Marshall Financial Group LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Hunt Valley, MD
CIK
0001841496
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 175 310,178 HTRB, VCSH, SCHR, LGOV 13F-HR 1/10/2024 000184149624000001
Q3 2023 163 277,421 HTRB, VCSH, SCHR, LGOV 13F-HR 10/19/2023 000184149623000006
Q2 2023 174 293,268 HTRB, VCSH, SCHR, LGOV 13F-HR 7/17/2023 000184149623000004
Q1 2023 176 278,767 HTRB, VCSH, LGOV, SCHR 13F-HR 4/18/2023 000184149623000003
Q4 2022 168 257,507 HTRB, VCSH, LGOV, AAPL 13F-HR 2/1/2023 000184149623000002
Q3 2022 176 236,765 SRLN, FIRST TR EXCHNG TRADED FD VI, VCSH, HTRB 13F-HR 10/12/2022 000184149622000005
Q2 2022 179 250,262 SRLN, FIRST TR EXCHNG TRADED FD VI, VCSH, HTRB 13F-HR 7/25/2022 000184149622000004
Q1 2022 203 244,349 SRLN, VCSH, HTRB, AAPL 13F-HR 5/10/2022 000184149622000003
Q4 2021 208 271,421 HTRB, AAPL, VCSH, SCHR 13F-HR 1/27/2022 000184149622000001
Q3 2021 171 193,369 HTRB, IUSB, AAPL, VCSH 13F-HR 10/28/2021 000184149621000004
Q2 2021 170 185,119 HTRB, IUSB, AAPL, ANGL 13F-HR 7/14/2021 000184149621000003
Q1 2021 134 167,335 HTRB, IUSB, AAPL, ANGL 13F-HR 4/20/2021 000184149621000002
Q4 2020 122 153,314 HTRB, IUSB, AAPL, ANGL 13F-HR 1/29/2021 000184149621000001