Notify me when Marshall Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 258 | $513,276,603 | +$68,710,597 | -$96,567,652 | -$27,857,055 | OBND, JSI, MFSB, QQQ, DIVO | 13F-HR | 08 Oct 2025, 13:59 |
| Q2 2025 | 251 | $509,962,362 | +$87,082,634 | -$69,184,388 | +$17,898,246 | QLD, OBND, SSO, JBBB, MFSB | 13F-HR | 10 Jul 2025, 10:55 |
| Q1 2025 | 232 | $457,774,910 | +$92,569,201 | -$40,224,405 | +$52,344,796 | OBND, HTRB, JBBB, QLD, JEPQ | 13F-HR | 16 Apr 2025, 13:11 |
| Q4 2024 | 218 | $412,856,692 | +$51,174,534 | -$41,321,399 | +$9,853,135 | OBND, HTRB, JEPQ, JBBB, AAPL | 13F-HR | 21 Jan 2025, 16:37 |
| Q3 2024 | 218 | $418,491,298 | +$64,964,721 | -$13,653,288 | +$51,311,433 | OBND, HTRB, JAAA, JEPQ, LGOV | 13F-HR | 16 Oct 2024, 15:49 |
| Q2 2024 | 169 | $357,510,117 | +$65,220,797 | -$53,441,057 | +$11,779,740 | JAAA, JEPQ, HTRB, OBND, SCHR | 13F-HR | 19 Jul 2024, 16:50 |
| Q1 2024 | 173 | $347,736,839 | +$53,777,391 | -$32,358,542 | +$21,418,849 | HTRB, JAAA, JEPQ, SCHR, LGOV | 13F-HR | 19 Apr 2024, 16:17 |
| Q4 2023 | 175 | $310,178,837 | +$40,333,152 | -$31,825,026 | +$8,508,126 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 10 Jan 2024, 15:49 |
| Q3 2023 | 163 | $277,421,107 | +$4,454,018 | -$4,901,626 | -$447,608 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 19 Oct 2023, 17:00 |
| Q2 2023 | 174 | $293,268,120 | +$17,808,031 | -$13,780,680 | +$4,027,351 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 17 Jul 2023, 16:59 |
| Q1 2023 | 175 | $268,648,616 | +$54,568,119 | -$37,861,875 | +$16,706,244 | HTRB, VCSH, SCHR, AAPL, FMF | 13F-HR | 18 Apr 2023, 13:59 |
| Q4 2022 | 168 | $257,507,142 | +$67,025,812 | -$31,456,444 | +$35,569,368 | HTRB, VCSH, LGOV, AAPL, SRLN | 13F-HR | 01 Feb 2023, 14:10 |
| Q3 2022 | 175 | $233,474,287 | +$7,409,182 | -$2,471,158 | +$4,938,024 | SRLN, BUFT, VCSH, HTRB, AAPL | 13F-HR | 12 Oct 2022, 14:17 |
| Q2 2022 | 179 | $249,491,771 | +$79,011,505 | -$16,109,518 | +$62,901,987 | SRLN, BUFT, VCSH, HTRB, AAPL | 13F-HR | 25 Jul 2022, 14:39 |
| Q1 2022 | 203 | $244,349,000 | +$36,283,914 | -$11,580,342 | +$24,703,572 | SRLN, VCSH, HTRB, AAPL, SSO | 13F-HR | 10 May 2022, 12:08 |
| Q4 2021 | 208 | $270,682,739 | +$94,886,160 | -$19,705,776 | +$75,180,384 | HTRB, AAPL, VCSH, SCHR, ANGL | 13F-HR | 27 Jan 2022, 13:02 |
| Q3 2021 | 170 | $193,000,000 | +$16,892,596 | -$5,062,897 | +$11,829,699 | HTRB, IUSB, AAPL, VCSH, ANGL | 13F-HR | 28 Oct 2021, 10:45 |
| Q2 2021 | 170 | $185,119,000 | +$32,729,074 | -$23,559,311 | +$9,169,763 | HTRB, IUSB, AAPL, ANGL, VCSH | 13F-HR | 14 Jul 2021, 15:35 |
| Q1 2021 | 134 | $167,335,000 | +$12,980,292 | -$2,130,094 | +$10,850,198 | HTRB, IUSB, AAPL, ANGL, VCSH | 13F-HR | 20 Apr 2021, 11:41 |
| Q4 2020 | 121 | $153,202,000 | $0 | HTRB, IUSB, AAPL, ANGL, VCSH | 13F-HR | 29 Jan 2021, 08:04 |