Marshall Financial Group, LLC Diversified Active

Location: Hunt Valley, MD

CIK: 0001841496 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 18, 2023

Total Value: $279M (100.0% shares, 0.0% debt)

Holdings (176)

HTRB HARTFORD FDS EXCHANGE TRADED 8.5%
Value $23.7M Shares 696,954 Est. Cost $36.27 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 5.4%
Value $14.99M Shares 196,617 Est. Cost $79.44 Unrealized
LGOV FIRST TR EXCHANGE-TRADED FD 3.6%
Value $10.12M Shares 443,562 Est. Cost $22.12 Unrealized
SCHR SCHWAB STRATEGIC TR 3.6%
Value $9.935M Shares 197,008 Est. Cost $49.65 Unrealized
AAPL APPLE INC 3.1%
Value $8.72M Shares 52,879 Est. Cost $121.18 Unrealized +20.1%
FMF FIRST TR EXCHANGE-TRADED FD 2.6%
Value $7.317M Shares 155,656 Est. Cost $50.37 Unrealized
IQLT ISHARES TR 2.6%
Value $7.116M Shares 201,580 Est. Cost $33.93 Unrealized
FNDF SCHWAB STRATEGIC TR 2.5%
Value $6.978M Shares 223,149 Est. Cost $30.12 Unrealized
EDV VANGUARD WORLD FD 2.3%
Value $6.308M Shares 69,673 Est. Cost $84.61 Unrealized
EMXC ISHARES INC 1.8%
Value $5.039M Shares 102,156 Est. Cost $48.72 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value $4.379M Shares 13,645 Est. Cost $281.13 Unrealized
JAAA JANUS DETROIT STR TR 1.4%
Value $4.037M Shares 81,549 Est. Cost $49.51 Unrealized
MGC VANGUARD WORLD FD 1.3%
Value $3.746M Shares 26,168 Est. Cost $134.54 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value $3.573M Shares 24,027 Est. Cost $131.89 Unrealized +1.0%
FPEI FIRST TR EXCH TRADED FD III 1.3%
Value $3.557M Shares 212,382 Est. Cost $16.96 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 1.2%
Value $3.374M Shares 74,110 Est. Cost $50.84 Unrealized
SCHD SCHWAB STRATEGIC TR 1.2%
Value $3.313M Shares 45,280 Est. Cost $69.44 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value $3.309M Shares 11,913 Est. Cost $19.04 Unrealized +13.6%
BUFT FIRST TR EXCHNG TRADED FD VI 1.1%
Value $3.089M Shares 162,471 Est. Cost $18.53 Unrealized
GOOG ALPHABET INC 1.1%
Value $3.045M Shares 29,279 Est. Cost $108.10 Unrealized -11.3%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value $3.035M Shares 78,046 Est. Cost $38.37 Unrealized -14.8%
DFAU DIMENSIONAL ETF TRUST 1.0%
Value $2.806M Shares 97,546 Est. Cost $28.74 Unrealized
MSFT MICROSOFT CORP 1.0%
Value $2.732M Shares 9,477 Est. Cost $226.99 Unrealized +9.9%
VB VANGUARD INDEX FDS 0.9%
Value $2.611M Shares 13,772 Est. Cost $186.95 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value $2.548M Shares 16,438 Est. Cost $140.04 Unrealized +5.6%
DFAI DIMENSIONAL ETF TRUST 0.9%
Value $2.453M Shares 91,019 Est. Cost $27.88 Unrealized
SRLN SSGA ACTIVE ETF TR 0.9%
Value $2.447M Shares 59,020 Est. Cost $43.99 Unrealized
MCD MCDONALDS CORP 0.9%
Value $2.429M Shares 8,687 Est. Cost $223.78 Unrealized +11.9%
WMT WALMART INC 0.9%
Value $2.406M Shares 16,317 Est. Cost $44.79 Unrealized +2.2%
SJM SMUCKER J M CO 0.8%
Value $2.238M Shares 14,222 Est. Cost $119.46 Unrealized +14.7%
V VISA INC 0.8%
Value $2.215M Shares 9,824 Est. Cost $200.84 Unrealized +8.5%
ED CONSOLIDATED EDISON INC 0.8%
Value $2.215M Shares 23,148 Est. Cost $72.24 Unrealized +17.4%
DUK DUKE ENERGY CORP NEW 0.7%
