The Analysis of MARSHALL INVESTMENT MANAGEMENT, LLC's Holdings
Currently, MARSHALL INVESTMENT MANAGEMENT, LLC holds 75 types of securities in its portfolio with a total value $188.9M. In the most recent quarter, they have increased their positions in GLD (+45.1K shares, valued at $16.0M), CGGR (+203.2K shares, valued at $8.9M), BRK.B (+17.4K shares, valued at $8.7M); initiated new positions in CGGR (+203.2K shares, valued at $8.9M), BRK.B (+17.4K shares, valued at $8.7M), NVDA (+26.0K shares, valued at $4.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR48.5K shares1350.97%2025-09-302025-11-14
FFLG FIDELITY COVINGTON TRUST306.1K shares1747.55%2025-09-302025-11-14 MSFT MICROSOFT CORP17.4K shares300.58%2025-09-302025-11-14 CGGR CAPITAL GROUP GROWTH ETF203.2K sharesnew addition2025-09-302025-11-14 MFUS PIMCO EQUITY SER158.6K shares3528.58%2025-09-302025-11-14 FMDE FIDELITY COVINGTON TRUST243.3K shares3801.20%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL17.4K sharesnew addition2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR10.6K shares253.36%2025-09-302025-11-14 AMZN AMAZON COM INC27.0K shares967.66%2025-09-302025-11-14 NVDA NVIDIA CORPORATION26.0K sharesnew addition2025-09-302025-11-14 RDVY FIRST TR EXCHANGE TRADED FD69.6K shares1224.68%2025-09-302025-11-14 AAPL APPLE INC18.1K shares894.83%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.14.4K shares896.95%2025-09-302025-11-14 GOOG ALPHABET INC16.5K sharesnew addition2025-09-302025-11-14 AIRR FIRST TR EXCHANGE TRADED FD37.5K sharesnew addition2025-09-302025-11-14 ARKW ARK ETF TR20.1K shares49.85%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC7.1K sharesnew addition2025-09-302025-11-14 FV FIRST TR EXCHANGE TRADED FD52.8K shares41.60%2025-09-302025-11-14 META META PLATFORMS INC4.4K sharesnew addition2025-09-302025-11-14 SOXQ INVESCO EXCH TRADED FD TR II57.0K shares460.05%2025-09-302025-11-14 FVD FIRST TR EXCHANGE-TRADED FD61.7K shares45.10%2025-09-302025-11-14 XAR SPDR SERIES TRUST12.0K sharesnew addition2025-09-302025-11-14 WMT WALMART INC26.5K sharesnew addition2025-09-302025-11-14 FPEI FIRST TR EXCH TRADED FD III140.0K shares1013.37%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW21.7K sharesnew addition2025-09-302025-11-14 LLY ELI LILLY & CO3.4K sharesnew addition2025-09-302025-11-14 LIT GLOBAL X FDS44.8K sharesnew addition2025-09-302025-11-14 NLR VANECK ETF TRUST18.5K sharesnew addition2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC56.7K sharesnew addition2025-09-302025-11-14 FTCS FIRST TR EXCHANGE-TRADED FD25.5K shares39.60%2025-09-302025-11-14 QQEW FIRST TR EXCHANGE-TRADED FD16.2K shares105.19%2025-09-302025-11-14 XSMO INVESCO EXCHANGE TRADED FD T28.6K sharesnew addition2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR38.8K sharesnew addition2025-09-302025-11-14 FDL FIRST TR EXCHANGE-TRADED FD46.2K sharesnew addition2025-09-302025-11-14 PAVE GLOBAL X FDS40.5K sharesnew addition2025-09-302025-11-14 TDIV FIRST TR EXCHANGE TRADED FD19.1K sharesnew addition2025-09-302025-11-14 AMGN AMGEN INC6.5K sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON9.2K sharesnew addition2025-09-302025-11-14 XLI SELECT SECTOR SPDR TR10.7K sharesnew addition2025-09-302025-11-14 SDVY FIRST TR EXCHANGE-TRADED FD42.1K sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS2.3K shares36.98%2025-09-302025-11-14 EIPX FIRST TR EXCHANGE-TRADED FD46.8K sharesnew addition2025-09-302025-11-14 XLU SELECT SECTOR SPDR TR13.5K sharesnew addition2025-09-302025-11-14 ARKX ARK ETF TR33.7K sharesnew addition2025-09-302025-11-14 CIBR FIRST TR EXCHANGE TRADED FD11.8K sharesnew addition2025-09-302025-11-14 JHMM JOHN HANCOCK EXCHANGE TRADED13.8K shares24.92%2025-09-302025-11-14 FIW FIRST TR EXCHANGE-TRADED FD7.5K sharesnew addition2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K sharesnew addition2025-09-302025-11-14 MPLX MPLX LP10.5K shares0.00%2025-09-302025-11-14 RDVI FIRST TR EXCHANGE-TRADED FD20.1K sharesnew addition2025-09-302025-11-14 WEC WEC ENERGY GROUP INC4.4K shares0.85%2025-09-302025-11-14 JGRO J P MORGAN EXCHANGE TRADED F5.2K sharesnew addition2025-09-302025-11-14 VOOV VANGUARD ADMIRAL FDS INC2.4K sharesnew addition2025-09-302025-11-14 KIE SPDR SERIES TRUST7.9K sharesnew addition2025-09-302025-11-14 VUG VANGUARD INDEX FDS940 sharesnew addition2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR13.8K shares12.75%2025-09-302025-11-14 FUTY FIDELITY COVINGTON TRUST7.5K sharesnew addition2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP836 sharesnew addition2025-09-302025-11-14 FTHI FIRST TR EXCHANGE TRADED FD16.7K sharesnew addition2025-09-302025-11-14 FTQI FIRST TR EXCHANGE TRADED FD18.4K sharesnew addition2025-09-302025-11-14 EMLP FIRST TR EXCHANGE-TRADED FD8.7K sharesnew addition2025-09-302025-11-14 PPA INVESCO EXCHANGE TRADED FD T1.9K sharesnew addition2025-09-302025-11-14 FMB FIRST TR EXCH TRADED FD III5.5K sharesnew addition2025-09-302025-11-14 CVS CVS HEALTH CORP3.7K shares0.00%2025-09-302025-11-14 V VISA INC758 sharesnew addition2025-09-302025-11-14 AVGO BROADCOM INC744 sharesnew addition2025-09-302025-11-14 HYXF ISHARES TR5.2K sharesnew addition2025-09-302025-11-14 ARKK ARK ETF TR2.7K sharesnew addition2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC285 shares0.71%2025-09-302025-11-14 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-11-14 NUDM NUSHARES ETF TR5.8K sharesnew addition2025-09-302025-11-14 VMC VULCAN MATLS CO701 sharesnew addition2025-09-302025-11-14 FNX FIRST TR EXCHANGE-TRADED ALP1.7K sharesnew addition2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available