Marshall Financial Group, LLC Q3 2025 Filing

Filed October 8, 2025

Portfolio Value

$513.3M

Holdings

258

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (258 positions)

#	Stock	Shares	Value	% Portfolio
201	HYBLSSGA ACTIVE TR	12,277	$352K	0.07%
202	PEPPEPSICO INC	2,503	$352K	0.07%
203	PEOEXELON CORP	7,795	$351K	0.07%
204	MDLZMONDELEZ INTL INC	5,600	$350K	0.07%
205	TAT&T INC	11,890	$336K	0.07%
206	ZNOVINNOVATOR ETFS TRUST	12,582	$332K	0.06%
207	XLKSELECT SECTOR SPDR TR	1,142	$322K	0.06%
208	SUSBISHARES TR	12,717	$322K	0.06%
209	AMLPALPS ETF TR	6,743	$316K	0.06%
210	PLTRPALANTIR TECHNOLOGIES INC	1,700	$310K	0.06%
211	FAUGFIRST TR EXCHNG TRADED FD VI	5,964	$310K	0.06%
212	AXPAMERICAN EXPRESS CO	928	$308K	0.06%
213	SCHWSCHWAB CHARLES CORP	3,224	$308K	0.06%
214	ANGLVANECK ETF TRUST	9,758	$290K	0.06%
215	BNDXVANGUARD CHARLOTTE FDS	5,862	$290K	0.06%
216	IWFISHARES TR	615	$288K	0.06%
217	GLWCORNING INC	3,511	$288K	0.06%
218	KHCKRAFT HEINZ CO	11,015	$287K	0.06%
219	ABBVABBVIE INC	1,208	$280K	0.05%
220	TECBISHARES TR	4,618	$279K	0.05%
221	ZAPRINNOVATOR ETFS TRUST	10,710	$272K	0.05%
222	RVNUDBX ETF TR	10,817	$267K	0.05%
223	SDYSPDR SERIES TRUST	1,884	$264K	0.05%
224	SMMUPIMCO ETF TR	5,100	$258K	0.05%
225	VRSKVERISK ANALYTICS INC	1,005	$253K	0.05%
226	GOCTFIRST TR EXCHNG TRADED FD VI	6,587	$252K	0.05%
227	HDVISHARES TR	2,010	$246K	0.05%
228	NEARISHARES U S ETF TR	4,771	$245K	0.05%
229	SUSCISHARES TR	10,385	$245K	0.05%
230	ULTAULTA BEAUTY INC	434	$237K	0.05%
231	QDPLPACER FDS TR	5,654	$237K	0.05%
232	PYPLPAYPAL HLDGS INC	3,524	$236K	0.05%
233	PMARINNOVATOR ETFS TRUST	5,367	$236K	0.05%
234	GQ9SPDR GOLD TR	648	$230K	0.04%
235	WSTWEST PHARMACEUTICAL SVSC INC	870	$228K	0.04%
236	FPEIFIRST TR EXCH TRADED FD III	11,775	$228K	0.04%
237	SFEBFIRST TR EXCHNG TRADED FD VI	9,962	$227K	0.04%
238	MFSMMFS ACTIVE EXCHANGE TRADED F	8,985	$223K	0.04%
239	COSTCOSTCO WHSL CORP NEW	241	$223K	0.04%
240	PGXINVESCO EXCH TRADED FD TR II	19,040	$221K	0.04%
241	VCITVANGUARD SCOTTSDALE FDS	2,616	$220K	0.04%
242	MBNDSSGA ACTIVE TR	8,040	$220K	0.04%
243	GENMSPINNAKER ETF SERIES	21,340	$220K	0.04%
244	NVONOVO-NORDISK A S	3,907	$217K	0.04%
245	ZSEPINNOVATOR ETFS TRUST	8,119	$215K	0.04%
246	BABAALIBABA GROUP HLDG LTD	1,187	$212K	0.04%
247	WECWEC ENERGY GROUP INC	1,837	$211K	0.04%
248	GILDGILEAD SCIENCES INC	1,875	$208K	0.04%
249	XMLVINVESCO EXCH TRADED FD TR II	3,238	$206K	0.04%
250	KFEBINNOVATOR ETFS TRUST	7,636	$204K	0.04%
251	BKBANK NEW YORK MELLON CORP	1,875	$204K	0.04%
252	TLTISHARES TR	2,261	$202K	0.04%
253	WTWWILLIS TOWERS WATSON PLC LTD	583	$201K	0.04%
254	CRFCORNERSTONE TOTAL RETURN FD	18,065	$145K	0.03%
255	ETJEATON VANCE RISK-MANAGED DIV	12,025	$108K	0.02%
256	CLMCORNERSTONE STRATEGIC INVEST	10,000	$83K	0.02%
257	FSCOFS CREDIT OPPORTUNITIES CORP	10,953	$76K	0.01%
258	SLSSELLAS LIFE SCIENCES GROUP I	10,309	$17K	0.00%

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