0001841496-22-000003.txt : 20220510
0001841496-22-000003.hdr.sgml : 20220510
20220510120841
ACCESSION NUMBER: 0001841496-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220510
DATE AS OF CHANGE: 20220510
EFFECTIVENESS DATE: 20220510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Marshall Financial Group LLC
CENTRAL INDEX KEY: 0001841496
IRS NUMBER: 043849187
STATE OF INCORPORATION: MD
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20487
FILM NUMBER: 22908471
BUSINESS ADDRESS:
STREET 1: 225 INTERNATIONAL CIRCLE
STREET 2: SUITE 102
CITY: HUNT VALLEY
STATE: MD
ZIP: 21030
BUSINESS PHONE: 4105631190
MAIL ADDRESS:
STREET 1: 225 INTERNATIONAL CIRCLE
STREET 2: SUITE 102
CITY: HUNT VALLEY
STATE: MD
ZIP: 21030
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001841496
XXXXXXXX
03-31-2022
03-31-2022
false
Marshall Financial Group LLC
225 International Circle
Suite 102
Hunt Valley
MD
21030
13F HOLDINGS REPORT
028-20487
N
Peter Andrew Marshall
CCO
410-563-1044
/s/ Peter Andrew Marshall
Hunt Valley
MD
05-10-2022
0
203
244349
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
316
2670
SH
SOLE
0
0
2670
ABRDN ETFS
BBRG ALL COMD K1
003261104
2266
78915
SH
SOLE
0
0
78915
ACI WORLDWIDE INC
COM
004498101
238
7545
SH
SOLE
0
0
7545
ADOBE SYSTEMS INCORPORATED
COM
00724F101
1399
3071
SH
SOLE
0
0
3071
ADVANCED MICRO DEVICES INC
COM
007903107
1985
18154
SH
SOLE
0
0
18154
AES CORP
COM
00130H105
310
12056
SH
SOLE
0
0
12056
AIR PRODS & CHEMS INC
COM
009158106
779
3117
SH
SOLE
0
0
3117
AKAMAI TECHNOLOGIES INC
COM
00971T101
202
1690
SH
SOLE
0
0
1690
ALIGN TECHNOLOGY INC
COM
016255101
685
1571
SH
SOLE
0
0
1571
ALLEGION PLC
ORD SHS
G0176J109
753
6856
SH
SOLE
0
0
6856
ALPHABET INC
CAP STK CL A
02079K305
362
130
SH
SOLE
0
0
130
ALPHABET INC
CAP STK CL C
02079K107
2117
758
SH
SOLE
0
0
758
ALTRIA GROUP INC
COM
02209S103
282
5395
SH
SOLE
0
0
5395
AMAZON COM INC
COM
023135106
1268
389
SH
SOLE
0
0
389
AMETEK INC
COM
031100100
274
2059
SH
SOLE
0
0
2059
ANALOG DEVICES INC
COM
032654105
581
3519
SH
SOLE
0
0
3519
AON PLC
SHS CL A
G0403H108
325
998
SH
SOLE
0
0
998
APPLE INC
COM
037833100
8880
50859
SH
SOLE
0
0
50859
APPLIED MATLS INC
COM
038222105
1578
11971
SH
SOLE
0
0
11971
ARISTA NETWORKS INC
COM
040413106
1845
13273
SH
SOLE
0
0
13273
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1373
2055
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SOLE
0
0
2055
AT&T INC
COM
00206R102
608
25732
SH
SOLE
0
0
25732
AUTOMATIC DATA PROCESSING IN
COM
053015103
1549
6809
SH
SOLE
0
0
6809
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1063
3013
SH
SOLE
0
0
3013
BIO RAD LABS INC
CL A
090572207
674
1196
SH
SOLE
0
0
1196
BK OF AMERICA CORP
COM
060505104
1074
26058
SH
SOLE
0
0
26058
BLACKSTONE INC
COM
09260D107
342
2693
SH
SOLE
0
0
2693
BOEING CO
COM
097023105
256
1336
SH
SOLE
0
0
1336
BOTTOMLINE TECH DEL INC
COM
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360
6350
SH
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0
0
6350
BROADCOM INC
COM
11135F101
782
1242
SH
SOLE
0
0
1242
BROWN FORMAN CORP
CL B
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1258
18769
SH
SOLE
0
0
18769
BUCKLE INC
COM
118440106
669
20262
SH
SOLE
0
0
20262
CABLE ONE INC
COM
12685J105
644
440
SH
SOLE
0
0
440
CANADIAN NATL RY CO
COM
136375102
982
7318
SH
SOLE
0
0
7318
CANADIAN PAC RY LTD
COM
13645T100
1291
15639
SH
SOLE
0
0
15639
CELANESE CORP DEL
COM
150870103
819
5731
SH
SOLE
0
0
5731
CHURCH & DWIGHT CO INC
COM
171340102
1392
14011
SH
SOLE
0
0
14011
CINTAS CORP
COM
172908105
900
2116
SH
SOLE
0
0
2116
CISCO SYS INC
COM
17275R102
201
3604
SH
SOLE
0
0
3604
COCA COLA CO
COM
191216100
1762
28419
SH
SOLE
0
0
28419
COMCAST CORP NEW
CL A
20030N101
259
5525
SH
SOLE
0
0
5525
CONSOLIDATED EDISON INC
COM
209115104
1573
16618
SH
SOLE
0
0
16618
COPART INC
COM
217204106
1095
8728
SH
SOLE
0
0
8728
CSX CORP
COM
126408103
1566
41806
SH
SOLE
0
0
41806
CVS HEALTH CORP
COM
126650100
268
2650
SH
SOLE
0
0
2650
DIAGEO PLC
SPON ADR NEW
25243Q205
1053
5183
SH
SOLE
0
0
5183
DIGITAL RLTY TR INC
COM
253868103
1187
8370
SH
SOLE
0
