Marshall Financial Group, LLC
Top Portfolio Positions
188 positions ·
$302,184,872 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CEF |
Sprott Physical Gold & Silver Trust
|
544,328 | $25,975,332 | 8.60% |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,372 | $19,838,830 | 6.57% |
| NVDA |
Nvidia Corp
Technology
|
79,090 | $13,793,296 | 4.56% |
| AAPL |
Apple Inc.
Technology
|
46,986 | $11,924,576 | 3.95% |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
231,255 | $8,026,861 | 2.66% |
| LRCX |
Lam Research Corp
Technology
|
25,388 | $5,424,400 | 1.80% |
| WMT |
Walmart Inc.
Consumer Defensive
|
41,216 | $5,122,324 | 1.70% |
| AVGO |
Broadcom Inc.
Technology
|
15,945 | $4,935,136 | 1.63% |
| LITE |
Lumentum Holdings Inc.
Technology
|
5,867 | $4,123,092 | 1.36% |
| LMT |
Lockheed Martin Corp
Industrials
|
6,531 | $3,947,271 | 1.31% |
Holdings in CLF
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $697,640 | 82,561 | Shares | Sole | 2026-04-13 | |
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