Value $2.049M Shares 21,244 Est. Cost $88.12 Unrealized +0.1%
KO COCA COLA CO 0.7%
Value $2.047M Shares 32,999 Est. Cost $47.37 Unrealized +17.0%
KR KROGER CO 0.7%
Value $2.044M Shares 41,411 Est. Cost $40.63 Unrealized +5.6%
MKC MCCORMICK & CO INC 0.7%
Value $1.958M Shares 23,530 Est. Cost $84.81 Unrealized -16.1%
LAM RESEARCH CORP 0.7%
Value $1.95M Shares 3,679 Est. Cost $468.07 Unrealized
IMCB ISHARES TR 0.7%
Value $1.936M Shares 31,930 Est. Cost $85.30 Unrealized
LLY LILLY ELI & CO 0.7%
Value $1.91M Shares 5,562 Est. Cost $156.68 Unrealized +110.5%
PSA PUBLIC STORAGE 0.7%
Value $1.879M Shares 6,220 Est. Cost $273.58 Unrealized -4.7%
DLR DIGITAL RLTY TR INC 0.7%
Value $1.849M Shares 18,811 Est. Cost $119.55 Unrealized -20.3%
MRK MERCK & CO INC 0.6%
Value $1.725M Shares 16,211 Est. Cost $79.24 Unrealized +24.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value $1.704M Shares 4,422 Est. Cost $456.80 Unrealized -22.2%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value $1.693M Shares 7,607 Est. Cost $160.14 Unrealized +32.1%
CSX CSX CORP 0.6%
Value $1.674M Shares 55,911 Est. Cost $29.90 Unrealized -1.4%
QCOM QUALCOMM INC 0.6%
Value $1.651M Shares 12,944 Est. Cost $125.16 Unrealized -7.0%
HYBL SSGA ACTIVE TR 0.6%
Value $1.646M Shares 59,314 Est. Cost $27.26 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.6%
Value $1.641M Shares 4,814 Est. Cost $130.73 Unrealized +26.0%
TSLA TESLA INC 0.6%
Value $1.592M Shares 7,673 Est. Cost $200.17 Unrealized -12.9%
FFEB FIRST TR EXCHNG TRADED FD VI 0.5%
Value $1.498M Shares 40,072 Est. Cost $38.46 Unrealized
AVGO BROADCOM INC 0.5%
Value $1.474M Shares 2,298 Est. Cost $47.90 Unrealized +20.2%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value $1.434M Shares 4,551 Est. Cost $304.69 Unrealized -1.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value $1.418M Shares 3,463 Est. Cost $399.81 Unrealized
MA MASTERCARD INCORPORATED 0.5%
Value $1.341M Shares 3,690 Est. Cost $326.17 Unrealized +9.6%
DFAE DIMENSIONAL ETF TRUST 0.5%
Value $1.33M Shares 57,789 Est. Cost $26.24 Unrealized
ONEV SPDR SER TR 0.4%
Value $1.24M Shares 11,743 Est. Cost $109.22 Unrealized
UPS UNITED PARCEL SERVICE INC 0.4%
Value $1.198M Shares 6,176 Est. Cost $158.15 Unrealized +0.0%
NVO NOVO-NORDISK A S 0.4%
Value $1.107M Shares 6,956 Est. Cost $70.51 Unrealized
FJAN FIRST TR EXCHNG TRADED FD VI 0.4%
Value $1.106M Shares 31,700 Est. Cost $33.90 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value $1.1M Shares 27,224 Est. Cost $42.87 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $1.098M Shares 11,200 Est. Cost $115.46 Unrealized -29.5%
ASML ASML HOLDING N V 0.4%
Value $1.097M Shares 1,612 Est. Cost $521.98 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.4%
Value $1.054M Shares 15,697 Est. Cost $65.17 Unrealized 0.0%
META META PLATFORMS INC 0.4%
Value $1.021M Shares 4,818 Est. Cost $230.06 Unrealized -26.5%
TXN TEXAS INSTRS INC 0.4%
Value $1.02M Shares 5,484 Est. Cost $138.92 Unrealized +16.1%
PAYX PAYCHEX INC 0.4%
Value $1.009M Shares 8,803 Est. Cost $80.09 Unrealized +30.2%
GRMN GARMIN LTD 0.4%
Value $993K Shares 9,839 Est. Cost $92.05 Unrealized 0.0%
KLAC KLA CORP 0.4%
