MARSHALL INVESTMENT MANAGEMENT, LLC Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$161.0M

Holdings

252

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (252 positions)

StockValue
FCVTFIRST TR EXCHANGE-TRADED FD
$65K
ARKQARK ETF TR
$60K
ORCLORACLE CORP
$60K
IDHQINVESCO EXCH TRADED FD TR II
$56K
MNKDMANNKIND CORP
$55K
BKHBLACK HILLS CORP
$55K
MUMICRON TECHNOLOGY INC
$53K
SHESPDR SER TR
$52K
GOOGLALPHABET INC
$52K
IWDISHARES TR
$52K
PHOINVESCO EXCHANGE TRADED FD T
$49K
AQLTISHARES TR
$48K
HDHOME DEPOT INC
$40K
CBSHCOMMERCE BANCSHARES INC
$39K
IWRISHARES TR
$39K
FMDEFIDELITY COVINGTON TRUST
$38K
MOALTRIA GROUP INC
$37K
SCHVSCHWAB STRATEGIC TR
$37K
ITA*ISHARES TR
$36K
WYWEYERHAEUSER CO MTN BE
$36K
MAMASTERCARD INCORPORATED
$34K
FTSMFIRST TR EXCHANGE-TRADED FD
$33K
MCDMCDONALDS CORP
$33K
MDYSPDR S&P MIDCAP 400 ETF TR
$33K
IWMISHARES TR
$32K
MRKMERCK & CO INC
$31K
FISVFISERV INC
$31K
MLB1MERCADOLIBRE INC
$29K
MDLZMONDELEZ INTL INC
$29K
FTGCFIRST TR EXCHANGE TRAD FD VI
$28K
NNENANO NUCLEAR ENERGY INC
$27K
SBUXSTARBUCKS CORP
$26K
LOWLOWES COS INC
$26K
XMMOINVESCO EXCHANGE TRADED FD T
$26K
KMBKIMBERLY-CLARK CORP
$25K
JHMLJOHN HANCOCK EXCHANGE TRADED
$24K
RBLXROBLOX CORP
$24K
GRIDFIRST TR EXCHANGE TRADED FD
$23K
XNTKSPDR SER TR
$23K
BABOEING CO
$22K
IBMINTERNATIONAL BUSINESS MACHS
$22K
RCLROYAL CARIBBEAN GROUP
$21K
SCHXSCHWAB STRATEGIC TR
$20K
TSLATESLA INC
$18K
FIXDFIRST TR EXCHNG TRADED FD VI
$17K
AEPAMERICAN ELEC PWR CO INC
$16K
TOLTOLL BROTHERS INC
$16K
ETDETHAN ALLEN INTERIORS INC
$16K
CQPCHENIERE ENERGY PARTNERS LP
$16K
DNPDNP SELECT INCOME FD INC
$16K
COPCONOCOPHILLIPS
$16K
IVWISHARES TR
$16K
UNHUNITEDHEALTH GROUP INC
$16K
PEPPEPSICO INC
$15K
IRDMIRIDIUM COMMUNICATIONS INC
$14K
CRAKVANECK ETF TRUST
$14K
NSANATIONAL STORAGE AFFILIATES
$14K
GSBDGOLDMAN SACHS BDC INC
$14K
IYY*ISHARES TR
$13K
FNVFRANCO NEV CORP
$13K
RPARTIDAL ETF TR
$12K
NEENEXTERA ENERGY INC
$11K
IGPTINVESCO EXCHANGE TRADED FD T
$11K
BACBANK AMERICA CORP
$11K
KHCKRAFT HEINZ CO
$11K
XLCSELECT SECTOR SPDR TR
$10K
XHBSPDR SER TR
$10K
SMRNUSCALE PWR CORP
$9K
SHELSHELL PLC
$9K
ARKGARK ETF TR
$9K
PEGPUBLIC SVC ENTERPRISE GRP IN
$8K
GTLBGITLAB INC
$8K
FTRIFIRST TR EXCHANGE TRADED FD
$7K
ELMDELECTROMED INC
$7K
QSRRESTAURANT BRANDS INTL INC
$7K
EXASEXACT SCIENCES CORP
$6K
FTSLFIRST TR EXCHANGE-TRADED FD
$6K
APDAIR PRODS & CHEMS INC
$6K
NYFISHARES TR
$6K
PRUPRUDENTIAL FINL INC
$5K
DISDISNEY WALT CO
$5K
LPLALPL FINL HLDGS INC
$5K
WCNWASTE CONNECTIONS INC
$5K
EPREPR PPTYS
$5K
BKNGBOOKING HOLDINGS INC
$5K
AURAURORA INNOVATION INC
$5K
BPBP PLC
$4K
AXONAXON ENTERPRISE INC
$4K
CCLCARNIVAL CORP
$4K
7HPHP INC
$4K
SMCISUPER MICRO COMPUTER INC
$4K
CMCSACOMCAST CORP NEW
$4K
DUOLDUOLINGO INC
$3K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$3K
PGPROCTER AND GAMBLE CO
$3K
NETCLOUDFLARE INC
$3K
NDQINVESCO QQQ TR
$3K
UMHUMH PPTYS INC
$3K
WFGWEST FRASER TIMBER CO LTD
$3K
GEVGE VERNOVA INC
$3K
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