAN NATL RY CO	8,097	+611	$1,066
CNI	8,097	+611	$1,066
BERKSHIRE HATHAWAY INC DEL			$1,064
BRK.B	2,530	+7	$1,064
IDEX CORP	4,359	+369	$1,064
IEX	4,359	+369	$1,064
GENTEX CORP	29,314	+2,478	$1,059
GNTX	29,314	+2,478	$1,059
TERADYNE INC	9,108	+857	$1,028
TER	9,108	+857	$1,028
INFOSYS LTD	57,080	+4,602	$1,023
INFY	57,080	+4,602	$1,023
AMGEN INC	3,590	+306	$1,021
AMGN	3,590	+306	$1,021
FIRST TR EXCHNG TRADED FD VI (FJAN)	24,136	+317	$1,013
FJAN	24,136	+317	$1,013
HOME DEPOT INC	2,610	+38	$1,001
HD	2,610	+38	$1,001
REGENERON PHARMACEUTICALS	1,022	+90	$984
REGN	1,022	+90	$984
MICROCHIP TECHNOLOGY INC.	10,911	+1,230	$979
MCHP	10,911	+1,230	$979
AON PLC	2,920	+286	$974
AON	2,920	+286	$974
PAMPA ENERGIA S A	22,570	+1,704	$974
PAM	22,570	+1,704	$974
XP INC	36,648	+3,179	$940
XP	36,648	+3,179	$940
EXTRA SPACE STORAGE INC	6,361	+575	$935
EXR	6,361	+575	$935
IDEXX LABS INC	1,719	+154	$928
IDXX	1,719	+154	$928
EQUITY LIFESTYLE PPTYS INC	14,303	+1,340	$921
ELS	14,303	+1,340	$921
MARSH & MCLENNAN COS INC	4,428	+435	$912
MMC	4,428	+435	$912
KEYSIGHT TECHNOLOGIES INC	5,816	+549	$910
KEYS	5,816	+549	$910
JOHNSON & JOHNSON	5,734	-37	$907
JNJ	5,734	-37	$907
WESTERN UN CO	64,881	+6,735	$907
WU	64,881	+6,735	$907
GAMING & LEISURE PPTYS INC	19,318	+2,019	$890
GLPI	19,318	+2,019	$890
ROCKWELL AUTOMATION INC	3,003	+338	$875
ROK	3,003	+338	$875
HERSHEY CO	4,477	+346	$871
HSY	4,477	+346	$871
INVESCO EXCH TRADED FD TR II (RWK)	7,499	-7	$863
RWK	7,499	-7	$863
PROSHARES TR (SSO)	11,022	-431	$854
SSO	11,022	-431	$854
BANK AMERICA CORP	21,110	-1,200	$800
BAC	21,110	-1,200	$800
EATON CORP PLC	2,350	-317	$735
ETN	2,350	-317	$735
INVESCO EXCH TRADED FD TR II (QQQM)	3,988	+1,104	$729
QQQM	3,988	+1,104	$729
PAYCOM SOFTWARE INC	3,549	+514	$706
PAYC	3,549	+514	$706
ISHARES TR (TLT)	7,160	+213	$678
TLT	7,160	+213	$678
EXELON CORP	17,673	-573	$664
EXC	17,673	-573	$664
INVESCO EXCH TRADED FD TR II (RWL)	6,937	+14	$650
RWL	6,937	+14	$650
SCHWAB STRATEGIC TR	16,572	UNCH	$647
SCHF	16,572	UNCH	$647
VANGUARD ADMIRAL FDS INC (VOOV)	3,513	-20	$634
VOOV	3,513	-20	$634
VANGUARD INTL EQUITY INDEX F (VWO)	14,700	-2,686	$614
VWO	14,700	-2,686	$614
BROWN FORMAN CORP			$582
BF.B	11,273	-563	$582
INVESCO EXCH TRADED FD TR II (RWJ)	13,353	+15	$572
RWJ	13,353	+15	$572
COCA COLA CO	9,127	+591	$558
KO	9,127	+591	$558
SPDR SER TR (SPTS)	18,098	-858	$523
SPTS	18,098	-858	$523
ARISTA NETWORKS INC	1,791	+24	$519
ANET	1,791	+24	$519
ALPHABET INC	3,313	-53	$500
GOOGL	3,313	-53	$500
JPMORGAN CHASE & CO	2,349	-197	$470
JPM	2,349	-197	$470
FIRST TR EXCHANGE TRADED FD (RDVI)	18,196	+1,548	$445
RDVI	18,196	+1,548	$445
BLACKSTONE INC	3,353	-2	$440
BX	3,353	-2	$440
SSGA ACTIVE TR	14,575	-71	$414
HYBL	14,575	-71	$414
ISHARES TR (IVV)	784	-1,004	$412
IVV	784	-1,004	$412
MONDELEZ INTL INC	5,549	UNCH	$388
MDLZ	5,549	UNCH	$388
SSGA ACTIVE ETF TR (SRLN)	8,479	-489	$357
SRLN	8,479	-489	$357
DIMENSIONAL ETF TRUST (DFAE)	14,155	-9,670	$350
DFAE	14,155	-9,670	$350
VANGUARD WORLD FD (VFH)	3,418	+8	$350
VFH	3,418	+8	$350
ISHARES TR (SUSC)	15,188	+1,487	$349
SUSC	15,188	+1,487	$349
ISHARES TR (SUSB)	13,859	-22	$339
SUSB	13,859	-22	$339
FIRST TR EXCHNG TRADED FD VI (DOCT)	8,980	+6	$338
DOCT	8,980	+6	$338
EXXON MOBIL CORP	2,886	+39	$335
XOM	2,886	+39	$335
MERCK & CO INC	2,527	-225	$333
MRK	2,527	-225	$333
SPDR SER TR (EFIV)	6,557	+428	$332
EFIV	6,557	+428	$332
AUTOMATIC DATA PROCESSING IN	1,308	-276	$327
ADP	1,308	-276	$327
OLD DOMINION FREIGHT LINE IN	1,457	+638	$319
ODFL	1,457	+638	$319
ISHARES TR (IWM)	1,499	UNCH	$315
IWM	1,499	UNCH	$315
PFIZER INC	11,330	-473	$314
PFE	11,330	-473	$314
CSX CORP	8,358	-1,210	$310
CSX	8,358	-1,210	$310
LOCKHEED MARTIN CORP	664	-2	$302
LMT	664	-2	$302
VANGUARD INTL EQUITY INDEX F (VSS)	2,373	-858	$277
VSS	2,373	-858	$277
SCHWAB CHARLES CORP	3,772	+500	$273
SCHW	3,772	+500	$273
UNITED PARCEL SERVICE INC	1,764	-13	$262
UPS	1,764	-13	$262
SALESFORCE INC	861	+861	$259
CRM	861	+861	$259
SPDR DOW JONES INDL AVERAGE (DIA)	650	UNCH	$259
DIA	650	UNCH	$259
FIRST TR EXCHNG TRADED FD VI (FAUG)	6,030	UNCH	$259
FAUG	6,030	UNCH	$259
BLOCK INC	3,030	UNCH	$256
SQ	3,030	UNCH	$256
ISHARES TR (IYH)	4,046	+3,238	$250
IYH	4,046	+3,238	$250
BANK NEW YORK MELLON CORP	4,217	UNCH	$243
BK	4,217	UNCH	$243
SELECT SECTOR SPDR TR (XLK)	1,154	UNCH	$240
XLK	1,154	UNCH	$240
FAIR ISAAC CORP	190	-5	$237
FICO	190	-5	$237
INVESCO EXCH TRADED FD TR II (PGX)	19,740	UNCH	$235
PGX	19,740	UNCH	$235
FLEXSHARES TR (LKOR)	5,221	+472	$229
LKOR	5,221	+472	$229
FIRST TR EXCH TRADED FD III (FPEI)	12,477	-85	$227
FPEI	12,477	-85	$227
FIRST TR EXCHNG TRADED FD VI (GOCT)	6,746	+144	$226
GOCT	6,746	+144	$226
VANGUARD SCOTTSDALE FDS (VCSH)	2,913	-200,332	$225
VCSH	2,913	-200,332	$225
NUSHARES ETF TR (NUMG)	4,986	+37	$222
NUMG	4,986	+37	$222
ALIGN TECHNOLOGY INC	639	+639	$210
ALGN	639	+639	$210
COSTCO WHSL CORP NEW	281	+281	$206
COST	281	+281	$206
EATON VANCE RISK MANAGED DIV	14,910	-5,558	$124
ETJ	14,910	-5,558	$124
SOFI TECHNOLOGIES INC	12,224	+12,224	$89
SOFI	12,224	+12,224	$89
CORNERSTONE STRATEGIC VALUE	10,000	UNCH	$75
CLM	10,000	UNCH	$75
FS CREDIT OPPORTUNITIES CORP	10,953	-3,639	$65
FSCO	10,953	-3,639	$65
BOEING CO			$0 (exited)
BA	0	-877	$0
COMCAST CORP NEW			$0 (exited)
CMCSA	0	-4,628	$0
FIRST TR EXCHANGE TRADED FD			$0 (exited)
FMF	0	-151,954	$0
INVESCO EXCHANGE TRADED FD T			$0 (exited)
PKW	0	-2,593	$0
ISHARES TR			$0 (exited)
SCZ	0	-8,492	$0
SPDR SER TR			$0 (exited)
SDY	0	-2,131	$0
SPDR SER TR			$0 (exited)
SMLV	0	-9,140	$0
AT&T INC			$0 (exited)
T	0	-14,319	$0
VICI PPTYS INC	0	-6,772	$0 (exited)
VICI	0	-6,772	$0