Value $983K Shares 2,464 Est. Cost $358.98 Unrealized +6.8%
GSK GSK PLC 0.4%
Value $983K Shares 27,630 Est. Cost $35.58 Unrealized
HSY HERSHEY CO 0.3%
Value $970K Shares 3,813 Est. Cost $157.43 Unrealized +37.9%
UNP UNION PAC CORP 0.3%
Value $961K Shares 4,775 Est. Cost $183.43 Unrealized +3.3%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value $959K Shares 4,565 Est. Cost $151.68 Unrealized +24.7%
SPGI S&P GLOBAL INC 0.3%
Value $959K Shares 2,781 Est. Cost $330.27 Unrealized +4.1%
CPRT COPART INC 0.3%
Value $959K Shares 12,747 Est. Cost $29.70 Unrealized +14.5%
FDS FACTSET RESH SYS INC 0.3%
Value $956K Shares 2,303 Est. Cost $316.04 Unrealized +28.0%
SMLV SPDR SER TR 0.3%
Value $950K Shares 9,033 Est. Cost $99.05 Unrealized
SSD SIMPSON MFG INC 0.3%
Value $925K Shares 8,433 Est. Cost $102.73 Unrealized 0.0%
IEX IDEX CORP 0.3%
Value $885K Shares 3,832 Est. Cost $207.26 Unrealized +5.5%
VRSK VERISK ANALYTICS INC 0.3%
Value $883K Shares 4,600 Est. Cost $186.35 Unrealized -4.6%
RELX RELX PLC 0.3%
Value $876K Shares 27,002 Est. Cost $27.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.3%
Value $876K Shares 7,424 Est. Cost $118.88 Unrealized -15.0%
AME AMETEK INC 0.3%
Value $875K Shares 6,022 Est. Cost $121.55 Unrealized +14.7%
CTAS CINTAS CORP 0.3%
Value $872K Shares 1,885 Est. Cost $103.68 Unrealized +3.7%
INFY INFOSYS LTD 0.3%
Value $868K Shares 49,742 Est. Cost $17.35 Unrealized
TER TERADYNE INC 0.3%
Value $852K Shares 7,929 Est. Cost $110.74 Unrealized -8.8%
CNI CANADIAN NATL RY CO 0.3%
Value $829K Shares 7,030 Est. Cost $104.66 Unrealized +6.5%
BF/B BROWN FORMAN CORP 0.3%
Value $828K Shares 12,881 Est. Cost $67.23 Unrealized -9.1%
AMZN AMAZON COM INC 0.3%
Value $815K Shares 7,886 Est. Cost $127.00 Unrealized -23.9%
PAYC PAYCOM SOFTWARE INC 0.3%
Value $814K Shares 2,676 Est. Cost $316.26 Unrealized -6.7%
EXR EXTRA SPACE STORAGE INC 0.3%
Value $808K Shares 4,960 Est. Cost $139.23 Unrealized -0.7%
GIS GENERAL MLS INC 0.3%
Value $794K Shares 9,295 Est. Cost $72.93 Unrealized -1.3%
GLPI GAMING & LEISURE PPTYS INC 0.3%
Value $794K Shares 15,244 Est. Cost $52.09 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $793K Shares 2,567 Est. Cost $240.36 Unrealized +28.2%
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value $785K Shares 11,690 Est. Cost $64.60 Unrealized
NDAQ NASDAQ INC 0.3%
Value $782K Shares 14,307 Est. Cost $54.39 Unrealized +1.9%
JKHY HENRY JACK & ASSOC INC 0.3%
Value $779K Shares 5,171 Est. Cost $150.52 Unrealized +6.7%
AMGN AMGEN INC 0.3%
Value $777K Shares 3,214 Est. Cost $242.73 Unrealized -7.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value $769K Shares 4,763 Est. Cost $179.18 Unrealized -5.3%
ITW ILLINOIS TOOL WKS INC 0.3%
Value $768K Shares 3,156 Est. Cost $186.06 Unrealized +17.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value $767K Shares 5,546 Est. Cost $143.24 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.3%
Value $758K Shares 4,567 Est. Cost $112.72 Unrealized +43.5%
EXC EXELON CORP 0.3%
Value $753K Shares 17,974 Est. Cost $28.69 Unrealized +30.4%
TOTL SSGA ACTIVE ETF TR 0.3%
Value $750K Shares 18,282 Est. Cost $40.73 Unrealized
RWK INVESCO EXCH TRADED FD TR II 0.3%
