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Marshall Financial Group LLC Buys Invesco Preferred ETF, ProShares Ultra S&P500, First ...

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·8 min read
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Investment company Marshall Financial Group LLC (Current Portfolio) buys Invesco Preferred ETF, ProShares Ultra S&P500, First Trust Institutional Preferred Securities and, FT Cboe Vest U.S. Equity Buffer ETF - February, Vanguard Short-Term Corporate Bond ETF, sells iShares Core Total USD Bond Market ETF, Artisan Partners Asset Management Inc, Aon PLC, ResMed Inc, Quest Diagnostics Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Marshall Financial Group LLC. As of 2021Q4, Marshall Financial Group LLC owns 207 stocks with a total value of $270 million. These are the details of the buys and sells.

  • New Purchases: PGX, SSO, FPEI, FFEB, XSVM, DFAI, BCI, IBDQ, TOTL, DFAE, DEO, EL, KLAC, BSCO, BSCM, KEYS, EXP, APD, CTAS, VEU, ALLE, NFLX, MPWR, BKE, DFAU, CABO, ONEV, XLRE, FAUG, GNRC, VB, IQLT, BSCN, BSCP, IBDO, SRLN, ABT, EPAY, SSNC, PFG, TMO, SCHJ, KBE, AES, ULST, VSS, SYK, EVTC, BA, ACIW, VEA, FISV, UWM, ECL, HOLX, FIS, VOO,

  • Added Positions: VCSH, SCHR, BNDX, ANGL, PSA, PG, GIS, DLR, ED, MCD, VZ, KR, DUK, UPS, JNJ, WMT, INTU, GOOG, AAPL, V, DIS, PYPL, FB, TROW, MSFT, AMZN, MA, CHD, ROK, QCOM, NVDA, VMW, SCZ, TER, ADBE, FICO, SNA, ALGN, BF.B, MKTX, INTC, SWKS, SCHW, ITW, SEIC, GGG, IEX, SCCO, XLNX, GNTX, LLY, LRCX, CE, SPY, MNST, REGN, LOW, HSY, CSX, CNI, WAT, CP, KO, ASML, AMAT, BIO, IDXX, ODFL, JKHY, FLT, VEEV, SCHD, UNP, SPGI, TXN, FAST, TSLA, MGC, EW, LMT, SMLV, SPEM, MTD, SUSC, GRMN,

  • Reduced Positions: IUSB, AON, RMD, FDM, ADI, XMLV, HTRB, RODM, ICF, AME, BAC, FTNT, CSCO, DG, NVO, WIT, A, XLK, JPM, FNDF, IYH, FDS, ANET, AVGO, PAYX, JKG, ETN, IYC, VFH, SDY, PFXF, MAR, T, PFE, CPRT, SIVB, PM, LIN, CVS, GOOGL, DIA,

  • Sold Out: APAM, DGX, MMM, BABA, WAL, DECK, CHE, CLX, BHP, QEFA, MRK, HON, ATHM, EA, EBAY, NDSN, CL, NTES, XYL, QSR, GS,


For the details of Marshall Financial Group LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/marshall+financial+group+llc/current-portfolio/portfolio

These are the top 5 holdings of Marshall Financial Group LLC

  1. Hartford Total Return Bond ETF (HTRB) - 381,425 shares, 5.62% of the total portfolio. Shares reduced by 3.6%

  2. Apple Inc (AAPL) - 50,905 shares, 3.35% of the total portfolio. Shares added by 6.15%

  3. Vanguard Short-Term Corporate Bond ETF (VCSH) - 108,651 shares, 3.27% of the total portfolio. Shares added by 54.11%

  4. Schwab Intermediate-Term U.S. Treasury ETF (SCHR) - 150,834 shares, 3.14% of the total portfolio. Shares added by 53.74%

  5. VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) - 222,134 shares, 2.71% of the total portfolio. Shares added by 27.17%

New Purchase: Invesco Preferred ETF (PGX)

Marshall Financial Group LLC initiated holding in Invesco Preferred ETF. The purchase prices were between $14.54 and $15.04, with an estimated average price of $14.81. The stock is now traded at around $14.140000. The impact to a portfolio due to this purchase was 2.67%. The holding were 479,850 shares as of 2021-12-31.

New Purchase: ProShares Ultra S&P500 (SSO)

Marshall Financial Group LLC initiated holding in ProShares Ultra S&P500. The purchase prices were between $59.77 and $74.03, with an estimated average price of $68.54. The stock is now traded at around $60.170000. The impact to a portfolio due to this purchase was 2.19%. The holding were 40,355 shares as of 2021-12-31.

New Purchase: First Trust Institutional Preferred Securities and (FPEI)

Marshall Financial Group LLC initiated holding in First Trust Institutional Preferred Securities and. The purchase prices were between $20.12 and $20.45, with an estimated average price of $20.31. The stock is now traded at around $20.140000. The impact to a portfolio due to this purchase was 1.9%. The holding were 251,340 shares as of 2021-12-31.

