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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 288 | $515,312,045 | +$74,708,737 | -$69,638,935 | +$5,069,802 | OBND, MFSB, JSI, DIVO, QQQ | 13F-HR | 08 Jan 2026, 17:54 |
| Q3 2025 | 258 | $513,276,603 | +$68,710,571 | -$96,567,642 | -$27,857,071 | OBND, JSI, MFSB, QQQ, DIVO | 13F-HR | 08 Oct 2025, 13:59 |
| Q2 2025 | 251 | $509,962,362 | +$87,082,639 | -$69,184,382 | +$17,898,257 | QLD, OBND, SSO, JBBB, MFSB | 13F-HR | 10 Jul 2025, 10:55 |
| Q1 2025 | 232 | $457,774,910 | +$92,569,198 | -$40,224,409 | +$52,344,789 | OBND, HTRB, JBBB, QLD, JEPQ | 13F-HR | 16 Apr 2025, 13:11 |
| Q4 2024 | 218 | $412,856,692 | +$51,174,545 | -$41,321,405 | +$9,853,140 | OBND, HTRB, JEPQ, JBBB, AAPL | 13F-HR | 21 Jan 2025, 16:37 |
| Q3 2024 | 218 | $418,491,298 | +$64,964,719 | -$13,653,282 | +$51,311,437 | OBND, HTRB, JAAA, JEPQ, LGOV | 13F-HR | 16 Oct 2024, 15:49 |
| Q2 2024 | 169 | $357,510,117 | +$65,220,804 | -$53,441,052 | +$11,779,752 | JAAA, JEPQ, HTRB, OBND, SCHR | 13F-HR | 19 Jul 2024, 16:50 |
| Q1 2024 | 173 | $347,736,839 | +$53,777,381 | -$32,358,547 | +$21,418,834 | HTRB, JAAA, JEPQ, SCHR, LGOV | 13F-HR | 19 Apr 2024, 16:17 |
| Q4 2023 | 175 | $310,178,837 | +$40,333,153 | -$31,825,018 | +$8,508,135 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 10 Jan 2024, 15:49 |
| Q3 2023 | 163 | $277,421,107 | +$4,454,018 | -$7,999,216 | -$3,545,198 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 19 Oct 2023, 17:00 |
| Q2 2023 | 174 | $293,268,120 | +$17,808,030 | -$15,635,130 | +$2,172,900 | HTRB, VCSH, SCHR, LGOV, AAPL | 13F-HR | 17 Jul 2023, 16:59 |
| Q1 2023 | 176 | $278,767,378 | +$57,085,196 | -$52,810,175 | +$4,275,021 | HTRB, VCSH, LGOV, SCHR, AAPL | 13F-HR | 18 Apr 2023, 13:59 |
| Q4 2022 | 168 | $257,507,142 | +$67,025,812 | -$58,012,454 | +$9,013,358 | HTRB, VCSH, LGOV, AAPL, SRLN | 13F-HR | 01 Feb 2023, 15:10 |
| Q3 2022 | 176 | $236,765,000 | +$7,409,280 | -$3,396,479 | +$4,012,801 | SRLN, BUFT, VCSH, HTRB, AAPL | 13F-HR | 12 Oct 2022, 14:17 |
| Q2 2022 | 179 | $250,262,000 | +$79,011,548 | -$41,262,506 | +$37,749,042 | SRLN, BUFT, VCSH, HTRB, AAPL | 13F-HR | 25 Jul 2022, 14:39 |
| Q1 2022 | 203 | $244,349,000 | +$36,283,907 | -$44,635,352 | -$8,351,445 | SRLN, VCSH, HTRB, AAPL, SSO | 13F-HR | 10 May 2022, 12:08 |
| Q4 2021 | 208 | $271,421,000 | +$95,174,617 | -$30,699,775 | +$64,474,842 | HTRB, AAPL, VCSH, SCHR, ANGL | 13F-HR | 27 Jan 2022, 14:02 |
| Q3 2021 | 171 | $193,000,000 | +$16,892,596 | -$5,935,897 | +$10,956,699 | HTRB, IUSB, AAPL, VCSH, ANGL | 13F-HR | 28 Oct 2021, 10:45 |
| Q2 2021 | 170 | $185,119,000 | +$32,791,611 | -$23,559,312 | +$9,232,299 | 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 | $0 | $0 | HTRB, IUSB, AAPL, ANGL, VCSH | 13F-HR | 29 Jan 2021, 09:04 |