Value $736K Shares 8,127 Est. Cost $71.58 Unrealized
CROX CROCS INC 0.3%
Value $721K Shares 5,699 Est. Cost $88.44 Unrealized +36.6%
NSC NORFOLK SOUTHN CORP 0.3%
Value $717K Shares 3,384 Est. Cost $216.72 Unrealized 0.0%
HD HOME DEPOT INC 0.3%
Value $715K Shares 2,423 Est. Cost $244.52 Unrealized +16.4%
NDSN NORDSON CORP 0.2%
Value $696K Shares 3,130 Est. Cost $220.62 Unrealized 0.0%
SSO PROSHARES TR 0.2%
Value $689K Shares 13,716 Est. Cost $102.35 Unrealized
SKY SKYLINE CHAMPION CORPORATION 0.2%
Value $681K Shares 9,047 Est. Cost $64.49 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC 0.2%
Value $680K Shares 1,358 Est. Cost $440.18 Unrealized +2.1%
GNTX GENTEX CORP 0.2%
Value $666K Shares 23,764 Est. Cost $28.18 Unrealized 0.0%
RRC RANGE RES CORP 0.2%
Value $662K Shares 24,991 Est. Cost $25.18 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $661K Shares 804 Est. Cost $750.05 Unrealized 0.0%
XP XP INC 0.2%
Value $647K Shares 54,472 Est. Cost $14.25 Unrealized 0.0%
PAM PAMPA ENERGIA S A 0.2%
Value $646K Shares 19,581 Est. Cost $32.98 Unrealized
DIOD DIODES INC 0.2%
Value $644K Shares 6,940 Est. Cost $89.53 Unrealized 0.0%
CRUS CIRRUS LOGIC INC 0.2%
Value $636K Shares 5,814 Est. Cost $97.34 Unrealized 0.0%
APH AMPHENOL CORP NEW 0.2%
Value $625K Shares 7,647 Est. Cost $38.49 Unrealized 0.0%
BAC BANK AMERICA CORP 0.2%
Value $622K Shares 21,761 Est. Cost $29.51 Unrealized +3.6%
ADSK AUTODESK INC 0.2%
Value $615K Shares 2,955 Est. Cost $205.89 Unrealized 0.0%
IDXX IDEXX LABS INC 0.2%
Value $615K Shares 1,229 Est. Cost $478.56 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC 0.2%
Value $612K Shares 10,480 Est. Cost $52.79 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value $595K Shares 11,379 Est. Cost $41.47 Unrealized +8.2%
RACE FERRARI N V 0.2%
Value $590K Shares 2,176 Est. Cost $255.40 Unrealized 0.0%
RWL INVESCO EXCH TRADED FD TR II 0.2%
Value $549K Shares 7,214 Est. Cost $63.26 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.2%
Value $537K Shares 4,786 Est. Cost $82.70 Unrealized
SCZ ISHARES TR 0.2%
Value $530K Shares 8,898 Est. Cost $66.21 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.2%
Value $513K Shares 3,500 Est. Cost $125.04 Unrealized
ETN EATON CORP PLC 0.2%
Value $508K Shares 2,967 Est. Cost $123.62 Unrealized +29.6%
PFE PFIZER INC 0.2%
Value $508K Shares 12,449 Est. Cost $28.46 Unrealized +28.4%
CEG CONSTELLATION ENERGY CORP 0.2%
Value $490K Shares 6,237 Est. Cost $69.91 Unrealized +13.0%
MCO MOODYS CORP 0.2%
Value $447K Shares 1,461 Est. Cost $274.97 Unrealized +7.3%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $431K Shares 2,109 Est. Cost $186.71 Unrealized +1.5%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value $426K Shares 3,904 Est. Cost $127.57 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $387K Shares 5,549 Est. Cost $50.13 Unrealized +21.9%
DQ DAQO NEW ENERGY CORP 0.1%
Value $385K Shares 8,222 Est. Cost $38.61 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value $385K Shares 2,609 Est. Cost $139.26 Unrealized
SUSC ISHARES TR 0.1%
Value $383K Shares 16,638 Est. Cost $26.00 Unrealized
ARISTA NETWORKS INC 0.1%