0
8370
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
1989
70655
SH
SOLE
0
0
70655
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
1243
39445
SH
SOLE
0
0
39445
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
1245
47445
SH
SOLE
0
0
47445
DISNEY WALT CO
COM
254687106
439
3203
SH
SOLE
0
0
3203
DOLLAR GEN CORP NEW
COM
256677105
403
1812
SH
SOLE
0
0
1812
DUKE ENERGY CORP NEW
COM NEW
26441C204
1531
13712
SH
SOLE
0
0
13712
EAGLE MATLS INC
COM
26969P108
745
5803
SH
SOLE
0
0
5803
EATON CORP PLC
SHS
G29183103
465
3065
SH
SOLE
0
0
3065
EATON VANCE RISK-MANAGED DIV
COM
27829G106
202
20468
SH
SOLE
0
0
20468
EDWARDS LIFESCIENCES CORP
COM
28176E108
1023
8689
SH
SOLE
0
0
8689
EVERTEC INC
COM
30040P103
219
5340
SH
SOLE
0
0
5340
EXELON CORP
COM
30161N101
539
11322
SH
SOLE
0
0
11322
EXXON MOBIL CORP
COM
30231G102
244
2954
SH
SOLE
0
0
2954
FACTSET RESH SYS INC
COM
303075105
1309
3014
SH
SOLE
0
0
3014
FAIR ISAAC CORP
COM
303250104
1210
2593
SH
SOLE
0
0
2593
FASTENAL CO
COM
311900104
1305
21964
SH
SOLE
0
0
21964
FIRST TR DOW JONES SELECT MI
COM SHS ANNUAL
33718M105
225
3736
SH
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0
0
3736
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
5500
283490
SH
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0
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283490
FIRST TR EXCHNG TRADED FD VI
VEST US BUFFER
33740F862
850
22335
SH
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0
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22335
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FT CBOE VEST BFR
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47350
SH
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47350
FIRST TR EXCHNG TRADED FD VI
US EQT BUFFER
33740F763
3829
100210
SH
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0
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100210
FIRST TR EXCHNG TRADED FD VI
VEST US EQTY BUF
33740F664
885
25305
SH
SOLE
0
0
25305
FISERV INC
COM
337738108
276
2724
SH
SOLE
0
0
2724
FLEETCOR TECHNOLOGIES INC
COM
339041105
1029
4133
SH
SOLE
0
0
4133
FORTINET INC
COM
34959E109
724
2120
SH
SOLE
0
0
2120
GARMIN LTD
SHS
H2906T109
1043
8796
SH
SOLE
0
0
8796
GENERAC HLDGS INC
COM
368736104
522
1755
SH
SOLE
0
0
1755
GENTEX CORP
COM
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768
26331
SH
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0
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26331
GRACO INC
COM
384109104
918
13170
SH
SOLE
0
0
13170
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
41653L305
9038
245460
SH
SOLE
0
0
245460
HENRY JACK & ASSOC INC
COM
426281101
1329
6746
SH
SOLE
0
0
6746
HERSHEY CO
COM
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1224
5648
SH
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0
0
5648
HOLOGIC INC
COM
436440101
208
2710
SH
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HOME DEPOT INC
COM
437076102
730
2438
SH
SOLE
0
0
2438
IDEX CORP
COM
45167R104
830
4329
SH
SOLE
0
0
4329
IDEXX LABS INC
COM
45168D104
792
1448
SH
SOLE
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ILLINOIS TOOL WKS INC
COM
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1326
6332
SH
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INFOSYS LTD
SPONSORED ADR
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INNOVATOR ETFS TR
US EQT ULTRA BF
45782C300
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INNOVATOR ETFS TR
US EQTY PWR BUF
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INNOVATOR ETFS TR
US EQTY BUFR JAN
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296
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SH
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0
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INTEL CORP
COM
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1076
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SH
SOLE
0
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INTUIT
COM
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1085
2257
SH
