MARSHALL INVESTMENT MANAGEMENT, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$169.7B
Holdings
135
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (135 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWDISHARES RUSSELL | 275 | $52.2M | 0.03% | |
| 102 | SHESPDR SSGA | 455 | $51.7M | 0.03% | |
| 103 | GOOGLALPHABET INC | 310 | $51.4M | 0.03% | |
| 104 | ARKQARK AUTONOMOUS | 805 | $49.0M | 0.03% | |
| 105 | AQLTISHARES SELECT | 348 | $47.1M | 0.03% | |
| 106 | MRKMERCK & COMPANY | 370 | $42.1M | 0.02% | |
| 107 | SCHGSCHWAB US | 390 | $40.6M | 0.02% | |
| 108 | HDHOME DEPOT | 100 | $40.5M | 0.02% | |
| 109 | IWRISHARES RUSSELL | 454 | $40.1M | 0.02% | |
| 110 | MCDMCDONALDS CORP | 120 | $36.6M | 0.02% | |
| 111 | COPCONOCOPHILLIPS | 341 | $36.0M | 0.02% | |
| 112 | IWMISHARES RUSSELL | 160 | $35.5M | 0.02% | |
| 113 | CBSHCOMMERCE BANCSHARES | 593 | $35.2M | 0.02% | |
| 114 | ITA*ISHARES AEROSPACE | 235 | $35.2M | 0.02% | |
| 115 | FTSMFIRST TRUST | 543 | $32.5M | 0.02% | |
| 116 | MOALTRIA GROUP | 624 | $31.8M | 0.02% | |
| 117 | MDLZMONDELEZ INTERNATIONAL | 431 | $31.8M | 0.02% | |
| 118 | MLB1MERCADOLIBRE INC | 15 | $30.8M | 0.02% | |
| 119 | LOWLOWES COMPANIES | 113 | $30.6M | 0.02% | |
| 120 | MAMASTERCARD INC | 61 | $30.3M | 0.02% | |
| 121 | SBUXSTARBUCKS CORP | 309 | $30.2M | 0.02% | |
| 122 | UNHUNITEDHEALTH GROUP | 51 | $30.2M | 0.02% | |
| 123 | TAT&T INC | 1,287 | $28.3M | 0.02% | |
| 124 | IVOGVANGUARD S&P | 232 | $26.6M | 0.02% | |
| 125 | GRIDFIRST TRUST | 207 | $26.3M | 0.02% | |
| 126 | FTGCFIRST TRUST | 1,090 | $25.8M | 0.02% | |
| 127 | FISVFISERV INC | 140 | $25.2M | 0.01% | |
| 128 | KMBKIMBERLY CLARK | 174 | $24.8M | 0.01% | |
| 129 | CIBRFIRST TRUST | 406 | $24.1M | 0.01% | |
| 130 | XNTKSPDR SERIES | 121 | $23.9M | 0.01% | |
| 131 | TOLTOLL BROTHERS | 153 | $23.7M | 0.01% | |
| 132 | SCHXSCHWAB US | 296 | $20.1M | 0.01% | |
| 133 | FTRIFIRST TRUST | 1,221 | $16.5M | 0.01% | |
| 134 | DNPDNP SELECT | 1,600 | $16.1M | 0.01% | |
| 135 | GSBDGOLDMAN SACHS | 1,165 | $16.0M | 0.01% |
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