Fund HoldingsMarshall Financial Group, LLC

Total Portfolio Value
$509.96M
Total Bought
$108.33M
Total Sold
$69.70M
Net Transaction
+$38.63M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MFS ACTIVE EXCHANGE TRADED F
CORE PLUS BD ETF
0735,391+735,391018,2453.58%+18,245
PROSHARES TR
PSHS ULTRA QQQ
183,401256,981+73,58016,30130,2475.93%+13,946
PROSHARES TR
PSHS ULT S&P 500
173,420252,979+79,55914,35624,9214.89%+10,565
NVIDIA CORPORATION(NVDA)079,447+79,447012,5722.47%+12,572
GLOBAL X FDS
US INFR DEV ETF
206,966235,147+28,1817,80910,4382.05%+2,629
UBER TECHNOLOGIES INC(UBER)023,291+23,29102,2520.44%+2,252
CISCO SYS INC(CSCO)031,867+31,86702,1970.43%+2,197
ABBOTT LABS014,464+14,46401,9340.38%+1,934
BROADCOM INC(AVGO)020,415+20,41505,5971.10%+5,597
NOVARTIS AG(NVS)015,634+15,63401,9090.37%+1,909
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0314,165+314,165016,9743.33%+16,974
VISTRA CORP(VST)07,613+7,61301,4750.29%+1,475
PROSHARES TR
ULTRAPRO QQQ
7,47321,313+13,8404281,7670.35%+1,339
EATON CORP PLC(ETN)06,185+6,18502,2170.43%+2,217
CADENCE DESIGN SYSTEM INC(CDNS)07,961+7,96102,5500.50%+2,550
MICROSOFT CORP(MSFT)011,386+11,38605,6671.11%+5,667
PGIM ETF TR
PGIM ULTRA SH BD
136,340160,996+24,6566,7807,9851.57%+1,205
NETEASE INC(NTES)08,759+8,75901,1650.23%+1,165
PROSHARES TR
ULTRPRO S&P500
011,717+11,71701,0840.21%+1,084
PENTAIR PLC(PNR)010,069+10,06901,0570.21%+1,057
ONEMAIN HLDGS INC(OMF)017,688+17,68801,0500.21%+1,050
GOLD FIELDS LTD(GFI)041,966+41,96601,0420.20%+1,042
SEI INVTS CO(SEIC)011,163+11,16301,0340.20%+1,034
UNION PAC CORP(UNP)04,371+4,37101,0290.20%+1,029
NETAPP INC(NTAP)09,707+9,70701,0240.20%+1,024
GEN DIGITAL INC(GEN)033,657+33,65701,0130.20%+1,013
FEDERATED HERMES INC(FHI)022,200+22,20001,0120.20%+1,012
PARKER-HANNIFIN CORP(PH)01,389+1,38909810.19%+981
INTERDIGITAL INC(IDCC)04,261+4,26109630.19%+963
INSULET CORP(PODD)03,137+3,13709430.18%+943
FASTENAL CO(FAST)022,197+22,19709430.18%+943
CACTUS INC(WHD)021,407+21,40709400.18%+940
LINDE PLC(LIN)01,978+1,97809290.18%+929
THOMSON REUTERS CORP04,592+4,59209240.18%+924
HESS CORP06,444+6,44409240.18%+924
ISHARES TR
MSCI INTL QUALTY
238,461242,366+3,9059,46510,3782.04%+914
SIMON PPTY GROUP INC NEW(SPG)05,489+5,48909060.18%+906
LAM RESEARCH CORP(LRCX)32,25233,073+8212,3453,2460.64%+901
PUBLIC STORAGE OPER CO(PSA)03,012+3,01208790.17%+879
EQUITY LIFESTYLE PPTYS INC(ELS)013,908+13,90808630.17%+863
LENNOX INTL INC(LII)01,446+1,44608560.17%+856
RELX PLC(RELX)022,859+22,85901,2220.24%+1,222
MARSH & MCLENNAN COS INC(MRSH)03,944+3,94408410.16%+841
HAMILTON LANE INC(HLNE)05,743+5,74308390.16%+839
PALOMAR HLDGS INC(PLMR)05,478+5,47807960.16%+796
EAGLE MATLS INC(EXP)03,717+3,71707880.15%+788
TANGER INC(SKT)024,778+24,77807750.15%+775
PAYCHEX INC(PAYX)07,956+7,95601,1590.23%+1,159
WESTERN UN CO(WU)082,560+82,56007030.14%+703
DIGITAL RLTY TR INC(DLR)018,527+18,52703,1800.62%+3,180
