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  Name: Marshall Financial Group LLC
  City: Hunt Valley
  State: MD
  Zip: 21030
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $347,737,000
  Total Value Change : $37,560,000
  Securities Held Change : -2
   
All Securities Held : 173
  New Positions : 6
  Closed Positions : 9
  Increased Positions : 110
  Unchanged Positions : 13
  Decreased Positions : 44

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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (PKW)1 Year Chart         PKW Invesco Buyback Achievers ETF 178 Closed $105.46 $0 0 0% -257,000 -2,593 0    N/A
   (SCZ)1 Year Chart         SCZ ISHARES MSCI EAFE SM 177 Closed $64.61 $0 0 0% -526,000 -8,492 0    Closed - End Fund - E...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 176 Closed $131.81 $0 0 0% -266,000 -2,131 0    Closed - End Fund - E...
   (T)1 Year Chart         T AT&T Corp 182 Closed $17.33 $0 0 0% -240,000 -14,319 0    Long Distance Carriers
   (SMLV)1 Year Chart         SMLV Spdr Russell 2000 Low Volat... 175 Closed $112.54 $0 0 0% -1,028,000 -9,140 0    N/A
   (BA)1 Year Chart         BA Boeing Co 181 Closed $176.99 $0 0 0% -229,000 -877 0    Aerospace/Defense - M...
   (VICI)1 Year Chart         VICI Vici Properties Inc. 174 Closed $30.51 $0 0 0% -216,000 -6,772 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 180 Closed $39.25 $0 0 0% -203,000 -4,628 0    CATV Systems
   (FMF)1 Year Chart         FMF First Trust Morningstar Man... 179 Closed $0.00 $0 0 0% -7,007,000 -151,954 0    N/A

      9 Records Found
  1    
Page 1 of 1
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