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Home > Institutional Investor > Marshall Financial Group Llc > Profile

Instuitional Investor - Marshall Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Marshall Financial Group Llc
Portfolio Value $277,421,107
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Hartford Fds Exchange Traded
 744,693 $25,341,887 8.17%
2.
Vanguard Scottsdale Funds
 203,245 $15,725,085 5.06%
3.
Schwab Strategic Trust
 FNDF 228,628 $11,367,392 3.66%
4.
First Tr Exchange-Traded Fd
 509,398 $11,272,983 3.63%
5.
Apple Inc.
 AAPL 51,219 $9,861,147 3.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)