Marshall Financial Group, LLC - Portfolio overview

Marshall Financial Group, LLC has 335 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BILS - SPDR SERIES TRUST, 5.50%
2. BIL - SPDR SERIES TRUST, 4.21%
3. OBND - SSGA ACTIVE TR, 4.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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