See Summary: Marshall Financial Group LLC Top Holdings
See Details: Top 10 Stocks Held By Marshall Financial Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
JEPI	+47,748	+$2,763
RSP	+15,925	+$2,697
SDVY	+36,660	+$1,277
CRM	+861	+$259
ALGN	+639	+$210
COST	+281	+$206
SOFI	+12,224	+$89

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FMF	-151,954	-$7,007
SMLV	-9,140	-$1,028
SCZ	-8,492	-$526
SDY	-2,131	-$266
PKW	-2,593	-$257
T	-14,319	-$240
BA	-877	-$229
VICI	-6,772	-$216
CMCSA	-4,628	-$203

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
JAAA	+364,261	+$18,541
JEPQ	+141,638	+$8,191
HTRB	+125,682	+$4,024
LGOV	+83,300	+$1,399
SCHR	+36,391	+$1,632
WMT	+35,172	+$515
EDV	+11,775	+$564
FNDF	+9,373	+$769
EMXC	+8,761	+$785
IQLT	+7,362	+$744

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VCSH	-200,332	-$15,500
MGC	-16,217	-$2,564
XSVM	-12,223	-$527
DFAI	-11,319	-$251
DFAU	-9,838	-$114
DFAE	-9,670	-$224
ETJ	-5,558	-$36
BUFT	-5,270	-$62
FSCO	-3,639	-$18

Marshall Financial Group LLC Info

Size ($ in 1000's)
At 03/31/2024: $347,737
At 12/31/2023: $310,177

Marshall Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marshall Financial Group LLC 13F filings. Link to 13F filings: SEC filings

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