Marshall Financial Group, LLC
Q3 2025 13F Holdings
- Locationhunt valley, MD
- Num holdings
258
- Value ($000)
$513,277
- Date Filed 10/08/2025
- Form type13F-HR
- CIK 0001841496
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
O SSGA ACTIVE TR | SPDR LOOMIS SAYL | 78470P804 | $26.34M | 5 % | 1,002,129 | ||
J JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $20.47M | 4 % | 391,682 | ||
MFS ACTIVE EXCHANGE TRADED F | CORE PLUS BD ETF | 55286W108 | $20.14M | 4 % | 798,508 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.47M | 3 % | 27,427 | ||
D AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | $16.17M | 3 % | 362,792 | ||
S SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $15.03M | 3 % | 598,114 | ||
L FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $14.96M | 3 % | 687,784 | ||
A APPLE INC | COM | 037833100 | $14.96M | 3 % | 58,734 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $14.91M | 3 % | 79,923 | ||
P GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | $11.62M | 2 % | 243,885 |
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