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| Name: |
Marshall Financial Group LLC |
| City: |
Hunt Valley |
| State: |
MD |
| Zip: |
21030 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
JEPI |
Jpmorgan Equity Premium Inc... |
25 |
New |
$0.00 |
$2,763,000 |
47,748 |
0.79% |
2,763,000 |
47,748 |
0.005 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
27 |
New |
$168.06 |
$2,697,000 |
15,925 |
0.78% |
2,697,000 |
15,925 |
0.005 |
Closed - End Fund - E... |
|
|
SDVY |
First Trust Smid Cap Rising... |
68 |
New |
$0.00 |
$1,277,000 |
36,660 |
0.37% |
1,277,000 |
36,660 |
0.041 |
N/A |
|
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CRM |
Salesforce.com Inc |
154 |
New |
$287.54 |
$259,000 |
861 |
0.07% |
259,000 |
861 |
0.068 |
Internet Software & S... |
|
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COST |
Costco Wholesale Corp |
169 |
New |
$787.04 |
$206,000 |
281 |
0.06% |
206,000 |
281 |
0 |
Discount, Variety Stores |
|
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SOFI |
SoFi Technologies, Inc |
171 |
New |
$7.27 |
$89,000 |
12,224 |
0.03% |
89,000 |
12,224 |
0.002 |
N/A |
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