Marshall Financial Group, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$515.3B
Holdings
288
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (288 positions)
| Stock | Value |
|---|---|
GENMSPINNAKER ETF SERIES | $508.0M |
ATOATMOS ENERGY CORP | $486.0M |
KOCOCA COLA CO | $474.0M |
VOVANGUARD INDEX FDS | $469.0M |
TERTERADYNE INC | $468.0M |
SCHFSCHWAB STRATEGIC TR | $464.0M |
UPSUNITED PARCEL SERVICE INC | $458.0M |
GSGOLDMAN SACHS GROUP INC | $457.0M |
HYBLSSGA ACTIVE TR | $456.0M |
VTIVANGUARD INDEX FDS | $451.0M |
MPWRMONOLITHIC PWR SYS INC | $447.0M |
MOALTRIA GROUP INC | $437.0M |
CITCINTAS CORP | $409.0M |
ABTABBOTT LABS | $400.0M |
AG8AGILENT TECHNOLOGIES INC | $398.0M |
IMCBISHARES TR | $393.0M |
DOCTFIRST TR EXCHNG TRADED FD VI | $390.0M |
JBBBJANUS DETROIT STR TR | $388.0M |
CVXCHEVRON CORP NEW | $383.0M |
DONSPDR DOW JONES INDL AVERAGE | $382.0M |
SUBISHARES TR | $380.0M |
VFHVANGUARD WORLD FD | $376.0M |
IWMISHARES TR | $368.0M |
ADBEADOBE INC | $363.0M |
MFSMMFS ACTIVE EXCHANGE TRADED F | $355.0M |
EFIVSPDR SERIES TRUST | $354.0M |
MBNDSSGA ACTIVE TR | $349.0M |
SRLNSSGA ACTIVE ETF TR | $344.0M |
SUSBISHARES TR | $340.0M |
PEOEXELON CORP | $339.0M |
ZNOVINNOVATOR ETFS TRUST | $335.0M |
ODFLOLD DOMINION FREIGHT LINE IN | $330.0M |
XLKSELECT SECTOR SPDR TR | $328.0M |
IDXXIDEXX LABS INC | $326.0M |
AMLPALPS ETF TR | $323.0M |
IWFISHARES TR | $318.0M |
PEPPEPSICO INC | $316.0M |
SCHWSCHWAB CHARLES CORP | $308.0M |
PLTRPALANTIR TECHNOLOGIES INC | $307.0M |
FAUGFIRST TR EXCHNG TRADED FD VI | $305.0M |
MDLZMONDELEZ INTL INC | $301.0M |
TAT&T INC | $295.0M |
ITWILLINOIS TOOL WKS INC | $290.0M |
HYMBSPDR SERIES TRUST | $290.0M |
ZAPRINNOVATOR ETFS TRUST | $276.0M |
BNDXVANGUARD CHARLOTTE FDS | $269.0M |
WMSADVANCED DRAIN SYS INC DEL | $261.0M |
GLWCORNING INC | $258.0M |
GOCTFIRST TR EXCHNG TRADED FD VI | $258.0M |
SMMUPIMCO ETF TR | $257.0M |
GQ9SPDR GOLD TR | $256.0M |
SHMSPDR SERIES TRUST | $254.0M |
ANGLVANECK ETF TRUST | $250.0M |
SDYSPDR SERIES TRUST | $249.0M |
TECBISHARES TR | $248.0M |
ABBVABBVIE INC | $247.0M |
HDVISHARES TR | $244.0M |
VSTVISTRA CORP | $243.0M |
QDPLPACER FDS TR | $242.0M |
PMARINNOVATOR ETFS TRUST | $241.0M |
PAYXPAYCHEX INC | $237.0M |
SFEBFIRST TR EXCHNG TRADED FD VI | $234.0M |
KHCKRAFT HEINZ CO | $233.0M |
ALBALBEMARLE CORP | $232.0M |
MMM3M CO | $231.0M |
FPEIFIRST TR EXCH TRADED FD III | $228.0M |
UNPUNION PAC CORP | $226.0M |
FICOFAIR ISAAC CORP | $223.0M |
GEVGE VERNOVA INC | $220.0M |
ULTAULTA BEAUTY INC | $220.0M |
NEARISHARES U S ETF TR | $220.0M |
ZSEPINNOVATOR ETFS TRUST | $217.0M |
TLTISHARES TR | $216.0M |
BKBANK NEW YORK MELLON CORP | $216.0M |
PGXINVESCO EXCH TRADED FD TR II | $214.0M |
MUMICRON TECHNOLOGY INC | $214.0M |
VOOGVANGUARD ADMIRAL FDS INC | $212.0M |
COSTCOSTCO WHSL CORP NEW | $209.0M |
WSTWEST PHARMACEUTICAL SVSC INC | $209.0M |
KFEBINNOVATOR ETFS TRUST | $208.0M |
PNRPENTAIR PLC | $205.0M |
PNCPNC FINL SVCS GROUP INC | $204.0M |
AKREPROFESIONALLY MANAGED PORTFO | $204.0M |
XPXP INC | $192.0M |
CRFCORNERSTONE TOTAL RETURN FD | $144.0M |
ETJEATON VANCE RISK-MANAGED DIV | $106.0M |
CLMCORNERSTONE STRATEGIC INVEST | $83.0M |
FSCOFS CREDIT OPPORTUNITIES CORP | $64.0M |
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