Marshall Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$418M
Signature - Title
Peter Andrew Marshall - CCO
Location
Hunt Valley, MD
Summary
This page shows a list of all the recent 13F filings made by Marshall Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marshall Financial Group, LLC reported 218 stock holdings with total value $418M as of Q3 2024. Top holdings included OBND, HTRB, JAAA, JEPQ, and LGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 218 $418M +$65M -$13.7M +$51.3M OBND, HTRB, JAAA, JEPQ, LGOV 13F-HR 10/16/2024, 03:49 PM
Q2 2024 169 $358M +$65.2M -$53.4M +$11.8M JAAA, JEPQ, HTRB, OBND, SCHR 13F-HR 7/19/2024, 04:50 PM
Q1 2024 173 $348M +$53.8M -$32.4M +$21.4M HTRB, JAAA, JEPQ, SCHR, LGOV 13F-HR 4/19/2024, 04:17 PM
Q4 2023 175 $310M +$40.3M -$31.8M +$8.51M HTRB, VCSH, SCHR, LGOV, AAPL 13F-HR 1/10/2024, 03:49 PM
Q3 2023 163 $277M +$4.45M -$8M -$3.55M HTRB, VCSH, SCHR, LGOV, AAPL 13F-HR 10/19/2023, 05:00 PM
Q2 2023 174 $293M +$17.8M -$15.6M +$2.17M HTRB, VCSH, SCHR, LGOV, AAPL 13F-HR 7/17/2023, 04:59 PM
Q1 2023 176 $279M +$57.1M -$52.8M +$4.28M HTRB, VCSH, LGOV, SCHR, AAPL 13F-HR 4/18/2023, 01:59 PM
Q4 2022 168 $258M +$67M -$58M +$9.01M HTRB, VCSH, LGOV, AAPL, SRLN 13F-HR 2/1/2023, 03:10 PM
Q3 2022 176 $237M +$7.41M -$3.4M +$4.01M SRLN, BUFT, VCSH, HTRB, AAPL 13F-HR 10/12/2022, 02:17 PM
Q2 2022 179 $250M +$79M -$41.3M +$37.7M SRLN, BUFT, VCSH, HTRB, AAPL 13F-HR 7/25/2022, 02:39 PM
Q1 2022 203 $244M +$36.3M -$44.6M -$8.35M SRLN, VCSH, HTRB, AAPL, SSO 13F-HR 5/10/2022, 12:08 PM
Q4 2021 208 $271M +$95.2M -$30.7M +$64.5M HTRB, AAPL, VCSH, SCHR, ANGL 13F-HR 1/27/2022, 02:02 PM
Q3 2021 171 $193M +$16.9M -$5.94M +$11M HTRB, IUSB, AAPL, VCSH, ANGL 13F-HR 10/28/2021, 10:45 AM
Q2 2021 170 $185M +$32.8M -$23.6M +$9.23M HTRB, IUSB, AAPL, ANGL, VCSH 13F-HR 7/14/2021, 03:35 PM
Q1 2021 134 $167M +$13M -$2.13M +$10.9M HTRB, IUSB, AAPL, ANGL, VCSH 13F-HR 4/20/2021, 11:41 AM
Q4 2020 121 $153M $0 $0 HTRB, IUSB, AAPL, ANGL, VCSH 13F-HR 1/29/2021, 09:04 AM