0001841496-23-000006.txt : 20231019
0001841496-23-000006.hdr.sgml : 20231019
20231019170045
ACCESSION NUMBER: 0001841496-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231019
DATE AS OF CHANGE: 20231019
EFFECTIVENESS DATE: 20231019
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: 231335353
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
X0202
13F-HR
LIVE
false
false
false
0001841496
XXXXXXXX
09-30-2023
09-30-2023
false
Marshall Financial Group LLC
225 International Circle
Suite 102
Hunt Valley
MD
21030
13F HOLDINGS REPORT
028-20487
000146362
801-117820
N
Peter Andrew Marshall
CCO
410-563-1044
/s/ Peter Andrew Marshall
Hunt Valley
MD
10-19-2023
0
163
277421107
INFORMATION TABLE
2
infotable.xml
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AGILENT TECHNOLOGIES INC
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6080
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0
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ALIGN TECHNOLOGY INC
COM
016255101
203343
666
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SOLE
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ALPHABET INC
CAP STK CL A
02079K305
429875
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SOLE
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ALPHABET INC
CAP STK CL C
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28723
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AMAZON COM INC
COM
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6823
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0
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AMETEK INC
COM
031100100
890075
6024
SH
SOLE
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0
6024
AMGEN INC
COM
031162100
898196
3342
SH
SOLE
0
0
3342
AMPHENOL CORP NEW
CL A
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701233
8349
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APPLE INC
COM
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51103
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ARISTA NETWORKS INC
COM
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ASML HOLDING N V
N Y REGISTRY SHS
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BLACKSTONE INC
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CADENCE DESIGN SYSTEM INC
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CANADIAN NATL RY CO
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CINTAS CORP
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CIRRUS LOGIC INC
COM
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CISCO SYS INC
COM
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COCA COLA CO
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COMMERCE BANCSHARES INC
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CONSTELLATION ENERGY CORP
COM
21037T109
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COPART INC
COM
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CORNERSTONE STRATEGIC VALUE
COM
21924B302
80500
10000
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CSX CORP
COM
126408103
1721729
55991
SH
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DIGITAL RLTY TR INC
COM
253868103
2330462
19257
SH
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DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
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25434V203
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DIODES INC
COM
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DUKE ENERGY CORP NEW
COM NEW
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EATON CORP PLC
SHS
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EATON VANCE RISK-MANAGED DIV
COM
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ELI LILLY & CO
COM
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EQUITY LIFESTYLE PPTYS INC
COM
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EXELON CORP
COM
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EXTRA SPACE STORAGE INC
COM
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EXXON MOBIL CORP
COM
30231G102
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2943
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FACTSET RESH SYS INC
COM
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1025375
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COM
N3167Y103
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CBOE VEST RISING
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LNG DUR OPRTUN
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VEST US BUFFER
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CR SCORED LONG
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GARMIN LTD
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GENERAL MLS INC
COM
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SH
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GENTEX CORP
COM
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HERSHEY CO
COM
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HOME DEPOT INC
COM
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IDEX CORP
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
COM
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COM NON VTG
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COM
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MERCK & CO INC
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META PLATFORMS INC
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COM
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MONDELEZ INTL INC
CL A
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COM
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COM
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COM
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COM
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COM
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SH
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PSHS ULT S&P 500
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COM
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COM
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COM
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RELX PLC
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INTL EQTY ETF
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COM
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SKYLINE CHAMPION CORPORATION
COM
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SKYWORKS SOLUTIONS INC
COM
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SMUCKER J M CO
COM NEW
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UT SER 1
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TR UNIT
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PORTFOLIO SH TSR
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SPDR SER TR
S&P 500 ESG ETF
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SPDR SER TR
SSGA US SMAL ETF
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SPDR SER TR
RUSSELL LOW VOL
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S&P DIVID ETF
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SSGA ACTIVE TR
SPDR BLACKSTONE
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TERADYNE INC
COM
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SH
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TESLA INC
COM
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SH
SOLE
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TEXAS INSTRS INC
COM
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SH
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UNION PAC CORP
COM
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SH
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4655
UNITED PARCEL SERVICE INC
CL B
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SH
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500 VAL IDX FD
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521896
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FTSE SMCAP ETF
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357894
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SHRT TRM CORP BD
92206C409
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MEGA CAP INDEX
921910873
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VANGUARD WORLD FD
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921910709
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SH
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VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
271877
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SH
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VERISK ANALYTICS INC
COM
92345Y106
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4524
SH
SOLE
0
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4524
VERIZON COMMUNICATIONS INC
COM
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79181
VERTEX PHARMACEUTICALS INC
COM
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VISA INC
COM CL A
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WALMART INC
COM
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XP INC
CL A
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