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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 : 13     View All Holdings Currently Viewing:  Unchanged 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
   (LLY)1 Year Chart         LLY Eli Lilly & Co 18 - $787.02 $3,370,000 4,332 0.97% 845,000 0 0    Drug Manufacturers - ...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 75 - $223.31 $1,195,000 6,464 0.34% 439,000 0 0.002    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 77 - $236.00 $1,179,000 4,673 0.34% 125,000 0 0.001    Lodging
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 121 - $39.81 $647,000 16,572 0.19% 34,000 0 0.002    Closed - End Fund - Debt
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 135 - $71.33 $388,000 5,549 0.11% -14,000 0 0    Food - Major Diversified
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 147 - $209.44 $315,000 1,499 0.09% 14,000 0 0    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 156 - $399.28 $259,000 650 0.07% 14,000 0 0    Closed - End Fund - E...
   (FAUG)1 Year Chart         FAUG Ft Cboe Vest Us Equity Buff... 155 - $0.00 $259,000 6,030 0.07% 14,000 0 0    N/A
   (SQ)1 Year Chart         SQ Square Inc 157 - $71.52 $256,000 3,030 0.07% 22,000 0 0.001    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 159 - $58.80 $243,000 4,217 0.07% 24,000 0 0    Domestic Money Center...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 160 - $213.03 $240,000 1,154 0.07% 18,000 0 0    Closed - End Fund - E...
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 162 - $11.65 $235,000 19,740 0.07% 9,000 0 0.005    Closed - End Fund - Debt
   (CLM)1 Year Chart         CLM Cornerstone Strategic Value... 172 - $7.44 $75,000 10,000 0.02% 3,000 0 0.005    Closed - End Fund - E...
      13 Records Found
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