Long-term investor
Marshall Financial Group, LLC @marshallfinancialgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001841496).
Record
- Tracked since 2025-06-30 (449 days), 191 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.8% · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R523 · 5.1% · long · since 2026-03-31
- 78470P804 · 4.0% · long · since 2025-06-30
- 46090E103 · 4.0% · long · since 2025-06-30
- 78468R663 · 3.9% · long · since 2026-03-31
- 55286W108 · 3.8% · long · since 2025-06-30
- 85208R101 · 3.2% · long · since 2026-03-31
- 47103U746 · 3.0% · long · since 2025-09-30
- 032108409 · 2.7% · long · since 2025-09-30
- 922908363 · 2.6% · long · since 2025-06-30
- NVDA · 2.3% · long · since 2025-06-30
- 45783Y855 · 2.2% · long · since 2026-06-30
- 47103U647 · 2.0% · long · since 2026-06-30