CONSTELLATION ENERGY CORP(CEG)05,110+5,11001,6260.32%+1,626
JANUS DETROIT STR TR
B-BBB CLO ETF
406,258421,268+15,01019,77320,3433.99%+570
META PLATFORMS INC(META)04,968+4,96803,5690.70%+3,569
PINNACLE WEST CAP CORP(PNW)05,996+5,99605400.11%+540
T ROWE PRICE ETF INC
US EQUI RESH ETF
97,667100,051+2,3843,4343,9120.77%+478
NETFLIX INC(NFLX)02,728+2,72803,5180.69%+3,518
WALMART INC(WMT)042,827+42,82704,2550.83%+4,255
ADVANCED MICRO DEVICES INC(AMD)010,195+10,19501,3740.27%+1,374
MONOLITHIC PWR SYS INC(MPWR)1,8421,937+951,0681,4360.28%+367
KLA CORP(KLAC)2,2002,038-1621,4951,8600.36%+364
IDEXX LABS INC(IDXX)2,2862,414+1289601,3170.26%+357
PROCTER AND GAMBLE CO(PG)20,50723,976+3,4693,4953,8480.75%+353
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
13,47720,711+7,2346741,0260.20%+352
LATTICE STRATEGIES TR69,79871,933+2,1353,5413,8900.76%+349
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,3146,860+5461,2191,5590.31%+340
SOUTHERN COPPER CORP(SCCO)21,69122,596+9052,0272,3610.46%+334
ALPHABET INC(GOOG)020,405+20,40503,6230.71%+3,623
LOCKHEED MARTIN CORP(LMT)06,895+6,89503,2340.63%+3,234
JANUS DETROIT STR TR
HENDRSON AAA CL
89,57195,226+5,6554,5424,8170.94%+274
INNOVATOR ETFS TRUST
EQUI DEFI 1 APRI
010,710+10,71002680.05%+268
AMAZON COM INC(AMZN)010,715+10,71502,3950.47%+2,395
ISHARES TR0625+62502660.05%+266
PALANTIR TECHNOLOGIES INC(PLTR)01,790+1,79002490.05%+249
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
68,19570,174+1,9792,2852,5270.50%+242
ASML HOLDING N V
N Y REGISTRY SHS
1,9451,94501,2891,5270.30%+238
MERCK & CO INC(MRK)034,627+34,62702,8010.55%+2,801
AMPHENOL CORP NEW015,732+15,73201,5500.30%+1,550
OLD DOMINION FREIGHT LINE IN(ODFL)011,588+11,58801,9040.37%+1,904
FORTINET INC(FTNT)02,068+2,06802210.04%+221
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
044,426+44,42601,1040.22%+1,104
ULTA BEAUTY INC(ULTA)0444+44402110.04%+211
DEERE & CO(DE)0411+41102090.04%+209
JPMORGAN CHASE & CO.(JPM)6,6706,299-3711,6361,8390.36%+203
NXP SEMICONDUCTORS N V
COM
05,550+5,55001,2540.25%+1,254
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
19,66319,997+3341,8001,9980.39%+198
ADOBE INC(ADBE)05,132+5,13201,9340.38%+1,934
MARRIOTT INTL INC NEW(MAR)04,675+4,67501,3010.26%+1,301
AUTODESK INC04,395+4,39501,3860.27%+1,386
ALPHABET INC(GOOG)06,721+6,72101,1880.23%+1,188
QUALCOMM INC(QCOM)014,706+14,70602,3250.46%+2,325
TERADYNE INC(TER)011,196+11,19601,0140.20%+1,014
SOFI TECHNOLOGIES INC(SOFI)020,524+20,52403950.08%+395
AGILENT TECHNOLOGIES INC(A)09,937+9,93701,1850.23%+1,185
ADVANCED DRAIN SYS INC DEL(WMS)8,6989,261+5639451,0710.21%+126
PHILIP MORRIS INTL INC(PM)7,0006,812-1881,1111,2340.24%+123
TESLA INC(TSLA)02,477+2,47707280.14%+728
INFOSYS LTD(INFY)065,489+65,48901,2320.24%+1,232
ZOETIS INC(ZTS)9,94411,124+1,1801,6371,7470.34%+110
ISHARES TR01,711+1,71101,0670.21%+1,067
VANGUARD INDEX FDS03,449+3,44909880.19%+988
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