Marshall Financial Group, LLC
Q2 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
251
- Value ($000)
$509,962
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QLD PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | $30.25M | 6 % | 256,981 | ||
OBND SSGA ACTIVE TR | SPDR LOOMIS SAYL | 78470P804 | $26.29M | 5 % | 1,015,832 | ||
SSO PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $24.92M | 5 % | 252,979 | ||
JBBB JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 | $20.34M | 4 % | 421,268 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $18.25M | 4 % | 735,391 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $16.97M | 3 % | 314,165 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $14.43M | 3 % | 582,454 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $14.38M | 3 % | 680,894 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.57M | 3 % | 79,447 | ||
AAPL APPLE INC | COM | 037833100 | $12.36M | 2 % | 58,879 |
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