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2257
INVESCO EXCH TRADED FD TR II
PFD ETF
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1901
140120
SH
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INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW
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INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
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8833
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INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
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684
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INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
608
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SH
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
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1195
56225
SH
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0
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INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
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2743
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SH
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0
0
50919
INVESTORS BANCORP INC NEW
COM
46146L101
150
10072
SH
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ISHARES TR
ESG AWRE USD ETF
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322
12802
SH
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ISHARES TR
EAFE SML CP ETF
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616
9289
SH
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9289
ISHARES TR
ESG AWRE 1 5 YR
46435G243
228
9259
SH
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9259
ISHARES TR
US HLTHCARE ETF
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264
914
SH
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ISHARES TR
CORE TOTAL USD
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1995
40201
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40201
ISHARES TR
IBONDS DEC22 ETF
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203
8100
SH
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8100
ISHARES TR
MRGSTR MD CP ETF
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1516
22531
SH
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0
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22531
ISHARES TR
MSCI INTL QUALTY
46434V456
804
21797
SH
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21797
ISHARES TR
CORE S&P500 ETF
464287200
891
1963
SH
SOLE
0
0
1963
JOHNSON & JOHNSON
COM
478160104
2444
13793
SH
SOLE
0
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13793
JPMORGAN CHASE & CO
COM
46625H100
441
3236
SH
SOLE
0
0
3236
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
743
4705
SH
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0
0
4705
KLA CORP
COM NEW
482480100
873
2384
SH
SOLE
0
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KROGER CO
COM
501044101
1660
28928
SH
SOLE
0
0
28928
LAM RESEARCH CORP
COM
512807108
1362
2533
SH
SOLE
0
0
2533
LATTICE STRATEGIES TR
HARTFORD MLT ETF
518416102
1161
39883
SH
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0
0
39883
LAUDER ESTEE COS INC
CL A
518439104
765
2809
SH
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0
0
2809
LILLY ELI & CO
COM
532457108
2017
7044
SH
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0
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LINDE PLC
SHS
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219
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SH
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687
LOCKHEED MARTIN CORP
COM
539830109
309
701
SH
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0
0
701
LOWES COS INC
COM
548661107
429
2124
SH
SOLE
0
0
2124
MARKETAXESS HLDGS INC
COM
57060D108
858
2522
SH
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MARRIOTT INTL INC NEW
CL A
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SH
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MASTERCARD INCORPORATED
