Portfolio (Quarterly)
Guide ↗
Marshall Financial Group, LLC
· CIK 0001841496| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ULTA | ULTA BEAUTY INC | Consumer Cyclical | 365 | $221K | 0.04% | SOLD |
| 42 | NEAR | ISHARES U S ETF TR | — | 4,315 | $220K | 0.04% | SOLD |
| 43 | TLT | ISHARES TR | — | 2,489 | $217K | 0.04% | SOLD |
| 44 | WST | WEST PHARMACEUTICAL SVSC INC | Healthcare | 762 | $210K | 0.04% | SOLD |
| 45 | — | INNOVATOR ETFS TRUST | — | 7,636 | $208K | 0.04% | SOLD |
| 46 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 982 | $205K | 0.04% | SOLD |
| 47 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 3,119 | $204K | 0.04% | SOLD |
| 48 | XP | XP INC | Financial Services | 11,733 | $192K | 0.04% | SOLD |
Sector Allocation
Technology
32.8%
Financial Services
27.2%
Industrials
8.6%
Healthcare
7.0%
Consumer Defensive
6.6%
Consumer Cyclical
4.9%
Basic Materials
3.4%
Utilities
3.2%
Communication Services
3.0%
Real Estate
2.6%