Top 50 Marshall Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BILS | SPDR SERIES TRUST | 5.74% | 360.8K | $35.9M | new | $99.33(-0.14%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.4% | 299.7K | $27.5M | new | $91.51(-0.09%) | 2026-03-31 | |
| OBND | SSGA ACTIVE TR | 4.23% | 1.03M | $26.4M | -2.36%(-24.89K) | $25.99(-0.64%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 4.16% | 544.3K | $26.0M | new | $46.76(+0.53%) | 2026-03-31 | |
| MFSB | MFS ACTIVE EXCHANGE TRADED F | 3.87% | 970.4K | $24.2M | +6.24%(+57.04K) | $24.97(-0.15%) | 2026-03-31 | |
| JSI | JANUS DETROIT STR TR | 3.25% | 394.2K | $20.3M | -4.27%(-17.56K) | $52.43(-1.74%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.18% | 34.4K | $19.8M | +27.30%(+7.37K) | $522.46(+30.46%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 2.78% | 386.8K | $17.3M | +1.39%(+5.28K) | $43.62(+4.10%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 2.51% | 630.3K | $15.7M | -0.64%(-4.07K) | $25.42(-2.80%) | 2026-03-31 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 2.4% | 696.3K | $15.0M | -2.79%(-20.00K) | $21.93(-2.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.17% | +30.12% |
| Top 20 Holdings Unweighted | +13.00% | +44.27% |
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