CL A
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1748
4891
SH
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0
0
4891
MCCORMICK & CO INC
COM NON VTG
579780206
2349
23541
SH
SOLE
0
0
23541
MCDONALDS CORP
COM
580135101
1530
6186
SH
SOLE
0
0
6186
META PLATFORMS INC
CL A
30303M102
1531
6883
SH
SOLE
0
0
6883
METTLER TOLEDO INTERNATIONAL
COM
592688105
1156
842
SH
SOLE
0
0
842
MGM GROWTH PPTYS LLC
CL A COM
55303A105
247
6385
SH
SOLE
0
0
6385
MICROSOFT CORP
COM
594918104
2869
9304
SH
SOLE
0
0
9304
MONDELEZ INTL INC
CL A
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348
5549
SH
SOLE
0
0
5549
MONOLITHIC PWR SYS INC
COM
609839105
937
1929
SH
SOLE
0
0
1929
MONSTER BEVERAGE CORP NEW
COM
61174X109
1082
13539
SH
SOLE
0
0
13539
MOODYS CORP
COM
615369105
1400
4150
SH
SOLE
0
0
4150
NETFLIX INC
COM
64110L106
529
1411
SH
SOLE
0
0
1411
NEXTERA ENERGY INC
COM
65339F101
248
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SH
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2933
NOVO-NORDISK A S
ADR
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1364
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SH
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NVIDIA CORPORATION
COM
67066G104
3467
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SH
SOLE
0
0
12706
OLD DOMINION FREIGHT LINE IN
COM
679580100
1038
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SH
SOLE
0
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3476
PAYCHEX INC
COM
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1558
11416
SH
SOLE
0
0
11416
PAYPAL HLDGS INC
COM
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996
8612
SH
SOLE
0
0
8612
PFIZER INC
COM
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684
13218
SH
SOLE
0
0
13218
PHILIP MORRIS INTL INC
COM
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226
2404
SH
SOLE
0
0
2404
PRICE T ROWE GROUP INC
COM
74144T108
1475
9755
SH
SOLE
0
0
9755
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
328
4465
SH
SOLE
0
0
4465
PROCTER AND GAMBLE CO
COM
742718109
1951
12767
SH
SOLE
0
0
12767
PROSHARES TR
PSHS ULT S&P 500
74347R107
5821
88720
SH
SOLE
0
0
88720
PUBLIC STORAGE
COM
74460D109
1553
3980
SH
SOLE
0
0
3980
QUALCOMM INC
COM
747525103
1256
8220
SH
SOLE
0
0
8220
REGENERON PHARMACEUTICALS
COM
75886F107
1232
1764
SH
SOLE
0
0
1764
RESMED INC
COM
761152107
333
1372
SH
SOLE
0
0
1372
ROCKWELL AUTOMATION INC
COM
773903109
982
3506
SH
SOLE
0
0
3506
S&P GLOBAL INC
COM
78409V104
2409
5872
SH
SOLE
0
0
5872
SCHWAB CHARLES CORP
COM
808513105
436
5169
SH
SOLE
0
0
5169
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
298
8119
SH
SOLE
0
0
8119
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2077
26324
SH
SOLE
0
0
26324
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
1100
34113
SH
SOLE
0
0
34113
SEI INVTS CO
COM
784117103
896
14883
SH
SOLE
0
0
14883
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
290
1824
SH
SOLE
0
0
1824
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
690
14276
SH
SOLE
0
0
14276
SKYWORKS SOLUTIONS INC
COM
83088M102
721
5411
SH
SOLE
0
0
5411
SMUCKER J M CO
COM NEW
832696405
1365
10077
SH
SOLE
0
0
10077
SNAP ON INC
COM
833034101
830
4037
SH
SOLE
0
0
4037
SOUTHERN COPPER CORP
COM
84265V105
1628
21455
SH
SOLE
0
0
21455
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
257
742
SH
SOLE
0
0
742
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
720
18644
SH
SOLE
0
0
18644
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1224
2709
SH
SOLE
0
0
2709
SPDR SER TR
PORTFLI HIGH YLD
78468R606
392
15621
SH
SOLE
0
0
15621
SPDR SER TR
SSGA US SMAL ETF
78468R887
877
7683
SH
SOLE
0
0
7683
SPDR SER TR
RUSSELL LOW VOL
78468R754
806
7342
SH
SOLE
0
0
7342
SPDR SER TR
S&P BK ETF
78464A797
270
5165
SH
SOLE
0
0
5165
SPDR SER TR
S&P DIVID ETF
78464A763
314
2451
SH
SOLE
0
0
2451
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
308
4105
SH
SOLE
0
0
4105
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
16087
357796
SH
SOLE
0
0
357796
STAR BULK CARRIERS CORP.
