Fund Holdings — Marshall Financial Group, LLC

Total Portfolio Value
$509.96M
Total Bought
$108.40M
Total Sold
$69.69M
Net Transaction
+$38.70M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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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)78,36279,447+1,0858,49312,5722.47%+4,079
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)22,02620,415-1,6113,6885,5971.10%+1,910
NOVARTIS AG(NVS)015,634+15,63401,9090.37%+1,909
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
299,242314,165+14,92315,49516,9743.33%+1,480
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)3,2366,185+2,9498802,2170.43%+1,338
CADENCE DESIGN SYSTEM INC(CDNS)4,8017,961+3,1601,2212,5500.50%+1,329
MICROSOFT CORP(MSFT)11,78011,386-3944,4225,6671.11%+1,245
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 CORP(TRI)04,592+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)7,43722,859+15,4223751,2220.24%+847
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)2,5487,956+5,4083931,1590.23%+766
WESTERN UN CO(WU)082,560+82,56007030.14%+703
DIGITAL RLTY TR INC(DLR)17,39118,527+1,1362,4923,1800.62%+688
CONSTELLATION ENERGY CORP(CEG)5,1035,110+71,0291,6260.32%+597
JANUS DETROIT STR TR
B-BBB CLO ETF
406,258421,268+15,01019,77320,3433.99%+570
META PLATFORMS INC(META)5,2424,968-2743,0213,5690.70%+548
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)3,2942,728-5663,0723,5180.69%+446
WALMART INC(WMT)43,76942,827-9423,8424,2550.83%+412
ADVANCED MICRO DEVICES INC(AMD)9,56310,195+6329831,3740.27%+392
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)21,27220,405-8673,3233,6230.71%+300
LOCKHEED MARTIN CORP(LMT)6,5866,895+3092,9423,2340.63%+292
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)11,18210,715-4672,1282,3950.47%+267
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)28,56934,627+6,0582,5642,8010.55%+237
AMPHENOL CORP NEW20,12115,732-4,3891,3201,5500.30%+231
OLD DOMINION FREIGHT LINE IN(ODFL)10,16911,588+1,4191,6821,9040.37%+222
FORTINET INC(FTNT)02,068+2,06802210.04%+221
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
37,54644,426+6,8808911,1040.22%+214
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
5,5505,55001,0551,2540.25%+199
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
19,66319,997+3341,8001,9980.39%+198
ADOBE INC(ADBE)4,5665,132+5661,7511,9340.38%+183
MARRIOTT INTL INC NEW(MAR)4,7044,675-291,1201,3010.26%+181
AUTODESK INC4,6214,395-2261,2101,3860.27%+176
ALPHABET INC(GOOG)6,6476,721+741,0281,1880.23%+160
QUALCOMM INC(QCOM)14,12314,706+5832,1692,3250.46%+155
TERADYNE INC(TER)10,41311,196+7838601,0140.20%+154
SOFI TECHNOLOGIES INC(SOFI)20,77620,524-2522423950.08%+153
AGILENT TECHNOLOGIES INC(A)8,9999,937+9381,0531,1850.23%+132
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)2,3462,477+1316087280.14%+120
INFOSYS LTD(INFY)61,33165,489+4,1581,1191,2320.24%+113
ZOETIS INC(ZTS)9,94411,124+1,1801,6371,7470.34%+110
ISHARES TR1,7081,711+39601,0670.21%+107
VANGUARD INDEX FDS3,4383,449+118849880.19%+104
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