Marshall Financial Group, LLC
Q1 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
232
- Value ($000)
$457,775
- Date Filed04/16/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
OBND SSGA ACTIVE TR | SPDR LOOMIS SAYL | 78470P804 | $26.36M | 6 % | 1,017,312 | ||
HTRB HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | $21.37M | 5 % | 631,164 | ||
JBBB JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | $19.77M | 4 % | 406,258 | ||
QLD PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | $16.30M | 4 % | 183,401 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $15.49M | 3 % | 299,242 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $14.84M | 3 % | 690,417 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $14.69M | 3 % | 590,805 | ||
SSO PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $14.36M | 3 % | 173,420 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $13.26M | 3 % | 28,278 | ||
AAPL APPLE INC | COM | 037833100 | $13.01M | 3 % | 58,579 |
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