SHS PAR
Y8162K204
209
7050
SH
SOLE
0
0
7050
STRYKER CORPORATION
COM
863667101
291
1090
SH
SOLE
0
0
1090
SVB FINANCIAL GROUP
COM
78486Q101
759
1356
SH
SOLE
0
0
1356
TERADYNE INC
COM
880770102
807
6824
SH
SOLE
0
0
6824
TESLA INC
COM
88160R101
742
689
SH
SOLE
0
0
689
TEXAS INSTRS INC
COM
882508104
1287
7012
SH
SOLE
0
0
7012
THERMO FISHER SCIENTIFIC INC
COM
883556102
246
416
SH
SOLE
0
0
416
UNION PAC CORP
COM
907818108
1773
6491
SH
SOLE
0
0
6491
UNITED PARCEL SERVICE INC
CL B
911312106
1376
6417
SH
SOLE
0
0
6417
VANECK ETF TRUST
PREFERRED SECURT
92189F429
475
23124
SH
SOLE
0
0
23124
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
522
3462
SH
SOLE
0
0
3462
VANGUARD INDEX FDS
SMALL CP ETF
922908751
788
3707
SH
SOLE
0
0
3707
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
730
5890
SH
SOLE
0
0
5890
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
804
13960
SH
SOLE
0
0
13960
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
437
9465
SH
SOLE
0
0
9465
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
9147
117134
SH
SOLE
0
0
117134
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
242
5045
SH
SOLE
0
0
5045
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
328
2923
SH
SOLE
0
0
2923
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
2338
14700
SH
SOLE
0
0
14700
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
355
3801
SH
SOLE
0
0
3801
VANGUARD WORLD FDS
UTILITIES ETF
92204A876
368
2273
SH
SOLE
0
0
2273
VEEVA SYS INC
CL A COM
922475108
1020
4800
SH
SOLE
0
0
4800
VERISK ANALYTICS INC
COM
92345Y106
1260
5871
SH
SOLE
0
0
5871
VERIZON COMMUNICATIONS INC
COM
92343V104
1996
39190
SH
SOLE
0
0
39190
VISA INC
COM CL A
92826C839
2121
9566
SH
SOLE
0
0
9566
VMWARE INC
CL A COM
928563402
802
7040
SH
SOLE
0
0
7040
WALMART INC
COM
931142103
1692
11364
SH
SOLE
0
0
11364
WATERS CORP
COM
941848103
823
2652
SH
SOLE
0
0
2652
WEST PHARMACEUTICAL SVSC INC
COM
955306105
923
2248
SH
SOLE
0
0
2248
WIPRO LTD
SPON ADR 1 SH
97651M109
1153
149520
SH
SOLE
0
0
149520
ZOETIS INC
CL A
98978V103
1333
7067
SH
SOLE
0
0
7067