Value $380K Shares 2,263 Est. Cost $183.66 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value $366K Shares 2,812 Est. Cost $111.37 Unrealized +15.1%
XOM EXXON MOBIL CORP 0.1%
Value $362K Shares 3,298 Est. Cost $70.23 Unrealized +42.6%
DG DOLLAR GEN CORP NEW 0.1%
Value $337K Shares 1,600 Est. Cost $185.50 Unrealized +14.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $318K Shares 9,144 Est. Cost $35.60 Unrealized
GOOGL ALPHABET INC 0.1%
Value $316K Shares 3,043 Est. Cost $108.55 Unrealized -12.3%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $309K Shares 202 Est. Cost $1127.54 Unrealized +33.2%
SPTS SPDR SER TR 0.1%
Value $306K Shares 10,475 Est. Cost $29.23 Unrealized
SDY SPDR SER TR 0.1%
Value $303K Shares 2,451 Est. Cost $119.37 Unrealized
BX BLACKSTONE INC 0.1%
Value $297K Shares 3,383 Est. Cost $89.24 Unrealized -9.1%
VFH VANGUARD WORLD FDS 0.1%
Value $288K Shares 3,699 Est. Cost $73.38 Unrealized
T AT&T INC 0.1%
Value $286K Shares 14,834 Est. Cost $15.28 Unrealized +7.1%
SUSB ISHARES TR 0.1%
Value $280K Shares 11,640 Est. Cost $24.46 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value $273K Shares 578 Est. Cost $317.73 Unrealized +36.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $273K Shares 474 Est. Cost $558.28 Unrealized +0.1%
IWM ISHARES TR 0.1%
Value $267K Shares 1,499 Est. Cost $178.40 Unrealized
VICI VICI PPTYS INC 0.1%
Value $266K Shares 8,169 Est. Cost $24.17 Unrealized +16.3%
EFIV SPDR SER TR 0.1%
Value $241K Shares 6,121 Est. Cost $39.43 Unrealized
ABBV ABBVIE INC 0.1%
Value $232K Shares 1,456 Est. Cost $134.31 Unrealized +2.8%
IYH ISHARES TR 0.1%
Value $232K Shares 849 Est. Cost $251.55 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.1%
Value $227K Shares 19,740 Est. Cost $15.00 Unrealized
FAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $225K Shares 6,170 Est. Cost $38.57 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value $216K Shares 650 Est. Cost $306.39 Unrealized
XYZ BLOCK INC 0.1%
Value $215K Shares 3,125 Est. Cost $74.85 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $213K Shares 2,190 Est. Cost $81.30 Unrealized +7.0%
NEE NEXTERA ENERGY INC 0.1%
Value $213K Shares 2,760 Est. Cost $65.80 Unrealized +7.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $211K Shares 630 Est. Cost $295.03 Unrealized 0.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $210K Shares 5,017 Est. Cost $40.51 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value $208K Shares 3,962 Est. Cost $66.39 Unrealized +5.8%
DIS DISNEY WALT CO 0.1%
Value $204K Shares 2,033 Est. Cost $98.50 Unrealized 0.0%
LKOR FLEXSHARES TR 0.1%
Value $201K Shares 4,521 Est. Cost $44.36 Unrealized
GFI GOLD FIELDS LTD 0.1%
Value $164K Shares 12,304 Est. Cost $9.65 Unrealized
EATON VANCE RISK-MANAGED DIV 0.1%
Value $163K Shares 20,468 Est. Cost $10.35 Unrealized
UA UNDER ARMOUR INC 0.0%
Value $118K Shares 13,855 Est. Cost $11.25 Unrealized -18.2%
CORNERSTONE STRATEGIC VALUE 0.0%
Value $77,900 Shares 10,000 Est. Cost $8.60 Unrealized
AULT ALLIANCE INC 0.0%
Value $6,270 Shares 60,000 Est. Cost $0.20 Unrealized
MULLEN AUTOMOTIVE INC 0.0%
Value $1,313 Shares 10,000 Est. Cost $0.13 Unrealized