New Purchase: FT Cboe Vest U.S. Equity Buffer ETF - February (FFEB)

Marshall Financial Group LLC initiated holding in FT Cboe Vest U.S. Equity Buffer ETF - February. The purchase prices were between $36.58 and $38.5, with an estimated average price of $37.82. The stock is now traded at around $36.940000. The impact to a portfolio due to this purchase was 1.43%. The holding were 100,210 shares as of 2021-12-31.

New Purchase: Invesco S&P SmallCap Value with Momentum ETF (XSVM)

Marshall Financial Group LLC initiated holding in Invesco S&P SmallCap Value with Momentum ETF. The purchase prices were between $50.26 and $56.37, with an estimated average price of $53.16. The stock is now traded at around $50.740000. The impact to a portfolio due to this purchase was 0.84%. The holding were 41,917 shares as of 2021-12-31.

New Purchase: Dimensional International Core Equity Market ETF (DFAI)

Marshall Financial Group LLC initiated holding in Dimensional International Core Equity Market ETF. The purchase prices were between $28.1 and $30.21, with an estimated average price of $29.31. The stock is now traded at around $28.160000. The impact to a portfolio due to this purchase was 0.62%. The holding were 56,915 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

Marshall Financial Group LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 54.11%. The purchase prices were between $80.95 and $81.89, with an estimated average price of $81.35. The stock is now traded at around $80.230000. The impact to a portfolio due to this purchase was 1.15%. The holding were 108,651 shares as of 2021-12-31.

Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

Marshall Financial Group LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 53.74%. The purchase prices were between $55.73 and $56.61, with an estimated average price of $56.19. The stock is now traded at around $55.130000. The impact to a portfolio due to this purchase was 1.1%. The holding were 150,834 shares as of 2021-12-31.

Added: VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL)

Marshall Financial Group LLC added to a holding in VanEck Vectors Fallen Angel High Yield Bond ETF by 27.17%. The purchase prices were between $32.22 and $33.21, with an estimated average price of $32.71. The stock is now traded at around $31.550000. The impact to a portfolio due to this purchase was 0.58%. The holding were 222,134 shares as of 2021-12-31.

Added: Vanguard Total International Bond ETF (BNDX)

Marshall Financial Group LLC added to a holding in Vanguard Total International Bond ETF by 31.04%. The purchase prices were between $54.87 and $55.81, with an estimated average price of $55.32. The stock is now traded at around $54.560000. The impact to a portfolio due to this purchase was 0.58%. The holding were 119,260 shares as of 2021-12-31.

Added: Public Storage (PSA)

Marshall Financial Group LLC added to a holding in Public Storage by 418.45%. The purchase prices were between $295.26 and $374.56, with an estimated average price of $335.03. The stock is now traded at around $346.260000. The impact to a portfolio due to this purchase was 0.44%. The holding were 3,878 shares as of 2021-12-31.

Added: Procter & Gamble Co (PG)

Marshall Financial Group LLC added to a holding in Procter & Gamble Co by 124.66%. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $159.130000. The impact to a portfolio due to this purchase was 0.43%. The holding were 12,837 shares as of 2021-12-31.

Sold Out: Artisan Partners Asset Management Inc (APAM)

Marshall Financial Group LLC sold out a holding in Artisan Partners Asset Management Inc. The sale prices were between $43.14 and $52.02, with an estimated average price of $47.98.

Sold Out: Quest Diagnostics Inc (DGX)

Marshall Financial Group LLC sold out a holding in Quest Diagnostics Inc. The sale prices were between $140.36 and $173.01, with an estimated average price of $152.48.

Sold Out: 3M Co (MMM)

Marshall Financial Group LLC sold out a holding in 3M Co. The sale prices were between $170.04 and $183.66, with an estimated average price of $178.14.

Sold Out: Alibaba Group Holding Ltd (BABA)

Marshall Financial Group LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Western Alliance Bancorp (WAL)

Marshall Financial Group LLC sold out a holding in Western Alliance Bancorp. The sale prices were between $98.78 and $122.78, with an estimated average price of $112.57.

Sold Out: Deckers Outdoor Corp (DECK)

Marshall Financial Group LLC sold out a holding in Deckers Outdoor Corp. The sale prices were between $330.7 and $438.3, with an estimated average price of $387.32.



Here is the complete portfolio of Marshall Financial Group LLC. Also check out:

1. Marshall Financial Group LLC's Undervalued Stocks

2. Marshall Financial Group LLC's Top Growth Companies, and

3. Marshall Financial Group LLC's High Yield stocks

4. Stocks that Marshall Financial Group LLC keeps buyingThis article first appeared on GuruFocus.