Marshall Financial Group, LLC

Institutional manager (13F) · CIK 1841496

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $431M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$36M	360,770
2	SPDR SERIES TRUST	$27M	299,703
3	SSGA ACTIVE TR	$26M	1,031,739
4	SPROTT ASSET MANAGEMENT LP	$26M	544,328
5	MFS ACTIVE EXCHANGE TRADED F	$24M	970,357
6	JANUS DETROIT STR TR	$20M	394,178
7	INVESCO QQQ TR	$20M	34,372
8	AMPLIFY ETF TR	$17M	386,764
9	SCHWAB STRATEGIC TR	$16M	630,313
10	FIRST TR EXCHANGE-TRADED FD	$15M	696,277
11	VANGUARD INDEX FDS	$14M	23,363
12	NVIDIA CORPORATION	$14M	79,090
13	SSGA ACTIVE TR	$12M	431,569
14	APPLE INC	$12M	46,986
15	ISHARES TR	$12M	255,218
16	FIRST TR EXCH TRADED FD III	$9M	312,185
17	TRIPLE FLAG PRECIOUS METAL	$8M	231,255
18	JANUS DETROIT STR TR	$6M	121,629
19	LAM RESEARCH CORP	$5M	25,388
20	ALPHABET INC	$5M	18,213
21	WALMART INC	$5M	41,216
22	LATTICE STRATEGIES TR	$5M	84,511
23	BROADCOM INC	$5M	15,945
24	T ROWE PRICE ETF INC	$5M	112,670
25	PROSHARES TR	$4M	79,847
26	LUMENTUM HLDGS INC	$4M	5,867
27	LOCKHEED MARTIN CORP	$4M	6,531
28	MERCK & CO INC	$4M	32,442
29	MICROSOFT CORP	$4M	10,460
30	HERSHEY CO	$4M	18,576
31	PGIM ETF TR	$4M	76,716
32	VERIZON COMMUNICATIONS INC	$4M	74,976
33	INNODATA INC	$4M	95,923
34	ABRDN PLATINUM ETF TRUST	$3M	19,025
35	DIGITAL RLTY TR INC	$3M	18,770
36	KROGER CO	$3M	46,452
37	CONSOLIDATED EDISON INC	$3M	29,650
38	SOUTHERN COPPER CORP	$3M	19,175
39	MCDONALDS CORP	$3M	10,426
40	PROSHARES TR	$3M	52,020
41	FIRST TR EXCHANGE TRADED FD	$3M	79,603
42	VISA INC	$3M	10,319
43	SOUTHERN CO	$3M	31,999
44	APPLIED MATLS INC	$3M	8,061
45	PROCTER & GAMBLE CO	$3M	18,887
46	CISCO SYS INC	$3M	33,857
47	NOVARTIS AG	$3M	16,986
48	MONSTER BEVERAGE CORP NEW	$3M	35,348
49	ABRDN PALLADIUM ETF TRUST	$3M	18,777
50	HARTFORD FDS EXCHANGE TRADED	$3M	74,901

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.